Having an independent board chairperson is always a good move. Given Sonder's current status, one wonders what took the board so long to make a change.
There were several fundraises in 2024 that topped anything the travel industry has seen in years. Travel startups raised billions more than in 2023 despite the number of deals being roughly the same.
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.
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.
Banning short-term rentals in New York City didn't instantly lead to a wave of affordable housing, although the impact could potentially be different in smaller towns and cities.
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.
The Biden administration has been very vocal about its aim to stamp out junk fees, and the FTC's final rule does that — provided that the incoming Congress doesn't say otherwise.