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Sotherly Hotels Inc Series B Pref (SOHOB)



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Upturn Advisory Summary
08/14/2025: SOHOB (1-star) is a SELL. SELL since 5 days. Profits (-9.37%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit -21.49% | Avg. Invested days 33 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 70.95M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.82 | 52 Weeks Range 14.81 - 17.31 | Updated Date 06/25/2025 |
52 Weeks Range 14.81 - 17.31 | Updated Date 06/25/2025 | ||
Dividends yield (FY) 12.49% | Basic EPS (TTM) -1.66 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.55% | Operating Margin (TTM) 12.65% |
Management Effectiveness
Return on Assets (TTM) 2.97% | Return on Equity (TTM) 9.96% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 761635712 | Price to Sales(TTM) 0.39 |
Enterprise Value 761635712 | Price to Sales(TTM) 0.39 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 16104919 |
Shares Outstanding - | Shares Floating 16104919 | ||
Percent Insiders - | Percent Institutions 5.87 |
Upturn AI SWOT
Sotherly Hotels Inc Series B Pref

Company Overview
History and Background
Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on full-service hotels in the Southern United States. The Series B preferred stock represents a specific class of equity with unique dividend and liquidation preferences. Details on the exact founding year or specific milestones related to *just* the Series B preferred are unavailable, as it's a financial instrument tied to the larger company.
Core Business Areas
- Hotel Ownership and Operation: Sotherly owns and operates full-service hotels, primarily in the Southern U.S. This includes managing all aspects of hotel operations, from guest services to property maintenance.
Leadership and Structure
Sotherly Hotels Inc. has a management team overseeing the company's operations. As a publicly traded REIT, it has a Board of Directors responsible for governance. Information specific to the Series B preferred stock's governance is typically tied to the overall corporate structure.
Top Products and Market Share
Key Offerings
- Preferred Stock (Series B): This preferred stock offers a fixed dividend payment, ranking senior to common stock in terms of dividend payments and asset liquidation. Information on revenue directly attributable to the Series B preferred is not available. Competitors include other preferred stock offerings from REITs.
Market Dynamics
Industry Overview
The hotel industry is cyclical, influenced by economic conditions, travel trends, and consumer spending. REITs focusing on hospitality are sensitive to these factors. The current market sees a recovery from pandemic lows but faces challenges from inflation and rising interest rates.
Positioning
Sotherly Hotels focuses on the Southern U.S. market, a region with potential for growth and tourism. Its competitive advantage lies in its portfolio of full-service hotels and REIT structure. However, smaller market cap may lead to higher volatility in the security.
Total Addressable Market (TAM)
The TAM for the hospitality industry is multi-billion dollar. Sotherly Hotels is positioned within the limited-service and full-service hotel segment, a fraction of the overall market. The value is dependent on the number of shares available.
Upturn SWOT Analysis
Strengths
- Focus on the Southern U.S. market
- REIT structure provides tax advantages
- Full-service hotel portfolio
- Fixed dividend payments for preferred shareholders
Weaknesses
- Relatively small market capitalization
- Susceptibility to economic cycles and tourism trends
- High debt levels can impact preferred dividend sustainability
- Geographic concentration in the Southern U.S.
Opportunities
- Expansion into new markets within the Southern U.S.
- Renovations and upgrades to existing properties
- Strategic acquisitions
- Growth in tourism and business travel
Threats
- Economic downturns impacting travel and tourism
- Increased competition from other hotel chains
- Rising interest rates increasing borrowing costs
- Natural disasters affecting properties in the Southern U.S.
Competitors and Market Share
Key Competitors
- RLJ
- HST
- PEB
Competitive Landscape
Sotherly Hotels Inc. faces competition from other hotel REITs. The competitive landscape involves factors such as property location, brand reputation, service quality, and pricing. Sotherly's smaller size can be a disadvantage.
Growth Trajectory and Initiatives
Historical Growth: Requires historical financial data of Sotherly Hotels Inc. and stock performance data of Sotherly Hotels Inc Series B Pref to establish growth trends.
Future Projections: Future projections would rely on analyst estimates for Sotherly Hotels Inc. and industry trends.
Recent Initiatives: Requires up-to-date information on strategic initiatives undertaken by Sotherly Hotels Inc.
Summary
Sotherly Hotels Inc Series B Pref offers a fixed dividend, making it attractive to income-seeking investors. However, its smaller market capitalization and susceptibility to economic cycles present risks. Monitoring Sotherly's financial health and industry trends is crucial. While focused on the growing Southern U.S. market, its performance is tightly linked to the overall health of the hospitality sector. The stock's returns are largely dependent on consistent dividend payments and avoiding significant price declines. Potential investors should carefully evaluate the risks and rewards before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (Sotherly Hotels Inc.)
- Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is approximated and may vary.
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 Series B Pref
Exchange NASDAQ | Headquaters Williamsburg, VA, United States | ||
IPO Launch date 2016-08-29 | 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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