Subject: Hotel Affiliation Strategy for the Indianapolis Property

QUESTION

You are working as the asset manager for a large Hotel REIT. In your role, you oversee a portfolio of 9 assets in the Midwest.  Your REIT is performing due diligence for the potential purchase of a 350-room full-service hotel in Indianapolis, Indiana.  As a part of the due diligence, you are exploring how or if to associate your hotel with a major hotel brand as either a core brand or a soft brand.

 

The Hotel:

  • Opened as an independent luxury hotel in 1968, the hotel has operated as an independent hotel and is currently affiliated with Historic Hotels of America.
  • The hotel has been owned by a prominent local family since its opening. The family are leaders in the community and very actively involved in local charities and other business ventures.  The hotel enjoys a strong reputation for service excellence and has been host to high-profile events for decades.
  • 340 Guest Rooms and 10 Suites.
  • 25,000 Square Feet of flexible meeting space
  • A Business Center that is leased and operated by FedEx.
  • 2 restaurants and 1 lobby bar.  One of the restaurants is leased and operated by a third party (a well-known regional chef).
  • A 2,000-square-foot day spa that is leased and operated by a third party.
  • Located in the downtown business core, within 1 block of the city convention center.
  • The physical plant has been well maintained, and the building is up to local code requirements for life safety, energy consumption, and guest security. Your company is planning a multimillion-dollar guest room and public space refurbishment project following the acquisition of the hotel.
  • The design of the hotel is “mid-century modern” and contains several iconic design elements in the public space consistent with the original design.
  • The guest rooms are 300 square feet, slightly smaller than the current design requirements for the major global “core” brands.

 

Hotel Financial Data:

 

 

 

 

Figure 1 Hotel Financial Data

 

 

The Market:

  • The city has a population of 1 million.  The surrounding county has an additional 250,000.
  • The city has a modern airport served by 11 major domestic airlines.  Presently there are 150 daily departures. There is non-stop international service to Canada and Mexico.
  • The city has a 600,000-square-foot convention center that recently completed an expansion. The center serves the National and Regional Association markets primarily.
  • The city has regional offices for 100 Fortune 500 companies.  This is a desirable regional location for these companies because of the moderate cost of living, the good educational system, and the regional airport.  Last year, this segment generated a significant portion of the total demand in the market. The hotel has strong relationships with the majority of these companies
  • The city has a modern 70,000-seat stadium that is host to an NFL team.  In addition, the venue is host to several concerts throughout the year.  The stadium is located downtown.
  • The market has over 9,000 hotel rooms.  There are 4 hotels downtown between 300 and 450 rooms that are within the same proximity to the convention center as your hotel.  The other hotels are branded with Hilton, Marriott, Hyatt, and Crowne Plaza. There are existing “area of protection” agreements with these franchisors that prohibit the branding of another hotel within the physical geography of the downtown area – however, the brands would be able to brand your hotel with another brand they control, for example, Renaissance (Marriott) or Doubletree (Hilton) or with one of their downscale brands.

 

Market Projections:

  • The market has enjoyed robust growth.  Over the past 7 years, the demand has grown by over 6% per year (REVPAR) and supply has grown by only 3%.  The majority of the growth occurred immediately after the convention center opened.
  • Based on the most recent STR pipeline report, there is no new product planned for this market, but several hotels are planning renovations within the next 3 years.

 

The Decision:

 

As a part of the acquisition decision process, you must decide first if the hotel should affiliate with a major brand or remain independent.  If you do decide to affiliate, you must decide whether you would affiliate with a core brand or a soft brand.

 

Financial Considerations:

  • Renovation:
    • If independent, the renovation requirement would be simply to bring the hotel up to a competitive state.  Your company wants to keep the hotel in the upper upscale segment, and competitive with the local market.
    • If a soft brand is selected, the renovation requirement would be similar to that of remaining independent.
    • If a core brand is selected, the hotel would be required to replace all guest room FFE and renovate the bathrooms to brand standard.  Your internal estimates are that regardless of the brand selected, this would result in a 30% increase in the renovation cost.
  • Systems:
    • If independent the hotel will keep its current reservations, front desk PMS, and guest room locking systems – each of which is in good condition.
    • If the hotel brand with a soft or core brand it will be required to install the brand-directed PMS and guest room locking systems.  The estimated cost of this is $650,000.
  • Uniforms:
    • The hotel has iconic unique uniforms that have been used since the opening.  The uniforms are considered an integral part of both marketing and the guest experience.  A change in uniforms would be instantly noticed by repeat guests and would likely not be a positive.
    • If the hotel affiliates as a core brand, they would need to comply with the brand standard uniform.  If they were affiliated with a soft brand, they would be allowed to keep their unique uniforms.
  • Fees:
    • If the hotel remains independent, it will continue its marketing and affiliation agreement with Historic Hotels of America for 0.6% of room revenue. This covers both marketing and reservations – though the majority of the reservations do not come through that channel.
    • If the hotel brands are either soft or core, the estimated total fees are expected to be 13% of hotel revenue based on your company’s experience with the major global brands in the other hotels they own.  This includes franchise, reservations, marketing, and frequent traveler program fees.
  • Market Share:
    • The average ADR Market Share index of this hotel in the competitive set has been 101.
    • The average Occupancy Share index of this hotel in the competitive set has been 81.
    • Based on your company’s experience with the global brands in other markets, they typically deliver fair share ADR and occupancy shares of between 102 and 115 for both core and soft brands.

 

Your deliverable for this project:

 

In the form of a memo to your due diligence team, you will recommend whether the hotel should remain independent, affiliate as a core brand with a global franchisor, or affiliate as a soft brand with a global franchisor.

ANSWER

Memo to Due Diligence Team:

Subject: Hotel Affiliation Strategy for the Indianapolis Property

Date: [Insert Date]

From: [Your Name], Asset Manager

To: Due Diligence Team


Dear Team,

I would like to present our recommendation regarding the affiliation strategy for the potential acquisition of the 350-room full-service hotel in Indianapolis, Indiana. After conducting thorough due diligence, analyzing the hotel’s characteristics, market conditions, and financial implications, we have three viable options to consider: remaining independent, affiliating as a core brand with a global franchisor, or affiliating as a soft brand with a global franchisor. Each option has its advantages and drawbacks, and our recommendation is based on a comprehensive evaluation.

Option 1: Remaining Independent

Pros:

Maintaining Unique Identity: The hotel has a long-standing history as an independent luxury property with a distinct identity. It enjoys a strong reputation for service excellence, high-profile events hosting, and involvement in local charities. Remaining independent would allow us to preserve and capitalize on this unique identity.

Lower Renovation Costs: Renovation requirements would primarily focus on maintaining competitiveness in the upper upscale segment without the burden of brand-specific standards, resulting in potentially lower renovation costs.

Minimal Uniform Changes: The iconic, unique uniforms, considered integral to the guest experience, can be retained, ensuring continuity for repeat guests.

Lower Fees: Staying independent would involve lower fees (0.6% of room revenue) compared to brand affiliations.

Cons:

Limited Marketing Reach: Independents typically have limited marketing reach compared to branded properties, which could impact the ability to attract a wider customer base.

Brand Recognition: The hotel would not benefit from the brand recognition and loyalty programs offered by major global brands.

Option 2: Affiliating as a Core Brand

Pros:

Brand Recognition: Associating with a major global brand would provide instant recognition, potentially attracting a broader customer base and increasing bookings through the brand’s reservations system.

Support and Training: Core brand affiliations typically come with extensive support, including marketing, training, and operational guidance, enhancing the hotel’s performance.

Potential for Higher Rates: Core brands often command higher average daily rates (ADR), and our experience suggests fair share ADR and occupancy shares.

Cons:

Higher Renovation Costs: Affiliating as a core brand would require a 30% increase in renovation costs due to the need to conform to brand standards.

Uniform Changes: The hotel would need to adopt the brand’s standard uniforms, potentially affecting the guest experience and loyalty of repeat guests.

Higher Fees: Core brand affiliations come with significantly higher fees (estimated at 13% of hotel revenue) covering franchise, reservations, marketing, and frequent traveler program fees.

Option 3: Affiliating as a Soft Brand

Pros:

Brand Support with Flexibility: Soft brand affiliations provide access to brand support while allowing some flexibility in maintaining unique characteristics like uniforms and design elements.

Potential for Higher Rates: Similar to core brands, soft brands often achieve fair share ADR and occupancy shares, potentially leading to increased revenue.

Mitigated Renovation Costs: Renovation requirements would be similar to remaining independent, resulting in potentially lower costs than core brand affiliation.

Cons:

Higher Renovation Costs: Although lower than core brand affiliation, soft brand affiliations would still involve additional renovation costs compared to remaining independent.

Uniform Changes: Depending on the specific brand’s requirements, there may still be uniform changes that impact guest perception.

Moderate Fees: Soft brand affiliations come with fees similar to core brands, estimated at 13% of hotel revenue.

Recommendation

After careful consideration, we recommend affiliating the Indianapolis hotel as a soft brand with a global franchisor. This option strikes a balance between preserving the hotel’s unique identity and accessing the benefits of brand support, including marketing reach and potential for higher ADR and occupancy. The renovation costs are manageable, and the flexibility in maintaining certain unique aspects of the property aligns with our goal of maintaining its upper upscale positioning.

This decision should position us well in a market that has demonstrated robust growth and provides access to various demand generators such as the convention center, corporate offices, and the NFL stadium.

We appreciate your diligent efforts in this due diligence process, and we look forward to further discussions and actions needed to execute this strategy effectively.

Best regards,

[Your Name] Asset Manager [Your Company]

 

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