Articles tagged “vacasa”

On today’s episode we explain how Trump’s tariffs could hit travel, what Accor sees in U.S. hotel bookings, and who may be the next owner of Vacasa.

With Davidson Kempner's latest bid for Vacasa at $5.83 per share and the Vacasa board-endorsed bid from Casago at $5.30 per share, one thing is certain — this is not the end of the story.

Should Vacasa opt for a superior bid from a hedge fund at the risk of seeing the company getting dismantled? Or should Vacasa stick with a strategic buyer? Meanwhile, other bids could potentially come in.

If Airbnb co-hosting really takes off, it is going to take away properties from property management companies of all sizes. But the pool of potential properties to manage is large and growing.

Today’s briefing tells listeners about the global travel outlook for the new year, Accor’s luxury focus, and more on Vacasa’s acquisition.

No company has been able to massively scale vacation rental property management despite rollup strategies that have often worked in other sectors. Will Casago-Vacasa be able to do it through a hotel-like franchising model or will that have its own pitfalls?

Vacasa got hammered in the public markets and needed to go private. Whether Casago and Rootstock have the wherewithal to right the ship is an open question.

Fairly founder and CEO Eric Breon is getting a do-over of sorts when it comes to what he helped build earlier as the founder and CEO of Vacasa. The test will be whether he can scale Fairly's business and make it more responsive to the needs of homeowners and guests.

It's great that individuals can get in on a piece of the startup action — as long as they understand the investment.

Vacasa's weaknesses were apparent well before the vacation rental market turned soft. Now, they're even tougher to fix.