Steve Case and Greg O'Hara Target Scarce Travel Assets
Revolution's Steve Case and Certares' Greg O'Hara are joining forces to invest in high-barrier, hard-to-replicate travel and hospitality assets. The strategy focuses on acquiring unique properties that offer long-term value insulation against broader macroeconomic pressures.
Key Takeaways
- 1Certares and Revolution team up to target scarce, defensible travel real estate
- 2Investment thesis prioritizes irreplaceable locations with high barriers to entry
- 3Partners look past near-term volatility to capture sustained luxury and experiential demand
Source: Skift
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