Core Insights - Fattal Hotel Group has acquired Cora Resort and Spa, a five-star, 181-room property in Greece, from Bain Capital, reflecting a strong investor interest in well-located hospitality assets [1][4] - The acquisition follows a €24 million ($28 million) refurbishment program aimed at repositioning the property as a premium destination [1] - Fattal Hotels operates over 320 hotels across more than 120 destinations globally, indicating a significant presence in the hospitality sector [2] Investment and Management - Bain Capital's Special Situations team managed the investment, which included asset origination, redevelopment, operational oversight, and exit strategies [1] - The hotel features multiple restaurants, bars, and a dedicated wellness center, enhancing its appeal as a luxury destination [2] - Active operational management post-opening in July 2023, including a management transition in 2024, has led to improved performance [2][3] Market Trends - The sale of Cora Resort highlights sustained investor appetite for high-quality hospitality assets in attractive leisure markets like Greece [4] - Fattal Hotels' M&A managing directors emphasized the exceptional performance of Greece and the Mediterranean region, marking it as a strategic priority for expansion [4] - Bain Capital's investment in the European hospitality sector, including a recent investment in French boutique hotel group Les Hôtels de Paris, indicates a broader strategy to capitalize on growth opportunities in this market [5]

Core Insights - Dorsett Kai Tak, Hong Kong introduces the Dorsett 3 Wishes Room Package, allowing guests to personalize their stay with three perks from a selection of nine, aimed at enhancing both leisure and business travel experiences [1][6]. Group 1: Package Details - The package offers savings on a two-night stay and includes perks tailored for different types of travelers, such as local snacks vouchers, complimentary breakfast, room upgrades, and free Octopus cards for leisure travelers [2][3]. - Business travelers can select perks like an Airport Express ticket, complimentary suit pressing, or a local data SIM card to maintain connectivity [3]. Group 2: Location and Amenities - Dorsett Kai Tak is strategically located next to Kai Tak Sports Park, providing exclusive access to the Main Stadium and nearby malls, along with a complimentary shuttle service to AIRSIDE mega mall and Kai Tak MTR [3][7]. - The hotel features 373 contemporary rooms, including family-friendly options and a Presidential Pool Suite, along with amenities such as an infinity pool, a 24-hour gym, and various dining options [4][8].

Core Insights - Hotel101 Global Holdings Corp. is expanding its operations by developing a 766-room hotel in Melbourne's Central Business District, marking a significant milestone in its global growth strategy [2][6] - The hotel is expected to generate approximately AU$323.6 million in sales revenue once fully operational, contributing to the company's long-term financial goals [6][9] Location and Strategic Advantages - The hotel will be located at 540 Flinders Lane, a prime area known for its cultural and commercial attractions, enhancing its appeal to both leisure and business travelers [3][4] - Proximity to major landmarks such as Federation Square, Flinders Street Station, and the Melbourne Cricket Ground (MCG) will provide guests with easy access to key destinations [4][6] Amenities and Offerings - Hotel101-Melbourne is set to offer 4-star amenities at affordable prices, including meeting spaces, a conference center, modern rooms, and various leisure facilities [7] - The hotel aims to cater to the needs of business events while also providing a range of amenities such as a swimming pool, gym, and rooftop bar [7] Development Timeline and Future Plans - The completion of Hotel101-Melbourne is expected by 2029, aligning with Hotel101 Global's strategy to expand its presence in 100 countries [6][10] - The company plans to operate one million Hotel101 rooms globally, with a focus on joint ventures and license agreements to facilitate growth [9][10]

Core Insights - Marriott International, Inc. is a leading global hospitality company with a market capitalization of approximately $87.5 billion, operating over 9,400 properties in 144 countries and territories, showcasing its extensive scale and reach [1] Group 1: Company Overview - The company has a diverse portfolio that includes luxury brands like The Ritz-Carlton and JW Marriott, as well as mid-scale offerings such as Courtyard by Marriott, catering to a wide range of travel needs [2] - Marriott also has a significant presence in timeshare, residential, and extended-stay accommodations, positioning itself as a comprehensive hospitality platform for both leisure and business travelers [2] Group 2: Financial Performance - Marriott is expected to report Q4 2025 earnings on February 10, with Wall Street anticipating earnings of $2.61 per share, a 6.5% increase from $2.45 per share in the same quarter last year [3] - For the full fiscal year 2025, analysts project earnings per share (EPS) of $10.05, reflecting a 7.7% increase from $9.33 in fiscal 2024, with further growth expected in fiscal 2026, projecting EPS to rise 14.3% year over year to $11.49 [4] Group 3: Stock Performance - The stock has increased by 18.1% over the past 52 weeks, outperforming the S&P 500 Index's 16.9% rise and the AdvisorShares Hotel ETF's 1.3% decline during the same period [5] - Marriott's shares reached an all-time high of $331.09 in January, driven by a resurgence in travel demand, indicating strong market confidence [6]

Group 1 - Hilton Worldwide Holdings (HLT) has achieved a total return of 27% since March 11, 2025, indicating strong performance in the stock market [1] - Blue Chip Portfolios is an investment publication focused on providing insights on single stocks, ETFs, and CEFs, and publishes the Blue Chip Portfolio's Newsletter [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Core Viewpoint - The ALPS Active REIT ETF is highlighted as a strong investment option due to its focus on dependable dividend growth within the real estate sector, which is known for above-average dividends [1]. Group 1: Dividend Growth in Real Estate - Real estate dividends are on the rise, with 73 landlords increasing distributions in the previous year, including 11 in December [3]. - Host Hotels & Resorts (HST), part of the REIT portfolio, announced a special dividend of 15 cents per share in December, alongside its unchanged regular dividend of 20 cents per share, resulting in total payouts of 95 cents per share for 2025, a 5.6% increase from the previous year [4]. Group 2: Management Style and Sector Trends - The ALPS ETF is actively managed, allowing for quicker identification of potential dividend offenders and REITs with favorable long-term payout growth prospects [2]. - The ETF's portfolio is tilted towards retail and residential REITs, which together make up 28.51% of the fund, sectors that are currently showing strong dividend increase trends [5]. Group 3: Comparative Dividend Analysis - In 2025, 21 retail REITs declared higher dividends, representing 80.8% of the subsector, while 14 residential REITs increased their dividends, accounting for 70% of that subsector [6]. - A total of 48 US REITs, or 65.8% of the total, recorded higher dividends in 2025 compared to their 2019 payouts, while 20 US REITs, or 27.4%, declared lower dividends compared to pre-pandemic levels [7].

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Group 1: Company Initiatives - Shiji Japan has launched Reviewpro Reputation, a guest feedback management platform, across hotels and restaurants in Japan, following the localization of the software for Japanese language and business needs [1] - The platform processes data from over 80 review sites and 45 languages, allowing hospitality venues to analyze guest comments and respond based on insights [1][3] - Shiji Japan aims to shift hotels from reactive review management to data-driven service enhancement by integrating AI analysis and automated response tools [5] Group 2: Industry Performance - Japan's Global Review Index (GRI) score reached 84.20% in Shiji's third-quarter 2025 Global Guest Experience Benchmark, reflecting a 0.7-point increase from the previous period [2] - This GRI score is below the Asia regional average of 89.60% but aligns closely with the global average of 86.80% and Europe's 85.9% [2] - Hospitality businesses in Japan are facing challenges in managing increasing volumes of online reviews, which significantly impact consumer booking behavior and price expectations [3] Group 3: Platform Features - Reviewpro Reputation includes performance measurement tools such as GRI and Competitive Quality Index (CQI), along with unlimited user access and API integration with property management systems [4] - The platform supports multilingual sentiment analysis and post-stay survey management, enhancing the ability to collect guest feedback continuously [4] - Over 60,000 hotels globally utilize Reviewpro Reputation, while Shiji Group technology supports over 90,000 hotels, 200,000 restaurants, and 600,000 retail outlets [6]

This story was originally published on Hotel Dive. To receive daily news and insights, subscribe to our free daily Hotel Dive newsletter. Soho House has secured new funding for its go-private deal with MCR Hotels, after the investor failed to meet its $200 million funding commitment, according to a Jan. 14 filing with the U.S. Securities and Exchange Commission. Soho House & Co. said it had entered into a new $50 million equity commitment with Morse Ventures, which is owned by MCR Hotels Chairman and CEO ...