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Upturn AI SWOT - About
SOHOB 
Sotherly Hotels Inc Series B Pref (SOHOB)
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Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -21.49% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 |
Upturn AI SWOT
Sotherly Hotels Inc Series B Pref
Company Overview
History and Background
Sotherly Hotels Inc. is a lodging REIT focused on upscale hotels in the Southern U.S. Its Series B Preferred Stock offers fixed dividend income. The company was founded in 2004 as a successor to existing hotel operations.
Core Business Areas
- Hotel Ownership and Operation: Owns and operates a portfolio of upscale full-service hotels, primarily under national brands.
- Property Management: Provides property management services for its hotels.
Leadership and Structure
Dave Folsom serves as the President and CEO. Sotherly Hotels operates as a Real Estate Investment Trust (REIT).
Top Products and Market Share
Key Offerings
- Hotel Rooms: Provides lodging services through its portfolio of hotels. Market share data is not publicly available on a per-hotel basis, but depends on the local market. Competitors include major hotel chains like Marriott (MAR), Hilton (HLT), and Hyatt (H).
Market Dynamics
Industry Overview
The hotel industry is cyclical and dependent on economic conditions, travel trends, and consumer spending. The upscale segment faces competition from numerous national brands and independent properties.
Positioning
Sotherly Hotels focuses on the upscale segment in the Southern U.S. Its competitive advantage lies in its regional focus and brand affiliations.
Total Addressable Market (TAM)
The global hospitality market is substantial, estimated in the trillions of USD. Sotherly's portion depends on specific hotel revenues, generally occupying a niche market based on upscale southern US hotels.
Upturn SWOT Analysis
Strengths
- Upscale hotel portfolio
- Strategic focus on the Southern U.S.
- Brand affiliations (e.g., Hilton, Marriott)
- Experienced management team
Weaknesses
- High debt levels (common for REITs)
- Sensitivity to economic downturns
- Geographic concentration
- Limited diversification outside of hotels
Opportunities
- Expansion into new markets within the Southern U.S.
- Renovations and upgrades to existing properties
- Strategic acquisitions
- Capitalizing on tourism trends
Threats
- Economic recession
- Increased competition from new hotels and alternative lodging options (e.g., Airbnb)
- Rising operating costs (e.g., labor, utilities)
- Natural disasters (hurricanes, floods)
Competitors and Market Share
Key Competitors
- MAR
- HLT
- SHO
- DRH
Competitive Landscape
Sotherly competes with larger hotel chains and independent properties. Its regional focus provides a niche, but it lacks the scale and resources of major players.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on hotel acquisitions, renovations, and organic revenue growth.
Future Projections: Future projections are dependent on management's guidance and analyst estimates. These depend on overall market conditions in the hotel industry and strategic expansion efforts.
Recent Initiatives: Recent initiatives may include property renovations, brand conversions, or acquisitions of new hotels.
Summary
Sotherly Hotels, with its Series B Preferred Stock, offers a fixed income opportunity through its focus on upscale Southern hotels. While benefiting from brand affiliations and a regional niche, it faces cyclical industry risks and competition from larger players. High debt levels typical of REITs require close monitoring, but strategic expansions could drive future growth. The company's success hinges on effective property management and capitalizing on tourism trends in its target markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial websites (e.g., Yahoo Finance, Bloomberg)
- Industry reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market share data is estimated and may not be precise. Individual investment decisions should be based on thorough research and consultation with a financial advisor.
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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