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SOHOB logo

Sotherly Hotels Inc Series B Pref (SOHOB)

Upturn stock ratingUpturn stock rating
$14.5
Last Close (24-hour delay)
Profit since last BUY-9.37%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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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!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit -21.49%
Avg. Invested days 33
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

Sotherly Hotels Inc Series B Pref

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 9

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.