Very interesting insight from JLL on their latest European Hotels Market Update. A lot of quality information was shared.
Part of my takeaways from this conference are the followings:
๐ญ. ๐ง๐ฟ๐ฎ๐ป๐๐ฎ๐ฐ๐๐ถ๐ผ๐ป๐ฎ๐น ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐: Price discovery still active for the next months. Market players need better transactional data to rely on, and to value opportunities in a more meaningful way.
๐ฎ. ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ถ๐พ๐๐ถ๐ฑ๐ถ๐๐: this is not a "quality" led crisis. There is a rapid increase in fundraising for investment, from institutions and private equity companies with new entrants in the sector.
๐ฏ. ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐: strong interest in repositioning opportunities (staycation, urban hotels, resorts) with new clients target or asset classes.
At KS we foresee investment opportunities:
- by aligning 2 pillars: ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ & ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ฒ. This shall mitigate the lack of assumptions and benefit from the actual bid/ask priceโs gap.
-through ๐๐ฉ ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ถ๐ฒ๐: for equity sales of assets; with market players that all share a strong European footprint.
Credits :William Duffey Romain Gowhari Brad Greenway Jessica Jahns Patrick J. Saade Christopher Exler Kerr Young Heidi Schmidtke Ana Ivanovic Claudia Bisignani Ross Petar
Part of my takeaways from this conference are the followings:
๐ญ. ๐ง๐ฟ๐ฎ๐ป๐๐ฎ๐ฐ๐๐ถ๐ผ๐ป๐ฎ๐น ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐: Price discovery still active for the next months. Market players need better transactional data to rely on, and to value opportunities in a more meaningful way.
๐ฎ. ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ถ๐พ๐๐ถ๐ฑ๐ถ๐๐: this is not a "quality" led crisis. There is a rapid increase in fundraising for investment, from institutions and private equity companies with new entrants in the sector.
๐ฏ. ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐: strong interest in repositioning opportunities (staycation, urban hotels, resorts) with new clients target or asset classes.
At KS we foresee investment opportunities:
- by aligning 2 pillars: ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ & ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ฒ. This shall mitigate the lack of assumptions and benefit from the actual bid/ask priceโs gap.
-through ๐๐ฉ ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ถ๐ฒ๐: for equity sales of assets; with market players that all share a strong European footprint.
Credits :William Duffey Romain Gowhari Brad Greenway Jessica Jahns Patrick J. Saade Christopher Exler Kerr Young Heidi Schmidtke Ana Ivanovic Claudia Bisignani Ross Petar
