A One-Night Tenant

This podcast episode analyzes the state of the travel and hospitality industry, focusing on the performance of hotels, resorts, and platforms like Airbnb. Despite economic uncertainty, the industry shows signs of resilience, with strong bookings and development in the pipeline. Airbnb faces challenges from increased competition, regulatory issues, and shifting host behavior. Diversification is seen as a positive strategy for companies like VICI Properties and Ryman Hospitality Properties. The future of the industry remains promising, particularly for properties that can offer unique amenities and experiences while embracing technology.