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Agency 63

European hotel investors: 2025 confirms the return of cash flow

The hotel industry is once again contributing to the cash flow of major European investors. Behind the rise in dividends and the increase in recurring earnings in 2025, a strategic shift is taking place: value creation now depends on operational intensity and model architecture. The hierarchy of profiles – property...

Why corporate investors should look to domestic companies for dividends 

The opinions expressed here by Trellis expert contributors are their own, not those of Trellis.​ For roughly 25 years, many professional investors had an investment playbook that favored companies that optimized global supply chains, captured labor cost arbitrage, and scaled relentlessly across borders. These structural advantages accrued disproportionately to mega-cap corporations with the resources to