Access to Market Data

s
The Market

The market gap
is structural.

Four forces are converging to create a once-in-a-generation opportunity in urban micro-hospitality. Here is the data behind the thesis.

The Affordability Crisis

Rooms got more expensive.
Salaries didn’t.

Since 2019, London ADR is up 30%. OECD wages grew just 3%. Euro area real wages fell 4%. The average traveller’s budget buys less every year — and the middle market has collapsed leaving an enormous gap.

+30%
ADR Growth since 2019
Big city composite: London, Paris, Madrid, Milan, Berlin
+3%
OECD Real Wage Growth
Across 35 countries over the same period
−4%
Euro Area Real Wages
ECB Tracker — purchasing power actively declining

Index (2019 = 100)

London ADR
+30%
Paris ADR
+24%
Madrid ADR
+20%
OECD Real Wages
+3%
Euro Area Real Wages
−4%

Sources: Costar, OECD, European Central Bank

Meet Laura
The Traveller
Private, central,
affordable.
She can only pick two.
  • She’s 29. Works remotely two days a week.
  • Books a long weekend in a European capital six times a year.
  • Wants a private room near the centre.
  • Refuses to spend £150 a night for a basic box room.
  • Has outgrown hostels. Won’t settle for less.

Millions of travellers like her.
No product built for them.

The Market Shows the Need

Booking.com proves
the gap.

Every competitor fails on the four dimensions that matter most. The reviews tell the same story across the market.

Zedwell
Capsule · 1 site
No lock, no barrier
“No lock on the capsule — anyone walking past could reach in while you sleep.” — Luisa K.
Can’t sit upright
“Hard mattress, claustrophobic capsule — can’t even sit up in bed.” — Marco P.
Hidden fees
“£8 padlock, £10 towel, £15 luggage.” — Emma V.
Generator
Premium hostel · 21 EU cities
Exposed bunks
“No curtains. You wake to strangers watching you.” — Daan V.
Style over substance
“Trendy lobby, grim dorm — the Instagram stops at the door.” — Sophie W.
Nickel-and-dimed
“£8 for a locker, £5 for a padlock on top.” — Mads H.
CityHub
Pod hotel · 4 sites
Zero sound barrier
“Pods so close a phone vibration wakes the whole row.” — Camille R.
No climate control
“Pods either sweltering or freezing.” — Astrid L.
Cold aesthetic
“Neon lighting, sterile feel — more lab than bedroom.” — Elena G.
easyHotel
Budget hotel · 100+ sites
Noisy mechanics
“A/C rattles all night — impossible to sleep.” — Ryan B.
Dated throughout
“Pale orange walls, shabby finishes.” — Tara N.
Poor trade-off
“Priced like a hotel, delivers less than a hostel.” — Chris L.
Investment Structures

We brought the thesis,
the product and the pipeline.

There is a structure that works for every kind of partner. We are in active conversation with real estate partners, operating investors and equity capital across Europe.

PropCo Partnership
You own the building. We fill it.

Acquire or lease assets alongside Stayd as dedicated operator. Capital partner controls the real estate; Stayd operates under management agreement or lease.

PropCo / OpCo JV
We build it together.

Joint venture combining real estate ownership with operational equity. Aligned incentives, shared upside. The preferred structure for long-term platform partners.

OpCo Equity
Back the platform.

Direct investment in the Stayd operating platform. Exposure to management fees, operating margins and platform value creation across the full portfolio.

Your Move

Ready to go further?
Let’s talk.

To receive our detailed information memorandum, reach out directly. There is a structure that works for every kind of partner.

Investor Data Room ← Main Site
founders@staydhotel.com