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We are hosting a call on the vacation rental industry with Steve Milo, founder and CEO of VTrips, a growing and innovative vacation rental management company which leverages technology to maximize occupancy, revenue growth and profitability. VTrips has cultivated more than 7,000 properties in 30 markets and works with the biggest vacation rental professionals in the world. During our call we will be discussing his use of listing platforms including Airbnb, Booking.com, VRBO among others including how cross-listings have evolved. Steve will provide trends and forecasts for room night volumes, US ADR’s, occupancy rates, longer duration (28+ days) stays, sales & marketing shifts and any changes in the mix-shift of sun and ski vs. urban rentals among other topics.
We also recently published two ABNB short ideas from separate investors and slightly different theses. You can access each idea here:
TMT Investor Idea Notes (ABNB, ATVI, DOCN, TEAM)
Short Idea Investor Notes (ABNB, AUTO NO, DHER GY, SAM)