ORLANDO, Fla., May 2, 2025 /PRNewswire/ -- Xenia Hotels & Resorts, Inc. (NYSE: XHR) ("Xenia" or the "Company") today announced results for the quarter ended March 31
"Our portfolio performance in the first quarter exceeded expectations and led to nearly 12% growth in Adjusted EBITDAre and nearly 16% growth in Adjusted FFO per share
as compared to the same period in 2024," said Marcel Verbaas
Chair and Chief Executive Officer of Xenia
"One-third of our assets achieved double-digit percentage RevPAR growth led by the newly transformed Grand Hyatt Scottsdale Resort which continues to ramp up as expected
Positive top-line performance continued into April
with RevPAR estimated to have increased approximately 3.4%
"Due to the heightened macroeconomic uncertainty over the last two months
we are taking a more tempered view of the remainder of the year and have slightly reduced our expectations for full-year revenue and earnings growth
despite the first quarter's outperformance," continued Mr
"While we believe we are well-positioned to weather various economic environments
we have prudently reduced both our G&A and capital expenditure expenses
We continue to work with our hotel operator teams to be even more disciplined in managing property-level expenses as well."
"We have completed two transactions over the last two months
further improving the quality of our portfolio and reflecting prudent capital allocation," said Mr. Verbaas
we acquired the fee simple interest in the land at Hyatt Regency Santa Clara
This $25 million purchase improves our optionality and flexibility for this hotel
all but one of our hotels is now owned fee simple
thereby minimizing portfolio value diminution due to ground lease expiration or rent escalation
avoiding a costly and disruptive near-term renovation
Our ownership period's unlevered IRR of 11.3% is especially strong considering the impact of the pandemic on cash flow from 2020 to 2021
I am proud of our team's hard work getting these beneficial transactions across the finish line
especially given the recent volatility across markets."
high-quality branded portfolio will show meaningful growth and appreciation in the years ahead
we meaningfully increased our quarterly dividend
and we repurchased 2.7% of our outstanding shares during the quarter," concluded Mr. Verbaas
The Company's results include the following:
except hotel statistics and per share amounts)
Net income attributable to common stockholders
$ 15,585
$ 8,534
Net income per share available to common stockholders - basic and diluted
$ 0.15
$ 0.08
180 bps
$ 272.41
$ 263.03
$ 188.73
$ 177.50
$ 79,274
$ 71,709
42 bps
$ 176.86
$ 72,942
$ 65,251
$ 52,060
$ 45,498
$ 0.51
$ 0.44
"Same-Property" includes all hotels owned as of March 31
2025 and also includes renovation disruption for multiple capital projects during the periods presented
and Same-Property Hotel EBITDA and Hotel EBITDA Margin are non-GAAP financial measures
See definitions and tables later in this press release for how we define these non-GAAP financial measures and for reconciliations from net income to Earnings Before Interest
Same-Property Hotel EBITDA and Hotel EBITDA Margin
Results of all hotels as owned during the periods presented
including the results of hotels sold or acquired for the actual period of ownership by the Company
Five rooms were added to inventory at Grand Hyatt Scottsdale Resort in the first quarter 2025
the Company had total outstanding debt of approximately $1.4 billion with a weighted-average interest rate of 5.67%
The Company had approximately $113 million of cash and cash equivalents
and full availability on its revolving line of credit
resulting in total liquidity of approximately $613 million as of March 31
the Company held approximately $70 million of restricted cash and escrows at the end of the first quarter
the Company exercised the $100 million delayed draw feature on its term loan
with a portion of the proceeds directed to repay the then outstanding balance on the revolving line of credit and the remainder held on the Company's balance sheet
the full $325 million term loan is outstanding and the $500 million revolving line of credit is fully undrawn.
the Company repurchased 2,733,149 shares of common stock at a weighted-average price of $13.09 per share for a total consideration of approximately $35.8 million
The Company currently has $82.1 million in capacity remaining under its repurchase authorization
The Company did not issue any shares of its common stock through its At-The-Market ("ATM") program in the quarter and had $200 million of remaining availability as of March 31
the Company acquired the fee simple interest in the land underlying Hyatt Regency Santa Clara for $25 million
the Company owned the hotel subject to a ground lease that was due to expire in 2035 with renewal options to 2084 subject to fair market value adjustments
The ground lease provided for a combination of base and percentage rent that amounted to $1.4 million in 2024 and $2.1 million in 2018
the hotel's peak performance year during the Company's ownership period
As a result of potential increases in the hotel's revenues as the market recovers and a fair market value adjustment in 2035 as set forth in the lease
ground rent expense could have increased substantially in future years
the Company sold the 545-room Fairmont Dallas for $111.0 million
The sale price represented a 8.6x multiple and a 10.0% capitalization rate on the property's Hotel EBITDA and Net Operating Income for the twelve months ended February 28
These transaction price metrics are exclusive of an estimated $80 million of near-term capital expenditures
Net proceeds from the sale will be utilized for general corporate purposes
potential acquisitions consistent with the Company's strategy
and/or share repurchases under the Company's existing authorization
the Company invested $32.4 million in portfolio improvements
inclusive of capital expenditures related to the substantial completion of the transformative renovation of Grand Hyatt Scottsdale Resort
the Company completed the expansion of the Arizona Ballroom and the renovation of certain premium suites and casitas at Grand Hyatt Scottsdale Resort
The Company is reevaluating all capital projects initially planned for 2025 in light of reciprocal and retaliatory tariffs which may have a significant impact on the cost of goods sourced from outside of the United States
the Company has elected to defer until a later date the guest rooms renovations at Andaz Napa and The Ritz-Carlton
Denver that were planned to begin in the fourth quarter of 2025
the Company has eliminated infrastructure and other work planned at Fairmont Dallas in light of the sale of the hotel.
The Company plans on continuing with select upgrades to guest rooms and public areas at a number of properties including Fairmont Pittsburgh
These projects will be done based on hotel seasonality and are expected to result in minimal disruption
the Company expects to perform infrastructure and façade upgrades at approximately nine hotels throughout the year
Current Full Year 2025 Outlook and Guidance
The Company has updated its full year 2025 outlook
The range below reflects the Company's limited visibility in forecasting due to macroeconomic uncertainty and is based on the current economic environment and does not take into account any unanticipated impacts to the business or operations
this guidance includes transactions completed in year-to-date 2025 but assumes no additional acquisitions
The Same-Property (30 Hotel) RevPAR change shown excludes the recently sold Fairmont Dallas and includes all hotels owned as of May 2
Same-Property (30 Hotel) RevPAR Change (vs
Prior guidance based upon Same-Property (31 Hotel) portfolio
Current full year 2025 guidance is inclusive of the following assumptions:
The Company will conduct its quarterly conference call on Friday, May 2, 2025 at 1:00 PM Eastern Time. To participate in the conference call, please dial (833) 470-1428, access code 145868. Additionally, a live webcast of the conference call will be available through the Company's website, www.xeniareit.com
A replay of the conference call will be archived and available online through the Investor Relations section of the Company's website for 90 days
together with other statements and information publicly disseminated by the Company
contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933
and Section 21E of the Securities Exchange Act of 1934
The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions
Forward-looking statements are not historical facts but are based on certain assumptions of management and describe the Company's future plans
Forward-looking statements are generally identifiable by use of words such as "may," "could," "expect," "intend," "plan," "seek," "anticipate," "believe," "estimate," "guidance," "predict," "potential," "continue," "likely," "will," "would," "illustrative," references to "outlook" and "guidance" and variations of these terms and similar expressions
or the negative of these terms or similar expressions
Forward-looking statements in this press release include
statements about our performance relative to the industry and/or peers
the outlook related to macroeconomic factors
our beliefs or expectations relating to our future performance including our 2025 outlook and guidance
results of operations and financial conditions
trade disputes and the timing of renovations and capital expenditures projects and the potential impact on the same due to the imposition of reciprocal and retaliatory tariffs
Such forward-looking statements are necessarily based upon estimates and assumptions that
while considered reasonable by us and our management
performance or achievements may differ materially from those expressed or implied by these forward-looking statements
which are not guarantees of future performance and involve known and unknown risks
beyond the Company's control and which could materially affect actual results
Factors that may cause actual results to differ materially from current expectations include
(i) general economic uncertainty and a contraction in the U.S
or global economy or low levels of economic growth; (ii) macroeconomic and other factors beyond our control that can adversely affect and reduce demand for hotel rooms
actual or threatened terrorist or cyber-attacks
global outbreaks of pandemics (such as the COVID-19 pandemic) or contagious diseases
and natural or man-made disasters; (iii) inflation and inflationary pressures which increases labor costs and other costs of providing services to guests and complying with hotel brand standards
as well as costs related to construction and other capital expenditures including increased costs due to the imposition of tariffs on imported goods
and insurance costs which could result in reduced operating profit margins; (iv) bank failures and concerns over a potential domestic and/or global recession; (v) the Company's dependence on third-party managers of its hotels
including its inability to implement strategic business decisions directly; (vi) risks associated with the hotel industry
downturns in general and local economic conditions
prolonged periods of civil unrest in our markets
and disruption caused by cancellation of or delays in the completion of anticipated demand generators; (vii) the availability and terms of financing and capital and the general volatility of securities markets; (viii) risks associated with the real estate industry
including environmental contamination and costs of complying with the Americans with Disabilities Act and similar laws; (ix) interest rate changes; (x) ability to successfully negotiate amendments and covenant waivers with its unsecured and secured indebtedness; (xi) the Company's ability to comply with covenants
and limitations in any existing or revised loan agreements with our unsecured and secured lenders; (xii) the possible failure of the Company to qualify as a REIT and the risk of changes in laws affecting REITs; (xiii) the possibility of uninsured or underinsured losses
including those relating to natural disasters
or cyber incidents; (xiv) risks associated with redevelopment and repositioning projects
delays and cost overruns; (xv) levels of spending in business and leisure segments as well as consumer confidence; (xvi) declines in occupancy and average daily rate; (xvii) the seasonal and cyclical nature of the real estate and hospitality businesses; (xviii) changes in distribution arrangements
such as through Internet travel intermediaries; (xix) relationships with labor unions and changes in labor laws
including increases to minimum wages and/or work rule requirements; (xx) the impact of changes in the tax code and uncertainty as to how some of those changes may be applied; (xxi) monthly cash expenditures and the uncertainty around predictions; (xxii) labor shortages; (xxiii) disruptions in supply chains resulting in delays or inability to procure required products; and (xiv) the risk factors discussed in the Company's Annual Report on Form 10-K
there is no assurance that the Company's expectations will be realized
We caution you not to place undue reliance on any forward-looking statements
which are made only as of the date of this press release
We do not undertake or assume any obligation to update publicly any of these forward-looking statements to reflect actual results
changes in assumptions or changes in other factors affecting forward-looking statements
except to the extent required by applicable law
If we update one or more forward-looking statements
no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements
All information in this press release is as of the date of its release
The Company undertakes no duty to update the statements in this press release to conform the statements to actual results or changes in the Company's expectations
Availability of Information on Xenia's Website
For additional information or to receive press releases via email, please visit our website at www.xeniareit.com
$ 472,648
$ 455,907
$ 3,595,220
$ 3,644,792
$ 2,538,429
$ 2,590,821
$ 2,889,541
$ 2,831,616
discounts and unamortized deferred financing costs
$ 1,424,037
$ 1,334,703
Liabilities associated with assets held for sale
$ 1,641,246
$ 1,551,283
98,703,136 and 101,310,135 shares issued and outstanding as of March 31
$ 987
$ 1,013
Accumulated distributions in excess of net earnings
$ 1,209,373
$ 1,243,103
$ 1,248,295
$ 1,280,333
Condensed Consolidated Statements of Operations and Comprehensive Income
$ 159,866
$ 153,124
$ 288,927
$ 267,488
$ 195,547
$ 183,026
$ 253,063
$ 239,862
$ 35,864
$ 27,626
$ 17,377
$ 9,695
$ 16,507
$ 8,967
Net income attributable to non-controlling interests
$ 15,585
Condensed Consolidated Statements of Operations and Comprehensive Income - Continued
$ 0.15
Weighted-average number of common shares (basic)
Weighted-average number of common shares (diluted)
$ 16,507
Unrealized gain (loss) on interest rate derivative instruments
Reclassification adjustment for amounts recognized in net income (interest expense)
$ 15,998
$ 10,094
Comprehensive income attributable to non-controlling interests
Comprehensive income attributable to the Company
$ 15,092
$ 9,576
The Company considers the following non-GAAP financial measures to be useful to investors as key supplemental measures of its operating performance: EBITDA
These non-GAAP financial measures should be considered along with
or any other operating performance measure as prescribed per GAAP
EBITDA is a commonly used measure of performance in many industries and is defined as net income or loss (calculated in accordance with GAAP) excluding interest expense
provision for income taxes (including income taxes applicable to sale of assets) and depreciation and amortization
The Company considers EBITDA useful to investors in evaluating and facilitating comparisons of its operating performance between periods and between REITs by removing the impact of its capital structure (primarily interest expense) and asset base (primarily depreciation and amortization) from its operating results
even though EBITDA does not represent an amount that accrues directly to common stockholders
EBITDA is used as one measure in determining the value of hotel acquisitions and dispositions and
is used by management in the annual budget process for compensation programs
The Company calculates EBITDAre in accordance with standards established by the National Association of Real Estate Investment Trusts ("Nareit")
Nareit defines EBITDAre as EBITDA plus or minus losses and gains on the disposition of depreciated property
including gains or losses on change of control
plus impairments of depreciated property and of investments in unconsolidated affiliates caused by a decrease in the value of depreciated property in the affiliate
and adjustments to reflect the entity's share of EBITDAre of unconsolidated affiliates
The Company further adjusts EBITDAre to exclude the impact of non-controlling interests in consolidated entities other than its Operating Partnership Units because its Operating Partnership Units may be redeemed for common stock
The Company also adjusts EBITDAre for certain additional items such as depreciation and amortization related to corporate assets
terminated transaction and pre-opening expenses
non-cash ground rent and straight-line rent expense
the cumulative effect of changes in accounting principles
and other costs it believes do not represent recurring operations and are not indicative of the performance of its underlying hotel property entities
The Company believes it is meaningful for investors to understand Adjusted EBITDAre attributable to all common stock and unit holders
The Company believes Adjusted EBITDAre attributable to common stock and unit holders provides investors with another useful financial measure in evaluating and facilitating comparison of operating performance between periods and between REITs that report similar measures
Same-Property Hotel EBITDA and Same-Property Hotel EBITDA Margin
Same-Property hotel data includes the actual operating results for all hotels owned as of the end of the reporting period
The Company then adjusts the Same-Property hotel data for comparability purposes by including pre-acquisition operating results of asset(s) acquired during the period
which provides investors a basis for understanding the acquisition(s) historical operating trends and seasonality
The pre-acquisition operating results for the comparable period are obtained from the seller and/or manager of the hotel(s) during the acquisition due diligence process and have not been audited or reviewed by our independent auditors
The Company further adjusts the Same-Property hotel data to remove dispositions during the respective reporting periods
hotels that are not fully open due to significant renovation
or disruption or whose room counts have materially changed during either the current or prior year as these historical operating results are not indicative of or expected to be comparable to the operating performance of the hotel portfolio on a prospective basis
Same-Property Hotel EBITDA represents net income or loss excluding: (1) interest expense
(5) terminated transaction and pre-opening expenses
and (6) certain state and local excise taxes resulting from ownership structure
The Company believes that Same-Property Hotel EBITDA provides investors a useful financial measure to evaluate hotel operating performance excluding the impact of capital structure (primarily interest expense)
asset base (primarily depreciation and amortization)
and corporate-level expenses (corporate expenses and terminated transaction costs)
The Company believes property-level results provide investors with supplemental information on the ongoing operational performance of its hotels and the effectiveness of third-party management companies that operate our business on a property-level basis
Same-Property Hotel EBITDA Margin is calculated by dividing Same-Property Hotel EBITDA by Same-Property Total Revenues
As a result of these adjustments the Same-Property hotel data presented does not represent the Company's total revenues
operating profit or net income and should not be used to evaluate performance as a whole
Management compensates for these limitations by separately considering the impact of these excluded items to the extent they are material to operating decisions or assessments of operating performance
Our consolidated statements of operations and comprehensive income include such amounts
all of which should be considered by investors when evaluating our performance
We include Same-Property hotel data as supplemental information for investors
Management believes that providing Same-Property hotel data is useful to investors because it represents comparable operations for our portfolio as it exists at the end of the respective reporting periods presented
which allows investors and management to evaluate the period-to-period performance of our hotels and facilitates comparisons with other hotel REITs and hotel owners
these measures assist management and investors in distinguishing whether increases or decreases in revenues and/or expenses are due to growth or decline of operations at Same-Property hotels or from other factors
such as the effect of acquisitions or dispositions
The Company calculates FFO in accordance with standards established by Nareit
as amended in the 2018 Restatement White Paper
which defines FFO as net income or loss (calculated in accordance with GAAP)
excluding real estate-related depreciation
similar adjustments for unconsolidated partnerships and consolidated variable interest entities
and items classified by GAAP as extraordinary
Historical cost accounting for real estate assets implicitly assumes that the value of real estate assets diminishes predictably over time
Since real estate values instead have historically risen or fallen with market conditions
most industry investors consider presentations of operating results for real estate companies that use historical cost accounting to be insufficient by themselves
The Company believes that the presentation of FFO provides useful supplemental information to investors regarding operating performance by excluding the effect of real estate depreciation and amortization
gains or losses from sales for real estate
extraordinary items and the portion of these items related to unconsolidated entities
all of which are based on historical cost accounting and which may be of lesser significance in evaluating current performance
The Company believes that the presentation of FFO can facilitate comparisons of operating performance between periods and between REITs
even though FFO does not represent an amount that accrues directly to common stockholders
The calculation of FFO may not be comparable to measures calculated by other companies who do not use the Nareit definition of FFO or do not calculate FFO per diluted share in accordance with Nareit guidance
FFO may not be helpful when comparing Xenia to non-REITs
The Company presents FFO attributable to common stock and unit holders
which includes its Operating Partnership Units because its Operating Partnership Units may be redeemed for common stock
The Company believes it is meaningful for investors to understand FFO attributable to common stock and unit holders
The Company further adjusts FFO for certain additional items that are not in Nareit's definition of FFO such as terminated transaction and pre-opening expenses
amortization of debt origination costs and share-based compensation
and other items we believe do not represent recurring operations
The Company believes that Adjusted FFO provides investors with useful supplemental information that may facilitate comparisons of ongoing operating performance between periods and between REITs that make similar adjustments to FFO and is beneficial to investors' complete understanding of our operating performance
The diluted weighted-average common share count used for the calculation of Adjusted FFO per diluted share differs from diluted weighted-average common share count used to derive net income or loss per share available to common stockholders
The Company calculates Adjusted FFO per diluted share by dividing the Adjusted FFO by the diluted weighted-average number of shares of common stock outstanding plus the weighted-average vested Operating Partnership Units
Any anti-dilutive securities are excluded from the diluted earnings per share calculation
Adjusted EBITDAre and Same-Property Hotel EBITDA
$ 16,507
$ 8,967
$ 71,620
$ 62,017
Depreciation and amortization related to corporate assets
$ (83)
$ (80)
Amortization of share-based compensation expense
Non-cash ground rent and straight-line rent expense
Adjusted EBITDAre attributable to common stock and unit holders
$ 72,942
$ 65,251
Same-Property Hotel EBITDA attributable to common stock and unit holders(4)
$ 79,274
$ 71,709
the Company recorded $0.5 million and $1.0 million
of insurance proceeds in excess of recognized losses related to casualty losses at certain properties
These amounts are included in other income on the condensed consolidated statements of operations and comprehensive income for the periods then ended
the Company purchased the land associated with a ground lease resulting in the recognition of a $1.1 million net gain related to the write off of the associated right-of-use asset and lease liability
the Company recognized $0.4 million of pre-opening expenses
the Company recognized $0.3 million of preopening expenses and $0.3 million of repair and clean up costs related to property damage sustained at one property
Includes adjustments for revenues and expenses from hotels that were acquired or sold during the periods presented
See the reconciliation of Total Revenues and Total Hotel Operating Expenses on a consolidated GAAP basis to Total Same-Property Revenues and Total Same-Property Hotel Operating Expenses and the calculation of Same-Property Hotel EBITDA and Hotel EBITDA Margin for the three months ended March 31
Reconciliation of Net Income to FFO and Adjusted FFO
$ 16,507
$ 8,967
Depreciation and amortization related to investment properties
FFO attributable to common stock and unit holders
$ 49,616
$ 40,851
net of adjustment related to non-controlling interests(2)
Adjusted FFO attributable to common stock and unit holders
$ 52,060
$ 45,498
Weighted-average shares outstanding - Diluted(4)
$ 0.51
$ 0.44
Loan related costs include amortization of debt premiums
discounts and deferred loan origination costs
Diluted weighted-average number of shares of common stock outstanding plus the weighted-average vested Operating Partnership Units for the respective periods presented in thousands
Reconciliation of Net Income to Adjusted EBITDAre
$ 56
$ 274
$ 235
$ 248
Reconciliation of Net Income to Adjusted FFO
$ 148
$ 165
1. Includes non-cash loan amortization costs
$ 52,993
$ 213,248
$ 225,000
$ 325,000
$ 1,424,037
A variable interest loan for which SOFR has been fixed through January 1
A variable interest loan for which the credit spread may vary
as it is determined by the Company's leverage ratio
The Revolving Credit Facility has a total capacity of $500 million
Same-Property(1) Hotel EBITDA and Hotel EBITDA Margin
180 bps
$ 272.41
$ 263.03
$ 188.73
$ 177.50
$ 39,322
$ 37,779
Total Same-Property hotel operating expenses
$ 79,274
$ 71,709
42 bps
"Same-Property" includes all properties owned as of March 31
2025 and includes renovation disruption for multiple capital projects during the periods presented
The following is a reconciliation of Total Revenues and Total Hotel Operating Expenses consolidated on a GAAP basis to Total Same-Property Revenues and Total Same-Property Hotel Operating Expenses for the three months ended March 31
$ 288,927
$ 267,488
$ 265,426
$ 195,547
$ 183,026
Total Same-Property Hotel Operating Expenses
$ 209,653
$ 193,717
Same-Property(1) Historical Operating Data
$ 261.44
$ 240.72
$ 257.52
$ 255.72
$ 185.44
$ 161.20
$ 165.92
$ 172.47
$ 269,831
$ 236,714
$ 261,849
$ 72,662
$ 48,112
$ 62,932
$ 255,415
2025 and also includes disruption from multiple capital projects during the periods presented
Current Same-Property(1) Historical Operating Data
$ 275.47
$ 191.80
$ 74,450
$ 266.14
$ 265.16
$ 244.24
$ 260.43
$ 259.03
$ 179.70
$ 187.95
$ 164.44
$ 168.81
$ 175.18
$ 257,642
$ 227,812
$ 248,855
$ 986,490
$ 67,127
$ 68,747
$ 46,617
$ 59,197
$ 241,688
"Current Same-Property" includes all hotels owned as of May 2
2025 and also includes renovation disruption for multiple capital projects during the period presented
and Hotel EBITDA Margin are non-GAAP financial measures
See definitions earlier in this press release for how we define these non-GAAP financial measures
Current Same-Property(1) Portfolio Data by Market
(NYSE: XHR) ("Xenia" or the "Company") today announced that it has sold the 545-room Fairmont Dallas for $111 million,..
(NYSE: XHR) ("Xenia" or the "Company") will report financial results for the first quarter 2025 before the market opens..
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Earnings
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Wells Fargo & Company lowered their price objective on shares of Xenia Hotels & Resorts from $18.00 to $17.00 and set an "overweight" rating for the company in a research note on Tuesday
Two equities research analysts have rated the stock with a sell rating
two have issued a hold rating and two have given a buy rating to the stock
Xenia Hotels & Resorts has an average rating of "Hold" and an average price target of $13.50
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting
This story was reviewed by MarketBeat's editorial team prior to publication
Please send any questions or comments about this story to contact@marketbeat.com
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The sale comes ahead of the Dallas Convention Center’s redevelopment
While Fairmont Dallas provided “excellent” returns for Xenia — particularly in light of “the pandemic’s significant negative impact on cash flows during 2020 and 2021” — several hurdles make now a desirable time to sell
The sale will help Xenia avoid “significant additional capital investment” that is needed to maintain the property as well as market disruptions caused by the upcoming redevelopment of the Dallas Convention Center
Despite the Dallas market experiencing robust hotel demand in recent years
Verbaas shared that Fairmont Dallas’ historical RevPAR and EBITDA per key has “trailed meaningfully below” the REIT’s portfolio averages
Real estate investment services firm Matthews reported that in the third quarter of 2024, Dallas RevPAR was down 3.6% year over year, and occupancy was struggling to recover given increased supply over the last five years
Xenia still owns the Marriott Dallas Downtown
the company owns 30 upper upscale and luxury hotels
Proceeds from the Fairmont sale could be used for debt repayment, future acquisitions or share repurchases, Xenia detailed in the release. In the last six months, the company also sold the 107-room Lorien Hotel & Spa in Alexandria
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ORLANDO, Fla., April 11, 2025 /PRNewswire/ -- Xenia Hotels & Resorts, Inc. (NYSE: XHR) ("Xenia" or the "Company") today announced that it has sold the 545-room Fairmont Dallas for $111 million
The transaction price represents an 8.6x multiple and a 10.0% capitalization rate on the property's Hotel EBITDA and Net Operating Income for the twelve months ended February 28
The Company expected Fairmont Dallas would have earned approximately $8 million of Hotel EBITDA for the remainder of 2025
"We are pleased to have completed the sale of Fairmont Dallas
which opened in 1969 and which we acquired in 2011 for $69 million," said Marcel Verbaas
"The unlevered IRR during our ownership period is 11.3%
which is an excellent outcome for this investment
particularly given the pandemic's significant negative impact on cash flows during 2020 and 2021
The disposition reflects our ongoing focus on upgrading the quality of the portfolio
and maintaining balance sheet strength and flexibility
Because of the property's significant and disruptive near-term capital needs as well as the expected impact on the market from the upcoming redevelopment of the Dallas Convention Center
we believe that this sale and the avoidance of the significant additional capital investment is a superior outcome for the Company relative to continued ownership and re-investment
the transaction has increased the overall quality of our portfolio
as Fairmont Dallas' historical RevPAR and EBITDA/key trailed meaningfully below our portfolio averages."
For additional information or to receive press releases via email, please visit our website at www.xeniareit.com
(NYSE: XHR) ("Xenia" or the "Company") today announced results for the quarter ended March 31
Real Estate Transactions
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It is with heavy hearts that we announce the passing of Kevin Douglas Profitt
His warmth and humor touched the lives of all who knew him
and his legacy will forever be etched in the hearts of his family and friends
Kevin dedicated over 37 years of his life to Minco Tool and Mold
His commitment to his craft and his co-workers exemplified his strong work ethic and dedication
embracing the excitement of NASCAR and Grand Prix events
enjoying the power of nature as it unfolded before his eyes
who graduated from Xenia High School in the Class of 1988
while attending Green County Vocational School
He was not only a lifelong learner but also possessed an insatiable thirst for knowledge that inspired those around him
whose love was the bedrock of his happiness
Allison (Shane) Ryan and Kaitlyn (Dan) Profitt
along with his adoring grandchildren—Lydia
and Amelia—were the highlights of his life
Kevin relished every moment spent with his grandbabies
and memories that will be treasured forever
provided the foundation of his caring nature
shared a bond that stayed strong throughout their lives
Kevin's personality was that of someone who was goofy and fun-loving
never meeting a stranger and always greeting others with a smile that could light up any room
He made a lasting impression on everyone he encountered
bringing joy and kindness to both family gatherings and shared moments with friends
Kevin was also a member of the Moose Lodge of Fairborn
where he cultivated meaningful connections within the community
Kevin is preceded in death by his step-father
Kevin’s Visitation will be held on Saturday
followed by a Memorial Service starting at 5:00 PM
To view the Livestream of the Memorial Service, please click HERE.
and his memories will bring comfort until we meet again
Donations may be made in his memory to either the Golden Retriever Foundation
To share a memory of Kevin or to leave a special message for his family
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Pamela Perkins of Xenia; one son and daughter-in-law
Brett (Jeannine) Perkins of Centerville; two grandchildren
Zachary (Mae) Perkins of Bellbrook; Ashley (Jon) Ocampo of Kettering; great-grandson Akari Ocampo; and sister
Linda worked as a Reading Aide for Greenview Schools
worked 25 years as the Office Manager of Singer’s of Xenia and worked 10 years for the Greene County Auditor
Memorial Services will be held at Newcomer Funeral Home (3380 Dayton-Xenia Rd.
The family will receive friends and family from 10:00am until 11:00am
The interment will follow at Woodlawn Cemetery in Bowersville
A traditional procession is not possible due to the long route to the cemetery
The family wishes to thank all staff at Oak Creek Terrace for providing excellent care for Linda in her final days
Donations may be made to the Xenia Fish Pantry, click HERE to donate
To view a livestream of Linda's service please click here
To share a memory of Linda or leave a special message for her family
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Xenia Hotels & Resorts, Inc. (NYSE:XHR) Q1 2025 Earnings Call Transcript May 2
and welcome to the Xenia Hotels & Resorts
and I will be coordinating your call today
[Operator Instructions] I would now like to hand you over to Aldo Martinez
Carla and welcome to Xenia Hotels & Resorts first quarter 2025 earnings call and webcast
our Chair and Chief Executive Officer; Barry Bloom
our President and Chief Operating Officer; and Atish Shah
our Executive Vice President and Chief Financial Officer
Marcel will begin with a discussion on our performance and recent transactions
Barry will follow with more details on operating trends and capital expenditure projects
And Atish will conclude today’s remarks on our balance sheet and outlook
let me remind everyone that certain statements made on this call are not historical facts and are considered forward-looking statements
These statements are subject to numerous risks and uncertainties as described in our annual report on Form 10-K and other SEC filings
which could cause our actual results to differ materially from those expressed in or implied by our comments
Forward-looking statements in the earnings release that we issued this morning along with the comments on this call are made only as of today
and we undertake no obligation to publicly update any of these forward-looking statements as actual events unfold
You can find a reconciliation of non-GAAP financial measures to net income and definitions of certain items referred to in our remarks in our first quarter earnings release
which is available on the Investor Relations’ section of our website
The property-level information we’ll be speaking about today is on a same-property basis for all 31 hotels unless specified otherwise
An archive of this call will be available on our website for 90 days
I will now turn it over to Marcel to get started
Marcel Verbaas: Thanks Aldo and good afternoon everyone
We are pleased with our first quarter results
adjusted EBITDAre of $72.9 million and adjusted FFO per share of $0.51
RevPAR grew by 6.3% as compared to the first quarter of 2024
which exceeded our expectations and led to nearly 12% growth in adjusted EBITDAre and nearly 16% growth in adjusted FFO per share
First quarter same-property RevPAR for our 31-hotel portfolio was $188.73
with occupancy increasing by 180 basis points and ADR increasing by 3.6% compared to the same period last year
The initial ramp-up at Grand Hyatt Scottdale after the substantial completion of its transformative renovation was a significant driver of this strong performance
the portfolio also benefited from meaningful RevPAR growth in a number of our other markets
with one-third of our assets achieving double-digit percentage RevPAR growth and several others achieving high single-digit percentage RevPAR growth
There were several puts and takes that impacted our portfolio during the quarter
and New Orleans markets benefited from the Presidential inauguration and the Super Bowl in January and February
March results were aided by the shift in the timing of the Easter holiday
causing softness in demand during the last week of the month last year
we also experienced a few headwinds during the first quarter
January results were negatively impacted by unusually strong winter storms in several of our Sunbelt locations
A common theme throughout the portfolio was the fact that strong group business and recovering demand from some of the largest corporate accounts drove RevPAR gains
This is a continuation of the trends we experienced in 2024 and consistent with our expectations as we started the year
We came into the year with very strong group revenue pace and this was realized in the first quarter
first quarter hotel EBITDA of $79.3 million was 10.5% above 2024 levels
and hotel EBITDA margin increased 42 basis points
We continue to be pleased with our operators’ efforts to control expenses as the impact of wage growth and other inflationary pressures continue to impact operating margins
we expressed our excitement about the substantial completion of the Grand Hyatt Scottsdale transformative renovation and up-branding
including the significantly expanded and upgraded Arizona Ballroom that opened to groups in mid-January
Customer feedback on the relaunch resort continues to be outstanding and group production has been strong
RevPAR grew by approximately 60% during the first quarter compared to same quarter last year
which was consistent with our expectations despite overall transient demand in the Phoenix
Scottsdale market being a bit softer this year
Group revenue on the books for the remainder of the year has continued to grow
with our group revenue pace for 2025 now exceeding group revenues actualized in 2019
over 80% of our expected group room revenue for the balance of the year was definite
We completed two transactions over the last two months that we believe reflect prudent capital allocation
we took advantage of a unique opportunity to acquire the fee simple interest in the land underlying our Hyatt Regency from the city of Santa Clara
we have improved our optionality and flexibility for this hotel and eliminated risk due to a potentially significant ground rent escalation in the near-term
The ground lease provides for both percentage rent tied to revenues that could increase substantially over time as well as a fair market value rent adjustment in the relatively near future
we now own fee simple interest in all but one of our hotels
and those have very limited exposure to ground lease expiration or rent escalation
avoiding a constantly and disruptive near-term renovation and further improving the quality of the portfolio
We strongly believe that existing cash flow levels were not sustainable without a significant renovation due to the deteriorating physical condition of this 56-year-old hotel
guest expectations for our luxury hotel and the upcoming closing and renovation of the Dallas Convention Center
but we expect it to negatively impact this group-focused hotel in the near and medium term
We estimate the near-term capital expenditures of approximately $80 million would have been required to maintain and improve the hotel’s competitive positioning
This extensive potential renovation would have been highly disruptive to the hotel’s operations and EBITDA and carries a significant amount of execution risk
With the amount of capital reinvestment that would have been required
the EBITDA disrupted during the renovation and the expected time it would have taken to reach stabilization post-renovation
we believe that the sale of the hotel was a superior capital allocation decision for the company
The Fairmont Dallas investment was a very successful one
We acquired the hotel for $69 million in 2011
The hotel generated strong cash flow during most of our period of ownership
which in combination with our net sale proceeds resulted in an unlevered IRR of 11.3% for this investment
considering the impact of the pandemic on cash flow in 2020 and 2021
I would like to thank our team for their hard work in getting both transactions across the finish line in a challenging market environment
Despite the heightened macroeconomic uncertainty over the past two months and the resulting concerns about consumer spending
we have not yet seen a significant impact on our portfolio of results
we estimate that our 30-hotel same-property portfolio
grew RevPAR by approximately 3.4% in April as compared to last year despite the negative impact of the Easter timing shift on the results for the month
Notwithstanding our positive year-to-date results
we have reflected the potential negative impact of this uncertain macroeconomic environment and our outlook for the remainder of the year
Atish will discuss our adjustments to full year guidance
which incorporate both the impact of our recently completed transactions as well as modestly greater downside risk to portfolio performance for the balance of the year
We have taken decisive action to reduce our capital expenditures this year in response to the headwinds created by the potential macroeconomic impact
including tariffs on goods sourced internationally
We are also reducing our G&A expenses and continue to work with our hotel operators to be even more disciplined in managing property-level expenses
we now expect to spend between $75 million and $85 million on property improvements during the year
a reduction of $25 million compared to our previous guidance
This is partially the result of avoiding capital expenditures that were planned at Fairmont Dallas in 2025
we have elected to defer and modify some projects as we further refine and analyze scope costs and ROI expectations for these potential investments
Barry will provide additional details on the $32.4 million we invested during the first quarter and the latest on projects planned for 2025
Although our portfolio is not immune to the pressures created by a potential slowdown in consumer spending and overall economic activity
we believe that we will benefit this year from the fact that all of our high-quality branded hotels and resorts are in the luxury and upper upscale segments and cater to customers that may be more resilient than those in the lower quality segments
We also believe that our geographic diversification and Sunbelt focus will once again benefit us as our exposure to inbound international demand and government business is limited
We believe that we are well positioned to weather various economic environments with a curated portfolio
strong balance sheet and experienced management team
and we continue to expect that our high-quality branded portfolio will show meaningful growth and appreciation in the years ahead
we increased our quarterly dividend by 17%
and we repurchased 2.7% of our outstanding shares during the first quarter
I will now turn the call over to Barry to provide more details on our operating results and our capital projects
our 31 same-property portfolio RevPAR was $188.73 based on occupancy of 69.3% and an average daily rate of $272.41
an increase of 6.3% as compared to the first quarter in 2024
Properties achieving double-digit RevPAR growth as compared to the first quarter of 2024 included; Grand Hyatt Scottsdale with RevPAR up 60.9%; Ritz-Carlton Pentagon City up 22.6%; Renaissance Atlanta Waverly up 21.4%; Kimpton Canary Hotel Santa Barbara up 20.4%; Loews New Orleans up 18%; Ritz-Carlton Denver up 17.2%; Kimpton Hotel Palomar Philadelphia up 15%; W Nashville up 14%; and Park Hyatt Aviara Resort and Waldorf Astoria Atlanta Buckhead each up over 12%
Growth at these properties represents a mixture of special events as in the case of Ritz-Carlton Pentagon City and Loews New Orleans and generally stronger group and corporate demand across the portfolio as the recovery continues
Strong high single-digit RevPAR growth was experienced at the Fairmont Pittsburgh
The Houston market was softer than Q1 of 2024 as a result of several winter storms which impacted travel to the region
up 2.1% to January 2024 with occupancy down 20 basis points and ADR of 2.4%
up 12.6% compared to February 2024 with occupancy up 4.9 points and ADR up 5%
up 4.5% compared to March 2024 with occupancy up 1 point and ADR up 3.2%
Group business was a standout during the quarter with both February and March group rooms revenue up over 15%
reflecting ongoing strength in group business that is expected to continue throughout the year
group room nights were up 6.6% with ADR up 4.1%
Business from the largest corporate accounts across our portfolio grew significantly during the quarter
up approximately 15% compared to the first quarter of 2024
but still remains significantly behind 2019 levels
Business levels grew significantly for each night of the week during the quarter compared to the first quarter of 2024
Occupancies grew by 2.1 points on weekdays and 1 point on weekends with ADR growth of 3.5% on weekdays and 3.4% on weekend
Leisure business during the quarter continued to vary at the large resorts across the portfolio
with significant increases in leisure business at Park Hyatt Aviara and
While leisure business at Hyatt Regency Grand Cypress was a bit softer
it was offset by a significant increase in group business
leisure business grew with Kimpton Canary Santa Barbara
Andaz Napa and Andaz Savannah experienced occupancy declines compared to the first quarter of last year
including the expansion of the Arizona Ballroom in mid-January
marked the successful completion of this project
the hotel has been incredibly well received with TripAdvisor metrics significantly outscoring the hotel’s competitive set and some of the highest internal guest satisfaction scores in the resort’s history
RevPAR performance was in line with our expectations as the hotel worked to fill anticipated gaps in group business
with transient business in a softer Scottsdale luxury market
food and beverage revenue for the quarter was nearly equal to 2019
Banquet and catering contribution was terrific with revenue per group room night up over 60% compared to 2019
reflecting the quality group business and additional meeting space
and significantly expanded pool food and beverage offerings all performed exceptionally well versus our expectations
First quarter same-property hotel EBITDA was $79.3 million
driven by a total revenue increase of 8.9% compared to the first quarter of 2024
resulting in 42 basis points of margin improvement
We continue to be pleased with the improvement in our operators’ ability to manage expenses in what continues to be a challenging operating environment as occupancy improves
food and beverage revenues increased 13.4% in the quarter as a result of approximately 14% growth in both outlets and banquets
increasing 2.5% on a per occupied room basis while F&B profit margin improved by 145 basis points
AMG and sales and marketing expenses each grew approximately 7% during the quarter as a result of the higher business levels and higher loyalty program costs
Property operations and maintenance expenses grew by 5.8% due primarily to higher labor costs
while energy expenses across the portfolio grew at just 1.6% due to success from our significant infrastructure investments and despite significant winter storms in the Sunbelt
we invested $32.4 million in portfolio improvements
which included CapEx related to the substantial completion of the transformative renovation and up-branding of the Grand Hyatt Scottsdale
we completed the expansion of the Arizona Ballroom and the renovation of certain premium suites and casitas at Grand Hyatt Scottsdale
are expected to be completed by the end of this summer
We are continuing with the process of reevaluating all of the capital projects initially planned for 2025 in light of tariffs
which may have a significant impact on the cost of goods purchased from sources outside of the United States
we’ve already taken decisive action on some previously planned projects
which include deferring the guestroom renovation at Andaz Napa and Ritz-Carlton Denver planned to begin in the fourth quarter of 2025
We plan to continue to select upgrades to guestrooms and public areas at a number of properties
These projects will be performed based on hotel seasonality and expected to result in minimal disruption
we expect to perform infrastructure and facade upgrades at approximately eight hotels throughout the remainder of this year
As a result of the sale of Fairmont Dallas
we’ve reduced our budget for infrastructure projects for this year
We have an appealing mix of debt and a good maturity profile
our debt is about three quarters fixed and one quarter floating rate
which is an appropriate balance based on our portfolio and strategy as well as the potential for lower interest rates in the future
We have no significant debt maturities until late 2028
with only one property-level mortgage maturing in each of 2026 and 2027
these two mortgage loans represent about 10% of our overall debt
At quarter end and pro forma for the sale of Fairmont Dallas
our leverage ratio was 5.4 times trailing 12-month net debt to EBITDA
our long-term leverage target is a net debt-to-EBITDA ratio in the low 3 to low 4 times range
reflecting both a $500 million undrawn line of credit as well as proceeds received from the sale of Fairmont Dallas last month
we repurchased about $36 million of stock at an average price of $13.09
This activity retired a meaningful 2.7% of our outstanding shares as of year-end 2024
We continue to evaluate share buybacks relative to other uses of capital
we upped our quarterly dividend by approximately 17% to $0.14 per share
Our yield is nearly 5% on an annualized basis
assuming this level of dividend is maintained
Turning next to our current 2025 guidance that we issued this morning
We have lowered our expectations for full year RevPAR growth by approximately 50 basis points at the midpoint
While the top end of our guidance range is unchanged
the bottom end was lowered by 100 basis points
This wider range reflects an increased level of macroeconomic uncertainty since we first provided guidance for 2025
Our midpoint of 4.5% RevPAR growth is driven by Grand Hyatt Scottsdale
which reflects two-thirds of our expected growth or 3% out of 4.5%
This 300 basis point boost is consistent with what we’ve indicated a couple of months ago
Our forecasted full year RevPAR growth for the rest of the portfolio has moderated from up 2% to up 1.5% at the midpoint
our implied RevPAR growth guidance for the balance of the year is approximately 1% to 7% or approximately 3.75% at the midpoint
this reflects a wide range of outcomes possible
given policy and other impacts to economic growth
We continue to believe that RevPAR growth will be driven more by occupancy than rate this year
50 basis points in lower RevPAR translates to approximately $3 million of lower expected EBITDA
This change is partially offset by $1 million in lower expected cash G&A expense for the full year to net $2 million in lower full year EBITDA
the transactions we completed in March and April further reduced EBITDA by a net $4 million
the cut to prior adjusted EBITDAre guidance is approximately $6 million at the midpoint
As to adjusted EBITDAre weighting by quarter
the weighting in the first quarter was nearly 30% of the full year
The second quarter is expected to be just under 30%
The third quarter is expected to be just under 20%
and the fourth quarter is expected to be approximately 25%
We currently expect hotel EBITDA margin to increase 50 basis points for the balance of the year
This compares to our prior expectations of flat margin for the full year
The main driver of our improved margin outlook is better expense management as we and our operators focus on the parts of the business that we can control
the sale of Fairmont Dallas also helps our balance of the year margin outlook
Turning ahead to group room revenue pace for our 30 hotels
Our group pace continues to be healthy and a bright spot
group pace for the balance of the year is up approximately 22%
Narrowing further if we look at just the second half
first quarter group room revenue production
and again these numbers exclude Scottsdale
for the balance of the year is up 15% from the first quarter of last year
This gain comes despite less availability remaining this year versus last year
given our already higher group pace going into this year
We have not seen any pickup in cancellations or any outsized group attrition to-date
As to the other components of our outlook
we expect slightly higher interest expense and slightly lower income tax expense
our adjusted FFO per diluted share forecast is down about 1% at the midpoint or $0.02
This change is driven by the impact of transactions and lower revenue expectations offset by recent share repurchase activity
We expect adjusted FFO per diluted share of $1.62 or slightly ahead of last year
We continue to believe in the strong merits of our top quality portfolio that is diversified across the best brands
desirable locations and multiple demand drivers
We view our balance sheet strength as an advantage
we expect to be opportunistic in the years ahead in order to create long-term shareholder value
And we look forward to many years of growth ahead as the supply-demand balance shifts to better benefit owners of high-end lodging real estate
we will turn the call back over to Carla to begin our question-and-answer session
We will now begin the question-and-answer session
[Operator Instructions] And our first question comes from Austin Wurschmidt with KeyBanc Capital
have group booking trends evolved in response to the current uncertainty
Have you seen any increase in cancellations or are groups in more of a wait-and-see mode right now
production in the first quarter was quite healthy and positive relative to the first quarter of last year
and that’s for the balance of this year compared to the balance of 2024
we feel good about kind of the production and the latest numbers we have on production
Really nothing to reflect any slowdown on the group side
But we’re obviously watching that very
and we’ll continue to do so in the weeks ahead
And have you seen any meaningful impact from lower international inbound travel thus far
And which of your markets are most exposed to international inbound
given the locations where we have our properties
we’re not very dependent on international visitation
especially at the beginning of the year when a lot of Canadian visitors generally go to those markets
We have seen a little bit of softening on the leisure side for sure
And we’ve talked before in prior quarters about Orlando a little bit
and we also think it’s more of a phenomenon as far as the Epic Universe Park opening up soon
that people were probably kind of delaying some leisure trips down here
both the ones that we have in Orlando and in Phoenix
actually don’t do a lot of international business
you’ll see some of that ripple effect
a very small percentage of our business that comes from international visitation
so we haven’t seen any kind of meaningful impact there
Operator: And the next question comes from Michael Bellisario with Baird
Maybe could you give us some background on the process
I assume that means either renovate or sell or maybe there’s a third option in there
Maybe just help us think about how you’re evaluating that decision now
And what would push you one way or the other
we essentially bought it from the city of Santa Clara
it’s a situation where we kind of had a unique opportunity to buy it because the city had decided to market the parcel essentially
given some of the things I talked about as far as both future rent escalations and then
fair market value adjustments that was going to happen
this ground lease was potentially going to be much more expensive for us in the future
you’re dealing with a municipal entity
It’s not something that happens in 1 night
It’s actually something that took a long time to kind of come to fruition and to finally close as we did in March
it’s not just a matter of kind of looking at what the current going-in cap rate of that is
It’s really looking at eliminating that risk on the rent escalation and eliminating the potential expiration risk
the reason why we say it creates additional optionality
the reality is just that an asset is much more valuable as a fee simple asset than if it was a ground — an asset that’s subject to a ground lease that could have some major escalations in its rent
it just creates more long-term optionality for us
I wouldn’t say that don’t read into that
that there is anything short-term that we’re necessarily doing there
We’re doing some relatively minor upgrades to the rooms that Barry was talking about
there’s really nothing there to think about
It’s more about kind of that long-term optionality and just increasing the value of the asset
maybe just on the couple of projects that you’re deferring or pushing out
is the plan to reevaluate that later this year and do those next year
And then how do you think about weighing sort of the impact on returns and relative RevPAR index of those properties by deciding not to spend the CapEx or the relative positioning within the respective markets
It’s going to be a continual evaluation process for us
we have our own in-house project management team
and so we feel like we have very good information based on whatever is going on at the current moment
when we were kind of in a position to launch those projects to execute this year
we were in a position where once we were uncertain not only which products but at what tariff levels we might need to pay
based on the analysis of the condition of those assets and how — and whether we could defer
I think we certainly took that into account
But I think we felt like there was a lot of risk in moving ahead with those projects right now with tariff levels at a level that we thought would make the projects perhaps uneconomic
make a onetime decision for something that we don’t know will be necessarily a permanent part of the decision-making process
we were evaluating it literally every couple of weeks
We’re taking a look at where we are and when it might make sense to move forward with those projects
keeping in mind that each of those assets has some unique seasonality
and there are relatively tight windows in which we would want to do a renovation of the full guestroom
Operator: [Operator Instructions] The next question comes from Ari Klein with BMO Capital Markets
Can you maybe give a little bit of color on what you’re seeing more recently from a leisure standpoint and any behavioral changes that you’re seeing
And then what’s implied for the leisure segment within the full year guide
I named some properties that are doing well and some properties that maybe aren’t doing so well in terms of recapturing leisure
it varies a lot by competitive positioning kind of lineage market
we’re not seeing a significant cross-portfolio trend in leisure
Either in the more leisure-oriented properties
which are generally those smaller assets that have done historically drive-thru [ph] business nor are we seeing particular patterns in the larger hotels where — that are maybe more commercial during the week but do more leisure business on the weekends
It’s been very hard to discern any trend and it’s really been on a property-by-property
Atish Shah: And I’d just add on to the second part of your question as to guidance and what we’ve thought about leisure sort of for the balance of the year is a slight decline
low single digit kind of percentage decline in RevPAR at our leisure assets overall
we talked about 3.75% for the balance of the year
And I would say group would be the highest contributor to that RevPAR growth
followed by business transient and leisure kind of lagging
that’s kind of how we shake out based on demand driver
Anything you can share on 2026 and what that’s beginning to look like
And then maybe more specifically in Scottsdale
how are group bookings shaping up there for future years
Barry Bloom: I think really too early to probably talk about 2026
we don’t do — on a relative basis
a huge amount of convention center-driven business
it’s about the shorter term corporate and shorter term association business is really the core of our portfolio
What I can tell you is that we — I think we’ve — given the success we’ve had in booking 2025
the sales teams are very focused on 2026 and not that they aren’t always focused on all future dates
but because 2025 is still relatively booked across the portfolio
we’re seeing a lot of focus and attention and a lot of opportunities earlier for 2026 than we otherwise have seen in prior years in terms of filling the books for 2026
production there continues to be quite strong
group rate is up significantly relative to where it was in 2019
Our production level in the first quarter relative to what we produced in 2019
up significantly from a rate and volume perspective
Marcel talked about our overall business being
I think we feel really good about group and kind of our — and how it fits with the overall thesis around delivering in the EBITDA in the low $20 million range for this year at that asset
Operator: Our next question comes from Jack Armstrong with Wells Fargo
What are you seeing in terms of mix shift in your group business
A lot of your peers have pointed to the government business falling off pretty sharply in March before kind of getting to a stabilized level in April and then a broader shift towards association business throughout the portfolio
Are you seeing similar trends in your portfolio or things played out differently for you guys
Our portfolio from a group perspective is built a little bit differently than some of the peers
we have relatively lower — relatively less citywide business
And so most of our business is concentrated in corporate group
we’re — I think we’re — some of why we continue — while we may not have seen what some of the peers have seen in terms of booked business into 2025 or businesses booked — still booking to 2025 moderating
we continue to see strong lead volume and building funnels in the corporate and association business for 2025
The one piece that we are seeing in corporate
There’s been a little bit slower transaction time as it’s taken the corporate groups that the hotels are pursuing a little bit longer to approve and get through their systems in terms of approval and actual contract signing
And then just jumping back to capital projects
I know you talked about seasonality at these hotels and the decision to defer
Would it be fair to assume that these projects are going to get done in 2026 if we end up in a more normal macro environment by the end of the year and the relative disruption would be a little bit higher in 2026
it’s relatively likely that we’ll pump by about a year and then do them kind of towards the end of next year
But it is going to really be dependent on the things we talked about as far as really potentially adjusting some of the scopes in these projects
there’ll be some more certainty over the next few months as far as where tariffs ultimately will settle out
and that might drive some decisions as far as where you’re sourcing some materials and what the impact on the cost would be and how you kind of reevaluate again the scope and what you do exactly to still make it make sense from an ROI perspective
Another aspect of that is obviously that there is a lot of uncertainty on the macroeconomic side
it really depends on kind of what happens a little bit deeper into the year or two as far as what we’re seeing kind of throughout the portfolio and in those markets specifically
And we’ll continue to kind of evaluate the ROI on those projects to make sure that we still believe that next year might be the right time to actually do those projects
the only thing I’d add is with regard to disruption
I mean those projects that we’ve decided to postpone were not going to be highly disruptive this year
if we did those start those projects at the end of next year
And the other piece is obviously selling Fairmont Dallas
we would have a large-scale renovation to do at some point in the near future
that minimizes overall disruption significantly over the next few years relative to having continued to own that property
Marcel Verbaas: And that was clearly was Barry’s point as far as the seasonality on those assets is that whether we do it this year or we do it next year
If you kind of do it in that same time frame
no matter what kind of deals or overall market conditions are
even if the market conditions are stronger
we’re still doing it at a time that historically
and we’ve owned these assets for a pretty long time at this point so we have a very good sense of what the right time frames are to do these type of projects where we’re really going to very much limited disruption
then we’re still not viewing it as disruptive to the guest experience or EBITDA
And what portion of that $25 million reduction in CapEx guidance is related to the Fairmont
Marcel Verbaas: It’s a little north of $10 million
There was a good amount of infrastructure work that was planned for the property in the event that we weren’t going to be selling this asset this year
this is a project that we’ve been working on for a while and did a lot of analysis really over the last couple of years as far as what would be the appropriate level of renovation to potentially do at this asset versus a potential sale
we obviously decided to go down the path of potential sale process
and we’re very pleased with how that played out and being able to get the value that we did for the asset
it became a very clear capital allocation decision to say
let’s sell the asset as opposed to doing these really highly disruptive renovations
we obviously had to plan for potentially doing work there this year that will have to be done regardless of whether you were doing a significant renovation or not
there was a good amount of infrastructure work that was going to have to happen there
And we obviously were able to avoid that now by doing this sale as well
Operator: [Operator Instructions] And as we currently have no further questions in the queue
I know it’s been a busy few days with lodging companies reporting
We were glad to be able to do this update today
I think we’re well-positioned for the remainder of this year no matter what economic circumstances we’ll be dealing with and we look forward to seeing many of you over the next few months
Q1 2025NYSE:XHRMSN NewsEarnings Call Transcript
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Hivling street was filled with officers after reports of a shooting that injured two teens and one child
please come on!,” said the woman who made the 911 call
That call came in just a little bit after 6:00 p.m
Police said officers arrived and found a 12-year-old girl
a 16-year-old boy and an 18-year-old-boy suffering from gunshot wounds
We now know the Greene County Prosecutor’s Office has approved a probable cause warrant for the 18-year-old boy
He's now charged with 12 felony counts including attempted aggravated murder
Kysha Hancock caught up with the father of the two children shot
plus a family friend who was there when the shooting happened
They both told her this situation is hard to process and they’re still in shock
"When I get to the house I see one man laying on the ground and I see a bunch of cops everywhere...next thing you know they're stopping me and telling me if I go any further that I'm gonna be prosecuted because it was a crime scene," said the children's father
He was dropping off his other two children at a friends' house when he received that devastating call on his way home
The family friend who was witnessed the shooting says the tragedy is now a blur
but he remembers looking out the window and seeing people walk up to the house unexpectedly
they entered the house and he saw the 12-year-old child get shot twice
it's a blur pretty much...they ended up down the hallway leaving the house and then they turned around and opened fire
I jumped out the window and my next recollection was me at my dad's house," said the family friend
This father and family friend said all they want is justice and for every suspect to be arrested and prosecuted
Gearheart was one of the people hurt in the shooting
He's now in the hospital - but after he’s released
he’ll be held in the Greene county jail on a 1 million dollar bond
he will be arraigned in xenia municipal court at a later date
This is an ongoing investigation and the xenia police division says more charges could come
if you'd like to support the family of the victims, a GoFundMe has been set up to help the children's mother care for them and pay bills during this difficult time
1946 to the late Lester and Bertha Rohrer (Cavender).
Connie is preceded in death by her daughter
Ryan (Paula) Tuck and Andrew (Danelle) Tuck; son-in-law
Abigail Tuck and Alison Tuck; great-grandchildren
Kylie Griffith and Nash Peretzky; as well as several cousins and special friends.
Connie retired as City Manager Secretary for the City of Xenia in 2012
She held multiple positions throughout her career at Antioch Publishing Company in Yellow Springs and the City of Xenia.
she enjoyed crocheting and cross-stitching
watching the Bengals and spending time with her family
She was very witty and could make anyone laugh or smile.
Connie was a great friend and neighbor to many
Lilli and was an avid collector of decorative elephants
Connie had a huge heart and will be greatly missed
Visitation will be held from 4:00pm-6:00pm on Thursday
2025 at Newcomer Funeral Home (3380 Dayton-Xenia Rd.
where a memorial service will be held at 6:00pm
To share a memory of Connie or leave a special message for her family
Xenia Hotels & Resorts Inc (XHR, Financial) released its 8-K filing on May 2
reporting robust financial results for the first quarter ending March 31
a real estate investment trust specializing in premium full-service
and urban upscale hotels across the United States
demonstrated significant growth in key financial metrics
Xenia Hotels & Resorts Inc is a prominent player in the real estate investment trust (REIT) sector
The company's portfolio includes properties operated by renowned brands such as Marriott
Xenia reported a net income attributable to common stockholders of $15.6 million
significantly exceeding the analyst estimate of $0.05 per share
The company's total revenue reached $288.93 million
This performance underscores Xenia's ability to capitalize on its strategic investments and operational efficiencies
Adjusted EBITDAre increased by 11.8% year-over-year to $72.9 million
while Adjusted FFO per diluted share rose by 15.9% to $0.51
These metrics highlight the company's strong operational performance and effective cost management
crucial for sustaining growth in the competitive REIT industry
Xenia's same-property occupancy improved to 69.3%
up 180 basis points from the previous year
with an average daily rate (ADR) of $272.41
The same-property RevPAR climbed by 6.3% to $188.73
indicating robust demand and pricing power across its portfolio
Xenia acquired the fee simple interest in the land underlying Hyatt Regency Santa Clara for $25 million
enhancing its portfolio's flexibility and reducing future lease-related expenses
the company sold Fairmont Dallas for $111 million
achieving an unlevered IRR of 11.3% during its ownership period
Xenia maintained a strong balance sheet with total outstanding debt of approximately $1.4 billion and a weighted-average interest rate of 5.67%
The company held $113 million in cash and cash equivalents
with full availability on its $500 million revolving line of credit
resulting in total liquidity of approximately $613 million
Xenia Hotels & Resorts Inc's first-quarter results demonstrate its resilience and strategic acumen in navigating the dynamic hospitality market
The company's ability to exceed analyst estimates and execute strategic transactions positions it well for continued growth and value creation for shareholders
Explore the complete 8-K earnings release (here) from Xenia Hotels & Resorts Inc for further details
XHRXenia Hotels & Resorts
a leading hospitality REIT specializing in premium full-service
has released its Form 10-Q report for the first quarter of 2025
The report highlights the company's financial and operational performance
showcasing significant growth in key metrics and strong market demand across its portfolio
increased by 8.0% compared to the same period in 2024
driven by increases in occupancy and average daily rate
reflecting an improvement from the previous year due to higher hotel operating income and reduced general and administrative expenses
attributed to higher hotel operating income and reduced general and administrative expenses
Revenue Segments: The company's revenue is primarily derived from hotel operations
The revenue breakdown for the three months ended March 31
shows significant contributions from rooms ($159.9 million)
Geographical Performance: The company experienced notable revenue contributions from key markets such as Orlando
TX ($30.6 million) for the three months ended March 31
These regions were among the top performers
Sales Units: The company reported an increase in the number of rooms
with five newly created rooms added at the Grand Hyatt Scottsdale Resort in February 2025
bringing the total number of rooms to 9,413 as of March 31
Operational Performance: The company's total portfolio RevPAR increased by 6.7% to $188.73 for the three months ended March 31
This growth was driven by increases in occupancy and average daily rate
as well as reduced disruption from renovations
Future Outlook: Management anticipates continued growth in demand across its portfolio
with a focus on maintaining a balanced mix of leisure
The company is also monitoring macroeconomic factors such as inflation and interest rates
SEC Filing: Xenia Hotels & Resorts, Inc. [ XHR ] - 10-Q - May. 02, 2025
Copyright © 2025 FactSet Research Systems Inc.© 2025 TradingView
(XHR) reported robust financial results for the first quarter of 2025
marking an 82.6% increase compared to the previous year
Adjusted EBITDAre rose 11.8% to $72.9 million
while Adjusted FFO per share increased by 15.9% to $0.51
This strong performance was driven by a 6.3% growth in Same-Property RevPAR
supported by a 180-basis point occupancy increase to 69.3% and a 3.6% rise in average daily rate (ADR) to $272.41
In a strategic move to optimize its portfolio
XHR acquired the fee simple interest in the land underlying the Hyatt Regency Santa Clara for $25 million
and divested the Fairmont Dallas for $111 million
avoiding an estimated $80 million in near-term capital expenditures
Reflecting confidence in its financial health
the company increased its quarterly dividend by 17% to $0.14 per share
XHR repurchased 2.7 million shares at an average price of $13.09
Despite the positive first-quarter performance
XHR has revised its full-year 2025 guidance downward due to macroeconomic uncertainties
The company now forecasts Same-Property RevPAR growth in the range of 2.50% to 6.50%
XHR maintains a strong liquidity position with $1.4 billion in debt and $613 million in available liquidity
comprising $113 million in cash and $500 million available on its credit line
Xenia continues to demonstrate resilience with strategic initiative execution and financial discipline amidst a challenging economic landscape
Revenue estimates for Xenia Hotels & Resorts Inc (XHR) have declined from $1.09 billion to $1.06 billion for the full year 2025 and from $1.13 billion to $1.10 billion for 2026 over the past 90 days
Earnings estimates have decreased from $0.35 per share to $0.12 per share for the full year 2025 and from $0.42 per share to $0.17 per share for 2026 over the past 90 days
Xenia Hotels & Resorts Inc's (XHR) actual revenue was $261.85 million
which missed analysts' revenue expectations of $263.55 million by -0.64%
Xenia Hotels & Resorts Inc's (XHR) actual earnings were $-0.01 per share
which missed analysts' earnings expectations of $0.02 per share by -150%
Xenia Hotels & Resorts Inc (XHR) was down by -6.38% in one day
Based on the one-year price targets offered by 6 analysts
the average target price for Xenia Hotels & Resorts Inc (XHR) is $12.50 with a high estimate of $16.00 and a low estimate of $9.00
The average target implies an upside of 17.04% from the current price of $10.68
Based on GuruFocus estimates, the estimated GF Value for Xenia Hotels & Resorts Inc (XHR, Financial) in one year is $15.80
suggesting an upside of 47.94% from the current price of $10.68
Based on the consensus recommendation from 7 brokerage firms, Xenia Hotels & Resorts Inc's (XHR, Financial) average brokerage recommendation is currently 2.4
indicating an "Outperform" status
is designed to provide general insights and is not tailored financial advice
Our commentary is rooted in historical data and analyst projections
and is not intended to serve as specific investment guidance
It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances
Be aware that our analysis might not incorporate the most recent
price-sensitive company announcements or qualitative information
GuruFocus holds no position in the stocks mentioned herein
The Greene County Prosecutor's Office approved a probable warrant for Braylen Gearheart
the 18-year-old involved in the shooting that took place Friday on Hivling Street in Xenia
The warrant charges Gearheart with the following:
Gearheart was hurt during the incident and he is currently hospitalized
he will be held in the Greene County Jail on a $1,000,000,000 bond
He will be arraigned in the Xenia Municipal Court at a later date
This is still an ongoing investigation and charges against other people involved could be coming soon
we'll be sure to bring you the latest updates on-air and online
Ohio (WKEF) -- Two teens and a child have been reported as victims in the shooting on Hivling Street
officers responded to the 130 block of Hivling Street at approximately 6:15 p.m
on Friday after receiving a 911 call from a mother saying she and her son were shot
Police say that when officers arrived at the scene
they found three people suffering from gunshot wounds: a 12-year-old girl
and the responding officers continued treating them until Xenia Fire Division paramedics arrived
All three victims were taken to nearby hospitals
it is believed that the victims knew each other
the roles each played in the incident remain unclear
Police also said that they believe that all parties that were involved in the shooting have been identified
The Xenia Police Department asks that if anyone has any information about the matter to please contact the Xenia Police Division Criminal Investigation Section at 937-376-7206 or leave a voicemail at the Xenia Police Tip line at 937-347–1623
Dayton 24/7 Now crews will keep this story updated
Greene County Dispatch has confirmed a police presence on Hivling Street
Dayton 24/7 Now has a team on the way to the scene; check back for updates
ORLANDO, Fla., Feb. 25, 2025 /PRNewswire/ -- Xenia Hotels & Resorts, Inc. (NYSE: XHR) ("Xenia" or the "Company") today announced results for the quarter and year ended December 31
"We are pleased to have finished a challenging 2024 with positive momentum in the fourth quarter
both from a portfolio performance perspective and through the completion of the significant capital improvement projects that weighed on our portfolio results during the year," said Marcel Verbaas
"Same-Property RevPAR came in 5.1% higher than the prior year in the fourth quarter
as performance at the newly upbranded Grand Hyatt Scottsdale Resort became a tailwind for our overall portfolio RevPAR gains
while Adjusted FFO exceeded the midpoint of the guidance range we provided last quarter
We are encouraged by double-digit RevPAR growth in a variety of our markets in the fourth quarter
indicating strength in diverse markets from a demand segmentation perspective
achieved a RevPAR increase of 3.4% which was driven by solid occupancy gains throughout the year
mainly as a result of strength in the group and business transient segments
In addition to significant RevPAR growth at our recently renovated properties in Salt Lake City
were relative outperformers during the year."
"We are thrilled to have substantially completed the transformative renovation and upbranding of Grand Hyatt Scottsdale
with just some minor components remaining to be finished in 2025
The opening of the expanded Arizona Ballroom in early January was another significant milestone and the reception to this phenomenal facility has been extremely positive," continued Mr
"With the resort now fully operational and ramping up
we are entering the next phase during which we expect this strategic investment to deliver meaningful returns
and we are confident that this property will drive strong cash flow through stabilization and into the future."
"We are proud of all the hard work that was done in the last year
not only across our portfolio of hotels and resorts
but also on our financing and capital markets activities
We addressed all near term debt maturities and have further strengthened our balance sheet
positioning us to capitalize on strategic opportunities in the years ahead," said Mr
we are optimistic about our growth prospects
despite continued uncertainty in the overall economic climate
We estimate that Same-Property RevPAR for the first quarter through February 20th grew 7.3% versus the comparable period in 2024
These early results give us confidence that
with both the benefit of Grand Hyatt Scottsdale and strong group revenue pace across our high quality portfolio
Xenia is positioned for meaningful RevPAR growth in 2025."
Net income (loss) attributable to common stockholders
$ (638)
$ 7,599
Net income (loss) per share available to common stockholders - basic and diluted
$ (0.01)
$ 0.07
250 bps
$ 257.52
$ 255.01
$ 165.92
$ 157.92
$ 62,932
$ 63,341
(120) bps
$ 157.69
$ 59,164
$ 59,442
$ 40,030
$ 44,045
$ 0.39
$ 0.41
"Same-Property" includes all hotels owned as of December 31
2024 and also includes renovation disruption for multiple capital projects during the periods presented
One room was added at Grand Bohemian Hotel Orlando
$ 16,143
$ 19,142
$ 0.15
$ 0.17
230 bps
$ 255.72
$ 260.74
$ 172.47
$ 169.74
$ 255,415
$ 270,205
(189) bps
$ 172.36
$ 169.46
$ 237,123
$ 251,740
$ 165,342
$ 170,211
$ 1.59
$ 1.54
the Company had total outstanding debt of approximately $1.3 billion with a weighted-average interest rate of 5.54%
The Company had approximately $78 million of cash and cash equivalents
an unfunded $100 million delayed draw term loan commitment
and $490 million of availability on its revolving line of credit
resulting in total liquidity of approximately $668 million as of December 31
the Company held approximately $65 million of restricted cash and escrows at the end of the fourth quarter
the Company upsized and extended its corporate credit facility
The amended credit facility is comprised of a $500 million revolving line of credit and a $325 million term loan (of which
$225 million was outstanding as of December 31
The sizing of the revolving line of credit and term loan represent a $50 million and a $100 million increase to prior levels
The amended credit facility matures in November 2028 and can be extended to November 2029
the Company elected to draw the remaining $100 million term loan commitment with a portion of the proceeds directed to repay the then outstanding balance on the revolving line of credit and the remainder held on the Company's balance sheet
the Company issued $400 million of 6.625% Senior Notes maturing in May 2030
proceeds from the new issuance were used to repay the then outstanding 6.375% Senior Notes due August 2025 enabling the Company to address substantially all of its near-term debt maturities
the Company repurchased 515,876 shares of common stock at a weighted-average price of $14.83 per share for a total consideration of approximately $7.6 million
the Company repurchased 1,130,846 shares of common stock at a weighted-average price of $14.02 per share for a total consideration of approximately $15.8 million
The Company currently has $117.9 million in capacity remaining under its repurchase authorization
The Company did not issue any shares of its common stock through its At-The-Market ("ATM") program in the quarter and had $200 million of remaining availability as of December 31
The Company's Board of Directors has increased the quarterly cash dividend by approximately 17% to $0.14 per share of the Company's common stock for the first quarter of 2025
2025 to all holders of record of the Company's common stock as of the close of business on March 31
all future dividend determinations are subject to approval by the Company's Board of Directors
The Company has completed all major components of the transformative renovation of the former Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch
2024 the property was upbranded to Grand Hyatt Scottsdale Resort
The components of the transformative renovation and their respective completion dates were as follows:
During the quarter and year ended December 31
the Company invested $24.4 million and $140.6 million in portfolio improvements
significant projects in the Company's portfolio included:
The Company also made select upgrades to guestrooms at Hyatt Regency Santa Clara
and Renaissance Atlanta Waverly Hotel & Convention Center
These projects will continue at these properties into 2025
the Company made progress on several significant infrastructure upgrades at Andaz San Diego
Renaissance Atlanta Waverly Hotel & Convention Center
The Company has planned renovations for 2025 that include:
The Company will incorporate select upgrades to guestrooms and public areas at a number of properties
The Company is providing its full year 2025 outlook
this guidance assumes no additional acquisitions
The Same-Property (31 Hotel) RevPAR change shown includes all hotels owned as of February 25
Full year 2025 guidance is inclusive of the following assumptions:
Please refer to the Company's Supplemental Financial Information package for the Fourth Quarter 2024 available online though the Press Release section of the Company's Investor Relations website for additional financial information
The Company will conduct its quarterly conference call on Tuesday, February 25, 2025 at 11:00 AM Eastern Time. To participate in the conference call, please dial (833) 470-1428, access code 605915. Additionally, a live webcast of the conference call will be available through the Company's website, www.xeniareit.com
statements about our performance relative to the industry and/or our peers
and the timing of renovations and capital expenditures projects
as well as costs related to construction and other capital expenditures
including environmental contamination and costs of complying with the Americans with Disabilities Act and similar laws; (ix) interest rate increases; (x) ability to successfully negotiate amendments and covenant waivers with its unsecured and secured indebtedness; (xi) the Company's ability to comply with covenants
For additional information or to receive press releases via email
please visit our website at www.xeniareit.com
$ 455,907
$ 460,307
$ 3,644,792
$ 3,558,018
$ 2,590,821
$ 2,594,966
$ 2,831,616
$ 2,902,227
$ 1,334,703
$ 1,394,906
$ 1,551,283
$ 1,584,730
101,310,135 and 102,372,589 shares issued and outstanding as of December 31
$ 1,013
$ 1,024
$ 1,243,103
$ 1,290,992
$ 1,280,333
$ 1,317,497
Consolidated Statements of Operations and Comprehensive Income (Loss)
For the Three Months and Years Ended December 31
$ 143,610
$ 138,023
$ 597,097
$ 588,278
$ 261,849
$ 253,380
$ 1,039,047
$ 185,887
$ 178,198
$ 730,414
$ 703,770
$ 240,457
$ 232,515
$ 952,212
$ 927,831
$ 21,392
$ 20,865
$ 86,835
$ 97,612
$ (490)
$ 3,859
$ 13,130
$ 21,321
$ (777)
$ 7,794
$ 16,870
$ 19,874
Net (income) loss attributable to non-controlling interests
$ (638)
$ 19,142
Consolidated Statements of Operations and Comprehensive Income (Loss) - Continued
Basic and diluted income (loss) per share:
$ (0.01)
$ 0.15
$ 0.17
$ 16,870
$ 19,874
Reclassification adjustment for amounts recognized in net income (loss) (interest expense)
$ (510)
$ 4,285
$ 15,306
$ 22,404
Comprehensive (income) loss attributable to non-controlling interests
Comprehensive income (loss) attributable to the Company
$ (378)
$ 4,259
$ 14,629
$ 21,581
Reconciliation of Net Income (Loss) to EBITDA
$ (777)
$ 7,794
$ 52,768
$ 56,246
$ (92)
$ (78)
$ 59,164
$ 59,442
$ 62,932
$ 63,341
the Company recorded $2.0 million of insurance proceeds in excess of recognized losses related to casualty losses at certain properties
These gains on insurance recovery are included in other income on the consolidated statements of operations and comprehensive income (loss) for the periods then ended
the Company recognized $1.2 million related to a non-recurring legal settlement
the Company recognized $0.9 million of pre-opening expenses
See the reconciliation of Total Revenues and Total Hotel Operating Expenses on a consolidated GAAP basis to Total Same-Property Revenues and Total Same-Property Hotel Operating Expenses and the calculation of Same-Property Hotel EBITDA and Hotel EBITDA Margin for the three months ended December 31
$ 16,870
$ 19,874
$ 222,761
$ 238,341
$ 221,133
$ (341)
$ (348)
$ 237,123
$ 251,740
$ 255,415
$ 270,205
the Company recorded $4.4 million and $0.5 million
the Company recognized $1.9 million of pre-opening expenses
a non-recurring $1.2 million expense related to a legal settlement and $0.5 million of repair and clean up costs related to property damage sustained at certain properties
See the reconciliation of Total Revenues and Total Hotel Operating Expenses on a consolidated GAAP basis to Total Same-Property Revenues and Total Same-Property Hotel Operating Expenses and the calculation of Same-Property Hotel EBITDA and Hotel EBITDA Margin for the years ended December 31
Reconciliation of Net Income (Loss) to FFO and Adjusted FFO
$ (777)
$ 7,794
$ 32,254
$ 39,414
$ 40,030
$ 44,045
$ 0.39
$ 0.41
$ 143,650
$ 151,549
$ 165,342
$ 170,211
$ 1.59
$ 1.54
$ 19
$ 240
$ 254
$ 152
$ 171
$ 53,306
$ 214,278
$ 235,000
$ 1,334,703
the Company successfully amended its corporate credit facility
The amended facility consists of a $500 million revolving line of credit
Pricing on the amended facility remained the same and both the line of credit and the term loans mature in November 2028
the Company elected to draw the $100 million delayed draw term loan with a portion of the proceeds directed to repay the then outstanding balance on the revolving line of credit and the remainder held on the Company's balance sheet.
$ 53,202
$ 213,991
$ 1,424,331
250 bps
230 bps
$ 257.52
$ 255.01
$ 255.72
$ 260.74
$ 165.92
$ 157.92
$ 172.47
$ 169.74
$ 37,377
$ 35,995
$ 62,932
$ 63,341
(120) bps
(189) bps
"Same-Property" includes all properties owned as of December 31
2024 and includes renovation disruption for multiple capital projects during the periods presented
The following is a reconciliation of Total Revenues and Total Hotel Operating Expenses consolidated on a GAAP basis to Total Same-Property Revenues and Total Same-Property Hotel Operating Expenses for the three months and years ended December 31
$ 261,849
$ 253,380
$ 1,039,047
$ 1,025,443
$ 251,039
$ 1,033,820
$ 1,016,133
$ 185,887
$ 178,198
$ 730,414
$ 703,770
$ 198,917
$ 187,698
$ 778,405
$ 745,928
Real Estate
Ohio and Randall (Christina) Austin of Jamestown
Alexia and Ryan; two great-grandchildren; siblings
Kenneth (Charlotte) Ayers of New Port News
Charlie graduated from Bloomingburg High School
He then went on to work as a Manufacturing Engineer for Vernay Labs for 35 years and was also owner operator of Tek Flow Enterprises
Charlie then was employed at Xenia Adult Recreations Services as the Transportation Manager upon his second retirement
Charlie enjoyed and loved reading his Bible to be in God's Word
He also coached soccer and baseball at Yellow Springs High School
Charlie was a proud and devoted member of the Xenia Church of Christ in Xenia
Public visitation will be held at Xenia Church of Christ (444 Country Club Dr
2025 from 11:00 am until 12:00 pm with funeral service starting at 12:00 pm