Hospitality Daily Podcast What's Happening in Hospitality Now? Jan Freitag, Jamie Lane & Josiah Mackenzie on Hotels x Short-Term Rentals, Demand Bifurcation, RTO Travel Shifts & More
Sep 8, 2025
Joining the conversation are Jamie Lane, the Chief Economist at AirDNA with a keen eye on short-term rental trends, and Jan Freitag, the National Director of Hospitality Analytics at CoStar Group, known for his expertise in hotel data. They delve into the fascinating convergence of hotels and short-term rentals, revealing insights on the widening luxury demand gap. Discussion touches on how return-to-office policies are reshaping travel, current supply issues, and emerging opportunities for operators in the hospitality landscape.
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Hotel Points Used For Homes
- Jan used hotel loyalty points to book homes and villas for stays in Reykjavik and Iceland.
- He found homes functionally similar to Airbnb apartments and enjoyed the experience as a hotel person.
Loyalty Programs Converge With STRs
- Hotel loyalty programs and OTA reward schemes now let guests earn and burn points across hotels and short-term rentals.
- This convergence increases short-term rental appeal for leisure trips and blurs traditional accommodation boundaries.
Rate Growth Lags Inflation
- Room rate growth is lagging inflation, which squeezes owner margins across the industry.
- Continued demand bifurcation favors luxury while midscale and budget segments underperform.