An Intensive 5-day Training Course

Hotel Investments Analysis and Financing

Essentials of Investments, Financing, Business Performance Analysis and Planning

Course Introduction

Investing in the hotel industry is a multifaceted and rewarding endeavor. Success in this field requires a deep understanding of various analytical tools used to evaluate hotel investments. This Hotel Investments Analysis and Financing training course is designed to equip delegates with the expertise needed to assess hotel business performance, evaluate investment opportunities, and determine the ideal balance between debt and equity financing.

Participants will learn how to calculate both the return on investment and the return on equity for hotel projects. Recognizing the vital role of debt and equity in every business, the course guides delegates through computing financing costs using real data. With practical examples, hands-on tools, and interactive exercises, delegates will build the skills necessary to evaluate investment performance and refine financing strategies. The training course also covers forecasting techniques to develop strategic plans and identify areas for performance enhancement.

This Oxford Management Hotel Investments Analysis and Financing training course emphasizes:

  • Calculating the return on investment and return on equity for prospective hotel projects.
  • Analyzing and evaluating investment opportunities from the perspectives of owners, operators, and lenders.
  • Making informed decisions about the attractiveness of hotel investments.
  • Valuing proposed hotel investments through various estimation methods.
  • Projecting financial requirements and analyzing financial data for effective planning and control.

Objectives

 

By the end of this Hotel Investments Analysis and Financing training course, participants will be able to:

  • Evaluate the performance of hotel investments using a range of analytical methods.
  • Analyze capital investment and financing decisions with both modern and traditional techniques.
  • Identify critical success factors, potential investment opportunities, and risks within the hotel sector to prepare for future challenges.
  • Employ forecasting techniques tailored to their organization’s planning needs.
  • Understand cost behaviors and select appropriate costing methods for financial planning.

 

Training Methodology

This Oxford Management Hotel Investments Analysis and Financing training course is presented in a very user-friendly training course to suit individuals with varying levels of financial knowledge and experience. The training course will be conducted along workshop principles with formal presentations, case studies and interactive worked examples. Numerous relevant examples and participative case studies are provided to illustrate the application of each of the topics covered. Each learning point is reinforced with practical examples and participative exercises. Difficult mathematical concepts are minimised wherever possible and handled in a visual way that is easy to understand with numerous illustrative examples.

Organisational Impact

This Hotel Investments Analysis and Financing training course will enable delegates to:

  • Gain a comprehensive understanding of performance analysis, using effective financial tools and techniques to support well-informed decision-making.
  • Recognize the relationship between short-term and long-term investment strategies and their financing implications.
  • Accurately assess investment performance and refine financing strategies using robust analytical tools.
  • Learn through real-world case studies that demonstrate the practical application of various financial techniques in the hotel industry.
  • Share the acquired knowledge across different departments within their organization.

Personal Impact

Delegates will enhance their personal capabilities by:

  • Developing skills to analyze and interpret financial statements for improved performance assessments.
  • Gaining a deeper appreciation for the significance of investment and financing decisions within their department and the broader organization.
  • Boosting confidence when dealing with financial matters and collaborating with finance professionals.
  • Evaluating alternative financing options and optimizing capital structures.
  • Strengthening their ability to effectively communicate with other professionals on financial issues.

Who Should Attend?

This Hotel Investments Analysis and Financing training course is designed to be suitable for anyone involved in assessing investment performance and evaluating financing strategy. It is equally valuable for those working in finance and accounting, costing, and treasury departments, and all other financial and non-financial professionals who are involved in investment and planning, for example:

  • Line Managers
  • Project Managers
  • Treasurers, corporate planning, and business development professionals
  • Professional Advisers and consultants who would like to further develop their strategic thinking and decision-making, and refresh and update their skill sets
  • Sales and marketing professionals
  • Middle and junior management as a useful element in their career advancement

Course Outline

  • What Information and Data to Use for Financial Statement
  • The Nature of Financial Statements
  • The Context of Financial Analysis and Decision Making
  • Applying Time - Adjusted Measures
  • Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Strategic Perspective
  • Long - Term Sources of Finance
  • Types of Equity Capital
  • Types of Debt
  • Cost Behaviour and Activities
  • Fixed and Variables Costs, Direct and Indirect Costs
  • Product Costs and Period Costs
  • To Budget or Not - Purposes and Reasons for Budgets
  • Stages in the Budget Preparation Process
  • Preparation of the Master Budget

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

Visit website

Course image
Duration
5 Days
Format
Classroom
Language
English
Choose the date and location that suits you:
Classroom Sessions
London
14-18 Jul 2025
Fee: $5,950
Book your place
London
15-19 Dec 2025
Fee: $5,950
Book your place


SHARE

HIDE
LinkedIn
Facebook
Twitter
WhatsApp
Email
Other

Oxford Management Centre
Typically replies within an hour

Willow
Hi there 👋
My name is Willow. Please tell me how I can assist you..
1:40
×