I listened to the podcast as well - it's worth a listen if you have the time - but I still don't think that the program is sustainable. More important than the travel partners, my understanding was that the Wells Fargo backing was more in anticipation of renters eventually getting mortgages. From earlier posts in this thread and articles, that never materialized.

The podcast also hinted that the reason why we're able to have these transfer opportunities is that a lot of Bilt members are using their points to cover a portion of their rent. If the rewards program ends up going more in that direction as a result of that at the expense of transfers to travel partners with a message like, "We're focusing on where our Bilt members are using their points!" it would diminish the value proposition for many of us here. There was no indication of this, but I'm wondering what percentage of heavy hitters on the Rent Day promo are on this thread.