Sonder Restructuring Presentation Deck slide image

Sonder Restructuring Presentation Deck

STR & CBRE's latest market forecasts predict sustained urban RevPAR growth, driven by a partial recovery of business travel' Annual RevPAR as a % of 2019 RevPAR for urban upper-upscale hotels, Sonder market-weighted STR Traditional Hotels (Urban - Upper Upscale) 100% 100% Sonder 32% 28% CBRE Traditional Hotels (Urban - Upper Upscale + Luxury) 54% 2021 69% 82% 51% 80% 2022 47% 62% 83% We've sensitized our forecast against several historical recessions to maintain ample cash cushion across a range of scenarios 90% 2019 2020 STR y/y Growth (68)% CBRE yy Growth (72)% Source: STR (April 2022), CBRE (March 2022). (1) Deloitte Insights expects business travel to grow from 36% of 2019 levels in Q2 2022 to 63% of 2019 levels in Q2 2023. 97% 2023 13% 17% 101% 107% 2024 12% 10% 109% 114% 2025 7% 7% 8
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