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Blackstone Paid $340K Per Key for a 3.5% Cap Rate in San Francisco. That's Not a Hotel Bet. A 25-Basis-Point Hike on a $50M Floating-Rate Loan Costs $125K. That's 1,400 Room Nights You Don't Have. $16,000 in Room Damage. One Guest. And Your Damage Policy Probably Wouldn't Cover It Either. Marriott Just Doubled Its Vietnam Portfolio in Four Years. Here's What That Pipeline Actually Demands. A $480 Million Exit Fee on a $143 Million Company. That's the Ashford Story in One Sentence. Ilitch Just Bought the Rest of Ocean Casino. The Real Play Is What Comes After. Your Tech Accounts Are About to Ghost You. August Is Coming. Blackstone Paid $340K Per Key for a 3.5% Cap Rate in San Francisco. That's Not a Hotel Bet. A 25-Basis-Point Hike on a $50M Floating-Rate Loan Costs $125K. That's 1,400 Room Nights You Don't Have. $16,000 in Room Damage. One Guest. And Your Damage Policy Probably Wouldn't Cover It Either. Marriott Just Doubled Its Vietnam Portfolio in Four Years. Here's What That Pipeline Actually Demands. A $480 Million Exit Fee on a $143 Million Company. That's the Ashford Story in One Sentence. Ilitch Just Bought the Rest of Ocean Casino. The Real Play Is What Comes After. Your Tech Accounts Are About to Ghost You. August Is Coming.

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Sander Looijen

💼 Market Vice President, Vietnam

1 story · First covered Jun 23, 2026 · Latest 2h ago

Works at Marriott International

Sander Looijen Coverage

Marriott Just Doubled Its Vietnam Portfolio in Four Years. Here's What That Pipeline Actually Demands.

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2h ago

Marriott Just Doubled Its Vietnam Portfolio in Four Years. Here's What That Pipeline Actually Demands.

Marriott's new Market VP for Vietnam inherits 32 hotels, 9,900 keys, and a pipeline of 50-plus projects in a market where RevPAR jumped 19.2% last quarter. The question isn't whether the growth story is real... it's whether the technology and operations infrastructure can scale without breaking.

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Rav Patel 3 min read · 2h ago