HomeToGo’s Bodo Thielmann Talks AI, M&A, and Vacation Rentals

As Phocuswright Europe approaches, PhocusWire spotlights key speakers, including Bodo Thielmann, chief investment director at HomeToGo. Thielmann will join the June 12 executive panel “Rooms, Rules & Rivalries,” which explores Europe’s evolving short-term rental market.

Thielmann highlighted HomeToGo’s recent agreement to acquire Interhome, calling it the company’s largest deal and a transformative step. The acquisition, expected to close in the first half of 2025, will allow HomeToGo to expand its tech-enabled services for vacation rental owners and guests, positioning the brand as a European leader in the segment.

One major challenge in the sector, Thielmann said, is the lack of transparency and investor understanding. He believes the vacation rental industry, still fragmented and under-digitized, holds strong growth potential. His mission is to better communicate this opportunity to investors.

Reflecting on his career, Thielmann emphasized the importance of timing, momentum, and adaptability—values that guide HomeToGo’s innovation, including the launch of HomeToGo_PRO and AI-powered tools in its marketplace.

Regarding artificial intelligence, Thielmann predicts AI will reshape how consumers search and book travel, although areas like M&A and investor relations will remain human-driven due to the trust and nuance involved. HomeToGo is already using AI in due diligence and product experiences.

For newcomers to travel, Thielmann advises understanding the industry’s segmented nature and targeting opportunities thoughtfully. He sees vacation rentals as a resilient travel category, consistently outperforming during economic downturns and offering strong long-term potential.

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HomeToGo’s Bodo Thielmann Talks AI, M&A, and Vacation Rentals

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