Quarterly
Q2 2026
Quarterly Capital Markets Briefing
Issued July 2026
Quarterly · Q2 2026
Quarterly Capital Markets Briefing
A structural quarterly view of capital flows, financing conditions and pricing across the global luxury hotel market.
Executive Summary
- 01
Private credit now accounts for 31% of disclosed luxury hospitality financings.
- 02
Branded residences continue to underwrite the marginal trophy transaction.
- 03
Family office allocations to hospitality real estate at multi-year highs.
Forecasts
Private Credit Share (FY 2026)
32% to 36%
Branded Residences Component
Embedded in 60%+ of deals over $250M
Family Office Deployment
Continued acceleration
Risk Considerations
- — Concentration risk in private credit
- — Residences pre-sales velocity
- — Talent constraints in operating platforms
Investment Outlook
Capital structures are evolving faster than asset selection; advisory value is increasingly concentrated in transaction architecture.
Advisory
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