The campification of high end restaurants coinciding with the beigification of luxury hotels
Hospitality trends post a long low interest rate environment
Happy Friday everyone.
of interviewed me for her “In Residence” column about where my passion for hospitality comes from, my take on the “beigification” of luxury hotels, places that inspire me in Italy, and what makes a good hotel (IMHO). Read here.If you want my feedback on your pitch deck, submit yours here and I’ll write a review of your business for The Stanza’s “Investment Committee” column. Your business must be in hospitality and rooted in real estate. All companies will have an alias to protect privacy.
Hotel people: I would love to know what software you use / like: revenue management, CRM, etc…reply to this email and let me know!
In today’s newsletter:
In NY: a restaurant group is fundraising for a chic rotisserie concept in West Village and a real estate developer is seeking LP equity for an ultra-luxe hotel & branded residences in Hudson Valley
Hotels are hot right now, but have people forgotten about what happened to the industry during the pandemic?
In LA: When does overpaying for hotel real estate make sense?
Do you value experiences that challenge your perspectives?
Which hotel brands will emerge as capable of serving the ultra-luxury segment at the end of this cycle?
Investment Opportunity: chic NYC rotisserie concept by experienced restaurateurs
Cleo is an upscale yet accessible rotisserie concept designed to fill a clear gap in the West Village, where there are no competing offerings providing the refined rotisserie experience found in Paris, Montreal, or London. Led by Halley Chambers and Kipleen Green of Three Top Hospitality—creators of successful Margot and profitable Montague Diner—Cleo leverages a model with meaningful competitive advantages: low overhead costs, fast table turns, and strong check-average potential through luxe add-ons (eg: caviar) and a standout bar program. With additional revenue from a takeout window and CPG-ready sauces, Cleo is raising $800,000 for 40% equity to bring this high-margin, first-mover concept to the neighborhood.
Email halley@margotbrooklyn.com for a full pitch deck.
Investment Opportunity: Ultra-luxury hotel & residential development in Hudson Valley New York
A proven real estate developer with $7B in completed projects—including multiple hospitality assets—is bringing a rare, institutional-grade opportunity to the Hudson Valley: a 60-key ultra-luxury hotel flagged by one of the world’s premier brands, paired with 55 branded residences. Best-in-class F&B and wellness operators are already secured, ensuring elevated programming and operational strength from day one. The sponsorship team is committing $36M of its own equity and seeking $40M in LP capital, targeting a compelling 4.1x deal-level return. This is a tightly structured, high-conviction entry into one of the region’s most in-demand luxury asset classes.
For all live listings (hotels for sale, investment opportunities, open job roles), click here.
Selling a property? Or second hand watch? Or are you a creative agency with an excellent track record? Advertise with The Stanza Classifieds: via classifieds@thestanzamedia.com.
Early depictions of interiors in allegorical paintings can be a brilliant source of inspiration for interior design today. Symmetry, harmony, color theory, and layering are some concepts I’m thinking about when I look at these paintings.
