people장 홈📈 Stock Masters주식 유튜브를 Articles로 읽고 Author의 예측을 실제 가격으로 확인합니다 people장 Board 홈요청하기

한국어 · English

MeetKevin진행자@Meet Kevin

Accuracy score+0.3
순 place113
Scored calls1610 calls
Hit rate / Market-adjusted / Return-weighted50.2% / 50.8% / 53.5%
1-month return / Market / beta excess return / Peer excess+0.4% / +0.5% / -0.2
Bullish / Bearish / Neutral33.4% / 35.6% / 31.0%
Best horizon1w
Performance badgeLate call badge
Main channelMeet Kevin
국적외
Note
Updated2026-10-28 07:00:00

Main stocks: #미국기술주 (567)#미국채금리 (509)#S&P500 (504)#테슬라 (437)#나스닥 (274)

How scores are calculated

AirBnB Just Died

Meet Kevin · 2019-05-01 · 유튜브 시청 74,124 · Board Views 8 · International

International

유튜브 썸네일

← 목록

저자: Kevin · 외국인

요약 보기

메리어트가 에어비앤비 경쟁 숙박 임대 파일럿(2,000채, 20개 시장)을 시작해 에어비앤비에 타격을 준다는 주장. 에어비앤비는 약 490만 활성 임대 단위로 메리어트보다 훨씬 크고 2020년 IPO가 예정돼 있어, 호텔 업계가 이를 저지하려 할 것이라 봄. 규제 완화로 숙박 임대가 합법화될 수 있고 전문 관리 물건은 안전설비 갖춘 신축 위주로 가격 상승이 나타날 수 있다고 전망. 에어비앤비 확산이 부동산 가격을 끌어올린다고 주장. 영상 내 투자 강의 홍보 포함.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. holy smokes this is massive news for both the real estate industry and the travel industry so basically if you ever travel or you ever want to make a dime investing in real estate at any point in your life you gotta get to the bottom lines of this video because this is a massive shift here's the outline we're going to talk about what just happened within the last 24 hours we're going to talk about what this means to you as a consumer and others across the world and now we're going to talk about the impact this is going to have on real estate investors let's get started with meet Kevin Report folks here's what just happened the Marriott International Group which operates a you guessed it the Marriott Hotel line but also the Starwood Resorts program along with the rewards program and the Ritz Carlton just with one fell swoop put air B&B into hospice care that is the future of Airbnb just got beat to crap and here's why Marriott just launched a very small but just launched a competitor to Airbnb for the longest time we have seen international Titans alike the Intercontinental Hotel Group which runs Holiday Inn and the Hyatt the Hilton Marriott group all of these hotels hate and try to fight Airbnb like crazy we've had laws pushed against Airbnb we have large hotel groups lobbying to fight Airbnb which just basically means they try to beat up senators and local politicians that say punish Airbnb they're taking away our business well guess what now that loss of business has become so palpable so realized by these hotel groups that now they're almost all considering their own dives into the air B&B competitor marketplace let's add a little bit of detail here just for perspective Airbnb has amassed according to the New York Times over 6 million rentable units The Wall Street Journal further clarifies this and says 4.9 million of those have been actively used within the last 30 days that's almost five times as many rentable units as the Marriott Group has so what is Marriott doing well Marriott is now introducing a small pilot program where they'll have 2,000 homes over 20 different markets spread across the United States Europe and Latin America to test out their version of the air B&B platform if you don't already know air B&B is much like uber but for renting units that is if you go on vacation somewhere and you decide you want to rent a room from somebody a townhouse condo or house you can do so through postings that owners can directly put on Airbnb now owners do get reviewed but I will tell you one of the most common inconsistencies with Airbnb is consistency why do I say that well I say that from personal experience see what I visited Miami to stay in an Airbnb condo I only arrived to the condominium building to be told that I'll have to climb 27 flights of stairs to grab the elevator keycard access and be able to ride the elevator up and down to go get my baggage when I stayed in Idaho I showed up at a massive mansion ask style Airbnb only to find that the property didn't have internet service at all which isn't the best for a California real estate broker and youtuber when I went to New York I met the owners personally to get the keys and was told hey you know what we're best friends never mention the word Airbnb here got it now no I haven't found any hidden cameras in bathrooms or bed yet I will say Airbnb tends to be pretty inconsistent from not having toilet paper to broken TVs not having Internet service it can be a little bit frustrating now this isn't sponsored by Marriott but understand this Marriott in a one fell swoop just set the DEF stage rang the death knell for Airbnb why do I say that I say that because of two reasons one from a consumers point of view would you rather rent a 3-bedroom 2bath house from air B&B or from Marriott where Marriott is promising you not only a rewards program professional customer service and access to a 24-hour hotline or would you rather try your luck with a similarly priced air B&B from an unknown homeowner where people aren't really incentivized to tell the truth about their experience so you can see here that if Marriott really pushes this air B&B competition program hard they could probably displace or Rob a ton of market share from air B&B but there was a second reason as well see a lot of landlords today just don't trust air B&B because there's a fear that what if they inherit a bad tenant what if you know the Airbnb guarantee that they offer landlords doesn't work out or something goes wrong well if a company like Holiday Inn or Marriott or Sheridan comes in a lot more landlords might be inclined to sign up for a professionally managed solution to make money off their rentals which in a twisted way might actually allow a lot of cities like New York City or San Francisco or LA or Santa Monica or Paris to start saying you know what maybe we'll allow these accommodation rentals which is just a fancy word for short-term rental aka Hotel out of a house hotel out of house equals accommodation rental this could now all of a sudden unwind a lot of these short-term rental bans because now professionals are handling this all rather than unskilled home which what is that going to do for consumers lower prices probably due to more supply but in addition to lower prices you'll probably also end up with better service and opportunities to earn rewards and have a consistent experience and stay everytime you travel now before we talk about the impact to real estate investors understand this Airbnb is preparing to file for their IPO their initial public offering next year that is in 2020 and if they file that IPO they'll probably end up getting a ton of funding from the public which what is that going to do well funding for a start-up as usual helps expand that startup and will help Airbnb solidify their domination of this marketplace so hotel groups like Marriott are really incentivized now to push the competition back and squash Airbnb before they can file that IPO so you're really gonna want to stay tuned to developments in this over the next 12 months but now let's talk real estate investors what is the impact to all of these changes to the real estate investor well it probably means real estate prices are going to go up but not all real estate prices watch my speculation here and keep in mind this whole video could be wrong so please don't sue me bro but let's get into a little bit of what I think is going to happen from a real estate point of view first you need to understand this Airbnb has already led to massive shifts in real estate prices the fact that people can now go in and say oh hey this house would ordinarily rent for $2,800 per month but if I just listed on Airbnb I'll get thirty eight hundred dollars per month and a side hustle Gary Vee told me I needed a side hustle so you know what let's do it let's get a side hustle and rent out our place through Airbnb and get some more money now this is exactly why real estate prices are skyrocketing in part due to air B&B and vacation rental by owner or VRBO if you don't believe me get this the United States Federal Trade Commission that they are investigating Airbnb ease impact on real estate prices and housing affordability so if people are now willing to overpay for real estate you should be even more inclined to understand how to invest in real estate and make some money by maybe buying wedge deals and profiting and that and how to do that is specifically what I talk about all of the time in the real estate investing course where you can get access to over 340 private lectures on all of the investing and real estate brokerage experience that I have on how to make money in real estate all my tips and tricks to save money and imagine this you can even talk to me privately in our live streams multiple times per week so that you could run your deals your scenarios and your problems by me and I can personally help you just remember to use spring 2019 for eighteen percent of the course there's also of course for real estate agents if you want to learn how to sell more and all of this Airbnb talk you can bet is going to be imbued in even more detail in these courses and live streams now what impact would a program like Marriott's version of Airbnb have on real estate well it's quite possible that Marriott's program is actually gonna have a little bit of a different impact on real estate here's why I think Marriott's program is actually only going to target properties that have been retrofitted with the proper safety items in other words if a house is not prepared for a hurricane is not prepared for an earthquake doesn't have fire sprinklers smoke alarms carbon monoxide detectors and fire sprinklers or has LED based paint or asbestos products my guess is Marriott won't touch it my guess is also that any other large accommodation company that is doing this professionally won't touch any of those properties so what does this mean for you as a real estate investor well we know that Airbnb has led to prices going up we know that a professional company is probably going to be more inclined invest in safe properties because they don't want accidents fires deaths spycams or any other crazy things going on that means if Marriott restricts their inventory to properties with these safety standards it's quite possible that only newer properties are going to see the bump and property values by companies like Marriott entering the accommodation market space Wow this is a massive shift for real estate it's extremely early on yeah it's probably premature to say that Airbnb is dead but I'll tell you today or yesterday when this was announced marks a stake in the ground that says Airbnb x' days might be limited that hotel groups like the marriott the Holiday Inn Sheraton the Hyatt and Hilton might come in to swoop a lot of that inconsistent service away from Airbnb professionalize it and provide it to consumers with better service at more competitive rates with rewards programs with rewards credit cards and probably bought programs that I can't even think of right now because holy smokes I'm blown away make sure to smash that subscribe button to follow for more updates because I'm gonna be tracking this like crazy and follow me on the Instagram as well to see whatever the heck it is I'm getting surprised by on a daily basis thanks so much for watching be sure to check out the links course below note that I recommend the investing course for absolutely everybody I don't care if you're 16 I don't care if you're international you will learn something in fact you'll probably learn five to ten times of the value you actually spend on the program if not more by setting you up to invest in real estate for the long run and make boatloads of money thanks for joining folks we'll see you around

원문 보기 · 글 내려 주세요 신청

← List으로
공유페이스북밴드

이 Articles에 대해 요청(숨김) 수정 요청

Comments 0