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The destination as an asset

The investment thesis of leisure: microdestinations, land appreciation and destination strategy as an asset class.

Article index3
01 Why does land appreciate before ADR?▸ VIDEO JUL 2026 · 9 MIN
02 What turns an isolated plot into an institutional microdestination? IN PRODUCTION
03 How is a destination investment thesis structured? IN PRODUCTION
The memo

One memo a month on the economics of destinations. No noise.

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