Vacation Rentals by Owner Sites: Are they Profitable?

There are literally hundreds of Vacation Rentalsrelatively low. Most owner's review their
by Owner sites and it seems new ones areadvertising on an annual basis, based upon the
appearing every week. On the face of it, it mayresults (enquiries, bookings) that they have
seem like making money from a "vacation rentalsreceived. "Vacation rental by Owner" sites that fail
by owner" site is easy: all you have to do is getto produce results are not able to persuade
1,000 owners to sign up, each paying $100 perowners to renew. Many new sites that start off
year, and you can generate an annual income ofby offering free trials fail to turn these into paying
$100k with almost no running costs, right?customers because they have not been able to
Well, it's not that simple. For a start, gettingattract renters in sufficient numbers to generate
vacation rentals owners to pay for a listing onrental bookings. Hence, the bargaining power of
your site is not that easy, and secondly, if youbuyers (owners) is a negative for the industry
expect to keep them, you will need to generateprofitability.
enquiries and bookings, which only come as a5. The Bargaining Power of Suppliers : In the
result of spending money, time and effortcontext of running a "Vacation Rentals by Owner"
marketing your "vacation rental by owner" site.site, the main services that site owners buy are
Compare Owner Holiday Rentals ( recently"hosting" ( which is cheap and plentiful) and
decided to take an analytical look at the businessmarketing/ advertising ( which is plentiful, but not
of running a "Vacation Rental by Owner" site.that cheap). Since hosting is relatively unimportant,
Some of you may be familiar with Michael Porter'slet's focus on marketing/ advertising. As more
famous framework for analysing theand more "vacation rental by owner" sites come
attractiveness of an industry: based upon Porter'sonline, getting good results on search engines such
model, you can predict how profitable a particularas Google is getting harder and harder. Hence,
industry is likely to be in the long term. We have"Vacation Rentals by Owner" sites are
used this model to analyse the attractiveness ofexperiencing the need to invest more in targeted
the business of running a "vacation rentals bymarketing and advertising in order to attract
owner" site.renters to their sites. This eats into margins and is
Porter's model says that there are 5 factorsaffecting the profitability of the business. Hence,
which influence the level of competitive rivalry,although previously neutral, the bargaining power
and hence the relative profitability, of an industry.of suppliers is increasingly a negative for the
These are:industry profitability.
1. The threat of entry by new competitors.So, with 4 out of 5 factors being negative, does
2. The intensity of rivalry among existingthat mean that this industry is so unattractive
competitors.that it is impossible to make money running a
3. Pressure from substitute products."Vacation Rentals by Owner" site?
4. The bargaining power of buyers.Not necessarily, although undoubtedly it is getting
5. The bargaining power of suppliers.tougher. In particular, smaller "me-too" vacation
These factors can either have a positive orrentals by owner sites are unlikely to be able to
negative effect on the long term profitability ofbe profitable enough to stay around for the long
an industry. Let's take each of these in turn andterm, although new ones will probably continue to
see how they can be applied to the business ofenter the market, start off by offering extended
running a "Vacation Rentals by Owner" site.free trials, stay in the market for a couple of
1. The Threat of Entry by New Competitors: Asyears and then fold.
already indicated, there are new competitorsHowever, there are probably two ways you can
entering the "vacation rentals by owner" businessbuild and maintain a profitable business in this
on an almost weekly basis. The main reason forindustry.
this is that the "barriers to entry" are so low:Firstly, some large "vacation rental by owner"
anyone with some IT skills can quickly build andsites will achieve sufficient scale (possibly through
publish a site, with the only cost being their timeacquisition) to use their size to generate
and some hosting charges. These low "barriers tocompetitive advantage. These sites will have the
entry" and the presence of so many newcritical mass of owners and visitors to be
competitors are a negative for the profitability ofeconomically viable. As evidenced by the recent
the industry.acquisitions that the WVR Group have made, it's
2. The Intensity of Rivalry among Existinglikely that some of the better smaller "vacation
Competitors: Free trials, free listings, reducedrental by owner" sites will get absorbed into such
prices: all of these are indications of the increasinglarger entities. Currently, VRBO and the WVR
level of rivalry among the existing sites. Many ofGroup, (which owns a1vacations, Greatrentals,
the new "vacation rental by owner" sites offerCyberrentals and Holiday-Rentals amongst others)
the first 6 or 12 months free of charge. Althoughare the two 800 pound gorillas in the industry.
some of the established "vacation rental byExpect further consolidation to happen in the
owner" sites have tried to hold the line on pricingcoming years.
and special offers, the indications are that theyHowever, it is also possible for a smaller "vacation
are finding it hard to hold their market share.rental by owner" site to be successful. To do this,
Again, the level of rivalry is a negative for theit will need to carve out a profitable niche, possibly
industry profitability.focusing on a particular geography or demographic
3. Pressure from Substitute Products: Byto build competitive advantage. By focusing
"substitute "products, we will restrict ourselves tomarketing efforts on a targeted group, these
other ways that vacation rentals owners cansmaller sites will be able to attract vacation rental
choose to market their properties. Hence, thisowners and renters. Hence, expect to see an
includes newspaper / magazine advertising (aincrease in the number of specialist sites ( e.g.
medium in declining usage), using rentals agenciesPetfriendlytravel focusing on renters with pets),
(still highly used, particularly in Europe) andpossibly offering add-on services that differentiate
marketing via the Owner's own website (whichthem from the larger "vacation rental by owner"
seems to be increasing, particularly with thesites. Indeed, many small regional sites offer full
advent of Google Ads). All the evidence suggestsvacation rental management services, from
that more owners are using the internet forbooking through handling changeover, as an
advertising their vacations rentals; even the rentalalternative to the model which relies upon the
agencies now heavily use "Vacation Rentals byowner to manage everything themselves.
Owner" sites for marketing their properties. Also,Conclusions:
although there are exceptions, using theIt is inevitable that the business of running a
commercial "Vacation Rentals by Owner" sites is"vacation rental by owner" web site will change in
very much more effective than using a personalthe coming years. Although the overall market will
site. Hence, the pressure from substitutes isgrow as people continue to move away from
relatively low, the industry is growing and this is atraditional package holidays and embrace holidays
positive for the industry profitability.using vacation rentals, it is likely that "vacation
4. The Bargaining Power of Buyers: Largelyrentals by owner" sites will split into two camps:
because there are so many options, including freethe large sites with the critical mass to
trials and special offers, buyers (owners) have acost-effectively market thousands of properties,
lot of power when deciding where to list theirand the smaller, niche sites, that offer some
properties. Also, the cost of switching to aunique differentiating factor to be attractive to a
different "vacation rental by owner" site ismore targeted group of owners and renters.