{"id":7526,"date":"2025-09-22T11:17:58","date_gmt":"2025-09-22T09:17:58","guid":{"rendered":"https:\/\/vitursummit.com\/?p=7526"},"modified":"2025-10-02T11:19:54","modified_gmt":"2025-10-02T09:19:54","slug":"la-apuesta-contracorriente-de-blackstone-el-refugio-del-lujo-hotelero-en-tiempos-de-incertidumbre","status":"publish","type":"post","link":"https:\/\/vitursummit.com\/en\/la-apuesta-contracorriente-de-blackstone-el-refugio-del-lujo-hotelero-en-tiempos-de-incertidumbre\/","title":{"rendered":"Blackstone's Backlash Bet: The Refuge of Luxury Hotels in Times of Uncertainty"},"content":{"rendered":"<p>As the travel industry holds its breath for a possible moderation in demand following the post-pandemic \"revenge tourism\" boom, the world's largest owner of commercial real estate,&nbsp;<strong>Blackstone<\/strong>is doing exactly the opposite: a massive and calculated commitment to luxury hotels. The firm has invested more than&nbsp;<strong>30 billion<\/strong>&nbsp;in hotel deals since the start of the pandemic, a clear sign of their confidence in the strength of this segment.<\/p>\n\n\n\n<p>The logic behind this counter-current strategy is multifaceted and deeply strategic. First of all, Blackstone relies on the&nbsp;<strong>resilience of the affluent consumer<\/strong>. This traveller profile is less susceptible to economic fluctuations, and their spending on travel experiences tends to be more stable and predictable, even in times of uncertainty.<\/p>\n\n\n\n<p>But the fundamental pillar of his investment thesis lies in the&nbsp;<strong>shortage of new supply<\/strong>. As Blackstone chairman Jonathan Gray points out, \"the numbers of new supply are extraordinarily low... that gives us a lot of conviction\". Building a new luxury hotel in major destinations is a long, complex and extremely expensive process, weighed down by difficult permitting and high construction costs. This barrier to entry creates a kind of protective 'moat' around existing high-quality assets, making them virtually irreplaceable and securing their long-term value.<\/p>\n\n\n\n<p>Blackstone's focus is not on just any hotel, but on&nbsp;<strong>iconic and irreplaceable assets<\/strong>&nbsp;in locations&nbsp;<em>prime<\/em>. Its portfolio includes giants such as Hilton and Crown Resorts in Australia, and its focus is on properties that benefit from the strong recovery in group and corporate travel, a vital revenue stream for large luxury hotels.<\/p>\n\n\n\n<p>This strategy, which takes the form of the acquisition of assets from&nbsp;<strong>Flexible Accommodation<\/strong>&nbsp;is a testament to the confidence in a model that prioritises quality over quantity. It is a move that not only seeks to capture current demand, but also to capitalise on future scarcity, positioning Blackstone to dominate a market segment where luxury is not just a service, but a solid and lasting investment.<\/p>","protected":false},"excerpt":{"rendered":"<p>Investment giant Blackstone is redoubling its commitment to luxury hotels, defying signs of a potential slowdown in tourism demand. Its strategy, worth billions, is based on the resilience of the high-net-worth traveller and the scarcity of new development, a move that cements its confidence in high-end Flexible Accommodation.<\/p>","protected":false},"author":1,"featured_media":7527,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","footnotes":""},"categories":[44],"tags":[],"class_list":["post-7526","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-alojamiento-flexible"],"_links":{"self":[{"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/posts\/7526","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/comments?post=7526"}],"version-history":[{"count":1,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/posts\/7526\/revisions"}],"predecessor-version":[{"id":7528,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/posts\/7526\/revisions\/7528"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/media\/7527"}],"wp:attachment":[{"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/media?parent=7526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/categories?post=7526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vitursummit.com\/en\/wp-json\/wp\/v2\/tags?post=7526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}