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Opportunities in Global Travel and Leisure Investing

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$12.57 In Investments Over the Next 10 Years In This Sector

Publicada em: Turismo
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Opportunities in Global Travel and Leisure Investing

  1. 1. Investment Opportunities for Travel & Leisure Globally
  2. 2. There are Tremendous Opportunities to Capitalize on the $12 Trillion in Tourism and Leisure Infrastructure Investments Globally Over the Next 10 Years
  3. 3. Summary Driving Themes Demographics 1. Population growth 2. The graying of developed markets 3. The rise of emerging markets Culture ● Growth & changes in loci of heritage tourism Infrastructure 1. Building in the path of growth 2. Underdeveloped infrastructure & opportunities 3. Maximize often under exploited digita lead generation partnerships and technologies. Partnerships ● Partnerships and co-investing with leading executives in the industry / geography By 2025, annual consumption in emerging markets will reach $30 trillion—the biggest growth opportunity in the history of capitalism. -McKinsey Quarterly
  4. 4. Source: UNWTO, 2015 A Driving Pillar in the World Economy
  5. 5. Discretionary Spending Continues to Grow
  6. 6. Tourism Growing Faster than GDP
  7. 7. Tourism Growth Projected to Continue
  8. 8. Fueled by Population Growth & the Emerging Consumer Class
  9. 9. $12.57 Trillion in Travel Infrastructure over 10 Years US$3.6 trillion worth of Travel & Tourism investment made in the Americas over the next decade, 28% of total world investment over the same period.
  10. 10. Infrastructure Needs - Worldwide
  11. 11. Uneven infrastructure development across regions but clear results from investments 151x Average ROI On government tourism marketing campaigns
  12. 12. Diverse Niches, Trends & Location Selection Provide Robust Opportunity Locations
  13. 13. Diverse Niches, Trends & Location Selection Provide Robust Opportunity Attractions Technologies Demographics
  14. 14. Result in Transformative Changes Over a Generation CancunDubai
  15. 15. Potential investment Types
  16. 16. A Model - Dalian Wanda - 37.97% Revenue Compounded Growth 37.97% IRR Conglomerate of real estate, hotel, amusement park, cinema, yacht and tourism company. Established 1988, (by richest man in China, Wang Jianling with $30bn net worth). Wanda is targeting $200 billion revenues by 2020. Revenues: $40 billion Income: $2 billion Assets: $87 billion Employees: 110,000 China Holdings ● 88 Shopping Plazas ● 55 Five-star Hotels ● 1,247 Cinema Screens ● 78 Department Stores ● 15 Amusement Parks Foreign Holdings * AMC Theatres *Madrid Football Club *IronMan *Legandary Films *Dick Clark Productions 2015 2020
  17. 17. Specialist Funds Outperform Generalist Funds
  18. 18. The OpportunityAverage Historic Returns for International (ROW) Leisure (LE) Private Equity Source: Cunning, Oxford Manual of private equity 14.22% IRR
  19. 19. Attractive ROI Potential Situation Example Result Carrier (2002) 23X return to investors (now part of Norweigan Cruise Lines) Emerging Technologies (2008) $20k seed: $30bn current valuation Destinations / Monuments (2016) Bridge, Zhangjiajie Grand Canyon, Chna $37,500,000 construction cost; $3.04 million per day and 80,000 tourists (temporarily closed for improvements due to unforseen demand) Some Specific Examples
  20. 20. Competitive Landscape - Travel & Leisure Investors 26% IRR 40% IRR (Hospitality Fund) Under- tapped Travel & Leisure Oppty. Investment Stage Startup Mature Only Growth & Mature 12.9-25.2% IRR Emerging MarketsDeveloped Markets 38% Compounded Rev. Growth Annually VC Investment in Travel Tech
  21. 21. Contact Mike Bishop, JD 301-244-8622 www.slimstrategic.com dmikebishop@gmail.com