From Dislocation to Outperformance: Brookfield’s Shai Zelering on Global Hospitality
In this episode of Herrick Does That, Yariv Ben-Ari, Partner at Herrick and Co‑Chair of the firm’s Real Estate Hospitality Group and Israel Practice, is joined by Shai Zelering, Managing Partner at Brookfield and Head of Hospitality Investments in Brookfield’s Real Estate Group, for a timely discussion on global hospitality investing. Drawing on Brookfield’s experience as one of the world’s largest alternative asset managers, Shai shares how the firm navigates market dislocation, evaluates when to buy or wait, and creates value through operational, strategic, and capital-driven improvements across hotel portfolios worldwide. The conversation explores the macro forces shaping global travel and capital markets, the nuances of investing across regions, and how Brookfield thinks about holding versus selling assets, offering listeners a clear, experience‑driven perspective on turning uncertainty into long‑term outperformance. Music by Michelangelo Sosnowitz
