
30/07/2025
📈 H1 2025 Webinar Recap | Part 5
Topic: M&A and investment in serviced apartments
Extended stay is scaling up and so is the capital behind it. In our February session, investors and developers unpacked how M&A, asset-light models, and operating platform consolidation are reshaping the future of the aparthotel sector.
Top Takeaways
🔑 Yield over legacy. Traditional hotel assets are struggling to compete with the flexibility, ADR potential, and NOI efficiency of the aparthotel model.
🔑 Long-term capital is circling. Pension funds and institutions are watching but they want stabilized, branded assets and a clearer development pipeline.
🔑 Creative deal structures are key. Hybrid leases, stretch senior lending, and profit-share operating agreements are unlocking stalled developments.
🔑 Convergence is happening. Hospitality and multifamily are merging — and it’s shifting who owns, who operates, and what guests expect.
🔑 Business travel is back (and staying longer). The “bleisure” shift means stays are fewer, but longer and that’s driving demand for home-like amenities.
With thanks to:
• Andrew Fowler, chief development officer, Staycity Group
• Ahmad M. Hariri, managing partner, Valpre Capital
• Jacob Rasin, SVP transactions, Pandox
• Christian Lee, CEO, Mint House
Sponsored by: The Residence Apartments and Mews
▶️ Replay on-demand: https://lnkd.in/ebxbHsAi
Catch up on the H1 2025 SAN webinar series — one conversation at a time.