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STR Global Unlocked with Simon Lehmann: Unfiltered knowledge for the short term rental industry
The short-term rental industry is evolving fast, and Simon Lehmann isn’t afraid to say what others won’t.
STR Global Unlocked is where property managers, STR tech founders, vacation rental investors, and hospitality leaders get real about the business. Each episode breaks down what’s working, what’s broken, and what’s coming next: property management operations, direct bookings, vacation rental software, pricing strategies, mergers and acquisitions in real estate, professional host challenges, and the future of automation, AI, and tech stacks.
Hosted by Simon Lehmann, CEO of AJL Atelier and one of the most trusted voices in the global STR space, the show delivers unfiltered conversations with the people shaping the industry. Simon has decades of experience in vacation rentals, travel tech, and hospitality, including leadership roles at Vacasa Europe, PhocusWright and HomeAway.
If you’re scaling a property management company, building short-term rental technology, investing in vacation rentals, or entering this fast-moving market, this podcast is your seat at the table.
STR Global Unlocked with Simon Lehmann: Unfiltered knowledge for the short term rental industry
007: What Really Happened at Vacasa? Cliff Johnson, Co-Founder and Former COO, Shares Lessons for STR Founders
Cliff Johnson is the former Co-Founder of Vacasa, one of the largest short-term rental management companies in the United States, and now serves as President of PadSplit, a fast-growing affordable housing marketplace. His journey from startup founder to industry veteran gives him a rare perspective on how far the STR sector has come (and what still holds it back).
In this episode, Simon Lehmann sits down with Cliff to trace Vacasa’s early days, the decisions that shaped its rise, and the lessons learned from scaling too fast. Cliff also shares how his mission-driven approach now guides his work at PadSplit, tackling housing accessibility through a completely different model.
This is an inside look at the human side of growth, leadership, and what the industry can learn from both its successes and its missteps.
In this conversation, we discuss:
- How Cliff Johnson and Eric Breon founded Vacasa during the 2008 recession and built it into a national brand.
- Why Vacasa’s focus shifted from mission and quality to growth at all costs—and what that change revealed about the industry.
- The challenges of raising capital and why positioning as a “tech company” mattered to investors.
- Lessons from Vacasa’s global expansion and what went wrong in scaling internationally.
- Why operational quality and human capital still define long-term success in short-term rentals.
- How today’s property managers can balance owner expectations, guest experience, and sustainable profitability.
Learn more about our guest:
Connect with Cliff Johnson on LinkedIn [https://www.linkedin.com/in/johnsoncliff] to learn more about PadSplit [https://www.padsplit.com/], the USA’s largest coliving marketplace.
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/