Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
SOHO 
Sotherly Hotels Inc (SOHO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: SOHO (1-star) is a SELL. SELL since 4 days. Profits (-1.25%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $1
1 Year Target Price $1
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.26% | Avg. Invested days 22 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 33.37M USD | Price to earnings Ratio - | 1Y Target Price 1 |
Price to earnings Ratio - | 1Y Target Price 1 | ||
Volume (30-day avg) 1 | Beta 0.93 | 52 Weeks Range 0.59 - 1.54 | Updated Date 08/15/2025 |
52 Weeks Range 0.59 - 1.54 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-12 | When - | Estimate - | Actual -0.02 |
Profitability
Profit Margin 0.9% | Operating Margin (TTM) 13.47% |
Management Effectiveness
Return on Assets (TTM) 2.59% | Return on Equity (TTM) 3.14% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 344439792 | Price to Sales(TTM) 0.19 |
Enterprise Value 344439792 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 1.9 | Enterprise Value to EBITDA 7.96 | Shares Outstanding 20490500 | Shares Floating 16104919 |
Shares Outstanding 20490500 | Shares Floating 16104919 | ||
Percent Insiders 20.2 | Percent Institutions 29.73 |
Upturn AI SWOT
Sotherly Hotels Inc
Company Overview
History and Background
Sotherly Hotels Inc. (formerly known as Cornerstone Hospitality, Inc.) was founded in 2004. It operates as a self-managed and self-administered lodging REIT (Real Estate Investment Trust), focused on acquiring, renovating, and repositioning full-service hotels in the Southern United States. Key milestones include its initial public offering and subsequent acquisitions and repositioning of hotel properties.
Core Business Areas
- Hotel Ownership and Management: Sotherly Hotels Inc. owns and manages a portfolio of full-service hotels, providing accommodations, food and beverage services, and meeting facilities.
Leadership and Structure
The leadership team consists of experienced professionals in hotel management and finance. The company is structured as a REIT, with a board of directors overseeing operations.
Top Products and Market Share
Key Offerings
- Hotel Accommodations: Sotherly Hotels provides hotel rooms and suites across its portfolio of properties. Market share is fragmented, focusing on regional markets in the Southern US. Competitors include major hotel chains such as Marriott (MAR), Hilton (HLT), and Hyatt (H) as well as other independent hotels.
- Market share: N/A due to difficulty of isolating regional market share
- Food and Beverage Services: Operates restaurants and bars within its hotels. Competitors include other hotel restaurants and local dining establishments.
- Market share: N/A due to difficulty of isolating regional market share
- Market share: N/A due to difficulty of isolating regional market share
- Meeting and Event Spaces: Offers meeting rooms, banquet halls, and event spaces for conferences, weddings, and other functions. Competitors include other hotels with event facilities and dedicated conference centers.
Market Dynamics
Industry Overview
The lodging industry is cyclical and sensitive to economic conditions. Key factors include occupancy rates, average daily rates (ADR), and revenue per available room (RevPAR).
Positioning
Sotherly Hotels focuses on full-service hotels in the Southern United States. Its competitive advantages may include location, renovation quality, and brand affiliation.
Total Addressable Market (TAM)
The U.S. hotel market is a multi-billion dollar industry. Sotherly's TAM is the full-service segment in the Southern US. It is positioned to capture a portion of this market through strategic acquisitions and renovations.
Upturn SWOT Analysis
Strengths
- Strategic focus on the Southern US market
- Portfolio of full-service hotels
- Experienced management team
- REIT structure providing tax advantages
Weaknesses
- Smaller scale compared to major hotel chains
- High debt levels relative to size
- Dependence on economic conditions in the Southern US
- Limited brand recognition compared to major chains
Opportunities
- Expansion through acquisitions
- Increased demand for travel and tourism in the Southern US
- Renovation and repositioning of existing properties
- Strategic partnerships
Threats
- Economic downturn
- Increased competition from other hotels and alternative accommodations
- Fluctuations in interest rates
- Natural disasters and other unforeseen events
Competitors and Market Share
Key Competitors
- MAR
- HLT
- H
Competitive Landscape
Sotherly Hotels competes with major hotel chains and independent hotels. Its advantages may include regional focus and specific property characteristics. Disadvantages include smaller scale and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Requires financial information on previous acquisitions. Analyze past revenue and profit growth.
Future Projections: Based on analyst estimates and company guidance, projections could include revenue growth, earnings growth, and expansion plans.
Recent Initiatives: Review of recent company announcements and press releases can provide data on recent initiatives like acquisitions or expansions.
Summary
Sotherly Hotels focuses on full-service hotels in the Southern US, a potentially lucrative but competitive market. While its regional focus and renovations are strengths, its smaller size and debt levels pose challenges. Economic conditions and competition are key threats. Future growth depends on successful acquisitions, renovations, and capitalizing on tourism trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
The analysis is based on publicly available information and is not financial advice. Investment decisions should be made with the help of a professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sotherly Hotels Inc
Exchange NASDAQ | Headquaters Williamsburg, VA, United States | ||
IPO Launch date 2004-12-17 | President, CEO & Director Mr. David R. Folsom | ||
Sector Real Estate | Industry REIT - Hotel & Motel | Full time employees 9 | Website https://www.sotherlyhotels.com |
Full time employees 9 | Website https://www.sotherlyhotels.com | ||
Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Sotherly may also opportunistically acquire hotels throughout the United States. Currently, the Company's portfolio consists of investments in ten hotel properties, comprising 2,786 rooms, as well as interests in two condominium hotels and their associated rental programs. The Company owns hotels that operate under the Hilton Worldwide and Hyatt Hotels Corporation brands, as well as independent hotels. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.