FinanceOperatorOperator

M&A & Investor Diligence for Hoteliers

How investors look at your hotel: NOI multiples, debt structure, brand vs. independent, comp-set anchoring, and the diligence answer that buys 50 bps.

11 lessons · 3 modules9 hrs totalLucas Almeida

When you finish this course…

  • Calculate a hotel's value three different ways and reconcile them
  • Read a debt schedule and identify covenant risk in under thirty minutes
  • Defend the brand-vs-independent decision with full-cycle numbers
  • Pre-empt the three diligence questions every investor asks
  • Author a CIM section that doesn't get edited by the banker
  • Hold credibility on the seller side through a contested closing

About this course

At the Operator level of finance, you stop translating the P&L and start defending the cap-rate. This course is the asset manager's view: how investors actually price your hotel, what they're looking for in diligence, and where 50 basis points hides in your story.

You'll learn three valuation methods (NOI multiples, DCF, comp-trade); the capital stack from senior debt through preferred equity; the brand-vs-independent decision math with real numbers; and the twelve diligence questions every investor asks — three of which you can pre-empt to compress the closing timeline.

For ops directors moving to corporate, GMs interviewing into asset management, finance directors at hotel groups, and operators on the seller side of a transaction.

Curriculum

11 lessons · 125 min
01
Hotel valuation
NOI multiples by market and segment. DCF for hotels. The comp-trade approach.
4 lessons
02
The capital stack
Debt, mezz, equity — what each costs. Covenant math. When to refinance.
4 lessons
03
The diligence Q&A
The 12 questions every investor asks. The three you can pre-empt. The CIM that closes faster.
3 lessons
Instructor
Lucas Almeida
Finance Practice Lead · 12 yrs · São Paulo + Istanbul