Portfolio Valuation and Due Diligence

Project Scope 

Horwath HTL completed a high-profile portfolio valuation and due diligence project for one of the world’s leading hotel chains. This client was evaluating the acquisition of a substantial portfolio of management contracts across both operational hotels and several in the pipeline. Tasked with delivering precise and actionable insights, Horwath HTL Brazil’s team executed a comprehensive, multi-layered analysis covering each of the 21 cities involved in the deal.

The first phase included exhaustive market research for each location, examining market trends, demand drivers, and competitive landscapes. This detailed analysis provided a clear picture of the unique factors influencing each market, ensuring that our client could tailor their approach effectively across diverse regions. Based on these findings, we created detailed P&L forecasts for each hotel, taking into account both current performance metrics and projected economic conditions.

In parallel, our team defined a strategic commercial approach for the entire portfolio, helping the client align operational strategies with local market dynamics to optimize revenue potential. Additionally, we designed a robust corporate structure to manage the portfolio, accounting for the complexities of scaling management across a geographically and operationally diverse collection of assets.

Horwath HTL Brazil collaborated closely with Crowe Rio de Janeiro’s Corporate Finance Division, providing them with critical financial data and a thorough risk evaluation for each hotel. This partnership enabled Crowe’s team to perform a valuation that adhered to Brazilian laws and regulations, delivering an official, compliant assessment of the portfolio’s value.

This ambitious project, completed within a tight four-week timeline, underscored Horwath HTL Brazil’s expertise in delivering strategic due diligence for large-scale hospitality investments. Our insights enabled the client to negotiate confidently, armed with an in-depth understanding of each asset’s financial potential and market positioning, marking a major step toward a successful acquisition.

Lokacija projekta

Brazil