short-term rentals
also referred to as: short term rentals · short-term rental
17 statements across 3 episodes · 8 bullish · 7 bearish · 4 people on the record · first statement Sep 29, 2025 by Paul Mark Morris · across every show →
Everything said about short-term rentals, oldest first
Sep 29, 2025 positive
Morris: Regulated short-term rental markets are safer investments than unregulated ones
“I almost think that a place that is regulated is safer than a place that's not regulated, because you never know what the regulation is going to be, and so if you come in and it's all, and they've already Put the brakes on, then at least, you know, you have a …”
Sep 29, 2025 negative
Oct 6, 2025 bearish
Oct 6, 2025 positive
Johnson: Take design risks in Airbnbs you wouldn't do at home
“What I tell people when they're designing Airbnbs is take risks on your Airbnb design that make you think like, oh, this is interesting. I wouldn't do this in my own home, but this is interesting because that's what you want the guest to feel when they walk in…”
Sep 1, 2026
Lane: Legal permitting is the mandatory first step in short-term rental underwriting
“So, it is the first check mark To sort of look at when you're sort of underwriting a property is, is a short term rental even allowed in this area? Cause it can very quickly be like, all right, let's stop pencils down. Because I mean, if it's restricted, you s…”
Sep 1, 2026 bearish
Lane: Property management fees of 20-30% eliminate short-term rental margins
“It's going to price you out of a lot of markets. So if I'm in a market, you're looking on some of the good ones, you might be able to get a, I'm 20% or 30% gross margin. Like if you then have to and pay that for your fee, that's essentially taking away your ma…”
Sep 1, 2026 positive
Morris: Cost segregation allows 100% first-year depreciation on rental amenities
“There is a, you know, there's something called tax segregation where a lot of the amenities are, you can depreciate a hundred percent of the amenities in year one. And if somebody is a large or not even large earner, but if they're, you know, if they're paying…”
Sep 1, 2026 neutral
Sep 1, 2026 bullish
Sep 1, 2026 positive
Sep 1, 2026 negative
Lane: Buying vacation markets based on nostalgia is top rental mistake
“Yeah, and typically it's investing in a market that they've just gone to growing up they want to own a home there and they just buy it assuming it's going to make money and then it doesn't, and then they think that investing in short-term rentals is just a bad…”
Sep 1, 2026 bullish
Morris: Buying in already-regulated rental markets offers certainty and supply-cap upside
“I would also argue that, that, that using that rule which is to go where it's all right, already regulated
Gives you more certainty rather than less certainty, and that's important.
And then also in that example, let's just say that they were allowing 10,000 h…”
Sep 1, 2026 bearish
Lane: Short-term rental investment growth is near all-time lows at 2.5%
“We are seeing all time low levels of new investment in short term rentals today. So we had reached an all time low in 20, 25 and the, and thesis was that that was going to be the bottom and that we were going to go up from there in terms of new investment acti…”
Sep 1, 2026 negative
Lane: Restrictive short-term rental regulations risk harming local tourism economies
“Short-term rentals are very restrictive now in Lake Tahoe and that can have detrimental effects to the local economy if all of a sudden, I mean, it's, I mean, high net wealth individuals that just have their second homes there that they visit once or twice a y…”
Sep 1, 2026 positive
Sep 1, 2026 positive
Lane: Lower initial prices to get 5-10 reviews and boost OTA ranking
“So if you're getting going and you don't, and my suggestion is, is you do lower your prices at the beginning, you get five, 10 reviews. On Airbnb, Vrbo that's going, and with the algorithm, if you're getting booked, you're getting reviews, they're positive rev…”