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by jacobwal 2134 days ago
I think you're overall on the money here, but I would probably be a bit more cautious on #3 (at least private units). Some of the managed rental providers that focus on urban markets seem to be doing OK. Sonder raised a new round in June[1], albeit after laying off part of their workforce.

1: https://shorttermrentalz.com/news/sonder-series-e-round-june...