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m.welsch

460 posts

MKG Insights: Which geographies offer the strongest potential for luxury assets?

📈 Adrien Lanotte, at the Hospitality Asset Forum, analyzes regional capabilities for luxury hotel growth. By reviewing valuations over €10 million per key, he spotlights global hotspots. He examines targeted supply growth and the synergy between high-end residential and hospitality sectors, identifying regions where luxury offers a sustainable competitive edge for investors and operators.
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  • 1 min

Delivering value to investors and reviving a luxury brand Hospitality on the move – Gilda Pérez Alvarado

📈 Gilda Pérez-Alvarado, Chief Strategy Officer at Accor and CEO of Orient Express, presented at the Hospitality Operator Forum on the evolving hospitality industry. She discussed new drivers of value amidst sector restructuring, highlighting changes in macroeconomic dynamics and asset management models. The focus included the revival of the Orient Express brand, and how hospitality now encompasses trains, yachts, and immersive experiences, reshaping investor expectations and the travel landscape.
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Gilda Pérez Alvarado, Accor: “We are at a crossroads in hospitality investment and travel demand”

🚀 Gilda Pérez-Alvarado, Chief Strategy Officer at Accor and CEO of Orient Express, shared insights at the Hospitality Asset Forum. She examined the impact of macroeconomic dynamics, innovative asset management, and the revival of the iconic Orient Express brand on the hospitality sector. Highlighting hospitality's evolution beyond traditional hotels to include trains, yachts, and immersive experiences, Pérez-Alvarado emphasized a shift in investor expectations and the transformation of modern travel.
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  • 2 min

Hotel assets vs. other asset classes – Béatrice Guedj

🏨 Béatrice Guedj at the Hospitality Operator Forum highlighted that European hospitality has become a top asset for investors due to its solid fundamentals and strategic repositioning. From 2013 to 2020, it surpassed the Euro Stoxx 50, and since 2022, it's shown resilience, attracting US investors amid market volatility. Despite a drop in volume between 2021-2025, the sector remains stable, with hotel investments rising from 5-7% pre-pandemic to nearly 10% today.
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Major European property companies: what strategies are they deploying? Essendi & Covivio

🏠 Gilles Clavié and Tugdual Millet discuss new strategies at the Hospitality Asset Forum for major European property companies. They highlight operational growth, portfolio optimization, targeted repositioning, and evolving operator relationships as key strategies for maintaining performance and adding value amidst complex organic growth challenges. Essendi and Covivio Hotels lead the conversation on innovative approaches in the evolving real estate landscape.
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  • 4 min

Live from the Hospitality Asset Forum 2025

🏨 From 2013 to 2020, the hospitality sector outperformed the Euro Stoxx 50, with investments growing from 5-7% to nearly 10% globally and 20% in Spain. Paris luxury hotel values rose by 8%. Lifestyle brands are expanding by 14% annually, covering 600,000 rooms worldwide. Louvre Hotels renovated nearly 70 properties this year, aiming for 360 more. The integration of Ruby Hotels by IHG took over three years to perfect.
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