The Skift Podcast

In this rare first-ever podcast appearance, Shai Zelering, Global Head of Hospitality Investments at Brookfield Real Estate, sits down with Skift CEO Rafat Ali to discuss how one of the world’s largest real estate investors is shaping the future of travel and hospitality. From billion-dollar acquisitions in Europe to long-term plays in India, Shai shares how Brookfield balances real estate fundamentals with operational excellence to build—not just extract—value in hospitality. They explore Brookfield’s strategy across markets, the challenges of aligning brands and owners, the rise of affordable travel solutions like Generator hostels, and the cultural edge of brands like Leela. The conversation also dives into Europe’s niche lodging products, the U.S. hospitality labor crunch, and why Zelering believes AI and better tech adoption could unleash a new golden era of hospitality service. Presented by ⁠⁠⁠EF World Journeys⁠⁠⁠. Key Themes: Brookfield’s $1B Generator hostels deal and Europe’s affordable trave