This 2025 Global Short-Term Rental M&A Report provides an analysis of the shifting financial and operational landscape within the flexible accommodation sector. It highlights a major industry transition from centralised, high-overhead management models toward decentralised, asset-light franchise structures, exemplified by the collapse of Sonder and the acquisition of Vacasa by Casago.…
Is Airbnb strategically moving from a channel to a siloed, fully controlled marketplace moderating PMCs?
This summary gives you a snaphsot of what to expect on the newsletter page. Casago Acquires VacasaCasago buys Vacasa in a major M&A deal. What does it mean for the future of franchised property management?👉 Read the newsletter Airbnb's Intentions & OTA WarningsA sharp look at Airbnb’s next moves…
Thanks to all the people who requested its revival! Many of you asked for our vacation rental newsletter to see the light of day again. We are grateful for the kind words and look forward to its new beginnings. History: The vacation rental newsletter started in 2016 under…
Welcome to the Yes Consulting vacation rentals newsletter. The Lighthouse is for hosts, managers, agencies, and operators in the short-term rental sector. TWO CONFERENCES IN MAY ARE NOT TO BE MISSED! VITURSUMMIT IN MALAGA (10/11/12 May)~ A high-quality event attended by major players in the industry. Network with…
16 October 2022
2022 VITUR, VRWS (inc Web3) Conference TakeAways
A few takeaways from both the recent "ViturSummit" in Malaga, Spain and the "Vacation Rental World Summit" (VRWS) in Porto, Portugal, which itself was preceded by the Web3 Travel Summit. These are my own thoughts, of course, and may not be reflected by others, but come from observations…
Welcome to the Yes Consulting vacation rentals newsletter. The Lighthouse is for hosts, managers, agencies, and operators in the short-term rental sector. OR IS THERE ANYTHING NEW OUT THERE? Over the last year, these newsletters have covered a multitude of subjects related to Short Term Rentals. I have…
Welcome to the Yes Consulting vacation rentals newsletter. The Lighthouse is for hosts, managers, agencies, and operators in the short term rental sector. This article has been published late August 2022. Since then, apart from my commentary below I recommend everyone read this article from Jarvis ML which…