HRE

Reporting on alternative accommodations, real estate sharing and the future of space utilization

[HRE @hremedia]

@RyanDanz @airconciergeinc @AirConcierge Stay @AirConcierge @airconciergeinc 👍

[HRE @hremedia]

So how much would #business fundamentals deteriorate in 2023-24? This is key to whether we're going into a bear mkt. #economy #travel #hospitality

[FollowTheSmartMoney @smartmoneybrief]

Jeremy Grantham of @GMOInsights on possible pause/delay in the #bearmarket.

# of factors – presidential cycle, subsiding #inflation, strength of labor mkt, and reopening of China.

KEY is how much #corporate fundamentals deteriorate in the next 12-18 mths.

#stocks #investments

[HRE @hremedia]

Rising interest rates are not hurting @airbnb and @Expedia. They're raking in millions in interest income from holding guests payments. #travel #lodging #airbnb #vacationrentals

https://t.co/Hsnw7Eo3hr

[HRE @hremedia]

Corporate margin pressure to remain in 2023. #economy #business

[FollowTheSmartMoney @smartmoneybrief]

Wedgewood Partners on the macro environment:

"We have considerable reason to be worried…higher cost of capital still needs to filter through the economy in 2023."

[HRE @hremedia]

More market volatility ahead. lower #earnings, more #layoffs

[FollowTheSmartMoney @smartmoneybrief]

#bridgewaterassociates: markets priced in the movement in real yields...have not priced in the very likely effects of the tightening.

Earnings need to fall by ~ 20% to induce the degree of layoffs necessary to push the unemployment rate up by enough to bring wages down.

[HRE @hremedia]

More STR self-regulation, Sonder's Boston battle, and Airbnb possibly distributing vaccines in the weekly newsletter. #airbnb #shorttermrentals #vacationrentals #coliving https://t.co/to4bnR3RyZ

[HRE @hremedia]

Death of the 'Master Lease Model' and other articles from the weekly newsletter. #coliving #shorttermrentals #vrbo #airbnb https://t.co/scyjfpQuEV

[HRE @hremedia]

Airbnb's $100 billion valuation on its stock debut is higher than some of travel's biggest names such as @bookingcom @Expedia @Marriott. @Airbnb #airbnb #shorttermrentals #vacationrentals #alternativeaccommodations https://t.co/TcneGekUNZ

[HRE @hremedia]

Why Flagship Kerns is launching in Knoxville - "We’ve always done a lot of work around university towns and cities, so we thought that this would be a really exciting concept to do in (Knoxville).” @kerns_bakery #coliving #housing #realestate https://t.co/aQW8DvbhfQ

[HRE @hremedia]

The acquisition gives @starcity a presence on the East Coast and technology. #coliving #alternativeaccommodation #realestate #rentals #housing https://t.co/CJgEYimpex

[HRE @hremedia]

According to @Airbnb IPO filing, no single city accounted for more than 2.5% of revenue or 1.5% of listings. #airbnb #shorttermrentals #alternativeaccommodations #vacationrentals https://t.co/Xxl5nopHUj

[HRE @hremedia]

A number of VC-backed companies went out of business arbitraging short-term rentals without a path to profitability. @staydomio #shorttermrentals #vacationrentals #lodging #alternativeaccommodations https://t.co/d0aPiU73aC

[HRE @hremedia]

Airbnb sees a $3.4 Trillion Total Addressable Market with $1.8 trillion in short-term stays, $210 billion in long-term stays, $1.4 trillion in experiences. @Airbnb #airbnb #shorttermrentals #vacationrentals #travel #alternativeaccommodations https://t.co/YPhbjXwP9x

[HRE @hremedia]

The 70 Pine St location provides entry into the strategically important New York market with 132 units @staymint2 #shorttermrentals #alternativeaccommodtions #remoteworking #businesstravel https://t.co/ZTULa80UpH

[HRE @hremedia]

JetBlue could be getting into short term rentals as early as the end of the year, adding to its growing non-air portfolio of businesses. @JetBlue #airbnb #vrbo #shorttermrentals #vacationrentals #travel https://t.co/BmLXzLVQfT

[HRE @hremedia]

Sonder has ambitions for a hospitality brand that encompasses any accommodation category #hotels #shorttermrentals #vacationrentals #extendedstays #villas #travel @SonderStays https://t.co/QQddlqgJJD

[HRE @hremedia]

Airbnb's IPO filing now delay until next Monday @business @airbnb #shorttermrentals #vacationrentals https://t.co/EYXilGJK34

[HRE @hremedia]

Improving global trends from April-July flattened in Aug and Sept, with further deceleration for the rest of 2020 @bookingcom #travel #vacationrentals #alternativeaccommodations #shorttermrental #lodging https://t.co/YGdUSFn0C5

[HRE @hremedia]

Vrbo was an upside for Expedia's down year. But, the @vrbo business could be slowing down after a summer peak. #vrbo #vacationrentals #alternativeaccommodations #shorttermrentals #airbnb https://t.co/8UmhWGzrza

[HRE @hremedia]

In the process of building a monstrous policy machine, could @Airbnb have lost sight of...and insufficiently addressed...its fundamental PR battles? #airbnb #shorttermrentals #vacationrentals #alternativeaccommodation https://t.co/NAX9EYwA5X