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Upturn AI SWOT - About
SOHO 
Sotherly Hotels Inc (SOHO)
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Upturn Advisory Summary
10/15/2025: SOHO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -27.06% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 36.25M USD | Price to earnings Ratio - | 1Y Target Price 1 |
Price to earnings Ratio - | 1Y Target Price 1 | ||
Volume (30-day avg) 1 | Beta 0.96 | 52 Weeks Range 0.59 - 1.54 | Updated Date 10/17/2025 |
52 Weeks Range 0.59 - 1.54 | Updated Date 10/17/2025 | ||
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 - | When - | Estimate - | Actual - |
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 344648795 | Price to Sales(TTM) 0.2 |
Enterprise Value 344648795 | Price to Sales(TTM) 0.2 | ||
Enterprise Value to Revenue 1.9 | Enterprise Value to EBITDA 7.97 | Shares Outstanding 20490501 | Shares Floating 16118238 |
Shares Outstanding 20490501 | Shares Floating 16118238 | ||
Percent Insiders 20.2 | Percent Institutions 28.98 |
Upturn AI SWOT
Sotherly Hotels Inc
Company Overview
History and Background
Sotherly Hotels Inc. (SOHO) is a self-managed and self-administered lodging REIT focused on upscale to upper-upscale full-service hotels in the Southern United States. Originally known as Highland Hospitality Corporation, the company was founded in 2004. It rebranded as Sotherly Hotels in 2010, shifting its focus to the Southern U.S. market.
Core Business Areas
- Hotel Ownership: Owning and operating upscale to upper-upscale full-service hotels primarily located in the Southern United States.
- Hotel Management: Providing hotel management services to its owned properties and, in some instances, third-party owned properties.
Leadership and Structure
Sotherly Hotels Inc. is led by Dave Folsom (President and CEO). It operates as a Real Estate Investment Trust (REIT) with a board of directors overseeing its strategic direction.
Top Products and Market Share
Key Offerings
- Upscale Hotels: Sotherly's core offering includes upscale and upper-upscale hotels under various brands (e.g., Hilton, Hyatt, Marriott) and independent boutique hotels. Market share data specific to Sotherly is challenging to obtain but they compete within the upscale hotel segment across the Southern US. Competitors include large REITs (e.g., Host Hotels & Resorts, Park Hotels & Resorts) and hotel operators with properties in the same regions.
Market Dynamics
Industry Overview
The lodging industry is cyclical and sensitive to economic conditions. Factors such as travel demand, consumer confidence, and business travel influence hotel occupancy rates and revenue per available room (RevPAR).
Positioning
Sotherly Hotels Inc. focuses on the upscale to upper-upscale segment in the Southern U.S., which allows them to benefit from the region's economic growth and tourism. Their concentration in a specific geographic area creates economies of scale and brand recognition. Competitive advantages includes strong management and Southern US market knowledge.
Total Addressable Market (TAM)
The total addressable market is the upscale hotel market in the Southern US. Sotherly is positioned to capture a portion of that, but faces competition from larger hotel REITs and operators. Hard to get TAM data but overall US lodging is about $170B annually.
Upturn SWOT Analysis
Strengths
- Geographic focus in the Southern U.S.
- Upscale to upper-upscale hotel portfolio
- Experienced management team
- Brand affiliations with major hotel chains
Weaknesses
- Relatively small market capitalization
- High debt levels
- Sensitivity to economic downturns
- Limited diversification
Opportunities
- Expansion through acquisitions
- Renovations and upgrades of existing properties
- Increased tourism in the Southern U.S.
- Strategic partnerships
Threats
- Economic recessions
- Increased competition
- Natural disasters (hurricanes, floods)
- Rising interest rates
Competitors and Market Share
Key Competitors
- HST
- PK
- RLJ
Competitive Landscape
Sotherly Hotels Inc faces intense competition from larger, more diversified REITs. Its geographic focus provides some advantage but also limits its growth potential. Its smaller size can make it vulnerable to economic downturns.
Growth Trajectory and Initiatives
Historical Growth: Discuss Sotherly Hotels Inc's growth trends over the past years based on revenue and portfolio size.
Future Projections: Provide projections for Sotherly Hotels Inc's future growth based on analyst estimates, especially for RevPAR, occupancy, and new acquisitions.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Sotherly Hotels Inc, such as property renovations or acquisitions.
Summary
Sotherly Hotels Inc. is a niche player in the upscale Southern U.S. hotel market. Its strength lies in its geographic focus and brand affiliations. However, its small size and high debt levels pose challenges. Successful execution of strategic initiatives and favorable economic conditions are crucial for its future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), press releases, investor presentations, industry reports.
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual due diligence.
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.
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