Hospitality Portfolio Review
Hospitality replacement support using tourism analytics and operator diligence.
Overview
We evaluate flagged and boutique hotels, focusing on RevPAR trends, management performance, brand obligations, and capital needs to confirm suitability for exchange investors.
Highlights
- Tourism demand and convention calendar analysis for Phoenix and Scottsdale.
- Operator diligence covering management fees, staffing, and reporting.
- Capital improvement planning to maintain brand standards and guest scores.
Deliverables
- Hospitality dossier with RevPAR and ADR projections under multiple scenarios.
- Management agreement checklist summarizing responsibilities and fees.
- Capital plan identifying immediate repairs and long-term improvements.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
Do you include boutique hotels?
Yes. Boutique and soft-branded assets are considered when occupancy history supports investor goals.
How are brand requirements handled?
We review franchise or brand agreements and coordinate approval timelines with the selected flag.
Are management transitions supported?
We coordinate introductions to third-party operators and document transition requirements.
Related Services
Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
Request Consultation