STR Data Lab™ by AirDNA

What happens when supply finally stabilizes, demand shifts gears, and the global economy refuses to follow the script? In this year-end Outlook episode, AirDNA Chief Economist Jamie Lane sits down with Bram Gallagher to break down what actually happened in 2025 — and what STR hosts and property managers should prepare for in 2026.Together, they revisit last year’s predictions on supply growth, occupancy, and pricing, grading where the industry hit the mark (and where reality surprised us). The conversation then looks forward, unpacking how macroeconomic forces — from inflation and interest rates to housing affordability and global travel trends — are shaping the next phase of the short-term rental market.The takeaway? 2026 may not be a breakout year, but it’s a pivotal one. With supply re-accelerating, demand patterns evolving, and events like the World Cup looming large, this episode offers a grounded, data-backed roadmap for navigating what’s ahead — especially for operators who are thinking strategically rather than reactively.You don’t want to miss this episode!Key Takeaways for STR Hosts & OperatorsSupply has bottomed — and it’s coming back. After slowing sharply in 2025, supply is expected to re-accelerate in 2026, especially in resort and suburban markets.Occupancy may soften slightly before rebounding. Supply could outpace demand in the short term, leading to modest occupancy pressure before conditions rebalance in 2027.Pricing power remains limited but stable. ADR growth should improve modestly, though most existing listings will need to hold rates steady rather than push aggressive increases.International demand is an X-factor. The 2026 World Cup could drive record inbound travel — but policy and sentiment will play a major role in how big that impact is.Experienced operators have the advantage. The next wave of supply growth is likely driven by more professional, intentional investors — raising the bar for performance and operations.Sign up for AirDNA for FREE 👇https://bit.ly/413X3Ut—————Connect with Jamie on social mediaLinkedIn: https://www.linkedin.com/in/jamiehlane/  Twitter: https://twitter.com/Jamie_Lane—————Connect with Scott on social mediaLinkedIn: https://www.linkedin.com/in/sagescott—————Connect with AirDNA on social media:Instagram: https://instagram.com/airdna.coLinkedIn: https://www.linkedin.com/company/airdna/Twitter: https://twitter.com/airdnaTikTok: https://www.tiktok.com/@airdna.co—————Episode 162

In this insightful conversation, revenue strategist Rebecca Ballart, founder of Happy Guest and co-founder of Reven Research, shares her expertise on pricing strategies for the upcoming 2026 World Cup. She explains how mega-events differ from peak seasons, emphasizing unpredictable booking patterns and the importance of adjusting rates dynamically. Rebecca also discusses length-of-stay tactics, highlights the significance of local supply, and shares real-world examples of pricing successes and challenges, offering practical tips for hosts in every key city.

The short-term rental market is entering a new phase — one where stability, not volatility, is driving the biggest changes. In this fireside chat from the Data & Revenue Management Conference, Jamie Lane joins Simon Lehmann and Pedro Borges to break down the real signals behind 2025’s “steady state” and what it means for hosts and managers heading into 2026. This isn’t a hype-filled projection; it’s a data-backed look at supply slowdowns, shifting guest behavior, and how professionalization continues to reshape the competitive landscape.From the K-shaped performance split between luxury and mid-market listings to the growing influence of OTA ranking systems, the conversation highlights why outperforming your market now depends less on macro tailwinds — and more on operational sharpness. Jamie and Pedro dig into pricing challenges, the emerging STR-to-midterm pivot in major cities, and how rising owner expenses like taxes and insurance are reshaping what “profitability” even means. If you want a grounded, unfiltered view of where the industry is actually heading, this episode delivers it.For STR operators planning their next move, this is essential listening. You don’t want to miss this episode!Key TakeawaysStability requires strategy: With occupancy flat and supply growth at historic lows, 2025–2026 will be a competition for share, not an automatic lift.Quality gaps matter: Listings with sub-4.7 ratings are shrinking fastest as OTAs elevate top-tier properties and push weaker performers to page two and beyond.Profitability is the real KPI: Rising insurance and property taxes mean managers must understand — and communicate — homeowner-level financial realities.Luxury grows, mid-market squeezes: The K-shaped recovery continues, rewarding high-end supply while challenging budget and mid-tier operators.Midterm strategies surge: Regulatory pressure and seasonality are accelerating the blend of STR and midterm stays, especially in cities like NYC, Denver, and LA.Sign up for AirDNA for FREE 👇https://bit.ly/45KslCy—————Connect with Jamie on social mediaLinkedIn: https://www.linkedin.com/in/jamiehlane/  Twitter: https://twitter.com/Jamie_Lane—————Connect with Scott on social mediaLinkedIn: https://www.linkedin.com/in/sagescott—————Connect with AirDNA on social media:Instagram: https://instagram.com/airdna.coLinkedIn: https://www.linkedin.com/company/airdna/Twitter: https://twitter.com/airdnaTikTok: https://www.tiktok.com/@airdna.co—————Episode 160

Kylee and Steven Neil Hauser, a dynamic duo in boutique vacation rentals, share their journey from renovating a duplex in San Diego to managing over 40 properties while traveling across the U.S. They highlight the importance of quality over quantity as they opt for a curated management style. Insightful tools like Uplisting and Breezeway empower their operations. Their experiences as guests reshape their hosting approach, prioritizing personalized guest interactions. Tune in for actionable tips for aspiring hosts and operators seeking a balanced lifestyle!

Sonder's bankruptcy is shaking up the short-term rental market, revealing cracks in the rental arbitrage model. The drop in international travel is leading to uneven recovery in urban areas. Surprisingly, luxury travel is thriving while midscale operators, like Sonder, struggle. Airbnb's new service fees may cut into host revenues, and occupancy rates are declining. Plus, advancements in machine learning promise to enhance data accuracy, helping operators navigate these turbulent times more effectively.

Vanessa Aguirre, founder of The Femme House, creates unforgettable bachelorette experiences through themed short-term rentals. She discusses the power of niche targeting, revealing how focusing on specific traveler types can lead to significantly higher occupancy and revenue. Vanessa highlights the importance of designing functional, Instagrammable spaces, like beauty bars and mini golf, over mere aesthetics. With many bachelorette groups booking far in advance, she emphasizes effective communication and strategic planning to enhance guest satisfaction and relations with neighbors.

Rohit Bezewada, CEO of AirDNA and Uplisting, shares insights shaped by his roles at Uber and J.P. Morgan. He emphasizes the importance of data-driven decisions in the short-term rental industry. Rohit discusses the evolution of AirDNA from analytics to offering operational tools, aiming to better serve individual hosts. He reveals plans for AI-powered assistants and strategies targeting the long tail of hosts. Expect a future where revenue management is simplified and trust in data is paramount, as well as a glimpse into Rohit’s personal journey buying a short-term rental.

Explore how AI tools are transforming guest experiences and communication in the short-term rental space. Discover the '4.7 Rule,' revealing that property managers with lower review scores face higher client churn rates. Learn why local co-hosts are outpacing national brands in success, driven by proximity and personal touch. Insights into current market trends show muted summer demand and a surprising 40% surge in New Year’s bookings. Don’t miss the important PSA for Airbnb hosts using property management systems!

What if scaling your vacation rental business could actually hurt your bottom line? This week, Jamie Lane sits down with Ashley Ching, founder and CEO of Inhaven, to unpack her research on why national hospitality management companies—from Vacasa to Ambridge—have repeatedly failed to scale successfully. Together, they dive into the structural challenges of the short-term rental industry and uncover why “bigger” doesn’t always mean “better.”Ashley shares insights from hundreds of executive interviews across hotels, restaurants, and vacation rentals, revealing five key pillars that separate thriving, sustainable property managers from those that crumble under complexity. From the myth of economies of scale to the power of local operations and curated portfolios, this episode is a must-listen for any STR professional who wants to grow smarter—not just larger.Whether you manage 10 homes or 1,000, this conversation reframes how you think about profitability, service, and scale—and what true success in hospitality really looks like. You don’t want to miss this episode.Key TakeawaysBigger isn’t better: Hospitality is a labor-driven business, not a production line—growth often brings higher costs and lower margins.Curate your portfolio: The most successful managers focus on quality over quantity, offboarding “bad” properties that drain time and profit.Stay local: Empowering on-the-ground teams and decision-makers leads to stronger operations and better guest experiences.Choose owners wisely: Aligning with the right owners is as crucial as choosing the right homes.Pick your focus: You can prioritize service, scale, or profitability—but not all three at once.   Sign up for AirDNA for FREE 👇https://bit.ly/411Sk5J—————Connect with Jamie on social mediaLinkedIn: https://www.linkedin.com/in/jamiehlane/  Twitter: https://twitter.com/Jamie_Lane—————Connect with Scott on social mediaLinkedIn: https://www.linkedin.com/in/sagescott—————Connect with AirDNA on social media:Instagram: https://instagram.com/airdna.coLinkedIn: https://www.linkedin.com/company/airdna/Twitter: https://twitter.com/airdnaTikTok: https://www.tiktok.com/@airdna.co—————Episode 154Key Takeaways

The vacation rental landscape is evolving fast — and Vrbo’s taking bold steps to redefine what “success” means in this new era. In this episode, Jamie Lane sits down with Tim Rosolio, VP of Vacation Rental Partnerships at Expedia Group, to explore how Vrbo is prioritizing quality over quantity, building stronger demand through Expedia’s massive network, and integrating cutting-edge AI tools to improve the booking journey for guests and hosts alike.Tim shares an inside look at Vrbo’s journey from HomeAway’s early subscription days to today’s global platform, explaining how the industry’s supply boom has reshaped what travelers expect — and what property managers need to deliver. From AI-powered review summaries to the “One Key” loyalty program bridging hotels and vacation rentals, this conversation unpacks the biggest levers shaping the next phase of STR growth.Whether you’re managing one property or a thousand, you’ll walk away with insights to future-proof your business in an increasingly competitive market.Don’t miss this one — it’s packed with an insider's perspective you won’t find anywhere else. Key Takeaways 🏠 Quality is the new growth metric: Vrbo is focusing less on adding listings and more on ensuring consistent, high-quality guest experiences.🌍 Expedia integration is expanding demand: Vacation rentals are now surfacing across Expedia’s B2B and brand ecosystem, from Delta to AmEx Travel.💳 Vrbo Payments opens new opportunities: Opting in allows hosts to tap into global distribution networks while simplifying transactions.🤖 AI is transforming the traveler journey: From review summaries to search partnerships with Perplexity, AI is boosting discovery and conversion.💡 Loyalty meets vacation rentals: The One Key program connects hotel and STR bookings, attracting new guests who can “burn” points on vacation homes.Sign up for AirDNA for FREE 👇https://bit.ly/45enjOz—————Connect with Jamie on social mediaLinkedIn: https://www.linkedin.com/in/jamiehlane/  Twitter: https://twitter.com/Jamie_Lane—————Connect with Scott on social mediaLinkedIn: https://www.linkedin.com/in/sagescott—————Connect with AirDNA on social media:Instagram: https://instagram.com/airdna.coLinkedIn: https://www.linkedin.com/company/airdna/Twitter: https://twitter.com/airdnaTikTok: https://www.tiktok.com/@airdna.co—————Episode 153