Hotel Investment and Finance Training

Evaluating, structuring, and tracking hospitality assets with investor-grade rigour

Platform:

Online

In-class

Revised and Updated: 08 October 2026

Date	Venue	Duration
12 - 16 October 2026	Sandton, Gauteng	5 Days
07 - 11 December 2026	Sandton, Gauteng	5 Days
25 - 29 January 2027	Sandton, Gauteng	5 Days
01 - 05 March 2027	Sandton, Gauteng	5 Days
31 May - 04 June 2027	Sandton, Gauteng	5 Days
30 August - 03 September 2027	Sandton, Gauteng	5 Days
11 - 15 October 2027	Sandton, Gauteng	5 Days

Course Introduction

Investing in a hotel, lodge, or resort is a complex, capital-intensive decision, and a flawed valuation or an unfavourable financing structure can shape returns for years. This course equips owners, investors, and senior managers with the financial tools to evaluate hospitality assets, structure investment decisions, and track return on investment over the asset’s full lifecycle.

The Hotel Investment and Finance course is case-study driven and built around anonymised hospitality investment scenarios. Participants work through valuation, financing structures, management and franchise agreements, feasibility review, performance tracking, and exit planning using hands-on financial modelling exercises. It is recommended for participants with basic financial literacy. Participants leave able to challenge a valuation, structure a deal, and plan an exit with investor-grade rigour.

Course Objectives

By the end of this Hotel Investment and Finance course, you will be able to:

Apply the financial evaluation tools used to assess hospitality investment opportunities, including NPV, IRR, payback, and sensitivity analysis
Understand hotel valuation methods and the drivers of asset value
Structure financing and ownership models common in the hospitality sector, and test them against debt service capacity
Evaluate management contracts and franchise agreements against owner objectives
Evaluate feasibility studies and development proposals critically
Track and report on investment performance over time, using the Uniform System of Accounts for the Lodging Industry (USALI) and asset management KPIs
Identify the warning signs of an underperforming hospitality asset
Plan exit strategies, including disposal and refinancing, around asset lifecycle stages

What Delegates Leave With

Sharper Investment Judgement: The financial evaluation tools institutional investors use to assess hospitality deals.
Confident Valuation: Understanding of the income approach, comparable sales, and replacement cost methods well enough to challenge a valuation, not just accept one.
Better-Structured Deals: A comparison of debt, equity, management contract, and franchise models to structure financing that fits your objectives.
Critical Feasibility Review: Knowing what to question in a feasibility study or development proposal before capital is committed.
A Clear Exit Plan: Performance tracking and disposal or refinancing planned around the asset lifecycle, not in a last-minute scramble.

Who should attend?

Hotel and Lodge Owners and Investors
Senior Finance Staff Supporting Hospitality Investment Decisions
Asset Managers Overseeing Hospitality Property Portfolios
Developers Evaluating New Hospitality Projects
Private Equity and Fund Managers Investing in Hospitality
Hotel Asset Management Consultants
Bank and Lending Officers Financing Hospitality Projects

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Day 1 — Foundations and Valuation

Module 1: Fundamentals of Hospitality Investment

Hospitality asset classes and their risk-return profiles
Common ownership and operating structures in the hospitality sector
Understanding hospitality market cycles and timing
How hospitality investment differs from other real estate classes, and the South African context: currency, interest rate, and seasonality risk, and resilience investment in energy and water
Practical Exercise: Classify a set of sample hospitality assets by class and risk profile

Module 2: Hotel Valuation Methods

The income approach and capitalisation rate application
Discounted cash flow, NPV, and IRR for hospitality assets
Comparable sales analysis and the replacement cost method, and when each applies
Reconciling valuation methods to reach a defensible estimate
Practical Exercise: Value a sample hospitality asset using two valuation methods and reconcile the results

Day 2 — Financing and Operating Agreements

Module 3: Financing Structures: Debt, Equity, and Ownership Models

Debt financing structures common in hospitality, and lender tests such as debt service cover
Equity partnerships and joint venture structures
Balancing leverage against operating risk, including interest rate and currency exposure
Matching financing structure to investment strategy
Practical Exercise: Model a financing structure for a sample hospitality acquisition and test it under a downside case

Module 4: Management Contracts and Franchise Agreements

Key terms in hotel management contracts, including fees, term, performance tests, and termination
Franchise agreements and brand affiliation trade-offs
Negotiating fee structures, performance clauses, and the capital reserve for furniture, fixtures, and equipment
Aligning operator incentives with owner objectives
Practical Exercise: Review a sample management contract and flag key negotiation points

Day 3 — Feasibility and Development Proposals

Module 5: Feasibility Studies and Development Proposals

What a credible feasibility study should include
Testing demand, occupancy, and rate assumptions critically against market data
Evaluating development cost estimates, contingencies, and ramp-up periods
Red flags in overly optimistic development proposals, and sensitivity and scenario analysis
Practical Exercise: Critique a sample feasibility study and identify its weakest assumptions

Day 4 — Performance Tracking and Asset Management

Module 6: Performance Tracking and Asset Management

Setting up an investment performance tracking framework, aligned to the USALI format (12th revised edition, effective 1 January 2026)
Key asset management KPIs beyond RevPAR, such as total revenue per available room, gross operating profit, and GOPPAR
Identifying early warning signs of underperformance
Reporting investment performance to owners, lenders, and other stakeholders
Practical Exercise: Build a performance tracking dashboard for a sample hospitality asset

Day 5 — Exit Strategy and Investment Case

Module 7: Exit Strategy and Disposal Planning

Planning exit timing around the asset lifecycle
Comparing disposal, refinancing, and hold strategies
Preparing an asset for sale to maximise value
Lessons from anonymised hospitality investment exits
Practical Exercise: Draft an exit strategy recommendation for a sample hospitality asset

Course Categories

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FAQs – Hotel Investment and Finance Training

Master hotel investment and finance, covering hospitality investment analysis, financial modelling, valuation, feasibility, funding, risk, and strategic investment decisions.

What is covered in the Hotel Investment and Finance Training?

The Hotel Investment and Finance Training focuses on key principles of hotel investment, financial analysis, investment decision-making, hotel valuation, financing options, and financial performance management.

Who should attend Hotel Investment and Finance Training?

The course is suitable for hotel managers, hospitality professionals, investors, finance professionals, property professionals, developers, and other professionals involved in hotel investment and financial decision-making.

Does the course cover hotel investment analysis?

Yes. The training addresses important aspects of hotel investment analysis, including assessing investment opportunities, financial performance, risks, returns, and factors that influence hotel investment decisions.

Does Hotel Investment and Finance Training cover hotel valuation?

Yes. Hotel valuation is an important part of understanding the financial value and investment potential of hospitality properties and supports informed investment and financing decisions.

Will I learn about hotel financing and financial management?

Yes. The training covers hotel financing considerations and financial management principles that can help participants evaluate funding requirements, financial performance, investment returns, and associated risks.

Is the Hotel Investment and Finance course suitable for hospitality investors and developers?

Yes. The programme is relevant to investors and developers who need a stronger understanding of hotel investment, financial evaluation, valuation, financing, and the factors affecting the performance of hospitality assets.

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Hotel Investment and Finance Training

Evaluating, structuring, and tracking hospitality assets with investor-grade rigour

Course Objectives

Who should attend?

Course Outline

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Course Introduction

Course Objectives

What Delegates Leave With

Who should attend?

Training Methodology

Training Outline

Course Categories

Course Registration Guide

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FAQs – Hotel Investment and Finance Training

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