Hilton Worldwide

also referred to as: hilton

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Aug 16, 2021 by Sujit Indap · said 10 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by John Khoury (8), Ted Seides (1), Barry Sternlicht (1)

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Everything said about Hilton Worldwide, oldest first

Aug 16, 2021 positive
Opinion
Blackstone's Hilton buyout generated $14 billion, arguably the greatest PE deal ever
“And within a few years, the business snaps back and Blackstone goes on to make fourteen billion dollars or something like that. And it's arguably from a gross dollar value, the greatest private equity investment ever.”
Sujit Indap Aug 16, 2021 ▶ 19:55 Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
Jun 19, 2023 neutral
Assertion Supported
Resnick: Major hotel chains have shifted from property management to franchising
“The hotel companies themselves have evolved. They started off as hotel owners, like Marriott and Hilton and so forth. First, they were hotel owners. Then they were managing hotels for third parties. Then they really became franchisors. They have wonderfully po…”
Eric Resnick Jun 19, 2023 ▶ 38:43 Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
Dec 1, 2025
Disclosure
Long Pond's Active ETF Holds 20 to 25 Cheapest Among 80 Target Real Estate Firms
“What we've done is we've taken the data that we have over the last 15 years of analyzing these companies, and we've said, there are 80 high-quality real estate companies. These are secular winners, compounders like Hilton. That will be the investable universe …”
John Khoury Dec 1, 2025 ▶ 53:38 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Dec 1, 2025 positive
Assertion Supported
Khoury: Hilton Cash Flow Quadrupled While Park Hotels Declined Post-Spinoff
“Interestingly, both of those companies did two dollars and 19 cents in free cash flow in 2017. This year, Hilton is going to do over nine dollars in free cash flow. Park Hotels is going to do less than the two 19 they did in 2017. Over that time period, Hilton…”
John Khoury Dec 1, 2025 ▶ 44:58 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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