PE Money Is Coming for STR. The New StayTerra CEO Explains the Strategy.

On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, and Michael Goldin are joined by Amy Kothari, the new CEO of StayTerra, to talk PE-backed STR consolidation, what the rollup model looks like when it actually works, and what it all means for independent operators. From there, the crew gets into Airbnb abandoning its decade-long build-it-yourself experience strategy and partnering with Tripadvisor instead, and closes with Expedia Group cutting eight senior executives in a single week as it reorganizes around AI and what that means for Vrbo hosts. This episode is presented by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠StayFi⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bilt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. If you’re ready to start turning today’s guests into tomorrow’s direct bookings, head to stayfi.com/goodmorninghospitality and use code GOODMORNINGHOSPITALITY to get 50% off your first three months. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more for GMH listeners!