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A comment on Airbnb announces confidential submission of draft Registration Statement. Parent comment

Re:Airbnb announces confidential submission of draft Registr... by hn_throwaway_99 on Wednesday August 19, 2020 @05:10PM (#24216545)
From knowledge of the travel industry:

1. Hotels are still in the dumps.

2. Single home rentals, a la VRBO and AirBnB, are doing fantastic as people decamp from urban areas and work remotely.

3. Urban rentals are in the shitter.

4. Shared spaces are also in the shitter.

AirBnB has a lot more urban inventory and shared spaces than for example VRBO (which was always more based around vacation destinations), but I have no idea if their split between urban and vacation destinations is an overall boon or hindrance for them.

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Re:Airbnb announces confidential submission of draft Registr... by jacobwal on Wednesday August 19, 2020 @05:20PM (#24216691)
I think you're overall on the money here, but I would probably be a bit more cautious on #3 (at least private units). Some of the managed rental providers that focus on urban markets seem to be doing OK. Sonder raised a new round in June[1], albeit after laying off part of their workforce.

1: https://shorttermrentalz.com/news/sonder-series-e-round-june...

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Re:Airbnb announces confidential submission of draft Registr... by cco on Wednesday August 19, 2020 @05:36PM (#24216906)
If urban areas are in the shitter it sure isn't reflected in the prices. Prices in Seattle and Portland at least are still as strong as they were pre-pandemic.
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Re:Airbnb announces confidential submission of draft Registr... by thebean11 on Wednesday August 19, 2020 @05:39PM (#24216947)
NYC rental prices are down easily 20%
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