chatham lodging trust
hab mir gerade mal eine kleine posi gegönnt.
ist im grunde ein unternehmen welches in hotels investiert.
fundamental stehen se gut da, mit einer soliden dividende.
http://www.mydividends.de/news/...ging-trust-kuendigt-dividende-an-2/
Und wir auch in Zukunft gute Dividenden kassieren
Die Verträge mit dem Hotels laufen über 10 bis 15 Jahre somit sollten bis zu ersten Refinanzierung 2023 die Dividenden gesichert sein....
Was meint ihr ob man die Refinanzierung glaube sind ca 15 Millionen aus dem Cash macht?
Chatham Lodging Trust: A Trusty REIT Paying Monthly
https://seekingalpha.com/article/...-trust-trusty-reit-paying-monthly
Summary
- Fresh off of 52-week lows and yielding nearly 7.5%, Chatham Lodging Trust is a victim of market sentiment.
- Dividend is easily covered and has grown modestly over the years with more room to increase.
- Industry-leading EBITDA and margins along with a 94% of debt being at fixed rates provides.
Von den 7,5% Dividendenrendite wieviel bleibt davon übrig Netto nach Abzug von steuern?
Ich fange jetzt im März mit meinen Rentensparplan auf Chatham Lodging Trust an und werde durch Regelmaßiges nachkaufen hoffentlich einen guten durchschnittspreis erzielen....
Benutz jemand ein Portfolio Performance Programm? damit möchte ich so gut es geht Nachvollziehen können wie die Nettodividendenrendite ist..
http://www.mydividends.de/news/...t-kuendigt-monatliche-dividende-an/
Läuft alles nach Plan
Chatham Lodging Updates RevPAR Forecast for Fourth Quarter Outperformance
https://www.bloomberg.com/press-releases/...th-quarter-outperformance
Previous Q4 2018 Current Q4 2018
Outlook as of 10/31/18 Outlook as of 1/10/19
Room revenue $65.5 to $67.0 million $69 million
RevPAR $119-$121 $125
RevPAR growth -1% to +1% 4%
“We significantly outperformed our RevPAR expectations since our earnings
announcement in October and produced strong fourth quarter RevPAR growth of 4
percent at our 40 comparable hotels,” highlighted Dennis Craven
Die Haben auch durch die Gasexplosition in Boston profitiert:
Demand jumped meaningfully at three of our Boston area hotels, driven by business related to
the gas explosions in the north Boston area in September that displaced many residents.
Chatham Lodging Trust Announces Fourth Quarter 2018 Results
https://www.bloomberg.com/press-releases/...urth-quarter-2018-results
Fourth Quarter 2018 Key Metrics
* Portfolio Revenue per Available Room (RevPAR) - Increased 4.1 percent to
$125, compared to the 2017 fourth quarter, for Chatham’s 40, comparable
wholly owned hotels (excludes the Residence Inn Charleston Summerville
which opened in August 2018 and the Courtyard Dallas Downtown which opened
in September 2018). Average daily rate (ADR) improved 1.5 percent to $162,
and occupancy rose 2.4 percent to 77 percent.
* Net income (loss) - Declined $5.6 million to a loss of $(0.2) million
compared to the 2017 fourth quarter. Net income (loss) per diluted share
was $(0.01) versus $0.12.
* Adjusted EBITDA - Advanced $2.6 million, or 9.8 percent higher than the
2017 fourth quarter, to $28.9 million, exceeding the upper end of the
company’s guidance of $27.5 million.
* Adjusted FFO - Jumped $2.4 million, or 15.2 percent, to $18.4 million,
versus $16.0 million in the 2017 fourth quarter. Adjusted FFO per diluted
share was $0.39, above guidance of $0.32-$0.36 per share.
* Operating Margins - Rose 30-basis points to 44.1 percent in comparable
hotel gross operating profit margins. Comparable Hotel EBITDA margins were
20 basis points higher at 36.5 percent, above the company’s guidance
range.
* Acquisition - Acquired the 167-room Courtyard by Marriott Downtown Dallas,
Texas, for $49 million, or approximately $293,000 per room.
https://seekingalpha.com/article/...-results-earnings-call-transcript
* Jahresüberschuss (Verlust) - 5,6 Mio. US-Dollar auf einen Verlust von (0,2) Mio. US-Dollar zurückgegangen.
Operating Results
We had a knock-out fourth quarter across the board with a significant
increase in RevPAR combining with higher operating margins to deliver adjusted
EBITDA, AFFO and AFFO per share, well over our guidance range, Fisher
highlighted. Our RevPAR outperformance was primarily driven by demand related
to the gas explosions in the north Boston area in September that displaced
many residents and propelled three of our hotels in the surrounding area to
significantly outperform our expectations for the quarter. Excluding those
three hotels, portfolio RevPAR growth was a healthy 1.5 percent. Even though
we were the beneficiary of the one-time events in north Boston, our overall
portfolio RevPAR growth also exceeded expectations.
Was meint ihr hier im Forum ich sehe Chatham ziehmlich gut aufgestellt bis 2021 müssen so weit ich weiss keine Schulden zurückgezahlt werden.
Und die Verträge mit den Hotels laufen über 10 bis 15 Jahre also Chatham bekommt trotzdem sein Geld oder?
Klar zwar weniger wenn die Besucherzahlen runter gehen aber trotzdem.
Chatham Lodging Trust Announces First Quarter 2019 Results
https://www.bloomberg.com/press-releases/...irst-quarter-2019-results
First Quarter 2019 Key Metrics
* Portfolio Revenue per Available Room (RevPAR) - Declined 1.0 percent to
$121, compared to the 2018 first quarter, for Chatham’s 40, comparable
wholly owned hotels (excludes the Residence Inn Charleston Summerville
which opened in August 2018 and the Courtyard Dallas Downtown which opened
in September 2018). Average daily rate (ADR) declined 1.5 percent to $159,
and occupancy rose 0.5 percent to 76 percent.
* Net Income - Declined $1.3 million to $1.6 million, compared to the 2018
first quarter. Net income per diluted share was $0.03 versus $0.06 for the
same period a year earlier.
* Adjusted EBITDA - Advanced $0.6 million, or 2.6 percent higher than the
2018 first quarter, to $27.0 million, exceeding the upper end of the
company’s guidance of $26.4 million.
* Adjusted FFO - Lessened $0.3 million, to $16.2 million, versus $16.5
million in the 2018 first quarter. Adjusted FFO per diluted share was
$0.34, above guidance of $0.30-$0.33 per share.
* Operating Margins -For its 40 comparable hotels, gross operating profit
margins declined 50 basis points to 43.7 percent. Comparable Hotel EBITDA
margins were 60 basis points lower at 35.5 percent.
Chatham Lodging Trust Sells Western Pennsylvania Hotels
https://www.bloomberg.com/press-releases/...stern-pennsylvania-hotels
Chatham Lodging Trust (NYSE: CLDT), a hotel real estate investment trust
(REIT) focused on investing in upscale, extended-stay hotels and
premium-branded, select-service hotels, today announced that it has sold the
105-room Courtyard by Marriott Altoona, Pa., as well as the 86-suite
SpringHill Suites by Marriott Washington, Pa. for approximately $10 million.
Inclusive of brand required improvements of over $4 million, Chatham sold the
hotels at an approximate six percent net operating income capitalization rate
(after an assumed annual capital reserve of four percent of total hotel
revenues).
...
“These two non-core hotels, in very small
markets and with combined RevPAR of $65, do not match the overall quality of
our portfolio. Excluding the sold hotels, our comparable portfolio RevPAR
increases to $135 from $133. Importantly, we do not have to invest over $4
million renovating these hotels. We will continue to opportunistically sell
assets when we believe we can re-deploy those proceeds into high-quality hotel
investments that earn higher yields in higher growth markets, thus enhancing
our net asset value.”
Chatham Lodging Trust (CLDT) Investor Presentation - Slideshow
https://seekingalpha.com/article/...t-investor-presentation-slideshow
Chatham Lodging Trust Announces Second Quarter 2019 Results
https://www.bloomberg.com/press-releases/...cond-quarter-2019-results
Second Quarter 2019 Key Metrics
* Portfolio Revenue per Available Room (RevPAR) - Declined 0.3 percent to
$145, compared to the 2018 second quarter, for Chatham’s 38, comparable
wholly owned hotels (excludes the Residence Inn Charleston Summerville
which opened in August 2018 and the Courtyard Dallas Downtown which opened
in September 2018). Average daily rate (ADR) declined 0.7 percent to $173,
and occupancy rose 0.4 percent to 83.7 percent.
* Net Income - Declined $4.0 million to $9.5 million, compared to the 2018
second quarter, driven by the loss on the sale of two hotels of $3.3
million. Net income per diluted share was $0.20 versus $0.29 for the same
period a year earlier.
* Adjusted EBITDA - Rose $1.0 million, or 2.8 percent higher than the 2018
second quarter, to $38.7 million, within the company’s guidance of
$38.6-$40.0 million.
* Adjusted FFO - Improved $0.3 million, to $27.7 million, versus $27.4
million in the 2018 second quarter. Adjusted FFO per diluted share was
$0.58, within the company’s guidance of $0.58-$0.61 per share and down
only $0.01 from the 2018 second quarter. The sale of the two western
Pennsylvania hotels reduced Adjusted FFO per share by $0.01 in the
quarter.
* Operating Margins - For its 38 comparable hotels, hotel EBITDA margins
were unchanged at 42.3 percent. Comparable gross operating profit margins
only declined 20 basis points to 49.3 percent.
https://www.bloomberg.com/press-releases/...hird-quarter-2019-results
Third Quarter 2019 Highlights and Key Metrics
* Portfolio Revenue per Available Room (RevPAR) - Declined 0.3 percent to
$148, compared to the 2018 third quarter, for Chatham’s 40 comparable
wholly owned hotels. Average daily rate (ADR) rose 0.5 percent to $173.4,
and occupancy lessened 0.8 percent to 85.2 percent.
* Net Income - Declined $4.6 million to $10.1 million, compared to the 2018
third quarter, driven by the company’s proportionate share of impairment
losses in its unconsolidated joint ventures. Net income per diluted share
was $0.21 versus $0.31 for the same period a year earlier.
* Adjusted EBITDA - Rose $0.8 million, or 2.0 percent higher than the 2018
third quarter, to $39.4 million, above the company’s guidance of
$37.1-$39.1 million.
* Adjusted FFO - Improved $0.2 million, to $28.6 million, versus $28.4
million in the 2018 third quarter. Adjusted FFO per diluted share was
$0.60, exceeding the upper end of the company’s guidance of $0.55-$0.59
per share.
* Operating Margins -For its 40 comparable hotels, despite a RevPAR decline,
comparable gross operating profit margins increased 10 basis points to
48.2 percent versus the 2018 third quarter. Hotel EBITDA margins declined
10 basis points to 41.2 percent over the same period last year.
https://www.fool.com/earnings/call-transcripts/...arnings-call-t.aspx
Chatham Lodging Trust (CLDT) Investor Presentation - Slideshow
https://seekingalpha.com/article/...-investor-presentation-slideshow#
Chatham Lodging Trust Announces Fourth Quarter 2019 Results
https://www.bloomberg.com/press-releases/...urth-quarter-2019-results
Fourth Quarter 2019 Key Metrics
* Portfolio Revenue per Available Room (RevPAR) - Declined 4.9 percent to
$118, compared to the 2018 fourth quarter, ahead of guidance expectations
of a decline of 5 percent to 6.5 percent. The 2018 fourth quarter
benefited from one-time-business related to the north Boston gas
explosions and border patrol demand in San Diego. Average daily rate (ADR)
decreased 4.1 percent to $157, and occupancy slipped 0.8 percent to 76
percent.
* Net (loss) - Weakened $2.2 million to a loss of $2.4 million, compared to
the 2018 fourth quarter, due primarily to $1.2 million of one-time
incremental losses in its joint ventures related to property impairments
and a loss on the sale of one joint venture hotel. Net loss per diluted
share was $0.05 versus $0.01.
* Adjusted EBITDA - Decreased $3.0 million to $25.9 million but exceeded the
upper end of the company’s guidance of $25.1 million.
* Adjusted FFO - Declined $3.1 million to $15.3 million but exceeded the
upper end of the company’s guidance of $14.6 million. Adjusted FFO per
diluted share was $0.32, above guidance of $0.28-$0.31 per share.
* Operating Margins - Comparable hotel gross operating profit margins
lessened 150 basis points to 42.6 percent. Comparable hotel EBITDA margins
were down 200 basis points to 34.4 percent, above the company’s guidance
range.
Chatham Lodging Trust (CLDT) CEO Jeff Fisher on Q4 2019 Results - Earnings Call Transcript
https://seekingalpha.com/article/...-results-earnings-call-transcript