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Market Trends

1659 posts

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  • 1 min

Restoring value to brands and portfolios – Arnoud Vink

  • m.welsch
  • 25 November 2025
📈 Arnoud Vink, Chief Development Officer of Louvre Hotels Group, shared insights at the Hospitality Operator Forum. In the lead-up to the group's 50th anniversary, he emphasized brand strengthening and portfolio transformation. Vink highlighted modernisation, partnerships, and expansion as crucial strategies for value creation and repositioning the group as a dominant multi-brand player in a competitive market.
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  • 1 min

MKG Insights – The value of brands – Adrien Lanotte

  • m.welsch
  • 25 November 2025
🏠 Adrien Lanotte highlights mutual benefits between real estate and branding, revealing that major hotel groups' market capitalization has increased by 7.5% annually on average, with 4.4% attributed to room count growth.
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  • 1 min

A new vision of luxury – Maud Bailly et Chloe Laskaridis

  • m.welsch
  • 25 November 2025
📑 Maud Bailly, CEO of Sofitel, MGallery & Emblems at Accor, and Chloe Laskaridis, Executive President of Lampsa Hellenic Hotels, spoke at the Hospitality Operator Forum. They unveiled a new luxury vision emphasizing trust, local roots, and sustainability. They discussed the Emblems Collection and a family partnership as examples of lasting owner-operator relationships in today's competitive market.
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  • 1 min

Diversification and repositioning in search of upside – Julien Huel

  • m.welsch
  • 25 November 2025
📚 At the Hospitality Operator Forum, Julien Huel of Groupe Barrière analyzed 15 years of strategic transformation. Key moments include diversifying and expanding the customer base while maintaining luxury foundations. He detailed strategies for sustaining value creation for owners in a competitive market.
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Diversification and repositioning in search of upside, Julien Huel Groupe Barrière

  • m.welsch
  • 25 November 2025
📋 Julien Huel, Executive VP at Groupe Barrière, spoke at the Hospitality Asset Forum. He reviewed 15 years of transformation, focusing on diversification and repositioning strategies. Key elements included Barrière’s luxury foundations, expanding customer base, and sustaining value creation for owners in a challenging market.
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  • 1 min

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

  • m.welsch
  • 25 November 2025
📈 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”

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  • 25 November 2025
🚀 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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  • 1 min

MKG Insights – Asset valuation: which factors drive value? – Sylvie Bergeret

  • m.welsch
  • 25 November 2025
🏨 Sylvie Bergeret, COO of MKG, at the Hospitality Operator Forum, questions hotel valuation drivers. With fragmentation in market cycles, territories, and segments, she urges investors and operators to look beyond the obvious. She emphasizes analyzing trajectories, execution risks, and upside potential for strategic value creation in hospitality.
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  • 2 min

Hotel assets vs. other asset classes – Béatrice Guedj

  • m.welsch
  • 25 November 2025
🏨 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

  • m.welsch
  • 25 November 2025
🏠 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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