The same-date comparison restricted to homes already taking bookings before August 12, 2025, so none of this reflects inventory growth: four homes added since (39 nights, $57,043 of 2027 rent) are excluded. The same-store book is 1.9x larger than at this date last year. July carries the cost: 3.6x the nights at 28.2% less per night, 35.8% less on identical calendar nights. August, up 2% with the new homes included, is down 3.6% on the same homes.
The same comparison as the all-units view, restricted to homes that were already taking bookings before August 12, 2025. Four homes added since then (39 nights, $57,043 of 2027 rent) are excluded from both sides, so nothing here reflects inventory growth. Rent is allocated to nights stayed.
| Stay Month | Nights OTB, Aug 12 2025 | Nights OTB, Aug 12 2026 | Rate Then | Rate Now | Rate Change |
|---|---|---|---|---|---|
| July | 60 | 215 | $1,530.19 | $1,098.38 | -28.2% |
| August | 11 | 63 | $1,362.09 | $1,312.90 | -3.6% |
| June | 74 | 95 | $850.35 | $889.32 | +4.6% |
| May | 34 | 36 | $891.05 | $1,275.24 | +43.1% |
| Jan to Apr, Sep | 104 | 140 | smaller months, mixed; detail available | ||
Restricting to the same homes changes the volume story only slightly, 1.9x instead of 2.1x, but it sharpens the rate story: August, which read up 2% with the new homes included, reads down 3.6% on the same homes, so no summer month's rate gain survives the same-store cut except the shoulder months. July still carries the trade: 3.6 times the nights at 28.2% less per night, and 35.8% less on identical calendar nights sold by this date both years. The larger early book is real, and it is being bought almost entirely with July's rate.