Screen Hotel Deals
Send an Offering Memorandum or deal link. Receive a confidential memo that highlights deal risks, value-creation levers, and what to verify next. Then you can decide whether the opportunity merits deeper diligence.
Screen Hotel Deals
Send us an Offering Memorandum (or deal link) and a few key inputs. Receive a confidential memo that highlights deal risks, value-creation levers, and what to verify next, so you can decide whether the opportunity merits deeper diligence. Not an appraisal. Not a BOV. Designed for buyers and owners who need decision clarity fast.
Choose Your Scope
Deal Screen Memo $2,500 (2-page Memo)
Fast go / no-go decisions, deal ranking, and “what to verify next”
Turnaround: 72 hours (typical)
- Deal Overview Feedback
- Review Client’s Materials
- Underwriting Sanity Check
- Deal Risks & What Might Break (revenue, labor, PIP, tax, governance)
- Value-Creation Levers to Improve NOI & Value
- Red Flags
- Validation Thesis Summary
- Next Steps
- 30-Minute Call to Review Findings
Investment Decision Memo (~15 slides)
Serious pursuit and investment committee review of deal thesis
Turnaround: ~10 days (typical)
- Includes everything in the Deal Screen, plus:
- Selective Primary Research to Test Assumptions
- Supply & Competitive Set Analysis
- Demand Analysis & Segmentation
- Scenario Ranges for Occupancy/ADR/RevPAR
- Summary Financial Operating Projections (USALI)
- Strategy Roadmap
Implementation Sprint (Not Research)
Owner-Side Execution Plan Structured as Short-Term Monthly Retainer
Timeline: ~90 days (typical)
- Takeover Priorities List
- Stabilization Timeline
- PIP or CapEx Sequencing
- PIP ROI Priority Stack
- Revenue Plan Revision (Pricing/Segment/Channel Priorities)
- Expense & Labor Review
- KPI Tracking List
- Reporting Cadence
- Interface with Management Company
- HMA Review
What You Submit
Submit what you have. This is designed to work with incomplete data, but the more details you can provide, the more detail we review. Attach the items you have in an email or send us a deal room link. Typical inputs include:
- Offering Memorandum PDF or Deal Room Link
- Trailing 12-Month P&L (for existing hotels)
- Pro Forma (for proposed hotels)
- STR / CoStar / Kalibri trend data (if available)
- CapEx or PIP Plan
- Management Agreement & Franchise Agreement
- Pricing or Cost Guidance
- Hold / Sell / ReFi Exit Thesis
Who Is This For
These Deal Screening and Implementation Services Are Designed For:
- Buyers Who Want a Fast Filter Before Due Diligence
- Owners Seeking to Reposition Assets
- Family Offices Ranking Hotel Investment Opportunities
- Private Equity Teams Reviewing Multiple Hotel Deals
- Developers Seeking Independent Screening Before Committing Resources
- Brokers Seeking a Value-Add Thesis for Marketing
How It Works
- Select a Scope of Work (Deal Screen Memo or Investment Decision Memo or Implementation Plan)
- Call or Send Us an Email Request
- HA&A Confirms Scope and Sends You an Engagement Letter
- Receive Your Deliverable as a PDF
- Schedule Optional Call to Review Findings
Case Study – Home2 Suites – La Crosse, Wisconsin
HA&A was engaged to help a developer evaluate the best concept for a downtown site. After an initial deal screen review, we recommended pivoting from the developer’s independent concept to a Home2 Suites strategy.
The client then requested investor-grade analysis and later a full narrative feasibility study used in underwriting. This was followed by asset management and exit advisory services.
Outcome: The project stabilized quickly and ultimately generated substantial operating profits and sale proceeds relative to the original investment thesis.
Contact HA&A
Hotel Appraisers & Advisors, LLC
Chicago, Illinois
Phone: 312-526-3885
Email: hdetlefsen@hotelappraisers.com