How do we quantify "experiences over things"?
Holiday weekend edition.
Happy Thanksgiving to everyone who celebrated yesterday.
I mentioned this briefly on IG stories yesterday, but I wanted to share again today: I’m always floored whenever one of you write to me or we bump into each other in the wild. It’s actually insane to me how my readers are so impressive and thoughtful. When I started this newsletter, I wasn’t sure where it would take me. But two years in, The Stanza has grown to reach a particular niche of people who enjoy the creative and analytical sides of hospitality equally. And, this is just the beginning :)
Thank you for your support!
is an excellent Substack that has written reviews of the spas at hotels you probably have been to, stay at every year, or are considering visiting. Some good ones: Forestis Dolomites and Hotel du Couvent. I also spoke to Cian about my skincare routine and my thoughts on hotel spas. Read here.In today’s newsletter:
How much does it cost to convert Tuscan castles into luxury hotels? Two interesting data points...
The business of Inditex within the context of “experiences over things”
The 5* hotel market is growing, but what does it need to reach its projected $232B?
A new lifestyle hotel brand with an interesting name is launching in Paris
How much revenue is a group that owns three hotels and a train making this year?
Read previous issues of The Stanza here.
For sale: Fully-entitled hospitality site in West Hollywood
Shovel-ready, four-story ~45,000 SF development approved for F&B and members club uses with rooftop pool, outdoor dining, and alcohol service. A rare, flagship-scale opportunity with no entitlement risk in prime West Hollywood ideal for a globally recognized brand. The current approved plans features indoor/outdoor flow on various levels, separate public and members-only access points, and flexible floor plates for various hospitality concepts.
Other possible use cases include joint-venturing with current ownership, or re-entitling for boutique hotel or mixed-use residential (≈91 units via density bonus).
Inquire here.
Investment Opportunity: Two undervalued iconic consumer brands
A seasoned private equity sponsor is seeking to raise €50M to acquire minority stakes in two iconic consumer brands at a discount to recent indicative offers from strategics. Combined 2025 revenues are projected to €100M+. Target investor net returns: ~30% IRR over 4 years. The sponsor aims to close in January.
For more info, email: classifieds@thestanzamedia.com
For all live listings (hotels for sale, investment opportunities, open job roles), click here.
Advertise with The Stanza Classifieds: via classifieds@thestanzamedia.com.
If you’ve ever visited the Amalfi Coast and thought about how luxury hotels there must be making real money with those very high ADR’s, then subsequently wished you bought in a decade+ ago, you’ll satisfy some of that curiosity through my interview with Maurizio Orlacchio, co-owner and GM of Borgo Santandrea.
The conversation covers:
Fundraising from private equity for an ambitious project
The challenges of restoring an old building on a vertical cliff
Creating a differentiated product on the Amalfi Coast
Approach to managing staff
And more…
Read the conversation here.
