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 …
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Competitive advantage assessment
Key strengths
Dividend Well-Covered by AFFODividend coverage is healthy (score 0.62).
Strong NOI MarginsNOI margins are strong (score 0.79), demonstrating rent pricing power.
Key risks
Elevated Leverage RiskLeverage is elevated (score 0.33), raising refinancing risk.
Portfolio Quality ConcernsPortfolio quality is concerning (occupancy stability 0.00).
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Sotherly Hotels Inc. ranks #10 of 19
scored companies in REIT - Hotel & Motel by moat score — the top 53%.
The widest moat in the group is Apple Hospitality REIT, Inc. (APLE)
at 94/100.
Moat scores for companies ranked near SOHO in REIT - Hotel & Motel
For a REIT, pricing power is the ability to raise rents at renewal and still keep the space occupied.
AFFO Strength
Score 54
· 18% of the moat score
AFFO — adjusted funds from operations — is the cash a REIT can actually distribute after the recurring capital spending buildings need in order to stay leasable.
Balance Sheet & Cost of Capital
Score 51
· 20% of the moat score
Real estate is bought with borrowed money, so a REIT's cost of capital is its competitive advantage.
Capital Recycling & Growth
Score 60
· 16% of the moat score
REITs grow by issuing shares and debt to buy more property, which creates value only when the yield on the asset exceeds the cost of the capital raised.
Operational Efficiency
Score 64
· 14% of the moat score
Running property — leasing, maintenance, taxes, management — is the part of the business a REIT genuinely controls.
Portfolio Quality & Diversification
Score 50
· 12% of the moat score
Portfolio quality is really a question about what happens when a tenant fails.
Sotherly Hotels Inc. (SOHO) scores 54 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #10 of 19 scored companies in REIT - Hotel & Motel, the top 53%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 29 companies in REIT - Hotel & Motel. Its strongest defense is Operational Efficiency (64/100) and its weakest is Rent Pricing Power (47/100).
How does Sotherly Hotels Inc. compare with other REIT - Hotel & Motel companies?
Sotherly Hotels Inc. ranks #10 of 19 scored companies in REIT - Hotel & Motel by moat score. The widest moat in REIT - Hotel & Motel is Apple Hospitality REIT, Inc. (APLE) at 94/100. The companies ranked closest are Summit Hotel Properties, Inc. (INN) at 58 just above it and Sotherly Hotels Inc. - 8.25% Se (SOHON) at 50 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — REIT Specialized in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 29 companies in REIT - Hotel & Motel. The defenses are then weighted to produce the overall score out of 100.
Why is Sotherly Hotels Inc. scored with the REIT Specialized template?
A REIT is a portfolio of buildings financed with debt and required to distribute most of its taxable income. Reported earnings are dominated by depreciation on assets that often appreciate, so net income says very little; the real question is how much cash the properties distribute, and how securely. The REIT template scores what determines that: rent pricing, distributable cash, cost of capital, and the discipline behind growth.
Which competitive defenses are measured for Sotherly Hotels Inc.?
The REIT Specialized template measures 6 defenses, and SOHO scores: Rent Pricing Power (47), AFFO Strength (54), Balance Sheet & Cost of Capital (51), Capital Recycling & Growth (60), Operational Efficiency (64), Portfolio Quality & Diversification (50). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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