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Short-Term & Flex Rentals
Short-term rentals, flex stay and mid-term rental models. Thesis Driven reports on purpose-built STR product and micro-brands built around a single user group, mid-term furnished rentals inside multifamily, flex-stay apartment operators, vacation rental and single family leisure as institutional categories, licensing and regulatory risk, and how variable length of stay changes underwriting and valuation.
19 articles
The Micro-Resort Capital Gap
Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.
The Blurring of the Second Home
Millennials are buying “second” homes faster than primary homes. What do they want and how is the market evolving to serve them?
The Rise of STR Micro-Brands
How purpose-built rentals designed for a single tribe–like Birdie Houses’ group golf trips–can triple ADRs
The Extended Stay Hotel Play
Not quite hospitality and not quite apartments, extended stay hotels are gaining interest from operators and investors
Kasa's Roman Pedan on The Future of Multifamily and Flex Rentals
Roman Pedan on why Kasa thinks the apartment model is broken — and what flex rentals mean for the future of multifamily.
Full Video: Kasa CEO Roman Pedan on Flex Rentals and Real Estate Tech
Episode 14 of the Thesis Driven Leader Series
Financing Innovative Operating Concepts Through Securitization
Can a new lease securitization concept solve the OpCo capitalization problem?
Mid-Term Rentals in Multifamily
A deep dive into integrating rentals of 1-11 months into multifamily assets
Apartment Leases in 2034: Longer Terms, also Shorter
Predicting the decline of the traditional one-year lease and the rise of longer (and shorter) durations
Airbnb's Multifamily Play
In its bid to add more hosts, Airbnb is placing tenants with the biggest multifamily owners