Unlocking Global Hospitality Growth
Bay Street Hospitality is a global investment platform comprising a series of hospitality-focused funds, each designed to deliver quantamental exposure across six targeted market strategies. The platform spans multiple vehicles and markets, offering allocators region-specific strategies anchored by a shared investment philosophy. Each fund constructs a geographically and operationally balanced portfolio with the objective of optimizing risk-adjusted returns.
The platform integrates both private equity and public equity exposures, enabling allocators to capture long-term growth from private joint ventures while maintaining liquidity and real-time market insight through a quantamental public equity strategy. Proprietary models and cross-market comparative return frameworks evaluate opportunities across public and private markets equally, allowing for consistent capital allocation, benchmarking, and performance attribution.
The leadership team provides structured equity solutions and strategic oversight across all funds, forming joint ventures with best-in-class partners. The platform emphasizes flexibility in deal structuring, currency management, tax optimization, and defined exit strategies—allowing each fund to adapt to local market dynamics while maintaining a disciplined, global investment framework.
Bay Street Hospitality was established to provide sophisticated investors with institutional access to global hospitality investments. The fund was built on the thesis that the hotel sector presents a compelling combination of income stability, capital appreciation, and inflation resilience. With global tourism rebounding and long-term travel demand on the rise, the firm seeks to capitalize on increasing demand for high-quality hospitality assets in strategic markets.
The fund identifies macro and micro-level inflection points where hospitality investment is underpenetrated but strongly supported by data and policy. Target markets are characterized by alignment between growth catalysts, government incentives, foreign direct investment flows, and limited international competition. Viewing global economic trends through the lens of hospitality enables the firm to allocate across the capital stack and investment types with differentiated insight and cross-sector intelligence.
By mapping each investment against NCREIF benchmarks and pricing in our proprietary illiquidity premium, Bay Street allows investors to:
• Compare public vs. private hospitality assets on equal footing
• Visualize return/risk differentials by region, brand, or operator type
• Quantify when a boutique deal beats a REIT—or vice versa
• Build a hospitality portfolio with hedge fund precision
This isn’t just hotel investing. It’s institutional clarity in an asset class that’s been overlooked too long.
Stable demand and consistent economic performance support long-term income visibility.
High-growth economies, expanding middle-class demand, and rapid urbanization create strong tailwinds for domestic hospitality.
Established tourism infrastructure, pro-investor regulation, and tax efficiencies make this region an attractive diversification layer.
One of the world’s most dynamic tourism regions, supported by regional integration, middle-class expansion, and improving infrastructure.
Luxury-driven demand continues to accelerate, underpinned by megaprojects, tourism reforms, and long-term national strategies.
Select frontier or emerging economies with structural potential for hospitality expansion, enabled by growing international arrivals and favorable demographics.
Bay Street Hospitality is a diversified hotel fund series for allocators seeking quant-driven exposure across top countries, operators, and hotel tiers. The fund targets a diversified portfolio in both high-growth emerging markets and stable developed markets, optimizing risk-adjusted returns. The leadership provides structured equity and pivotal strategic guidance to hotel-related investments. The fund establishes joint ventures with best-in-class partners, focusing on deal flexibility, currency considerations, tax efficiency, and clear exit strategies.
