STR Global Unlocked with Simon Lehmann

Simon Lehmann

Simon Lehmann talks to the people running short-term rental at scale.Operators, platform CEOs and investors, on the decisions that separatebusinesses that scale from ones that plateau.No panel-discussion politeness and no vendor pitches. Guests have includedthe co-founder of Vacasa, the president and CEO of Booking Holdings, and thefounder of Holidu. The conversations go where the operating problems actuallyare: unit economics, distribution, AI, capital, and what breaks when you grow.Simon is a former CEO of Interhome, co-founder and chairman of Vacasa Europe,past president of Phocuswright, and sat on the HomeAway board before the IPO.He now advises operators, investors and hospitality technology vendors.New episodes every Tuesday.simonlehmann.net

  1. 3d ago

    045: The Real Cost of Furnishing a Short-Term Rental | Andria Santos

    Most short-term rental operators invest heavily in acquiring a property - but treat furnishing and interior design as an afterthought. Yet design may be one of the most powerful levers for increasing bookings, improving guest reviews and driving more revenue. In this episode of STR Global Unlocked, I speak with Andria Santos, Founder and CEO of Fülhaus, about why furnishing remains one of the most undercapitalized decisions in the short-term rental industry. Andrea explains how operators should budget for furniture and design, where quality matters most and where it is possible to save. She also reveals why guests book with their eyes, how professional photography shapes expectations and why beautiful images can never compensate for an uncomfortable stay. Which Questions Are Answered in This Episode? Why is design one of the most overlooked investments in rental properties?How can interior design increase bookings, revenue and guest satisfaction?Where should property owners invest—and where can they save?Why can cheap furniture become expensive in the long run?How important are professional photos when guests choose a property?How do operators balance visual appeal with comfort and functionality?How is AI changing interior design and furniture procurement?How can property managers convince owners to invest in upgrades?Which amenities and furnishings do guests now expect as standard?How often should rental properties be renovated or refreshed?Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    045: The Real Cost of Furnishing a Short-Term Rental | Andria Santos
  2. Aug 25

    Hotel vs. Airbnb Is Over: Here’s What Wins | Niko Karstikko

    Hotels, serviced apartments and short-term rentals are moving closer together - but most hospitality companies are still operating as if these old categories matter.  In this episode of STR Global Unlocked, I speak with Niko Karstikko, Co-Founder and CEO of Bob W, about the emergence of a new, technology-enabled hospitality category built around flexibility, consistency and the needs of the modern traveler.  Niko explains why the Airbnb generation expects more than either traditional hotels or inconsistent short-term rentals can offer. He also reveals how Bob W delivers a full-service guest experience without a traditional front desk, operates with a fraction of the staff of a comparable hotel and uses technology to remove repetitive work without losing the human touch.  Questions Answered in This Episode:  - Why are traditional hospitality categories becoming irrelevant?  - What does the modern traveler actually expect from accommodation?  - Are hotels and short-term rentals becoming one category?  - Why could the traditional front desk become obsolete?  - How does Bob W deliver full service with one-seventh of the staff?  - Can technology improve both efficiency and the guest experience?  - Which hospitality operators are most at risk?  Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    Hotel vs. Airbnb Is Over: Here’s What Wins | Niko Karstikko
  3. Aug 18

    043: Why Big Property Managers Should Be Worried | Jannik Abraham

    Book a strategic consultation with me now: https://bit.ly/simon-consultation Small hosts are becoming more professional, technology is getting more powerful, and guest expectations are rising fast. But what does this shift mean for the future of short-term rentals? In this episode of STR Global Unlocked, i speak with Jannik Abraham about why the next generation of successful STR operators will not necessarily be the biggest - but the ones that understand their business, master the basics and use technology intelligently. We discuss why scaling to more units is not always the right goal, how small hosts can now compete with professional property managers, why PMS platforms are evolving into operating systems, and where AI and automation can actually create value.  Questions answered in this episode: - What separates a casual host from a professional STR operator? - Why is scaling to more units not always the right goal? - Can small hosts really compete with large property managers? - How much should STR operators rely on Airbnb and other OTAs? - When does multi-channel distribution actually make sense? - How are PMS platforms evolving into operating systems? - Where can AI and automation create the most value in hospitality? - What parts of the guest journey should never be automated? Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    043: Why Big Property Managers Should Be Worried | Jannik Abraham
  4. Aug 11

    Why Scaling Your STR Breaks Without This System

    Book a strategic consultation with me now: https://bit.ly/simon-consultation Scaling a short-term rental business shouldn’t mean hiring endlessly, adding more tools, or working longer hours. Yet for many STR operators, growth creates more complexity, tighter margins, and a business that still depends heavily on the founder. In this video, I break down what actually makes a short-term rental business scalable. Drawing on decades of experience building and leading companies in the hospitality industry and working with operators managing anywhere from 50 to 10,000+ units, he explains why most STR businesses build the wrong kind of systems. You’ll discover the three pillars every scalable STR operating system needs, why SOPs and technology alone aren’t enough, and what separates a documented process from a system that actually works without you. Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    Why Scaling Your STR Breaks Without This System
  5. Aug 4

    042: Why Your Rental Business Is Easy to Replace | Rachel Alday

    Most short-term rental operators are trying to stand out with better photos, smarter pricing, stronger listings, and more automation. But what if the real problem is not visibility - but replaceability? In this episode of STR Global Unlocked, I speak with Rachel Alday, founder of Abode Luxury Rentals, a boutique property management company with more than 200 luxury vacation homes across Park City, Jackson Hole, and Sun Valley. Rachel explains why many vacation rental businesses do not actually have a memorable brand, why competing on price keeps operators dependent on platforms, and how service standards, company culture, consistency, and direct guest relationships create real differentiation. Which questions are answered in this episode? Why do many short-term rental operators struggle to build a brand guests actually remember?How can property managers differentiate themselves without competing only on price?Why are direct guest relationships so important for reducing OTA dependency?How did Abode Luxury Rentals achieve more than 60% direct bookings?What role do service standards, company culture, and consistency play in building a strong vacation rental brand?How can operators scale their portfolio without losing service quality?Why should profitability matter more than simply adding more properties?When does bringing housekeeping in-house make sense?Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    042: Why Your Rental Business Is Easy to Replace | Rachel Alday
  6. Jul 28

    041: This Property Manager Increased Profit by 160% With AI | Alex Zemianek

    Book a strategic consultation with me now: https://bit.ly/simon-consultation In this episode of STR Global Unlocked, I speak with Alex Zemianek, CEO of JZ Vacation Rentals, about how he rebuilt his operations around internal AI agents. From finance and marketing to security, development and daily reporting, Alex explains how his company increased operating income by 160% without significantly increasing its unit count or headcount. You’ll discover how AI agents can reduce manual work, replace an overloaded tech stack and help property managers operate more efficiently. Alex also reveals why AI should support employees rather than replace them, how his company continues working while he sleeps and which tasks still require human judgement. Which questions are answered in this episode? - How can property managers use AI agents to increase profitability without adding more units or employees? - Why is the traditional property management tech stack becoming increasingly inefficient? - What is the difference between using AI as a simple tool and building an AI-powered operating system? - How can internal AI agents support finance, operations, marketing, security, and development? - Which property management tasks can run autonomously, and where is human approval still essential? - How should operators onboard and train AI agents like new team members? 00:00 – How AI is reshaping property management 03:02 – The biggest lie in property management 05:13 – Automating a critical operational role 08:54 – 160% more operating income without more units 12:20 – Inside the AI-powered “Mission Control” 19:02 – How 12 specialized AI agents work together 26:23 – Running a property business that never stops 29:56 – Three rules for successfully implementing AI 37:48 – Where property managers should start with AI 44:11 – Why humans remain essential in hospitality Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    041: This Property Manager Increased Profit by 160% With AI | Alex Zemianek
  7. Jul 21

    040: How to Turn STR Guests Into Loyal Customers | Matthew Orley

    Most short-term rental operators focus on adding more units, entering new markets, and automating their operations. But what if the strongest competitive advantage is not the size of your portfolio, but the relationship you build with your guests? In this episode of STR Global Unlocked, I speak with Matthew Orley, CEO of Red Cottage, about how STR operators can build a memorable brand that drives guest loyalty, repeat stays, and direct bookings. Matthew explains why many property managers do not truly own their guest relationships, how Red Cottage built a successful membership program, and why loyalty needs to offer more than simple discounts. He also shares how a clearly defined target guest, a consistent portfolio, and proactive communication can turn one-time bookings into long-term customer relationships. Which questions are answered in this episode? - How can STR operators build a brand guests actively return to? - Why do many property managers still not truly own their guest relationships? - What makes a membership and loyalty program work in short-term rentals? - How can STR brands increase repeat stays and direct bookings without relying on discounts? - Why are brand consistency, guest communication, and a clearly defined target audience so important? - How should operators balance AI and automation with high-touch human service? - And why could the human relationship become the strongest competitive advantage in an increasingly automated STR industry? Resources AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/] Stay connected: Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960 Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O Website: https://www.ajlatelier.com/podcasts Newsletter: https://str-global-unlocked.beehiiv.com/

    040: How to Turn STR Guests Into Loyal Customers | Matthew Orley

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About

Simon Lehmann talks to the people running short-term rental at scale.Operators, platform CEOs and investors, on the decisions that separatebusinesses that scale from ones that plateau.No panel-discussion politeness and no vendor pitches. Guests have includedthe co-founder of Vacasa, the president and CEO of Booking Holdings, and thefounder of Holidu. The conversations go where the operating problems actuallyare: unit economics, distribution, AI, capital, and what breaks when you grow.Simon is a former CEO of Interhome, co-founder and chairman of Vacasa Europe,past president of Phocuswright, and sat on the HomeAway board before the IPO.He now advises operators, investors and hospitality technology vendors.New episodes every Tuesday.simonlehmann.net

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