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Upturn AI SWOT - About
SOHOB 
Sotherly Hotels Inc Series B Pref (SOHOB)
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Upturn Advisory Summary
06/30/2025: SOHOB (1-star) is currently NOT-A-BUY. Pass it for now.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.38% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sotherly Hotels Inc Series B Pref
Company Overview
History and Background
Sotherly Hotels Inc. (formerly known as Highland Hospitality Corporation) is a self-managed and self-administered lodging REIT focused on full-service hotels in the Southern U.S. Founded in 2004, it focuses on acquiring, renovating, and repositioning hotels. The Series B Preferred Stock is a class of preferred equity within the company's capital structure.
Core Business Areas
- Hotel Ownership and Management: Sotherly owns and manages a portfolio of full-service hotels, primarily under brands affiliated with major hotel chains.
Leadership and Structure
Sotherly Hotels is led by its executive management team. The organizational structure includes property-level management teams and corporate departments overseeing finance, operations, and development.
Top Products and Market Share
Key Offerings
- Hotel Rooms and Services: Sotherly Hotels derives its revenue primarily from hotel room rentals, food and beverage sales, and other ancillary services offered at its hotels. Market share is variable based on specific markets and hotel locations. Competitors include other hotel REITs and independent hotels.
- Market Share (%): Market share data not publicly available for specific Sotherly properties relative to the broader hotel market.
Market Dynamics
Industry Overview
The hotel industry is influenced by economic cycles, travel trends, and consumer spending. The sector continues to evolve adapting to new demands from customers.
Positioning
Sotherly focuses on the full-service hotel segment in the Southern U.S., seeking properties with potential for improvement. Their competitive advantage lies in their regional focus and repositioning expertise.
Total Addressable Market (TAM)
The total addressable market for full-service hotels in the Southern U.S. is substantial, estimated at multi-billion USD. Sotherly aims to capture a portion of this market through strategic acquisitions and renovations.
Upturn SWOT Analysis
Strengths
- Strategic focus on the Southern U.S. market
- Expertise in hotel renovation and repositioning
- Established relationships with major hotel brands
Weaknesses
- High debt levels
- Sensitivity to economic downturns
- Limited geographic diversification
Opportunities
- Acquisition of distressed hotel assets
- Expansion into new Southern markets
- Increased demand for leisure travel
Threats
- Economic recessions
- Increased competition from other hotel chains
- Rising operating costs
Competitors and Market Share
Key Competitors
- HST
- RLJ
- APLE
Competitive Landscape
Sotherly competes with other hotel REITs and independent hotel operators. Its regional focus and repositioning expertise provide a competitive advantage.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and renovations. Detailed financial statements can be consulted for past growth rates.
Future Projections: Future growth will depend on the company's ability to acquire and improve hotel assets. Analyst reports may offer projections.
Recent Initiatives: Recent initiatives may include hotel renovations, acquisitions, or strategic partnerships.
Summary
Sotherly Hotels, focusing on full-service hotels in the Southern US, shows promise through acquisitions and renovations. High debt and economic sensitivity pose challenges. Expansion into new markets and leveraging increased travel demand present opportunities. Competition and rising costs are key threats to monitor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change.
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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