Capital today is just as exclusive as the hotels it chases
Reading the tea leaves on the hotel capital markets
Hello everyone,
Happy Friday.
Eurosummer is in full swing. This year, I’m looking forwards to returning to my tried and true classic: lunch at Jondal Ibiza for their unreal king crab legs and tomato salad, followed by a relaxing afternoon on one of their sun loungers (but more importantly, for the people watching)! I’m also excited to try the new Jais Ibiza, which just opened this season after hit restaurants in Ramatuelle and Paris. You can book Jondal and Jais on Dorsia (and many more fantastic spots in the Med) and avoid the burden of asking friends & acquaintances for reservation favors. Download the app here and use THESTANZA for access.
Branded residences have been trending for a long time, and I’m curious what would-be buyers actually think of them. If you wouldn’t mind…
If you would buy one of these residences, is there a specific brand you’re most interested in? I welcome to hear your thoughts on branded residences - just direct reply to this email.
If you’re new here, or want to catch up on the best of The Stanza, I’d recommend that you start here.
In today’s newsletter:
Everyone’s crowding the same trade in luxury hospitality. What’s the catch they’re all skipping?
Where is the next big market opportunity for hotels? (It’s more obvious than you think.)
How will debt & equity investors respond to an increasingly competitive market for compelling hospitality real estate?
Read previous issues of The Stanza here.
Current listings:
For Weekly Rent: Villa Bagatelle, St. Tropez (From €176,000 per week including staff)
For sale: Fully-entitled hospitality site in West Hollywood $6M
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Hospitality capital markets: mid-year temperature check
As 2026 unfolds and the worlds of hospitality and travel continue on their bull run, I’ve been reflecting on what got us here and what will happen in the next cycle, particularly as I field the same question from several people recently: what’s your read on hospitality right now? The question is usually prefaced by a reference to “hotel opening mania”, which we are currently in the thick of. I remind them that hotels don’t just sprout out of nowhere — the projects we are seeing now are a result of years of planning and building, and more importantly, cheaper / easier debt coming out of the pandemic. As the hotel capital markets tend to disperse the tea leaves long before the story comes to fruition, now would be a good time to pause and delineate the key market trends.
