So Marriott is up 41% in the past year. They just surpassed Q2 earnings and the stock is pumping. 9% in the past month.

And I forecast that their real growth is NOT going to come from hotels.

If you know anyone in the Airbnb business, you may have heard that Marriott is currently in play to take over the private rental business. They are currently offering any Airbnb owner who manages at least 250 doors (that’s how they refer to individual rental properties. So if you own a property with 5 units being rented, that’s 5 doors) a very generous buyout.

So there are currently management companies consolidating local property managers under their umbrella with the goal of acquiring 250 doors with the express purpose of selling them out to AirBNB.

This is going to create a huge market consolidation of these rentals under the Marriott umbrella. These property managers are tired of the stress of running tons of properties and want a way out. Is Airbnb going to offer it to them?

No.

Now they will be able to run these properties with economies of scale, trimming costs, and can guarantee the quality and consistency of service that a company like Marriott is known for. Plus you can use Marriott points for the rentals.

All this while people are fed up with Airbnb’s cleaning fees, sketchy owners, and general inconsistencies.

They will take over the short term rental market from the ground up and AirBNB will be sitting there wondering wtf happened.

I know this because a close friend just sold his 50 doors to one of these companies for a multi million dollar deal.

Jump in while you can.

Edit: spelling Edit2: math correction