To our valued partners,

As summer winds down, we’re reflecting on what has truly been our busiest and most rewarding season yet. In just three months, we welcomed thousands of guests across our portfolio, each one creating memories in your incredible homes. Among the many updates we’ll share below, there’s one in particular I’m proud to highlight:

This achievement is a direct result of two things: the dedication and care of our people, and our investment in technology. The rollout of our Akia guest communication tool has been a game-changer, giving guests fast, personal support from the right team before, during, and after their stay. 

On the marketing front, we’ve taken big steps forward in amplifying visibility and attracting the right travelers to your properties. Our first influencer collaboration with @KauaiLife drove over 3,700 views, with more posts still to come. Our partnership with American Express is continuing to put us in front of the most discerning travelers; recently one of our Maui homes was even featured in Amex’s print magazine for Platinum members and above. 

We’re also exploring new growth avenues, including a pilot distribution partnership with Wander. As they evolve into a booking platform for luxury rentals, we’re testing whether their audience of affluent digital nomads and design-forward travelers can help us reach new demand segments. We’re launching with an initial 45 homes and look forward to sharing results in the coming months.

Thank you for your continued trust and partnership. As always, we’re committed to delivering thoughtful hospitality, strong financial outcomes, and meaningful value, for you as owners, and for the guests who trust us with their stays.

Warmly,

Marketing & Distribution 

Promotions Results & Fall Campaigns

Last month, we shared details of our August–September promotions aimed at boosting occupancy for underperforming properties. This campaign spanned paid advertising, social media, email campaigns, and targeted sales outreach, and we’re happy to report that it paid off. Combined, these efforts generated over $300K in bookings.

We’ve since launched our next campaign focused on mid term rentals, offering concierge credits scaled to the value of each stay. We’re already working on the next set and continue to approach every campaign with intention, ensuring our messaging reflects the expectations of a luxury audience while still delivering meaningful value, particularly for travel during the slower season.

On the social media front, since our re-launch last month, we’ve grown followers by 5%, seen 19K new video views, and our reach is now up 14.4%, meaning more people are seeing and engaging with our posts. Profile visits have jumped 266%, showing greater curiosity about Gather. Our first influencer collaboration with @KauaiLife alone drove 3.7K views, with three more posts still ahead. Watch for more content dropping every week! 

Gather x American Express: Elevating Luxury Travel Together 

We’re proud to share that Gather has been selected to partner with American Express in launching Select Home + Retreats, a curated collection of luxury vacation rentals in select U.S. destinations.

Through this program, randomly selected Platinum Card Members will be able to book stays directly on americanexpress.com, earn 5X Membership Rewards® Points or Pay with Points, and enjoy flexible booking with dedicated support. Amex Travel has been a trusted leader in luxury travel for over 100 years, connecting customers with memorable experiences and exclusive benefits.

This powerful partnership increases visibility across our portfolio while further strengthening Gather’s luxury brand identity, benefiting our entire community of owners, guests, and partners.

Airbnb Platform Policy Update

Airbnb just announced a big update coming on October 27 for hosts using property management or channel management software, including ours:

• The old split fee model (hosts ~3%, guests ~14–16.5%) is going away.
• Airbnb is moving to a single 15.5% host fee.
• Guests will now pay the price you set, and Airbnb deducts 15.5% from your payout.

Please rest assured that we are approaching this shift thoughtfully. Our revenue management and channel teams are already modeling potential scenarios, and we will take a measured, data-driven approach to pricing adjustments in order to protect your bottom line. We’re also closely monitoring industry response, guest behavior, and any shifts in channel performance to ensure we remain well-positioned, both competitively and financially, across all booking platforms.

Market & Revenue 

Festive Season Revenue Update

A key initiative for the Revenue team this month has been a deep dive into the festive period to ensure we’re well positioned through the booking window. As part of this effort, we implemented strategic adjustments to minimum length of stay requirements to better align with competitors, while maintaining a strong focus on ADR. 

As of Wednesday, August 27th, we are pleased to share strong year over year gains for key metrics across the Hawaiian islands. The performance indicators outlined below, covering ADR, occupancy, and length of stay, collectively underscore the momentum building in the portfolio and point toward what may be Gather’s most successful festive season to date.

California and Washington have not yet shown a meaningful pickup in Festive bookings this year. As both are primarily drive-to destinations, this trend isn’t entirely unexpected. Booking windows have been shortening significantly and therefore we anticipate reservations picking up toward the end of September and into October. This aligns with pacing for these markets, where guests book closer to arrival compared to fly-to destinations.

On a brighter note, both California and Washington posted strong summer performance compared to last year as highlighted below. Both markets are proving resilient and competitive, with California benefitting from higher booking volumes and Washington successfully pushing ADR. Together, these trends point to a very strong summer outcome that positions both markets well heading into the fall and festive season.

Legislation & Compliance Corner

Important Update for O‘ahu STR & NUC License Holders

As of August 4, 2025, all Short-Term Rental (STR) license registrations and renewals are now managed through the City’s new platform, HNL Build. To get started, you’ll need to create an account on the site, which you can access here. All current and future STR license activity, including renewals and new registrations, must go through this platform.

This new platform does not apply to properties located in resort zones or those with Nonconforming Use Certificates (NUCs). The NUC renewal process remains unchanged.

The Department of Planning and Permitting (DPP) had been set to email direct renewal links to all currently registered NUC license holders during the month of August. Please keep an eye out for that communication and complete your renewal promptly.

30-day vs 90-day Minimum Rental Period 

We’ve been working to stay proactive in keeping our Oʻahu owners informed in this space. You can reference the recent communication we shared regarding the latest legislative updates and OSTRA’s position here, as well as the recording from the most recent members-only OSTRA meeting covering these updates here.

Helpful Owner Resources

The Gather Resource Center is a comprehensive collection of articles designed to provide valuable information and help homeowners quickly find answers to common questions.

The Track Owner Portal allows  homeowners to view reservations, access monthly statements, generate reports, and retrieve important documents like tax forms, ACH forms, and invoices.

We'd Love To Hear From You

As a valued owner and key stakeholder at Gather, your feedback is essential in shaping our services and ensuring our shared success. We’d love to hear your thoughts on what we're doing well, and where we can improve. Please take a moment to share your insights, and help us grow!