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

Sotherly Hotels Inc. ($SOHOB)

Sector: Lodging & Hospitality  •  Exchange / CIK: OTC / 0001301236  •  Properties: 150 Assets
Trading at a 8.3% discount to NAV
Safety Score: 68/100 (Moderate Risk)  |  Credit: BBB

Live Share Price

$3.20
52W Range: $0.10 - $18.64

Valuation Multiples

10.0x P/AFFO
P/FFO: 9.1x  |  FFO/sh: $0.35

Net Asset Value (NAV)

$3.49
Prem/Disc: -8.3%  |  Cap: 6.54%

Dividend Cash Flow

5.94% Yield
$0.19/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 $0.0475 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
Sotherly Hotels Inc. Flagship Commercial Portfolio United States Nationwide 18,750,000 sq ft (implied) 74.5% $523,500,000
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
0.25
Defensive (Low Sensitivity)
Annualized Alpha (α)
+270.18%
Outperforming VNQ
Sharpe Ratio (vs VNQ)
0.79 vs 0.04
+0.75 Spread
Max Drawdown (1-Yr)
-98.7% vs -11.4%
-87.3% vs VNQ
SOHOB vs VNQ QuantStats Performance & Underwater Drawdown
Quantitative Risk & Return Metric SOHOB VNQ (Benchmark) Institutional Delta / Spread
Beta (β) vs VNQ
Covariance sensitivity to US REIT market
 0.25 1.00 -0.75 (Defensive (Low Sensitivity))
Annualized Alpha (α)
Excess CAPM risk-adjusted performance
 +270.18% 0.00% (Baseline) Outperforming VNQ
Sharpe Ratio (Rf = 4.5%)
Annualized excess return per unit of volatility
 0.79 0.04 +0.75
Sortino Ratio
Downside semi-variance risk-adjusted return
 1.17 0.03 +1.14
Annualized Volatility (σ)
Standard deviation of daily price returns × √252
 339.9% 13.9% +326.0% (Higher Volatility)
Maximum Drawdown (1-Year)
Peak-to-trough capital decline over trailing 12M
 -98.7% -11.4% -87.3% vs VNQ
1-Year Trailing Return (CAGR)
Compounded annual growth rate
 -73.6% 4.1% -77.7% Spread
R-Squared (R²) & Correlation
Statistical correlation coefficient against VNQ
 R² 0.0 Corr: 0.01 0% variance explained by VNQ
Trading Session Win Rate
Percentage of positive daily closing sessions
 29.6% 51.6% -22.0% vs Benchmark
QuantStats Analytical Synthesis: SOHOB displays a Beta of 0.25 relative to VNQ with 0.00 R² correlation. Annualized volatility is 339.9% (326.0% higher than VNQ at 13.9%). Trailing 12-month Alpha stands at +270.18% (Outperforming VNQ) with a Sharpe ratio of 0.79 against 0.04 for VNQ, and a maximum drawdown of -98.7%.
SEC CIK: 0001301236  |  Principal Executive Officer: Executive Leadership / Sotherly Corp  |  Total PEO Compensation: Reported in DEF 14A (N/A)
Official SEC Accession: 0001301236-26-000001
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.