Skift Take
Vacasa, like the short-term rental sector overall, is coming off of a pandemic-fueled growth spree and faces the question of what comes next. Can Vacasa tap into first-party growth while scaling back cash-intensive investments? With investor patience running thin, the clock is ticking.
Short-term rentals sit at an inflection point after several years of hypergrowth. The sector was the best performing during the pandemic, but is this pace of growth sustainable?
And what about the next phase as the industry matures? Property managers accumulated tens of thousands of homes across t