Post de Trans-Canada Capital

Next week, on January 16th at the SLS Hotel, a Luxury Collection Hotel, Beverly Hills, 100 independent registered investment advisors with a minimum AUM of $100 million based throughout Southern California and its neighboring states will join together. In the afternoon, the panel “Coming to a Crossroads: Build, buy or sell?” will debate inorganic versus organic growth and identify the pros and cons to both while highlighting the importance of a succession plan. Eighty percent of the RIAs surveyed for the RIA Edge Report by Wealth Management IQ think their businesses will be worth at least 10% more in 2024 than it is today, and 50% believe the value of their firm will increase by 20% or more. Given this rapid growth, RIAs are faced with the decision on whether or not to participate in the industry-wide M&A activity either on the buy-side or the sell-side. Antonia Burchman Recht, Senior Director of Corporate Development at Miracle Mile Advisors and Bradford Hixson, Managing Director, M&A at Lido Advisors, LLC will chime into this discussion offering their own views alongside fellow panelists. Following this discussion, Brett Graffy, CAIA, Managing Director- Private Credit of Aksia LLC will be presenting “Navigating Private Credit in a Shifting Market Landscape”. Do not miss out on this insightful day in the LA area. Claim your complimentary pass now: https://lnkd.in/ejFunsw3 #PortfolioSummits #CaliforniaRIA #RIAcommunity

A BIG thank you to everyone who made NYU 2024 such a great conference! From those sharing their insightful expertise at the sessions to our valuable clients who joined us for engaging meetings and thought-provoking discussions, we appreciate you continuing to trust JLL Hotels & Hospitality Group.   Our key takeaways from NYU 2024 reflect the current trends and challenges in the industry:   💰 Transactions remain subdued, with the second half of 2024 expected to show an uptick. 📈 While inbound foreign capital remains limited, expect meaningful growth in the short-to-medium term. 🏨 There are increasingly more owners facing financial stress, and some will need to sell well-performing hotels. ⬆ Expect an increase in M&A and partnerships from hotel brands. 🌎 With sustainability at the core of the hotels industry, investors are seeking sophisticated guidance.   Read the below report for our full key takeaways.   For more insights, reach out to Kevin M. Davis, Zach Demuth, or Ophelia Makis.

Just returned from an exhilarating two days at the RIU Resurgence Conference in Perth, where the future of finance was in sharp focus. Engaging with a diverse group of industry experts and leading investors, we explored the latest trends and innovative strategies poised to transform the financial sector. Sharing insights and ideas with some of the most brilliant minds in finance was not just an opportunity to learn but a chance to be part of a larger conversation shaping the future of our industry. We at Shares In Value are excited about applying these insights and continuing this journey of growth and innovation. Looking forward to the next steps and the future collaborations that will emerge from this incredible experience. #StrategicFinance #InnovativeThinking #FinanceFutures #RIU2023

The Plasencia Group's Top 25 College Markets for 2023 Now that we are in the thick of college football season, we thought it timely to rank each major college market within its respective conference, and ultimately to crown our own Top 25 college markets. Will these rankings line up with the final College Football Playoff standings? Definitely not! Will this be an entertaining and informative undertaking? We hope so! In 2018, we wrote the following commentary on hospitality investment in college markets, which LODGING Magazine published in their May issue that year. Here we are, over five years later, on the back side of a generational pandemic and amid major economic upheaval, and these trends continue to hold true. Follow the link to read the full post: https://lnkd.in/ec4wUNft and please stay tuned for our upcoming series of data posts on college markets and where investment may just be the winning play! The Plasencia Group has had the pleasure of advising many private investors and family offices, as well as some of the largest real estate and financial institutions in the world. We would love to partner with you! For more information about our Hospitality Investment services, as well as our full slate of services for the complete lifecycle of a hotel or resort asset – from acquisition to disposition – visit us online at https://lnkd.in/eF4pXi8Q #CRE #hotels #hotelinvestment #lodging #hospitality #advisory #theplasenciagroup #lodgingmarket #assetmanagement #hospitalityindustry #hospitalityassetmanagement #owneroperator #ownerrepresentation #hotelmanagement #investmentsales #hospitalityinvestment

Its a wrap! - Here's 5 big takeaways from NYU IHIIC #NYU24 What will the key learning points from IHIF Asia be? Wait no further - be there there to find out: https://lnkd.in/gEcjHDpq #IHIFAsia24

Hospitality investors face a slate of “persistent challenges,” but long-term optimism remains, according to a panel of experts at the NYU International Hospitality Industry Investment Conference in New York. Read on. #hotelindustry #hospitality #hotels

Pandemic, inflation, uncertainty—the very ground Caliber was built on and learned to thrive, we see again in our modern market.  The convergence of the pandemic, inflation, interest rates, and the banking crises led to a significant downturn in real estate values, limited access to capital, increased costs, and a shift from the 2020-2022 era of real estate investment.  How do we handle market circumstances like this? We…  ▪️ Protected our Portfolio: Despite challenges, we safeguarded our portfolio, which was 55% comprised of hotels at the time.  ▪️ Adopted Active Management: We implemented highly active management practices, re-forecasting every two weeks and preparing for approximate potential losses over 2020-2022.  ▪️ Maintained Financial Discipline: We ensured all debt payments were current and loans remained in good standing.  ▪️ Innovated with CHT Strategy: Caliber conceptualized and built the CHT strategy, creating a potentially safer structure for our hotel investments. View CHT Webinar here: https://hubs.li/Q02BD4Kp0  ▪️ Strategic Risk-Taking: We invested heavily in our portfolio, leveraging income from our balance sheet and funds to mitigate risks.  ▪️ Focus on Colorado Developments: With a laser focus on Colorado developments, we capitalized on significant embedded profits to help drive profitable exits and acquire undervalued real estate.  ▪️ Avoided Market Fads: While others were buying multifamily residential properties, Caliber strategically sold, steering clear of fleeting trends.  ▪️ Diversified Investments: We strategically invested in land development, behavioral health, and distressed assets, leveraging our expertise to seize emerging opportunities.  How do you adapt to market dynamics? NASDAQ: CWD (https://hubs.li/Q02BD8950 ) #CaliberStrategy #MarketDisruption #RealEstateInvestment #CurrentMarket

Andrew's write ups are a must read and go right to the top of my reading list!

It is the busiest time of the year for the UK Hospitality industry, and the landscape of such is changing incredibly quickly to not only keep up but continue its recovery efforts that started years ago. Much of this change happens to be in the investment and takeover sector, with multiple big-name (and high-priced) moves being made, with analysts saying this is the beginning of a period of significant consolidation throughout the industry. For more: https://bit.ly/3RAVI33 #Hospitality #HospitalityIndustry #Investments #HBDPartners

"The Great PIP Problem" was discussed in detail during the always insightful IREFAC panel last week at ALIS. In fact, Hotel Investment Today will cover the session in two parts. Here is a link to Part 1 with a great discussion about the state of PIPs. https://lnkd.in/gtEBkQGz