📊 Topic

Integrated Resort Development

2 stories · First covered Mar 11, 2026 · Latest 1d ago
Integrated Resort Development Coverage
Nikki Beach Is Betting on Marrakech. The Brand Promise Is Bigger Than the Building.

Nikki Beach Is Betting on Marrakech. The Brand Promise Is Bigger Than the Building.

Nikki Beach just announced a 100-suite, 50-villa integrated resort in Marrakech with a 2028 opening, and the concept reads like a lifestyle brand's dream pitch. Whether it survives contact with reality depends on questions the press release very carefully didn't answer.

Bally's Bronx Casino Math: $4B Bet at a 7.1% Implied Yield on $1.5B Revenue

Bally's Bronx Casino Math: $4B Bet at a 7.1% Implied Yield on $1.5B Revenue

Bally's just closed $157M for 16 acres of former golf course in the Bronx, locking in the land for a $4 billion integrated resort. The per-key cost on the hotel component alone is interesting, but the capital stack behind the whole project is where this story gets uncomfortable.