The net profit ofUS$ 642 millionand the rise of13% In Airbnb's revenue for the second quarter of 2025, even in a global scenario of high interest rates and geopolitical instability, they reinforce a trend already observed by industry watchers: the vacation rental market remains strong and resilient. Only in 2024, Brazil moved approximatelyR$ 14.5 billion in short-term accommodations, according to sector data, with an average annual increase of12,3%in search of properties through platforms like Airbnb. This performance, combined with an appreciation of up to27% per yearin strategic regions, such as São Paulo, Balneário Camboriú, and João Pessoa, reinforces the potential of the model ofautomatic settlement, in which the revenue generated from seasonal rentals is used to pay installments for properties acquired with structured credit.
The growth of the vacation rental market has attracted the attention ofreal estate companies and institutional investorsthat already recognize the potential of this modality. Many of these companies are increasingly attentive to the combined modelhigh profitability and cash generation, turning rent into a tool ofself-financingIn this context, theCapital ReferenceIt stands out by structuring operations that enable property purchases in Brazil, focusing on profitability and asset protection for high-net-worth Brazilians living abroad. "These Airbnb numbers reinforce the growing trend we observe in the market. With well-located properties, good curation, and efficient management, it is possible to generate a recurring income capable of paying off the asset, without relying on monthly own capital," says Pedro Ros, the company's CEO.
The demand for this type of solution is increasing. Only in 2024 did the demand for short-term rental of residences increase.43%in the first quarter, compared to the same period of the previous year, surpassing the growth of13,5%of traditional residential rent. The seasonal rental proves to be a more profitable and strategic alternative. The self-settlement model, in addition to being financially viable, allows for efficient management of asset risk. The monthly return can vary between0.8% and 1.4%, easily surpassing traditional rents, which hover around0.4% per monthWhen combined with the appreciation of real estate, which can reach12% per year, the total return on investment exceeds the20% annually, becoming one of the most attractive options in the current real estate market. For the CEO, Airbnb's strong performance sends a clear signal to investors: "Even with high interest rates and market volatility, vacation rentals continue to grow because they directly respond to the new consumer behavior. This creates real opportunities, especially for those outside the country who want to monetize capital with solid assets in Brazil."
