Episodes

  • Ten Minutes with Zach Demuth
    6 Nov 2026

    A short off-cycle conversation. Tom asks Zach why hotels, what he loves to do outside of hotels, what he's most excited about when it comes to building something from scratch, and what he would tell his younger self. Plus, a bonus quickfire section at the end!

    Zach is Co-Founder of TBD Companies, a hotel and hospitality investment platform. He's spent over twenty years working in hotels, from the operations side to the real estate side, most recently as Global Head of Hotels Research at JLL and Head of Asset Management at a HNW Family Office.

    More at tbdcompanies.com

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    12 min
  • Ten Minutes with Tom Deighton
    10 Sep 2026

    A short, off-cycle conversation. Zach asks Tom how he ended up in hotel investing, where he actually likes to travel, and what advice he'd give his younger self.

    Tom is Co-Founder and CEO of TBD Companies, a hotel and hospitality investment platform. He spent ten years at Related Companies, most recently leading the Equinox Hotel at 35 Hudson Yards from financing through its 2025 sale.

    More at tbdcompanies.com

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    10 min
  • Hotel Tech is Broken
    12 Aug 2026

    Learn more at tbdcompanies.com | Listen on Spotify, Apple Podcasts, and Amazon Music.

    A candid conversation about technology in hotels — where it stands today, why it's lagging, and how investors and operators should be thinking about it differently.

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    41 min
  • Why We Left Related and JLL to Buy Hotels
    28 Jul 2026

    Learn more at tbdcompanies.com | Listen on Spotify, Apple Podcasts, and Amazon Music.

    Introducing TBD Companies and why we like hotels. We talk about the different components of hotels, what makes them interesting, and compare hotels to other asset classes.

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    50 min