Screener Hotel Deals
Upload key Offering Memorandum inputs and get a concise screening memo: risks, value-creation levers, and what to verify before you spend more time and fees.
What You Submit
Hotel Appraisers & Advisors (HA&A) will review key deal criteria and data sets to help you vet and rank hotel acquisition and/or development opportunities. You’ll submit:
- Offering Memorandum PDF or deal room link (or key extracted fields)
- Trailing 12-Month P&L actual performance (for existing hotels)
- Financial Proforma (for proposed hotels)
- Annual and Monthly STAR Reports / CoStar Data / Kalibri Trendline (if available)
- Assumptions: renovation/development plan; management structure; price/cost guidance; exit thesis
What You Receive
Within 72-hours you will receive a Triage Memo commenting on:
- Deal Snapshot: pricing/cost; facility program; and comments on underwriting documents
- Risk Flags: preliminary comments on revenues; expenses; capex/cost; labor model; insurance/tax traps
- Value-Creation Levers: identify 3-6 opportunities most likely to move NOI and value
- Next Phase Checklist: a summary detailing exactly what to request and analyze next (data + questions)
Who Is This For
HA&A’s DealScreener is a fast, inexpensive tool designed for:
- Buyers who want a fast filter before full due diligence
- Family Offices / Private Equity Investors reviewing multiple OMs who want help ranking potential deals
- Hotel Developers evaluating deals who want an independent opinion before full due diligence
- Owners evaluating a refinance or recap and seeking more clarity on upside/downside potential
What Happens Next
Order a DealScreener and we’ll complete your choice of (1) high-level 72-hour triage review memo, or (2) a 10-day investor-quality evaluation deck. Click the DealScreener and we’ll walk you through the process:
- Basic Questions: a quick form will verify a few key deal parameters and your preferred contact information
- Data Upload: you’ll upload key documents or data that you want our experts to review
- Scope Request: indicate whether you want a Triage Memo or Investor Deck
- Engagement Letter Authorization: we’ll share a brief engagement letter for your review and signature
- Zelle or ACH Payment: you will submit payment for your selected scope of work
- Deliverable: HA&A will complete the selected scope of work and send you the deliverable in PDF format
- Client Call: Upon your request, we’ll schedule a 30-minute call to discuss our findings and any questions you may have. We can also discuss next steps, if applicable.
Case Study:
Home2 Suites – La Crosse, Wisconsin
Hotel Development Success Story
The Home2 Suites La Crosse is an upper-midscale, extended-stay, 107-room hotel located in downtown La Crosse, Wisconsin. Despite the developer’s original plans to develop an independent, boutique hotel, HA&A recommended pivoting to a Home2 Suites branded chain hotel. The developer eventually pursued this recommendation and created significant wealth for their family office and other investors who participated in the deal.
HA&A was engaged to provide preliminary brand advice and sizing guidance. Then the client asked for an investor-grade evaluation. Eventually we also provided a full narrative feasibility study for a vacant development site in downtown La Crosse, Wisconsin. The landowners did not have hotel experience but had substantial local real estate experience and knowledge. They wanted our expert advice on what to do with this additional parcel they owned. Our work included:
- Preliminary Triage Advice – A high-level review of local hotel supply and market conditions led us to a preliminary recommendation to consider a new-construction Home2 Suites by Hilton.
- Investment-Grade Analysis – Next, the developer and their investors asked us to analyze supply and demand trends in greater detail, project hotel performance, and make facility program recommendations. This deeper dive confirmed our brand recommendation with detailed performance projections.
- Full Narrative Feasibility Study – During the design process, prior to finalizing loan documents, the developer retained us to develop a full, narrative hotel feasibility study that was shared with equity investors and lenders as part of the underwriting process.
Based on our recommendations, this client was able to accelerate their development plans. The hotel stabilized by the end of its second year of operations. The project earned the developer in excess of $1 million per year in operating profits for over five years before they sold the hotel for an additional profit well in excess of their original investment.
Request a Deal Screen or Schedule a Call
If you are seeking to acquire or develop a hotel and would like an independent review of the deal, we would welcome an opportunity to help screen your hotel deals. If you have questions, we can also schedule a call to discuss details.
Hotel Appraisers & Advisors, LLC
Chicago, Illinois
Phone: 312-526-3885
Email: hdetlefsen@hotelappraisers.com