Financial Data and Key Metrics Changes - For Q4 2025, the company reported a GOP margin of 40.2% and a hotel EBITDA margin of 33.2%, with GOP margins only down 30 basis points despite a 1.8% decline in RevPAR [28][23] - The company generated adjusted EBITDA of $20.2 million and adjusted FFO of $0.21 per share for Q4 2025 [28][30] - The overall GOP margin decline for the year was limited to 40 basis points, with labor and benefits costs increasing only 1.2% on a per occupied room basis [24][28] Business Line Data and Key Metrics Changes - The company sold four older, lower RevPAR hotels for a total of $71.4 million, which helped reduce net debt by $70 million and leverage ratio to 20% [8][29] - RevPAR for the company's predominantly leisure hotels grew by 50 basis points in the quarter, while RevPAR for Silicon Valley hotels grew only 1% [16][13] - The top five RevPAR hotels in Q4 included Residence Inn in White Plains at $200 and Residence Inn in Fort Lauderdale at $186 [21] Market Data and Key Metrics Changes - In Silicon Valley, RevPAR was up 1% for 2026, with a strong demand from major companies like Google and Apple [13][15] - San Diego's RevPAR declined by 8% due to a retraction from a strong convention calendar in 2024 [17] - Los Angeles saw a 4% increase in RevPAR, benefiting from fire-related business, while the D.C. area hotels are expected to have easier comps in 2026 [18][27] Company Strategy and Development Direction - The company plans to continue repurchasing shares and has already repurchased approximately 1.8 million shares under a $25 million plan [6][10] - The company aims to invest in markets benefiting from increased business investments, particularly in the Central and Southeastern U.S. [12] - A new hotel development in Portland, Maine, is expected to commence soon, with an opening planned before summer 2028 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term industry growth, citing a favorable supply-demand equation and healthy GDP growth [9][10] - Wage pressures are expected to moderate, with a projected increase of only 2% for the second half of 2025 [5][10] - The company anticipates a conservative outlook for RevPAR in 2026, with expectations of low single-digit declines in Q1 followed by growth in subsequent quarters [30][32] Other Important Information - The company completed the largest financing in its history, totaling $500 million, while reducing overall borrowing costs [8] - The company ranked 29th out of 95 listed companies in the GRESB Sustainability Benchmark [8] Q&A Session Summary Question: Are there plans for further asset sales in 2026? - Management indicated there may be one or two more opportunistic sales, following the six hotels sold in the last 18 months [35] Question: What are the expectations for acquisitions and leverage? - Management is comfortable with historical leverage levels and sees sellers becoming more realistic about pricing, which may lead to potential acquisitions [36][37] Question: What expense pressures are expected in 2026? - Management noted potential utility pressures early in 2026 but indicated that overall operating expenses are stable [39] Question: How much room is left for productivity improvements? - Management stated that headcount is down 13% year-over-year, and they will continue to focus on controlling wages and headcount [43][44] Question: What is the impact of the World Cup on business? - Management is cautiously optimistic about the World Cup's impact but remains conservative in expectations due to uncertainties in demand [48][50] Question: What is the expected RevPAR cadence for 2026? - Management expects low single-digit declines in Q1, followed by growth in the last three quarters of the year, aided by easier comps [55][56]

Chatham Lodging Trust (NYSE:CLDT) Q4 2025 Earnings call February 25, 2026 10:30 AM ET Company ParticipantsAri Klein - Director of Equity ResearchChris Daly - PresidentDennis M. Craven - EVP and COOJeffrey H. Fisher - Chairman, President, and CEOJeremy Wegner - SVP and CFOConference Call ParticipantsGaurav Mehta - Managing Director and Senior Equity Research AnalystTyler Batory - Executive Director and Senior AnalystOperatorGood morning, ladies and gentlemen, welcome to the Chatham Lodging Trust Fourth Quart ...

Chatham Lodging Trust (NYSE:CLDT) Q4 2025 Earnings call February 25, 2026 10:30 AM ET Speaker6Good morning, ladies and gentlemen, welcome to the Chatham Lodging Trust Fourth Quarter 2025 Financial Results Conference Call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call require immediate assistance, please press star zero for the operator. I would now like to turn the conference call over to Chris Da ...

For Immediate Release Exhibit 99.1 Contact: Dennis Craven (Company) Chris Daly (Media) Chief Operating Officer DG Public Relations (561) 227-1386 (703) 864-5553 Chatham Lodging Announces Fourth Quarter 2025 Results WEST PALM BEACH, Fla., February 25, 2026—Chatham Lodging Trust (NYSE: CLDT), a lodging real estate investment trust (REIT) that invests in upscale, extended-stay hotels and premium-branded, select-service hotels, today announced results for the fourth quarter ended December 31, 2025. Fourth Quart ...

WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Chatham Lodging Announces Fourth Quarter 2025 Results. ...

Core Viewpoint - Chatham Lodging has announced the date for its 2026 Annual Meeting of Shareholders, indicating ongoing corporate governance and shareholder engagement efforts [1] Company Summary - The Annual Meeting of Shareholders is a key event for Chatham Lodging, allowing shareholders to discuss company performance and future strategies [1]

Core Viewpoint - The company has declared dividends for both Series A Preferred and Common Stock for the year 2025, with specific amounts and payment dates outlined for each quarter. Dividend Declaration Summary - Series A Preferred dividends are set at $0.41406 per share for each quarter in 2025, with payment dates on April 15, July 15, October 15, and January 15 of the following year [1][2][3]. - The taxable ordinary income for Series A Preferred dividends is $0.37684 per share, with an additional unrecaptured Section 1250 gain of $0.03722 per share [1][2][3]. - Common Stock dividends are declared at $0.09000 per share for each quarter in 2025, with payment dates aligned with those of the Series A Preferred [2][3]. - The taxable ordinary income for Common Stock dividends is $0.08191 per share, with an unrecaptured Section 1250 gain of $0.00809 per share [2][3]. Tax Information Summary - No portion of the dividends declared in 2025 represented foreign taxes or qualified dividend income [4].

Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and utilizes well-priced options to reduce volatility [1] - The Enhanced Equity Income Solutions Portfolio aims to generate yields of 7-9% while minimizing volatility [1] - The investment group Trapping Value, with over 40 years of combined experience, emphasizes capital preservation and income generation through various portfolios, including Covered Calls and Fixed Income [2] Group 2 - The recent shift in investment strategy has moved towards fixed income, particularly in Treasuries and Corporate bonds, with a notable tax-advantaged yield play available at a 40% discount [2] - The Covered Calls Portfolio is designed for lower volatility income investing, while the Fixed Income Portfolio targets securities with high income potential and significant undervaluation [2]

Economic Overview - The U.S. economy faced challenges in 2025, with unemployment rising to 4.6% in November [1] - The longest government shutdown negatively impacted economic momentum in the final quarter of the year [1] Investment Insights - The focus on investing began in high school in 2011, primarily in REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - Recent investment strategies include combining long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term approach [1] - The primary coverage areas include REITs and financials, with occasional insights on ETFs and other stocks influenced by macroeconomic trends [1]

Economic Overview - The U.S. economy faced challenges in 2025, with unemployment rising to 4.6% in November [1] - The longest government shutdown impacted economic momentum in the final quarter of the year [1] Investment Insights - The focus on investing began in high school in 2011, primarily in REITs, preferred stocks, and high-yield bonds [1] - Recent investment strategies include combining long stock positions with covered calls and cash secured puts [1] - The investment approach is fundamentally driven with a long-term perspective [1] - Coverage on Seeking Alpha mainly includes REITs and financials, with occasional articles on ETFs and macro-driven stock ideas [1]