Operations
Primary
Jul 12
Britain's Online Safety Act now classifies Airbnb as a regulated user-to-user service, subject to the same content moderation and safety duties as social media giants. The compliance costs have to land somewhere... and that somewhere is either the host's margin or the guest's nightly rate.
IHG's new UK debit card with Revolut requires customers to open an entirely new bank account just to earn hotel points. The loyalty play generated over a billion dollars last year, but the friction built into this product tells you everything about who this card is actually designed for.
European hotel investment volumes surged 30% in 2025 to their highest level since 2019, with investors pricing in growth assumptions that only work if RevPAR keeps climbing. With CoStar projecting 0.7% global RevPAR growth for 2026, someone's basis is about to look very expensive.
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European hotel deals hit €27 billion, Pebblebrook's CEO says U.S. buyers and sellers still can't agree on price, a cartel killing reshapes a Tuesday in Puerto Vallarta, and the Trump Organization bets a billion on Australia's Gold Coast. The common thread is one nobody's talking about.
A 189-key Hilton in the UK needs 14,000 exterior panel fixes barely a year after opening, and the contractor is eating the cost. If you think this is just a British construction story, you haven't looked at your own building envelope lately.
Operations
Primary
Mar 20
The post-Grenfell building safety regime was supposed to be about residential towers. Turns out, if your hotel shares a wall with apartments, has serviced units, or houses staff on upper floors... you're in the crosshairs too. And 74% of high-rises assessed so far are failing.
IHG just handed their biggest European market to someone who spent seven years on the ownership side. That's not an accident. That's a signal.
The UK government is investigating whether Hilton, IHG, Marriott, and CoStar used STR benchmarking data to coordinate hotel pricing. If you've ever pulled a comp set report, this one's about you.