Hints and tips:
...The Florida-based investment group contains the remnants of Colony Capital, once a large investor in offices and luxury hotels, which was founded by Tom Barrack, an ally to former US president Donald Trump...
...The big hotel openings of 2024....
...The sector’s resilience explains why Choice Hotels International is looking to check into rival Wyndham Hotels and Resorts....
...A more benign while still realistic view comes from Gene Munster of Deepwater Asset Management....
...Peter Sleep, senior portfolio manager at 7 Investment Management, concurred....
...After a protracted battle that lasted more than 400 days, only 69 per cent of shares were cast in favour of the deal in a vote at the city’s Shangri-La hotel....
...Silver Lake, with $101bn in assets under management, is a US private equity firm known for its tech investments....
...It has teamed up with Optimum Asset Management to raise a €500mn real estate fund....
...On her first trip down to Mexico City, Fraser checked into a hotel, and didn’t check out until 100 days later....
...Five-star assets Raffles London, the lavish hotel once home to Winston Churchill’s office, underscores a new era of inflation-resistant super-luxury hospitality as foreign investors snap up trophy assets...
...But the elephant in the ballroom at the Roosevelt Hotel was Elon Musk....
...Spare rooms are not regulated like hotels, nor do they come with hotel-style management costs. Airbnb was flush with venture capital and willing to sacrifice profits for growth....
...The volumes of hotel deals struck in Europe increased to €4.3bn in the first quarter, according to real estate advisers Cushman & Wakefield....
...“I wouldn’t call this a bubble,” said Koji Toda, a fund manager at Resona Asset Management. “And there is still no certainty of overcoming deflation.”...
...Or trash management at least....
...For a hotel, that might be guests’ passport details; for a spa, it could be customers’ health data; for a manufacturer, it could be intellectual property....
...Part of that included carrying on with the conference at Hong Kong’s five-star Conrad hotel, fittingly themed “Embracing Reality”. On the surface, things seemed like business as usual....
...Increasing power outages and logistics breakdowns also pose risks to management of product deliveries....
...FT Live event: Future of Asset Management North America For a limited time, we’re offering recipients of the FT Asset Management newsletter a complimentary digital pass to the Future of Asset Management...
...Then came the first government lockdowns and the chief executive of Booking.com, the hotel reservation service, was left in no doubt. No travel meant no demand, no demand meant no earnings....
...In 1983, he founded Aristotle Inc, a technology consultancy that sold voter data to political campaigns....
...Firms such as BlueBay Asset Management, Neuberger Berman and Caygan Capital were convinced that the BoJ would be forced to relax its cap on bond yields following aggressive rate rises this year by the Federal...
...“It’s like going to a hotel. This [room] has a view of the ocean as opposed to a view of the mountains. You’re going to have to pay more money.”...
...A good example is Johnsons Service Group, a provider of hotel laundry services and workwear, which, awash with debt, faced a near-death experience in the 2008-09 financial crisis....
...Ramaswamy, the author of Woke, Inc. and Nation of Victims, co-founded Strive Asset Management last year with the backing of billionaire PayPal founder Peter Thiel and US Republican senator JD Vance. 3....
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