Interview with Manuel De Lacalle, Associate director at AZORA, one of the largest independent asset manager based in Spain investing across various sectors such as hospitality real estate,
Gain valuable insights into the hospitality industry, including its resilience across various subsectors, lucrative deals in today's market, and increased capital investment in the Iberian Peninsula. Explore the future direction of the Iberian hospitality sector in the next 5-10 years in this exclusive interview.
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Chapters:
0:00 Introduction
01:10 The current investment mandate of AZORA and its track record
03:40 Insights on the current Iberian hospitality market f
06:30 Hospitality providing an edge against the inflation
08:59 Subsectors showing the strongest ongoing resilience and fundamentals
14:30 New supply that is coming to the market
16:18 regions with the strongest tourism & ADR growth
18:03 Impact of capital markets on the sector and consequences
22:38 expectation on the medium to long term outlook of Iberian hospitality
25:39 Influx of capital to the Spanish and Portuguese markets
27:10 closing note
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