chatham lodging trust

da es hier zu noch keinen eintrag gibt eröffne ich einfach mal einen.
hab mir gerade mal eine kleine posi gegönnt.
ist im grunde ein unternehmen welches in hotels investiert.
fundamental stehen se gut da, mit einer soliden dividende.  

 

Hier das neuste zur Monatlichen Dividende

http://www.mydividends.de/news/...ging-trust-kuendigt-dividende-an-2/

 

Hallo ich wünsche allen Investoren ein erfolgreiches Jahr 2019 und das es Chatham auch weiterhin so gut geht wie heute)

Und wir auch in Zukunft gute Dividenden kassieren

Die Verträge mit dem Hotels laufen über 10 bis 15 Jahre somit sollten bis zu ersten Refinanzierung 2023 die Dividenden gesichert sein....

Was meint ihr ob man die Refinanzierung glaube sind ca 15 Millionen aus dem Cash macht?

 

Chatham Lodging Trust: A Trusty REIT Paying Monthly

https://seekingalpha.com/article/...-trust-trusty-reit-paying-monthly

Summary

• Fresh off of 52-week lows and yielding nearly 7.5%, Chatham Lodging Trust is a victim of market sentiment.
  
• Dividend is easily covered and has grown modestly over the years with more room to increase.
• Industry-leading EBITDA and margins along with a 94% of debt being at fixed rates provides.
  

 

frohes neues Kurt  

Hi hallo wünsche dir auch ein frohes neues Jahr

Von den 7,5% Dividendenrendite wieviel bleibt davon übrig Netto nach Abzug von steuern?

Ich fange jetzt im März mit meinen Rentensparplan auf Chatham Lodging Trust an und werde durch Regelmaßiges nachkaufen hoffentlich einen guten durchschnittspreis erzielen....

Benutz jemand ein Portfolio Performance Programm? damit möchte ich so gut es geht Nachvollziehen können wie die Nettodividendenrendite ist..  

Hi hier mal das neuste

http://www.mydividends.de/news/...t-kuendigt-monatliche-dividende-an/

Läuft alles nach Plan  

Chatham Lodging Updates RevPAR Forecast for Fourth Quarter Outperformance

https://www.bloomberg.com/press-releases/...th-quarter-outperformance

                Previous Q4 2018         Current Q4 2018
                Outlook as of 10/31/18   Outlook as of 1/10/19
Room revenue    $65.5 to $67.0 million   $69 million
RevPAR          $119-$121                $125
RevPAR growth   -1% to +1%               4%

?We significantly outperformed our RevPAR expectations since our earnings
announcement in October and produced strong fourth quarter RevPAR growth of 4
percent at our 40 comparable hotels,? highlighted Dennis Craven

Die Haben auch durch die Gasexplosition in Boston profitiert:

Demand jumped meaningfully at three of our Boston area hotels, driven by business related to
the gas explosions in the north Boston area in September that displaced many residents.

 

Chatham Lodging Trust Announces Fourth Quarter 2018 Results

https://www.bloomberg.com/press-releases/...urth-quarter-2018-results

Fourth Quarter 2018 Key Metrics

  * Portfolio Revenue per Available Room (RevPAR) - Increased 4.1 percent to
    $125, compared to the 2017 fourth quarter, for Chatham?s 40, comparable
    wholly owned hotels (excludes the Residence Inn Charleston Summerville
    which opened in August 2018 and the Courtyard Dallas Downtown which opened
    in September 2018). Average daily rate (ADR) improved 1.5 percent to $162,
    and occupancy rose 2.4 percent to 77 percent.
  * Net income (loss) - Declined $5.6 million to a loss of $(0.2) million
    compared to the 2017 fourth quarter. Net income (loss) per diluted share
    was $(0.01) versus $0.12.
  * Adjusted EBITDA - Advanced $2.6 million, or 9.8 percent higher than the
    2017 fourth quarter, to $28.9 million, exceeding the upper end of the
    company?s guidance of $27.5 million.
  * Adjusted FFO - Jumped $2.4 million, or 15.2 percent, to $18.4 million,
    versus $16.0 million in the 2017 fourth quarter. Adjusted FFO per diluted
    share was $0.39, above guidance of $0.32-$0.36 per share.
  * Operating Margins - Rose 30-basis points to 44.1 percent in comparable
    hotel gross operating profit margins. Comparable Hotel EBITDA margins were
    20 basis points higher at 36.5 percent, above the company?s guidance
    range.
  * Acquisition - Acquired the 167-room Courtyard by Marriott Downtown Dallas,
    Texas, for $49 million, or approximately $293,000 per room.

 

Chatham Lodging Trust (CLDT) CEO Jeffrey Fisher on Q4 2018 Results - Earnings Call Transcript

https://seekingalpha.com/article/...-results-earnings-call-transcript  

Ich hab mir die Zahlen mal angeschaut wie kam der Verlust zu stande? haben doch gerade ein neues großes Hotel gekauft

* Jahresüberschuss (Verlust) - 5,6 Mio. US-Dollar auf einen Verlust von (0,2) Mio. US-Dollar zurückgegangen.

Operating Results

“We had a knock-out fourth quarter across the board with a significant
increase in RevPAR combining with higher operating margins to deliver adjusted
EBITDA, AFFO and AFFO per share, well over our guidance range,” Fisher
highlighted. “Our RevPAR outperformance was primarily driven by demand related
to the gas explosions in the north Boston area in September that displaced
many residents and propelled three of our hotels in the surrounding area to
significantly outperform our expectations for the quarter. Excluding those
three hotels, portfolio RevPAR growth was a healthy 1.5 percent. Even though
we were the beneficiary of the one-time events in north Boston, our overall
portfolio RevPAR growth also exceeded expectations.”  

Schau mal ins call transcript (post drüber der link) jeremy wegner nimmt dazu stellung.
12 mio abschreibung.  

Hallo es werden wieder warende Stimmen laut die vor einer Krise warnen weil die US Firmen so extrem verschuldet sind.

Was meint ihr hier im Forum ich sehe Chatham ziehmlich gut aufgestellt bis 2021 müssen so weit ich weiss keine Schulden zurückgezahlt werden.

Und die Verträge mit den Hotels laufen über 10 bis 15 Jahre also Chatham bekommt trotzdem sein Geld oder?

Klar zwar weniger wenn die Besucherzahlen runter gehen aber trotzdem.  

Eines ist klar bei einer Fiannzkrise wird es die Hotels, denke ich, mit am härtestens Treffen.
In Urlaub werden die Leute dann nicht mehr so schnell fahren.

Chatham hatte ja damals auch in Texas probleme als der Ölpreis so stark gefallen war und dort die Gäste ausblieben.  

Chatham Lodging Trust Announces First Quarter 2019 Results

https://www.bloomberg.com/press-releases/...irst-quarter-2019-results

First Quarter 2019 Key Metrics

  * Portfolio Revenue per Available Room (RevPAR) - Declined 1.0 percent to
    $121, compared to the 2018 first quarter, for Chatham?s 40, comparable
    wholly owned hotels (excludes the Residence Inn Charleston Summerville
    which opened in August 2018 and the Courtyard Dallas Downtown which opened
    in September 2018). Average daily rate (ADR) declined 1.5 percent to $159,
    and occupancy rose 0.5 percent to 76 percent.
  * Net Income - Declined $1.3 million to $1.6 million, compared to the 2018
    first quarter. Net income per diluted share was $0.03 versus $0.06 for the
    same period a year earlier.
  * Adjusted EBITDA - Advanced $0.6 million, or 2.6 percent higher than the
    2018 first quarter, to $27.0 million, exceeding the upper end of the
    company?s guidance of $26.4 million.
  * Adjusted FFO - Lessened $0.3 million, to $16.2 million, versus $16.5
    million in the 2018 first quarter. Adjusted FFO per diluted share was
    $0.34, above guidance of $0.30-$0.33 per share.
  * Operating Margins -For its 40 comparable hotels, gross operating profit
    margins declined 50 basis points to 43.7 percent. Comparable Hotel EBITDA
    margins were 60 basis points lower at 35.5 percent.

 

Chatham Lodging Trust Sells Western Pennsylvania Hotels

https://www.bloomberg.com/press-releases/...stern-pennsylvania-hotels

Chatham Lodging Trust (NYSE: CLDT), a hotel real estate investment trust
(REIT) focused on investing in upscale, extended-stay hotels and
premium-branded, select-service hotels, today announced that it has sold the
105-room Courtyard by Marriott Altoona, Pa., as well as the 86-suite
SpringHill Suites by Marriott Washington, Pa. for approximately $10 million.
Inclusive of brand required improvements of over $4 million, Chatham sold the
hotels at an approximate six percent net operating income capitalization rate
(after an assumed annual capital reserve of four percent of total hotel
revenues).

...

?These two non-core hotels, in very small
markets and with combined RevPAR of $65, do not match the overall quality of
our portfolio. Excluding the sold hotels, our comparable portfolio RevPAR
increases to $135 from $133. Importantly, we do not have to invest over $4
million renovating these hotels. We will continue to opportunistically sell
assets when we believe we can re-deploy those proceeds into high-quality hotel
investments that earn higher yields in higher growth markets, thus enhancing
our net asset value.?

 

Chatham Lodging Trust (CLDT) Investor Presentation - Slideshow

https://seekingalpha.com/article/...t-investor-presentation-slideshow

 

Chatham Lodging Trust Announces Second Quarter 2019 Results

https://www.bloomberg.com/press-releases/...cond-quarter-2019-results

Second Quarter 2019 Key Metrics

  * Portfolio Revenue per Available Room (RevPAR) - Declined 0.3 percent to
    $145, compared to the 2018 second quarter, for Chatham?s 38, comparable
    wholly owned hotels (excludes the Residence Inn Charleston Summerville
    which opened in August 2018 and the Courtyard Dallas Downtown which opened
    in September 2018). Average daily rate (ADR) declined 0.7 percent to $173,
    and occupancy rose 0.4 percent to 83.7 percent.
  * Net Income -  Declined $4.0 million to $9.5 million, compared to the 2018
    second quarter, driven by the loss on the sale of two hotels of $3.3
    million. Net income per diluted share was $0.20 versus $0.29 for the same
    period a year earlier.
  * Adjusted EBITDA - Rose $1.0 million, or 2.8 percent higher than the 2018
    second quarter, to $38.7 million, within the company?s guidance of
    $38.6-$40.0 million.
  * Adjusted FFO - Improved $0.3 million, to $27.7 million, versus $27.4
    million in the 2018 second quarter. Adjusted FFO per diluted share was
    $0.58, within the company?s guidance of $0.58-$0.61 per share and down
    only $0.01 from the 2018 second quarter. The sale of the two western
    Pennsylvania hotels reduced Adjusted FFO per share by $0.01 in the
    quarter.
  * Operating Margins - For its 38 comparable hotels, hotel EBITDA margins
    were unchanged at 42.3 percent. Comparable gross operating profit margins
    only declined 20 basis points to 49.3 percent.

 

Chatham Lodging Trust Announces Third Quarter 2019 Results

https://www.bloomberg.com/press-releases/...hird-quarter-2019-results


Third Quarter 2019 Highlights and Key Metrics

 * Portfolio Revenue per Available Room (RevPAR) - Declined 0.3 percent to
   $148, compared to the 2018 third quarter, for Chatham?s 40 comparable
   wholly owned hotels. Average daily rate (ADR) rose 0.5 percent to $173.4,
   and occupancy lessened 0.8 percent to 85.2 percent.
 * Net Income - Declined $4.6 million to $10.1 million, compared to the 2018
   third quarter, driven by the company?s proportionate share of impairment
   losses in its unconsolidated joint ventures. Net income per diluted share
   was $0.21 versus $0.31 for the same period a year earlier.
 * Adjusted EBITDA - Rose $0.8 million, or 2.0 percent higher than the 2018
   third quarter, to $39.4 million, above the company?s guidance of
   $37.1-$39.1 million.
 * Adjusted FFO - Improved $0.2 million, to $28.6 million, versus $28.4
   million in the 2018 third quarter. Adjusted FFO per diluted share was
   $0.60, exceeding the upper end of the company?s guidance of $0.55-$0.59
   per share.
 * Operating Margins -For its 40 comparable hotels, despite a RevPAR decline,
   comparable gross operating profit margins increased 10 basis points to
   48.2 percent versus the 2018 third quarter. Hotel EBITDA margins declined
   10 basis points to 41.2 percent over the same period last year.  

Chatham Lodging Trust (CLDT) Q3 2019 Earnings Call Transcript

https://www.fool.com/earnings/call-transcripts/...arnings-call-t.aspx  

Chatham Lodging Trust (CLDT) Investor Presentation - Slideshow

https://seekingalpha.com/article/...-investor-presentation-slideshow#

 

Chatham Lodging Trust Announces Fourth Quarter 2019 Results

https://www.bloomberg.com/press-releases/...urth-quarter-2019-results

Fourth Quarter 2019 Key Metrics

  * Portfolio Revenue per Available Room (RevPAR) - Declined 4.9 percent to
    $118, compared to the 2018 fourth quarter, ahead of guidance expectations
    of a decline of 5 percent to 6.5 percent. The 2018 fourth quarter
    benefited from one-time-business related to the north Boston gas
    explosions and border patrol demand in San Diego. Average daily rate (ADR)
    decreased 4.1 percent to $157, and occupancy slipped 0.8 percent to 76
    percent.
  * Net (loss) - Weakened $2.2 million to a loss of $2.4 million, compared to
    the 2018 fourth quarter, due primarily to $1.2 million of one-time
    incremental losses in its joint ventures related to property impairments
    and a loss on the sale of one joint venture hotel. Net loss per diluted
    share was $0.05 versus $0.01.
  * Adjusted EBITDA - Decreased $3.0 million to $25.9 million but exceeded the
    upper end of the company?s guidance of $25.1 million.
  * Adjusted FFO - Declined $3.1 million to $15.3 million but exceeded the
    upper end of the company?s guidance of $14.6 million. Adjusted FFO per
    diluted share was $0.32, above guidance of $0.28-$0.31 per share.
  * Operating Margins - Comparable hotel gross operating profit margins
    lessened 150 basis points to 42.6 percent. Comparable hotel EBITDA margins
    were down 200 basis points to 34.4 percent, above the company?s guidance
    range.

 

Chatham Lodging Trust (CLDT) CEO Jeff Fisher on Q4 2019 Results - Earnings Call Transcript

https://seekingalpha.com/article/...-results-earnings-call-transcript

 

Info die Dividende wurde erstmal vorrübergehend ausgesetzt das finde ich nicht so schlecht so kann man eine Kapitalreserve aufbauen Meinungen von euch?  

Bin bei chatham die Woche raus (sogar kurz vor der divi aussetzung wie ich seh)