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Can the Airbnb Business Withstand a Recession? | My First Million Podcast

From My First Million · Published Jul 5, 2020 · Watch on YouTube

TL;DR

Airbnb faces a severe revenue drop (50–80%+ overnight) due to coronavirus, threatening hosts who rented out properties or subleased them specifically for short-term stays. Many hosts may default on mortgages or convert to long-term rentals, and data from Zillow already shows a surge in long-term rental listings.

Key insights

  • Airbnb’s revenue likely dropped 50–80%+ overnight with an indefinite timeline.
  • A large portion of Airbnb’s supply comes from entrepreneurs who bought or subleased properties solely to host on Airbnb; their income has gone to zero, raising risks of mortgage/rent defaults or conve
  • Zillow charts show a sudden explosion in long-term rental listings (e.g., from one blue dot last month to fifteen this month), which gives ammunition to anti-Airbnb advocates arguing that Airbnb contr

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