October 20, 2026 evidence note: This edition combines the full supplied analysis with targeted current rechecks and practical additions. Sources below disclose retrieval limitations; a working link does not establish property-specific applicability or verify every historical claim. Estimates, forecasts, examples and proposed methods retain their stated limits.
Start with Chad Sorensen for owner oversight, Peachtree’s underinvested-hotels discussion for acquisition screening, and Ludan Zhang for brand economics. Those are this desk’s first choices for turning a compelling hotel story into questions about operating profit, capital requirements and owner control.
Key Margin research desk. Research checked October 20, 2026. The intended reader is an owner, acquisitions professional, family-office investor, developer or lender evaluating US independent and soft-branded hotels, principally 30–150 rooms.
This is a decision-led selection, not a ranking by downloads or a recommendation to hire the featured firms. Each entry identifies the actual episode, its speakers, the useful lessons and the diligence task we would assign after listening.