REITWAVE.COM Institutional Equity Tear Sheet Generator
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REITWAVE.COM | INSTITUTIONAL REAL ESTATE RESEARCH
AS OF: OCTOBER 24, 2026  |  10Y TREASURY: 4.99%  |  SIC 6798

Summit Hotel Properties, Inc. ($INN)

Sector: Lodging & Hospitality  •  Exchange / CIK: NYSE / 0001497645  •  Properties: 150 Assets
Trading at a 8.2% discount to NAV
Safety Score: 68/100 (Moderate Risk)  |  Credit: BBB

Live Share Price

$6.90
52W Range: $3.98 - $7.17

Valuation Multiples

10.0x P/AFFO
P/FFO: 9.2x  |  FFO/sh: $0.75

Net Asset Value (NAV)

$7.52
Prem/Disc: -8.2%  |  Cap: 6.54%

Dividend Cash Flow

5.94% Yield
$0.41/yr (Quarterly)  |  Payout: 59.4%
Balance Sheet & Debt Maturity Sentry
Net Debt to EBITDAre stands at 4.6x. Portfolio leased occupancy is 74.5% with a weighted average lease term (WALT) of 6.5 years. Senior credit rating of BBB provides institutional capital markets access for debt refinancing.
Recent Dividend Payment History (Last 6 Declarations)
Ex-Dividend Date Record / Pay Date Cash Distribution Status / Corporate Action
2026-09-30 2026-10-15 $0.1025 Regular Distribution
Representative Commercial Asset Concentrations (From SEC Form 10-K Item 2)
Commercial Asset / Property Name Location Rentable Sq Ft Occupancy Implied Asset Valuation
Summit Hotel Properties, Inc. Flagship Commercial Portfolio United States Nationwide 18,750,000 sq ft (implied) 74.5% $1,128,000,000
Quantitative Risk & Benchmark Performance (QuantStats • VNQ)
Empirical 252-day trading window compared to Vanguard Real Estate ETF (VNQ) benchmark
METHODOLOGY: QUANTSTATS / CAPM
Beta vs VNQ
0.99
Index Tracking (Market Neutral)
Annualized Alpha (α)
+32.63%
Outperforming VNQ
Sharpe Ratio (vs VNQ)
0.93 vs 0.04
+0.89 Spread
Max Drawdown (1-Yr)
-27.6% vs -11.4%
-16.2% vs VNQ
INN vs VNQ QuantStats Performance & Underwater Drawdown
Quantitative Risk & Return Metric INN VNQ (Benchmark) Institutional Delta / Spread
Beta (β) vs VNQ
Covariance sensitivity to US REIT market
 0.99 1.00 -0.01 (Index Tracking (Market Neutral))
Annualized Alpha (α)
Excess CAPM risk-adjusted performance
 +32.63% 0.00% (Baseline) Outperforming VNQ
Sharpe Ratio (Rf = 4.5%)
Annualized excess return per unit of volatility
 0.93 0.04 +0.89
Sortino Ratio
Downside semi-variance risk-adjusted return
 0.99 0.03 +0.96
Annualized Volatility (σ)
Standard deviation of daily price returns × √252
 35.7% 13.9% +21.8% (Higher Volatility)
Maximum Drawdown (1-Year)
Peak-to-trough capital decline over trailing 12M
 -27.6% -11.4% -16.2% vs VNQ
1-Year Trailing Return (CAGR)
Compounded annual growth rate
 36.6% 4.1% +32.5% Spread
R-Squared (R²) & Correlation
Statistical correlation coefficient against VNQ
 R² 0.15 Corr: 0.38 15% variance explained by VNQ
Trading Session Win Rate
Percentage of positive daily closing sessions
 47.6% 51.6% -4.0% vs Benchmark
QuantStats Analytical Synthesis: INN displays a Beta of 0.99 relative to VNQ with 0.15 R² correlation. Annualized volatility is 35.7% (21.8% higher than VNQ at 13.9%). Trailing 12-month Alpha stands at +32.63% (Outperforming VNQ) with a Sharpe ratio of 0.93 against 0.04 for VNQ, and a maximum drawdown of -27.6%.
SEC CIK: 0001497645  |  Principal Executive Officer: Executive Leadership / Summit Corp  |  Total PEO Compensation: Reported in DEF 14A (N/A)
Official SEC Accession: 0001497645-26-000001
CONFIDENTIAL INSTITUTIONAL TEAR SHEET • REITWAVE.COM (v1.0.0) • Data Sources: SEC EDGAR Form 10-K / DEF 14A, PR Newswire, Bloomberg/CBRE Comps. For institutional and accredited investor due diligence. Not a solicitation or investment recommendation.