Portfolio · September 2026

Good morning. $2.39m of owner value is at stake.

12 hotels · 2,184 keys · 3 operators
Revenue YTD
$97.2m
▲ 4.8% vs budget
GOP YTD
$28.7m
▼ 2.7% vs budget
Leakage identified
$2.39m
17 open findings
Recovered · 90 days
$796k
▲ 4.1× Uplift fees

Today's owner briefing

Three things deserve your attention
1
Meridian London is the biggest drag on GOP despite beating revenue budget. Labour explains 63% of the gap.
2
The August incentive fee at Meridian may be overstated by $96k. Review before the next payment.
3
Harbour House is leaking commission through OTA channel mix.
Open findings pack

Portfolio performance

Tap a hotel to drill in
HotelOperatorRevenueGOP vs budgetLeakageOwner score
The Meridian LondonApex Hospitality$18.5m−7.1%$425k
58
Harbour House BrightonIndependent$8.8m−2.8%$187k
71
The Regent BathApex Hospitality$10.5m+1.4%$125k
79
New analysis

Analyze a hotel

Three documents in, a quantified owner case out

1 · Add the owner's documents

Use what you already receive from the operator. PDF, Excel or CSV.

Demo: files stay on your device and aren't processed. The analysis below is simulated.

2 · What Uplift tests

Every finding is tied to evidence and, where relevant, a clause
Revenue, GOP and departmental variance
Labour productivity and payroll
OTA mix and commission burden
Base and incentive-fee calculations
HMA approval thresholds
Owner reporting obligations

3 · Analysis log

Live steps as Uplift builds the case
Waiting for documents… press “Run Uplift analysis”.
Analysis complete · The Meridian London

Profit is $425k behind plan. Revenue isn't the problem.

YTD to August · Managed by Apex Hospitality · 312 keys
Profit gap vs budget
$425k
YTD shortfall
Operational leakage
$329k
3 findings · high confidence
Fee under review
$96k
HMA s.11.2 true-up
Recoverable estimate
$261k
Fee + half of operational

Where the $425k went

Budget GOP to actual GOP, YTD
$5.55mBudget −$153kLabour −$94kFood cost −$82kOOO rooms −$96kFee (s.11.2) $5.13mActual Axis starts at $4.94m

Owner conclusion

Plain-English summary for the owner

RevPAR is ahead of budget, but profit conversion has slipped.

Labour and food cost explain most of the shortfall, and three rooms have been offline for over 14 days.

Separately, the August incentive fee looks overstated under s.11.2. Worth resolving before the next fee payment.

Open findings pack

Findings

Each one is evidenced and quantified
Housekeeping labour

0.42 → 0.51 hours per occupied room; occupancy only +2.1 pts

$153k
Breakfast food cost

4.2 pts above the hotel's own trailing benchmark

$94k
Out-of-order rooms

Three rooms offline beyond 14 days

$82k
Incentive-fee true-up

Adjusted GOP treatment vs HMA s.11.2 definition

$96k

HMA check · Section 11.2

Incentive management fee
“Adjusted GOP” shall mean Gross Operating Profit excluding any costs of a capital nature and any expense not incurred in the ordinary course of operating the Hotel…
Fee as charged (August YTD)$536k Fee on contractual Adjusted GOP$440k Potential overcharge$96k

Illustrative clause text for the demo.

Findings pack

Ready to share with your operator

Neutral, benchmarked findings to review together with your operator.
The Meridian London · August 2026

Profit conversion and fee true-up review

Prepared for Northgate Family Office
Total at stake $425k
1
Labour recovery plan

Housekeeping hours per occupied room rose from 0.42 to 0.51 while occupancy moved only 2.1 pts. Benchmarked against the hotel's own trailing 12 months.

$153k
2
Breakfast food cost

Food cost 4.2 pts above trailing benchmark; request a waste and menu-costing review.

$94k
3
Room recovery schedule

Three rooms out of order for more than 14 days; request return-to-inventory dates.

$82k
4
Incentive-fee reconciliation

Recalculation under the s.11.2 Adjusted GOP definition lowers the YTD fee by about $96k.

$96k

Draft note to the operator

Ready for you or your asset manager to send

Dear James,

Revenue and RevPAR remain ahead of budget, but GOP conversion has moved materially. Housekeeping productivity has changed from 0.42 to 0.51 hours per occupied room, around $153,000 at the current run-rate.

We'd also welcome a reconciliation of the August incentive fee against the Section 11.2 definition of Adjusted GOP; our review suggests a difference of about $96,000 YTD.

Could you share a labour plan, the fee reconciliation and a room recovery schedule within five business days?

Supporting evidence

Attached to the pack
Labour benchmark chart

HPOR by month vs trailing 12 months

Fee recalculation workbook

Line-by-line Adjusted GOP bridge

HMA extract · s.11.2 and s.6.3

Highlighted clause text with page references

Out-of-order room log

Room numbers, days offline, lost revenue

Uplift provides evidence, not legal advice. Contract interpretations should be confirmed by the owner's advisers.
Portfolio

Hotels

Performance and owner risk across the portfolio
HotelOperatorKeysRevPARGOP marginLeakageRisk
The Meridian LondonApex Hospitality312$31327.8%$425kHigh
Harbour House BrightonIndependent188$22931.2%$187kWatch
The Regent BathApex Hospitality164$28535.4%$125kWatch
Castlegate YorkLumen Hotels142$20536.9%$53kOn track
Hotel

The Meridian London

312 keys · London · Managed by Apex Hospitality
Occupancy84.2%
ADR$372
RevPAR$313
GOP margin27.8%
Owner leakage$425k

Why profit is missing budget

Largest drivers
Housekeeping labour

Annualised excess cost

$153k
Breakfast food cost

4.2 pts above benchmark

$94k

HMA compliance

Clauses needing attention

s.6.3 · Owner approval · Possible breach

Expenses exceeded the variance threshold without evidence of owner approval.

s.11.2 · Incentive fee · Review required

Fee base may not match the contractual Adjusted GOP definition.

AI findings

17 open findings worth $2.39m

Material issues across the portfolio, ranked by owner impact
Actions

From finding to fixed

Every action tracked until the money is verified
New3
Incentive-fee true-up

Meridian London · s.11.2

Evidence ready$96k
OTA mix review

Harbour House Brighton

Today$125k
With operator4
Labour recovery plan

Meridian London

Due Fri$153k
Room recovery schedule

Meridian London

Due 3 Oct$82k
Verifying2
Breakfast waste reduction

Meridian London

Check 30 Sep$94k
Recovered11
Merchant acquiring fees

Portfolio-wide renegotiation

Verified$105k
Base-fee overbilling

Regent Bath · credited

Verified$49k
Owner control

HMA compliance

Operator obligations, fees and owner approvals
HMAs monitored
9
3 operators
Possible breaches
6
2 need owner decision
Fees under review
$274k
4 true-ups due

Clause watchlist

Most recent first

Meridian London · s.6.3 · Owner approval

Operating expenses exceeded the agreed variance threshold without evidence of owner approval.

Meridian London · s.11.2 · Incentive fee

Adjusted GOP treatment may not match the contractual fee base.

Harbour House · s.9.1 · Reporting

Monthly owner pack delivered 6 days after the contractual deadline.

Regent Bath · s.11.1 · Base fee

Base-fee overbilling credited by operator; resolved.

Owner control

Fees & leakage

Where owner economics are being lost · $2.39m identified

Leakage by category

Portfolio, YTD
Labour
$835k
Procurement
$784k
Distribution
$499k
Operator fees
$274k

Where to act first

Fastest path to results
1
Operator fees are the smallest bucket but the most recoverable: contractual, documented and annual.
2
Labour is the largest; recovery depends on operator plans, so track it monthly.
Go to actions
Owner control

CapEx

Spend, approvals and owner ROI
ProjectHotelApprovedForecastSpend vs approvalStatus
32-bedroom refurbishmentMeridian London$1.87m$2.11m
112%
Over budget
Spa plant replacementRegent Bath$806k$790k
98%
On plan
Lobby and bar refreshHarbour House$494k$514k
104%
Watch