Podcast thumbnail for Sabrina's Podcast

Sabrina's Podcast

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by Sabrina Wu

7 episodes
Updated Daily
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Podcast Overview

A deep dive into investments. <br/><br/><a href="https://sabrinawunysi.substack.com?utm_medium=podcast">sabrinawunysi.substack.com</a>

Language

🇺🇲

Publishing Since

11/10/2025

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Recent Episodes

Episode thumbnail for Hotels aren’t real estate

December 12, 2025

Hotels aren’t real estate

<p>In this episode, I break down why hotel deals have become one of the most misunderstood investment categories in real estate. The industry has undergone a structural shift, but most investors are still underwriting hotels as if it’s 2013. We unpack the core truth: you’re not buying a building, you’re buying a business that operates inside a building. And the volatility of that business hits your returns every single day.</p><p>We dig into the operational risks, the tech-driven transformation of hotel economics, and the new hybrid CapEx model that makes modern operators look more like venture-backed startups than traditional hospitality players. Then we map where capital is actually moving, Saudi, Dubai, Greece, and why each market requires a completely different underwriting lens.</p><p>From brand consolidation to brand confusion, from pricing power to cultural relevance, from green leases to aligned incentives, this episode breaks down how value is actually created and destroyed in hotel investments today.</p><p>If you want to understand why hotel deals succeed or implode, this episode tells you exactly where to look, and what questions actually matter.</p><p></p> <br/><br/>Get full access to Sabrina's Substack | All about private capital & Hospitality at <a href="https://sabrinawunysi.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_4">sabrinawunysi.substack.com/subscribe</a>

Episode thumbnail for The Two-Sided Capital Market Driving Global Hospitality

November 13, 2025

The Two-Sided Capital Market Driving Global Hospitality

<p>When construction costs explode, operators don’t wait for new builds, they convert independents.</p><p>Conversions now account for up to half of new deals for major brands.</p><p>Why? It’s a clean arbitrage: Operators lift performance through loyalty, tech, and distribution, without needing new physical assets. Owners get a demand engine; brands get network growth with minimal capital burn.</p> <br/><br/>Get full access to Sabrina's Substack | All about private capital & Hospitality at <a href="https://sabrinawunysi.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_4">sabrinawunysi.substack.com/subscribe</a>

Episode thumbnail for How Marriott turns loyalty into cashflow

November 12, 2025

How Marriott turns loyalty into cashflow

<p>Marriott cracked the code: own the brand, not the buildings. This episode unpacks how its loyalty engine and tech stack turn margin into magic, half of all stays booked direct, zero OTA bleed, and fee streams that print cash without property risk. In hospitality’s new economy, Marriott shows that the smartest assets are digital, not physical.</p> <br/><br/>Get full access to Sabrina's Substack | All about private capital & Hospitality at <a href="https://sabrinawunysi.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_4">sabrinawunysi.substack.com/subscribe</a>

7 total episodes available

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What is Sabrina's Podcast?

A deep dive into investments. <br/><br/><a href="https://sabrinawunysi.substack.com?utm_medium=podcast">sabrinawunysi.substack.com</a>

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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