Europe is often discussed as a single market. This panel makes clear why it is not.

In this panel, Simon Lehmann brings together three leaders navigating growth across Europe’s most fragmented markets: Alexander Limpert (GuestReady and RentalReady), Antoine Serrurier (COCOONR), and Harold Lubberdink (Happy.Rentals). Together they break down what sustainable growth really looks like when regulation, local execution, and trust change country by country.

You’ll hear why there is no single European playbook, how operators balance centralized systems with hyper-local operations, and why technology only works when it supports operational excellence on the ground.

In this conversation, we discuss:

• Why short-term rental growth in Europe looks different market by market
• How STR regulation in Europe shapes scaling strategies and operating models
• Why trust and local operations matter more than brand when scaling STR in Europe
• How European STR operators balance centralized systems with local execution
• Where technology actually helps scale STR operations and where it falls short
• Why there is no single business model for scaling short-term rentals in Europe

Learn more about our guests:

• Connect with Alexander Limpert on LinkedIn [https://www.linkedin.com/in/alexanderlimpert/] to learn more about GuestReady [https://www.guestready.com] & RentalReady [https://www.rentalready.com/].
• Connect with Antoine Serrurier on LinkedIn [https://www.linkedin.com/in/antoine-serrurier-6a505917/] to learn more about COCOONR [https://cocoonr.fr/].
• Connect with Harold Lubberdink on LinkedIn [https://www.linkedin.com/in/harold-lubberdink-b9a67113/] to learn more about Happy.Rentals [http://happy.rentals/].

Resources

• AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.
• Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/]

Stay connected:

• Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960
• Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO
• Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O
• Website: https://www.ajlatelier.com/podcasts
• Newsletter: https://str-global-unlocked.beehiiv.com/

Woody Marshall is a General Partner at TCV, one of the most influential investment firms in global technology and a long-standing backer of travel companies including Expedia, Airbnb, HomeAway and TripAdvisor. With more than two decades of experience investing in category-defining platforms, Woody brings a unique view of how technology evolves and what it takes for a company to break through in fragmented markets.

In this episode, Simon Lehmann speaks with Woody about the state of short-term rental technology, why investor appetite has shifted and how AI, consolidation and new competitive pressures are reshaping the landscape. Woody explains how TCV evaluates opportunity, why STR technology has different valuation dynamics than traditional SaaS and what founders should understand as they build in an increasingly crowded space.

This conversation offers an unfiltered look at how top-tier investors see the market and what it will take for the next generation of STR technology companies to stand out.

In this conversation, we discuss:

• How TCV approaches travel technology and why STR platforms require a distinct investment lens.
• Why fragmentation across PMS, operations, revenue tools and distribution makes scale difficult to achieve.
• How AI is reshaping search, personalization and product experience and what this means for STR platforms.
• Why consolidation is likely and where the market may converge as the tech stack evolves.
• How competitive dynamics with incumbents and AI-first entrants affect valuation, defensibility and long-term strategy.
• What founders must demonstrate today to compete, differentiate and attract institutional investment.

Explore more:

Connect with Woody Marshall on LinkedIn [https://www.linkedin.com/in/woodymarshall/] to learn more about TCV [https://www.tcv.com/]

Resources

• AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.
• Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/]

Stay connected:

• Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960
• Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO
• Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O
• Website: https://www.ajlatelier.com/podcasts
• Newsletter: https://str-global-unlocked.beehiiv.com/

Cami Narino, Chief Operating Officer, and Jeff Hurst, Chief Executive Officer at Furnished Finder, join Simon Lehmann to analyze one of the most important shifts happening in housing and hospitality today: the rise of midterm rentals. Over the past decade, Furnished Finder has grown from zero to more than 300,000 listings, powered by independent landlords, changing mobility patterns and a growing need for flexible housing across the United States.

In this episode, Cami and Jeff explain why midterm rentals are gaining momentum, what supply looks like in practice and how the needs of monthly renters differ from short-term guests. They break down the economics of the category, the operational cadence behind longer stays and the technology required to screen guests, reduce fraud and deliver safer outcomes for both sides of the marketplace.

This conversation shows how midterm rentals are evolving, what is driving demand and why operators and landlords should pay attention as the category matures.

In this conversation, we discuss:

• Why midterm rentals are becoming a meaningful category in housing and hospitality and how demand has shifted beyond short stays.
• How independent landlords drive the majority of midterm rental supply and why their inventory behaves differently from STR.
• What sets midterm rentals apart from short-term stays, including operational cadence, guest expectations and pricing stability.
• How Furnished Finder scaled from 20,000 to more than 300,000 listings and why the marketplace model, not instant booking, works for monthly stays.
• How screening, verification and trust and safety have become essential to creating safer outcomes for guests and property owners.
• How regulation, supply trends and capital cycles are shaping the future of midterm rentals as the category matures.

Explore more:

• Connect with CEO Jeff Hurst [https://www.linkedin.com/in/jeff-hurst-atx/] and COO Cami Narino on LinkedIn [https://www.linkedin.com/in/cami-narino/] to learn more about Furnished Finder [www.furnishedfinder.com].
• Exclusive offer for STR Global Unlocked listeners: Use code UNLOCKED10 for 10 percent off a new Furnished Finder listing through 12/31/2025.

Resources

• AJL Atelier – Global STR Consulting [https://www.ajlatelier.com]. Led by our host Simon Lehmann, AJL Atelier is a boutique advisory firm helping professional hosts, property managers, and investors succeed in the short-term rental industry.
• Connect with Simon Lehmann on LinkedIn [https://www.linkedin.com/in/simon-lehmann-8375753b/]

Stay connected:

• Apple Podcasts: https://podcasts.apple.com/us/podcast/str-global-unlocked-with-simon-lehmann-unfiltered/id1842946960
• Spotify: https://open.spotify.com/show/3kke4wOx0tNv0duq9MMWtO
• Youtube: https://www.youtube.com/playlist?list=PLWVkmUOkmhSHcFjzi28AhaQNR98vaG65O
• Website: https://www.ajlatelier.com/podcasts
• Newsletter: https://str-global-unlocked.beehiiv.com/