We see brand intangible asset and switching cost advantages as the main drivers of economic moats for hotel operators. We believe Marriott MAR, Hilton HLT, Hyatt H, InterContinental IHG, Accor AC, ...
It’s an increasingly common scenario: A multifamily operator offers a rent concession to get a new resident through the door, only for the renter to default six months later. This focus on physical ...
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