Investment Episodes

Dina Winder is EVP of Asset Management at Highgate and President of the Hospitality Asset Managers Association (HAMA) . In this episode, she shares the unexpected path that led her into hospitality, from investment banking and real estate to one of the hotel industry's most influential roles: asset management. Dina explains what asset management means in a hotel context, how asset managers represent ownership interests, and why the role spans everything from investment strategy and underwriting ...

This week, Josiah Mackenzie and Andrew Arthurs are in Phoenix for The Lodging Conference, talking about what’s top of mind for hotel owners and investors today. Andrew, who is President and COO of Actabl , shares how the smartest owners are thinking about people, partnerships, and technology to protect and grow asset value. Also see: Building Trust & The Network Effect in Hospitality A few more resources: If you're new to Hospitality Daily, start here . You can send me a message here with questi...

In this episode, Sarah Dinger, Executive Vice President of Franchise Operations at My Place Hotels , shares how they build strong, profitable relationships with hotel owners. Learn how Sarah and her team engage owners strategically, using technology to drive bottom-line results and deliver value for all stakeholders. Also see: How Sarah Dinger Helped Build My Place Hotels As Employee #1 How We Built an Extended-Stay Hotel Empire from the Ground Up (Ryan Rivett, My Place Hotels ) A few more resou...

In this episode, Micah Lacher, Principal of Anchor Investments and Mission Hotels, shares his mission to build America's most generous real estate company through the power of hospitality. The discussion covers Micah's journey from starting Anchor Investments during the Great Recession to his innovative approach to hospitality and real estate. We get into the importance of generosity in business, the challenges and rewards of converting historic buildings into hotels, and the impact of providing hospitality to both paying guests and those in need. This episode offers valuable insights for hospitality leaders, operators, and investors looking to integrate purpose and generosity into their business models.

In this episode, Josiah Mackenzie shares ideas from his panel discussion at the 2025 NYU International Hotel Investment Forum. Also see: The Money Behind the Magic: A Different Take on Hospitality - Josiah Mackenzie Think Like An Owner, Act Like A GM - Josiah Mackenzie Hospitality Is The Place To Be Now, And For The Future (My Thoughts from NYU IHIF) - Josiah Mackenzie A few more resources: If you're new to Hospitality Daily, start here . You can send me a message here with questions, comments, ...

In this episode, Josiah Mackenzie shares ideas from his panel discussion at the 2025 NYU International Hotel Investment Forum. Also see: The Money Behind the Magic: A Different Take on Hospitality - Josiah Mackenzie Tariffs, Unfolding Travel Trends, and San Francisco’s Comeback - Zach Demuth, JLL Hospitality’s Early Warning Signs: What the Data Reveals About the Economy Ahead - Jamie Lane, AirDNA A few more resources: If you're new to Hospitality Daily, start here . You can send me a message her...

In this episode, Josiah Mackenzie shares insights from the 2025 NYU International Hospitality Investment Forum held in New York. Josiah discusses the conference's theme, "Engagement Drives Returns," and highlights the importance of active participation in the hospitality industry. He delves into consumer spending patterns, the impact of AI on jobs, and the resilience of the hospitality sector. A few more resources: If you're new to Hospitality Daily, start here . You can send me a message here w...

In this episode, Zach Demuth , the Global Head of Hotels Research at JLL, shares what he sees happening in the hotel and hospitality ecosystem, including tariffs, travel trends, and San Francisco's comeback. See insights and research from JLL here See coverage of JLL's San Francisco research on Hotel Management and Hotel Investment Today . Check out our other conversations: Why The Hotel Industry is at a Pivotal Moment (December 2024) Research: Top Hospitality Trends to Watch (February 2024) Lux...

In this episode, host Josiah Mackenzie welcomes Jamie Lane , Chief Economist at AirDNA , and a seasoned hospitality data expert with prior experience at CBRE and PKF. Jamie shares his extensive experience in analyzing hospitality data, discussing its evolution from historical reporting to predictive, detailed segmentation. The conversation delves into current demand trends, the critical interplay between internal and external market data (especially short-term rental data from AirDNA), and how t...

In this episode, Josiah Mackenzie , founder of Hospitality Daily and Head of Marketing at Actabl , shares takeaways from the recent Hunter Hotel Investment Conference , with insights on the economic environment in 2025 and strategies for hotel owners and operators to thrive: (00:00) Introduction and conference overview (00:21) Changes in hotel investment conversations over the years (00:42) Economic uncertainty in 2025 (01:04) Chaos and volatility in the market (01:47) Key takeaways from the ope...

In this episode, Rachel Roginski , Principal at Pinnacle Advisory Group , shares her take on our State of the Hotel Industry research . You may also enjoy: The State of the Hotel Industry: 5 Things To Know for 2025 - Josiah Mackenzie Beyond Efficiency: How AI Can Help Hospitality Thrive in 2025 - Lou Zameryka Send Josiah a text Take the Artificial Intelligence in Hospitality survey now to understand how others use AI and the opportunities for you and your hospitality business. A few more resourc...

In this episode, Eric Jafari , founder of AENDRE Group , shares his journey from a stable career in real estate investment to redefining hospitality through innovative concepts. You'll learn: Why predictability stifles innovation in the hospitality industry. How culture shapes risk-taking and the importance of embracing trial and error. The disconnect between traditional hotel investments and consumer preferences. Insights into the creation and success of the Locke hotel concept. The evolving de...

In this episode, Dina Belon , President at Staypineapple Hotels , shares insights on their innovative approach to working with hotel owners and investors. Mike Hirschler , the company's Chief Growth Officer, discusses the challenges that have held back many in the industry and how Staypineapple is addressing them. Casey Barks , the company's VP of Marketing, explains how they're capturing the magic of their brand to drive demand and accelerate business growth. Listeners will learn: The challenge...

In this episode, Melissa and Tanner Cummings , co-founders of Cypress Resort , share their vision for building a new kind of luxury nature resort and how they're inviting people to join them on the journey. Listeners will learn: How Tanner and Melissa are cultivating "thin spaces" through their new resort (03:30) Why they're focusing on luxury to provide quality, craftsmanship, and an opportunity to serve their team and guests better (06:11) How they're using crowdfunding to prove viability, inv...

In this episode, we're joined by Remington Hospitality CEO Sloan Dean , who shares what he sees as the danger of private equity in the hospitality business today. You'll learn about: The Role of Private Equity (PE) in Hospitality: Understand the dynamics of PE ownership in hospitality operating platforms and why it often leads to overvaluation - and undervaluation - in critical areas. Challenges of Scaling: Discover why scaling beyond a certain number of hotels can lead to diminishing returns an...

In this episode, Sarah Gulla and Justin Epps from the Hospitality Asset Managers Association join us to discuss the role of hotel asset managers in the hospitality ecosystem - and the results of a recent industry outlook survey they conducted. What You'll Learn: Role of Hotel Asset Managers: Understand the pivotal role hotel asset managers play in influencing behaviors, managing managers, and setting strategic directions for hotel investments. Hospitality Asset Managers Association: Discover the...

Brett Deas is a Partner at The Hideaways and has accomplished so much in so little time that I wanted to bring him on today to talk about everything from his journey from learning about investment to investing himself to what he's seeing in the hospitality market. Thoughts, questions, suggestions? Send me a text message Want to get my summary and actionable insights from each episode delivered to your inbox each day? Subscribe here for free . Follow Hospitality Daily and join the conversation on...

In this episode, Roman Pedan , the Founder and CEO of Kasa , explains the strategies that have allowed their hospitality business to thrive in challenging markets environments. Listeners will gain valuable insights into how Kasa has structured its operations to maintain high guest satisfaction while significantly reducing operational costs. What You Will Learn: Efficient Business Structures: Discover how Kasa has structured its company to optimize efficiency and thrive in tough markets or econom...

If you're working in hospitality - anywhere from the front lines of a hotel to investing in hotels, you know just how big of a role brands play. They are much more than just the name on a building or flag outside, but guide everything from the amenities on site to how the business is run to the technology used and the commercial strategy. Because of all of this, the brand you choose matters a lot if you work in hospitality - both for your career and for the financial success of your business. T...

A few months ago, Meg Kennedy and Rob Blood joined us to talk about how they built Lark Hotels - and you loved it: it was one of the top 3 episodes last year. I wanted to bring them back today to talk about their experience with hotel development and investment because I want us all to learn more about this area so we can become more effective in the way we provide hospitality. Let's connect! Engage with the Hospitality Daily community on LinkedIn Join The Huddle - Hospitality Daily's private me...

In this episode, we're learning from Jake Wurzak ( LinkedIn , X )- Founder and CEO of DoveHill Capital Management and CEO of Wurzak Hotel Group . Jake shares his perspective on the hospitality industry today, revealing why now might be the best time to invest. Listeners will gain an understanding of: The value of investing in hospitality today The benefits of being vertically integrated in hotel management and investment. Innovative investment strategies, including structured equity and preferre...

In this episode, we learn from Julienne Smith , Chief Development Officer, Americas, at IHG . You'll gain a deeper understanding of a Chief Development Officer's crucial role in fostering relationships with franchise partners and driving the growth of hotel brands. You'll discover the intricate connection between real estate and hospitality and why understanding this relationship is essential for anyone passionate about the industry. Julienne sheds light on the challenges and opportunities the c...

Tracy Prigmore is a hotel owner, operator, and developer. You may know her from She Has a Deal - which includes a pitch competition but is much more. In this episode, you’ll hear about Tracy's recent conversations with hospitality leaders, the importance of fostering mentor relationships, overcoming barriers in the industry, taking calculated risks, the power of peer learning, and the importance of financial literacy. From her personal story to her work today, Tracy will get you fired up by what...

Richard Fertig is the Founder and Chief Investment Officer of Stomp Capital and in this episode, shares the lesson that billionaire investor Steve Schwarzman shared with him when he was the first person recruited into Blackstone's Alternative Asset Management group early in his career. You'll hear what's going on in the investment landscape today, thoughts on mitigating risk and identifying opportunities, stories of anticipating market trends and creating value in investments, as well as what mi...