Investment Episodes

In this episode, we're learning from Matt Mering, the Executive Vice President of Hospitality at Waterton. Matt shares the origins and development of Outbound Hotels, a nature and adventure-focused lifestyle portfolio. We explore the investment opportunities in the hospitality industry and how Waterton's experience in multifamily real estate has positioned them well to invest in hospitality. Tune in to learn more about the intersection of investment and outdoor-focused hospitality and travel. J...

If you care about hospitality, why should you care about finance and Wall Street? To answer that question, I went to Wall Street in New York and met with Trica Jean-Baptiste, Founder and CEO of Morgensheer Hospitality, who has a fascinating career that started in hospitality, PR, and media and has evolved into her current work as a capital connector - someone at the heart of the investment world in hospitality today. In this conversation, you'll learn about how Trica built and evolved her care...

In this episode, Eli Sokol, Vice President of Development and Investment at citizenM Hotels, shares the unique business model of citizenM and how they maintain momentum while staying innovative. From their "asset-heavy" approach to working with companies like Meta, to technology and urbanism, Eli shares insights on what growth in hospitality can look like in a rapidly changing world. Follow Eli on LinkedIn Learn more about citizenM Join in the conversation on this episode on the Hospitalit...

Calvin Tilokee has fascinated me for years. He's been named a top influencer in hospitality, the mastermind behind the Instagram comedy account @revparblems, followed by tens of thousands of people who enjoy the memes and hilarious videos he creates that often go viral. But that's just one side of his life. Calvin is also an experienced revenue leader for hospitality companies in major markets like New York and just recently cofounded a new strategic advisory firm, Lighthouse. In this episode,...

Could select service hotels be an underrated opportunity in hospitality today? In this episode, Mission Hill Hospitality CEO Greg Kennealey makes the case for select service hotels both as a way of providing hospitality and as an investment. We cover: How Greg became interested in select service hotels [0:47] How to create a better guest experience and add value in your investments [2:30] Renovating hotels [4:00] A people-first approach [6:15] Opportunities for hotel brands [8...

"Think like an owner!" I’m sure you’ve heard that phrase before - and maybe even used it yourself. It’s a powerful guiding principle - but in practice, it’s hard to make others feel unless they actually have an ownership stake. In this episode, you’ll hear how Mission Hill Hospitality CEO Greg Kennealey does this at his investment firm. Follow Greg on LinkedIn Learn more about Mission Hill Hospitality Join in the conversation on this episode on the Hospitality Daily LinkedIn page here. Thi...

How do you balance optimism and realism as a hospitality provider - both leading a company and as you think about your own career? I had the chance to catchup with Mission Hill Hospitality CEO Greg Kennealey to talk about this - and what else he saw at the Lodging Conference this week. Follow Greg on LinkedIn Learn more about Mission Hill Hospitality Join the conversation on today's episode on the Hospitality Daily LinkedIn page. Hospitality Daily isn't just a podcast! Every morning - Tue...

Del Ross is a longtime industry expert, innovator, and leader who currently serves as Senior Advisor with McKinsey & Company, the top global strategy consulting firm. Before that, he led sales and marketing for IHG in the Americas, delivering $12 billion dollars in annual revenue for IHG worldwide - drawing from his earlier experiences at IHG leading e-commerce and distribution. On top of that, he's investing in hotels personally now, so he understands the industry from so many perspectives. Fr...

Over the past few weeks, we've been running a series called San Francisco Sundays - and the series wouldn't be complete without diving into what's going on with hotel investments in California these days. To help us understand this, Craig Sullivan, Founder and President of the California Lodging Investment Conference is joining us to walk us through what he's seeing. Follow Craig on LinkedIn Learn more about the California Lodging Investment Conference Join the conversation on today's epis...

Why invest in hotels? One of the biggest hotel investment conferences in the world, The Lodging Conference is coming up next week, I wanted to explore the answer to that question. Of course, this show is not investment advice - you should speak with your financial advisor on how to manage your money - but I want us all to talk more about the reasons for participating in the hospitality industry not just as a brand designer or operator but as an owner. To help us learn about hospitality investm...

Lauren Phelps is a strategic advisor in the hospitality industry with a long track record of value-add projects in hotel investing, management, and operations. She was the Director of Strategy for Broadreach Capital Partners, leading key projects across their portfolio of independent hotels. She opened and later was the General Manager of the Ameswell, a 255-room full-service independent property in Mountain View, California. In this episode, you'll learn what she learned through opening the Am...

John Marsh is co-founder of Marsh Collective, where he oversees $2 billion in real estate around the US as an investor - and hospitality is a big focus in his work. In this episode, you'll learn how hospitality can cause places to thrive, and how thinking holistically about people, place, and capital can provide an advantage. Follow John on LinkedIn Listen to John's personal story on The Fort podcast or on the Permanent Equity podcast Listen to John's podcast Learn more about Marsh Collectiv...

In this episode, Josiah shares insights and takeaways from the 2023 NYU Hospitality Industry Investment Conference. Join the conversation on today's episode on the Hospitality Daily LinkedIn page. Hospitality Daily isn't just a podcast! Every morning - Tuesday through Friday - I summarize the stories you need to know as a hospitality professional in a short email. Read today's issue and subscribe here. Run a hotel? Then check out my website HotelOperations.com. Every Sunday evening, I send ...

Ever wondered what it's like to invest in hotels? Get ready for an eye-opening discussion with Jake Wurzak, founder and CEO of DoveHill Capital Management - a firm with more than $1.5 Billion in assets under management - as we explore the fascinating world of hospitality investment. Join us as we dive into the unique advantages of investing in this asset class, the process of creating a new hotel from the ground up, and the importance of design, creativity, and food and beverage in the hospital...

Could hospitality be an effective way to steward capital for positive impact? Join us as we chat with Michael Hraba, partner at Waterford Hotels and Inns, who shares his experience in bringing iconic hotel projects in California to life. We explore the idea of hospitality as not only a rewarding career path but also a means to transform communities, promote sustainability, and create jobs. Discover how capital can be used to enhance the world around us as Michael discusses the role of wealth in...

Today, we're learning from Paul Miller, CEO of Questex, and in our discussion, we cover: Background on the NYU International Hospitality Industry Investment Conference Why events matter now (2:26) What's changed post-pandemic in what we want from events (4:05) Trends and opportunities in events (4:57) Creating a "Coachella experience" in B2B events (7:37) The case for investing in hospitality (9:14) To learn more about Paul Miller and his work: Follow Paul on LinkedIn ...