The net profit of US$ 642 million and 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, consolidate a trend already noticed by those who follow the sector: the vacation rental market remains strong and resilient. In 2024 alone, Brazil moved around R$14.5 billion in short-term accommodations, according to industry data, with an average annual increase of 12,3% in the search for properties through platforms like Airbnb. This performance, combined with the appreciation of up to 27% per year in strategic regions, such as São Paulo, Balneário Camboriú and João Pessoa, reinforces the potential of the model self-discharge, in which the revenue generated by seasonal rentals is used to pay installments on properties acquired with structured credit.
The growth of the vacation rental market has attracted the attention of real estate companies and institutional investors who already recognize the potential of this modality. Many of these companies are increasingly aware of the model that combines high profitability and cash generation, transforming rent into a tool for self-financing. In this context, the Capital Reference stands out for structuring operations that facilitate real estate purchases in Brazil, focusing on profitability and asset protection for high-income Brazilians living abroad. “These Airbnb figures reinforce the growing trend we’ve observed in the market. With well-located properties, good curation, and efficient management, it’s possible to generate recurring revenue capable of paying off assets, without relying on monthly equity,” says Pedro Ros, the company’s CEO.
The demand for this type of solution has been growing. Only in 2024 will demand for vacation home rentals increase. 43% in the first quarter, compared to the same period of the previous year, surpassing the growth of 13,5% traditional residential rentals. Vacation rentals are proving to be a more profitable and strategic alternative. The self-payment model, in addition to being financially viable, allows for efficient asset risk management. Monthly returns can vary between 0.8% and 1.4%, easily surpassing traditional rents, which are around 0.4% per month. When combined with the appreciation of real estate, which can reach 12% per year, the total return on investment exceeds the 20% annually, becoming one of the most attractive alternatives in the current real estate market. For the CEO, Airbnb’s strong performance serves as a clear signal to investors: “Even with high interest rates and market volatility, vacation rentals continue to grow because they directly respond to new consumer behavior. This creates a real opportunity, especially for those abroad who want to monetize their capital with solid assets in Brazil.”
