The five assumptions that sink a hospitality feasibility study
Ramp-up, ADR benchmarking, opex inflation, FF&E reserve and exit yield — where sponsor models and lender models most often part company, and what evidence closes the gap.
Coming soonInsights
Notes from live mandates
Short, practical pieces on how capital is actually being raised, priced and diligenced in this market. No forecasts we would not act on ourselves.
Red flags that survive a clean audit
Related-party revenue, working capital timing and customer concentration rarely fail an audit but routinely change a valuation. How to test for them in a two-week diligence window.
Coming soonWhat regional lenders are actually pricing this year
A practical read on covenant packages, security expectations and sponsor equity thresholds across international project lending — and what makes a file move quickly.
Coming soonWhy two valuations of the same company differ by 40%
Method, comparable set, normalisation adjustments and the discount for control. Where the gap really comes from, and which number a buyer will defend.
Coming soonRefinancing before you have to
The window where a rescheduling conversation is still a commercial negotiation rather than a workout, and what a lender needs to see to keep it there.
Coming soonBuilding a risk register a board will actually use
Most registers are compliance artefacts. A useful one names an owner, a trigger and a decision — and gets reviewed at the same meeting every month.
Coming soonPlaceholder content
These six articles are outlines, not published pieces. Either commission them before launch or remove this page from the navigation — an empty insights section costs more credibility than it earns.