STR Global Unlocked with Simon Lehmann
Simon Lehmann talks to the people running short-term rental at scale.
Operators, platform CEOs and investors, on the decisions that separate
businesses that scale from ones that plateau.
No panel-discussion politeness and no vendor pitches. Guests have included
the co-founder of Vacasa, the president and CEO of Booking Holdings, and the
founder of Holidu. The conversations go where the operating problems actually
are: unit economics, distribution, AI, capital, and what breaks when you grow.
Simon is a former CEO of Interhome, co-founder and chairman of Vacasa Europe,
past president of Phocuswright, and sat on the HomeAway board before the IPO.
He now advises operators, investors and hospitality technology vendors.
New episodes every Tuesday.
simonlehmann.net
STR Global Unlocked with Simon Lehmann
006: Can Revenue and Operations Work as One? Breezeway & PriceLabs CEOs Redefine STR Technology
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Two systems drive every property management company: revenue and operations. For years, they’ve worked in silos. But what happens when they finally connect?
In this episode, Simon Lehmann brings together Jeremy Gall, Founder and CEO at Breezeway, and Richie Khandelwal, Co-founder at PriceLabs, to explore how smarter data, clearer demand signals, and integrated tools can redefine how professional operators run their businesses.
The discussion uncovers why market fragmentation continues to challenge scalability, which technologies may be overhyped, and how real profitability depends on linking pricing with operational execution.
In this conversation, we discuss:
- Why revenue and operations are the two pillars every short-term rental business must align.
- How market fragmentation and slow tech adoption continue to define the STR landscape.
- Which parts of the STR tech stack are consolidating and why some tools will stay specialized.
- How understanding demand signals helps operators plan resources and boost profitability.
- Why AI’s influence in short-term rentals is real but still developing.
- What a smarter, more connected tech stack means for professional property managers today.
Learn more about our guests:
- Connect with Jeremy Gall on LinkedIn [linkedin.com/in/jeremiahgall] to learn more about Breezeway [breezeway.io].
- Connect with Richie Khandelwal on LinkedIn [linkedin.com/in/richiekhandelwal] to learn more about PriceLabs [hello.pricelabs.co].
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/