Will Huston didn’t just stumble into hospitality investing—he built a thesis for it. As the founder and Chief Investment Officer of Bay Street Hospitality, Huston leads a $430 million fund that blends data science with deep industry insight to identify undervalued hotel opportunities across the globe.
His strategy, known as “quantamental,” merges quantitative data analysis with fundamental research to uncover hidden value and assess risk more precisely than traditional real estate models.
What started as a personal renovation project with his father in Lake Tahoe evolved into a much broader vision: to reshape the way global investors access hospitality as an asset class.
Huston’s early insight was that mid-sized hotel properties—too small for institutional capital but too large or operationally intensive for individual investors—were being overlooked. By targeting this middle space and investing at the HoldCo level rather than property by property, Bay Street is able to scale its impact and returns.
But Bay Street Hospitality’s edge isn’t just its structure. At the heart of the fund is a proprietary analytics engine that evaluates over 20 data points per opportunity—from macro indicators like passport strength and currency volatility to property-level insights like seasonality, RevPAR trends, and operator performance.
In the interview below, Huston shares how this framework works in real time, why India’s domestic travel boom makes it a high-priority market, and how Bay Street structures deals to benefit from government incentives like land concessions and tax holidays.
If you’re curious about how the next generation of hospitality funds are being built—not just on spreadsheets, but on strategy, soul, and scale—this is the story to watch.
Watch the full conversation with Will Huston below.
by Tony O. Lawson
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