GUESTHOUSE

Investment Thesis

NATIONAL BRAND DEFINING THE GROUPSTAYS CATEGORY
CATEGORY CREATION OPPORTUNITY
  • Groupstays is an underserved $12B category spanning corporate retreats, family reunions, wedding parties, and multi-generational gatherings
  • Fragmented market with no national brand leader - corporate groups currently piece together vacation rentals with inconsistent service
  • Guesthouse becomes the category-defining national brand for premium group experiences with hotel-quality service and residential authenticity
NATIONAL BRAND ADVANTAGES
  • Scalable campus model enables rapid national expansion through standardized operations and brand recognition
  • Corporate contract efficiency: National brand allows enterprise sales to Fortune 500 companies across multiple markets
  • Category leadership positioning: First-mover advantage in establishing "Guesthouse" as synonymous with premium groupstays
GUESTHOUSE

National Groupstays Platform

DEFINING THE CATEGORY WITH SCALABLE CAMPUS OPERATIONS
CAMPUS MODEL VALIDATION
$7.9M
Annual Revenue Per Campus
STANDARDIZED NOI
$1.975M
25% Margin Consistency
NATIONAL SCALE TARGET
15-20
Campuses Over 10 Years
STANDARDIZED CAMPUS OPERATIONS
  • Flagship Properties: $1.5M annually - Premium corporate retreats and executive strategy sessions
  • Group Houses (5-8 units): $4-6M combined - Corporate teams, family reunions, wedding parties
  • Event Halls: $500K annually - Large gatherings, conferences, and multi-day corporate programs
  • Community Integration: Local partnerships drive authentic experiences while reducing operational costs
Our Truckee validation demonstrates repeatable campus operations that can scale nationally. The standardized model allows Guesthouse to become the definitive national brand for premium groupstays, capturing enterprise contracts across multiple markets with consistent service delivery.
GUESTHOUSE

Groupstays Market Opportunity

CATEGORY-DEFINING BRAND IN FAST-GROWING SEGMENT
GROUPSTAYS CATEGORY SIZE
  • $12B addressable market across corporate retreats, family gatherings, and group events
  • 25% annual growth driven by remote work normalization and experience economy trends
  • No dominant national brand: Fragmented market of vacation rentals and boutique properties lacking standardized service
ENTERPRISE SALES OPPORTUNITY
  • Fortune 500 procurement advantage: National brand enables enterprise contracts across multiple markets
  • Standardized pricing and service: Corporate buyers prefer consistent experiences for multi-location events
  • Account expansion: Single enterprise relationships generate revenue across 3-5 campus locations annually
Guesthouse becomes the "Marriott of Groupstays" - the trusted national brand that corporations and affluent families choose for consistent, premium group experiences. Category leadership positioning enables premium pricing and rapid national expansion through brand recognition and enterprise sales efficiency.
GUESTHOUSE

National Brand Advantages

CATEGORY LEADERSHIP CREATES SUSTAINABLE MOATS
BRAND-DRIVEN DEFENSIBILITY
  • Category ownership: "Guesthouse" becomes synonymous with premium groupstays, like "Kleenex" for tissues
  • Enterprise sales efficiency: National brand enables Fortune 500 procurement at scale across multiple markets
  • Customer acquisition cost advantage: Brand recognition reduces marketing spend per booking as scale increases
OPERATIONAL SCALE BENEFITS
  • Standardized campus development: Repeatable model reduces development risk and timeline across markets
  • Technology platform leverage: Single booking and management system serves all campuses with increasing efficiency
  • Talent and vendor relationships: National scale attracts premium operators and negotiates favorable supplier terms
National brand positioning transforms real estate development into platform scaling. Each new campus strengthens the overall brand while benefiting from existing brand recognition, operational systems, and enterprise relationships - creating compounding returns on expansion capital.
GUESTHOUSE

Investment Returns

CATEGORY LEADERSHIP DRIVES PREMIUM VALUATIONS
TARGET IRR
25-35%
Platform-Level Returns
EQUITY MULTIPLE
3-5x
Category Leadership Premium
NATIONAL SCALE
$120M+
Annual Revenue at 15 Campuses
PLATFORM ECONOMICS
  • Brand leverage: National recognition drives premium pricing and occupancy rates
  • Enterprise contracts: Fortune 500 relationships provide predictable revenue base
  • Operational efficiency: Standardized systems reduce costs as scale increases
EXPANSION PATHWAYS
  • Franchise opportunities: Asset-light expansion once brand is established
  • Management contracts: Fee-based revenue from third-party property owners
  • Strategic exit options: Category leaders command premium acquisition multiples
GUESTHOUSE

Investment Opportunity

$15-25M SERIES A FOR NATIONAL BRAND EXPANSION
CAMPUS EXPANSION
60%
3-5 New Campus Development
BRAND & PLATFORM
25%
National Marketing & Technology
OPERATIONS SCALING
15%
Team & Systems Expansion
FOR REAL ESTATE SCALE INVESTORS
  • National brand platform: Standardized campus development with 15-20 market expansion opportunity
  • Enterprise sales leverage: Fortune 500 relationships drive revenue across multiple campus locations
  • Category leadership upside: Defining the groupstays market creates premium valuation multiples
FOR BRAND-FOCUSED GROWTH INVESTORS
  • Category creation opportunity: Becoming the definitive national brand for premium groupstays
  • Platform economics: Each new campus strengthens brand value while leveraging existing systems
  • Multiple expansion pathways: Franchising, management contracts, and acquisition opportunities as brand scales
Join us in building the national brand that defines premium groupstays - where standardized excellence meets local authenticity, creating the category-leading platform for corporate retreats, family gatherings, and group experiences nationwide.