- VCSA is the only national technology-enabled vacation rental property manager with one app and tenant support service.
- Due to the accumulation of a good supply, the company can take some of the demand from aggregators in target markets in the future.
- The company's business model is robust, and growth potential is high, but don't expect Vacasa to become an international player.
- VCSA is trading at an unjustified discount to digital property managers and par with classic real estate management firms.
For further details see:
Vacasa: A Digital Property Manager With Strong Prospects