Key Takeaways
- • Garnett Station's Rafi Haramati says technology is central to the vacation rental investment thesis, citing the large volume of data and systems available to better manage these businesses.
- • Thoma Bravo's Carl Press, partner and co-lead of the Explore Fund, argues cybersecurity has "never been more valuable," according to the PE Hub Wire TMT Sector Spotlight commentary.
- • Vacation rentals are presented as a sector with relatively low exposure to AI-driven disruption, per the publisher summary.
- • The story was published 2 November 2026 under the North America, Real Estate and TMT categories, and was also reported by Private Equity International.
Summary
PE Hub Wire published commentary on 2 November 2026 examining the vacation rental sector through the lens of technology and cybersecurity. The piece, written by Craig McGlashan, features Rafi Haramati of Garnett Station, who argues that technology is key to the investment thesis for vacation rentals. Haramati points to the abundance of data and the ability to use technology and systems to better manage these businesses.
The article describes vacation rentals as about as resilient to AI disruption as any sector, and it serves as a follow-up to PE Hub Wire's recent TMT Sector Spotlight. It pairs Haramati's operational perspective with the views of Carl Press, partner and co-lead of the Explore Fund at Thoma Bravo. Press states that cybersecurity has "never been more valuable," positioning security as a growing priority within technology-enabled investing.
Private Equity International also covered the same headline, indicating the interview-driven content reached a broader private markets audience. The primary source does not provide deal values, fund sizes, or specific performance figures for the discussed businesses.
The article describes vacation rentals as about as resilient to AI disruption as any sector, and it serves as a follow-up to PE Hub Wire's recent TMT Sector Spotlight. It pairs Haramati's operational perspective with the views of Carl Press, partner and co-lead of the Explore Fund at Thoma Bravo. Press states that cybersecurity has "never been more valuable," positioning security as a growing priority within technology-enabled investing.
Private Equity International also covered the same headline, indicating the interview-driven content reached a broader private markets audience. The primary source does not provide deal values, fund sizes, or specific performance figures for the discussed businesses.
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