Investor Presentation
INSPIRATO
1. Market
Demand TAM of $135bn, expected to grow to $230bn by 2025
Market Demand TAM
2019
Market Demand TAM
~$135bn
2025
~9%
Market Demand TAM
~$230bn
Market Demand SAM
-$100bn
Market Demand SAM
-$175bn
TAM
SAM
CAGR
Source: US Census Bureau, ILTM, Euromonitor, Knight Frank, Capgemini, Oxford Economics:
Note:
1.
High-Net-Worth Individuals is defined. shouseholds with income greater than $250k / year or net worth greater than $1mm
•
Total Addressable Market (TAM) represents total
spend on lodging by high-net-worth individuals¹
Serviceable Addressable Market (SAM)
considers lodging spend by high-net-worth
individuals engaged in luxury travel
Secular trends such as post-COVID travel
recovery and rise of "Work from Anywhere"
may accelerate industry growth
Inspirato's demand TAM growth will be
mainly driven by momentum in tourism and
high-net-worth households
CONFIDENTIAL 18View entire presentation