But I don't see any actual evidence that collusion is happening. Collusion is difficult to pull off! It requires each owner to restrict their supply so that all owners benefit through higher prices. The incentive for an individual owner is to "defect" by renting out their whole supply. Collusion generally requires participants to be able to monitor and enforce each other's behavior.
To the extent that owners are increasing prices slightly to benefit themselves, that's not collusion, that's just the market clearing.
But I don't see any actual evidence that collusion is happening. Collusion is difficult to pull off! It requires each owner to restrict their supply so that all owners benefit through higher prices. The incentive for an individual owner is to "defect" by renting out their whole supply. Collusion generally requires participants to be able to monitor and enforce each other's behavior.
To the extent that owners are increasing prices slightly to benefit themselves, that's not collusion, that's just the market clearing.