Record profits don’t necessarily mean it’s time to buy. Barceló has the cash to acquire hotels but says today’s prices no longer justify the returns it expects.
RARE India's partnership with SAMHI Hotels is a measured bet on a familiar problem: how to build commercial infrastructure around a product that derives its value from resisting it. The opportunity lies in scaling access while preserving the experience — without standardizing it.
In this video from Skift Asia Forum 2026, Andrew Langdon, chief development officer at Accor, explains how generational shifts and rising competition are accelerating hotel brand conversions across Asia, with mid-scale and economy properties driving most of the growth.
L+R’s reorganization underscores a broader trend in how specialist investors aim to get an edge over generalist real estate funds in hotel investing. Its plan to spend over $250 million on properties in its new Iconic hotel collection is one example.
On today’s pod we look at the news that members club Soho House is going private, while global hotel investment shrank, and travelers are underestimating their carbon footprints.
Hotel investors and buyers want clarity on interest rates, valuations, and traveler demand. Until then, a lot of capital is sitting on the sidelines because the risks still feel too high.
Barry Sternlicht sees trouble brewing for big hotel chains. The Starwood founder warns that nimble upstarts will steal their market share one social media post at a time.
Dalata's strategic review, which may put a sale sign on the company, reflects the mixed outlook for European hotel assets. Investors are balancing tourism's strength against economic uncertainty.
While this is only a minority investment in a small company, LVMH's stake in Fontenille shows its ambition to accelerate its travel and experiential offerings internationally, beyond just Cheval Blanc, Belmond, and Bulgari Hotels & Resorts.