Net profit of US$ 642 million and the high of 13% in Airbnb's revenue in the second quarter of 2025, even in a global scenario of high interest rates and geopolitical instability, they consolidate a trend already perceived by those who follow the sector: the seasonal rental market remains strong and resilient.In 2024 alone, Brazil moved around the market R$ 14.5 billion in short-term hosting, according to industry data, with average annual high of 12,3% in the search for real estate via platforms such as Airbnb. This performance, combined with the appreciation of up to 27% per year in strategic regions, such as Sao Paulo, Balneario Camboriu and Joao Pessoa, it reinforces the potential of the model of self discharge, where the revenue generated by the vacation rental is used to pay installments of real estate purchased with structured credit.
The growth of the vacation rental market has attracted attention from real estate companies and institutional investors that already recognize the potential of this modality. Many of these companies are increasingly attentive to the model that combines high profitability and cash generation, turning the rent into a tool of self-financing. In this context, a Reference Capital it stands out when structuring operations that enable the purchase of real estate in Brazil, focusing on profitability and asset protection for high-income Brazilians living abroad.“These Airbnb numbers reinforce the growing trend we observe in the market. With well-located real estate, good curation and efficient management, it is possible to generate a recurring revenue capable of paying off equity, without relying on monthly equity”, says Pedro Ros, CEO of the company.
The demand for this type of solution has been growing.Only in 2024 has the demand for vacation rental homes increased 43% in the first quarter, compared to the same period a year earlier, outpacing growth in 13,5% the traditional residential rental. The vacation rental is a more profitable and strategic alternative. The self-discharge model, besides being financially viable, allows an efficient management of equity risk. The monthly return can vary between 0.8% and 1.4%, by far surpassing traditional rents, which revolve around 0.4% per month. When combined with the valuation of the properties, which may reach 12% per yearthe total return on investment exceeds the 20% annual, becoming one of the most attractive alternatives in the current real estate market. For the CEO, the good performance of Airbnb serves as a clear signal to investors: “Even with high interest rates and volatility in the markets, the rent per season continues to grow, because it responds directly to the new consumer behavior. This generates real opportunity, especially for those outside the country and want to monetize capital with solid assets in Brazil”.
