The Hotel Investor Playbook · 2026-07-14 · 51 min
He's not a hotel investor. He built his career in multifamily and self-storage, growing a portfolio that peaked near $1 billion across more than 4,000 units. But the way he underwrites deals, ranks markets, and raises capital works across every asset class, hotels included. That's exactly why he's on this show. Data beats gut feel by a million miles. That's his rule, and in this episode, he breaks down the two metrics he checks before touching any deal, the same ones that predict a hotel's performance as reliably as an apartment complex's. In this episode, you'll discover: The two metrics, jobs and supply, that predict a market's future better than population or income growth Why one new hotel within a mile of yours can cut your ADR by $10 to $20 a night How he renegotiated a construction loan mid-build to save $3.5 million a year when rates nearly doubled The two U.S. markets he's bullish on right now, including one riding Big Tech's race for nuclear power How he runs a 30-person AI workforce off a $100 mini PC and $250 a month If you're underwriting your next deal on comps and a hunch, this conversation will show you what data-driven investors track instead.
Why This Fund Ditched US Real Estate For 18% Appreciation In Portugal | Dan Daly E9282 / 100How a $800K Distressed Motel Became a $2.4M Revenue Machine | Michael Russell E8773 / 100AutoCamp CEO: From Five Broken Airstreams to a Hilton Partnership | Neil Dipaola E91$500 Million Hotel Broker: Why Your Franchise Flag Might Be Capping Your Hotel's Revenue | Chris Kilcullen E90The Travel Influencer With 1.6M Instagram Followers Who Became a Hotel Developer | Jake Snow E88