Hotel Operations - As of September 30, 2025, the Company owned 220 hotels with a total of 29,687 guest rooms, a decrease from 224 hotels and 30,068 guest rooms as of September 30, 2024[89][96]. - The Company has contracts for the potential purchase of two hotels in Nashville, Tennessee, and Anchorage, Alaska, with a total combined purchase price of approximately $163.7 million[90]. - The Company has recovered possession of its New York Property, reinstating operations of its 209 guest rooms through a third-party manager[95]. - The company operates hotels under various brands, including Hilton Garden Inn (39 hotels) and Hampton (36 hotels)[126]. - Four hotels with 367 guest rooms are classified as held for sale, expected to be sold in Q4 2025[126]. Financial Performance - Total revenue for the three months ended September 30, 2025, was $373.9 million, a decrease of 1.3% compared to $378.8 million for the same period in 2024[99]. - Net income for the three months ended September 30, 2025, was $50.9 million, down 9.6% from $56.3 million in the prior year[99]. - Adjusted Hotel EBITDA for the nine months ended September 30, 2025, was $375.9 million, a decrease of 6.1% from $400.6 million in the same period of 2024[99]. - For the nine months ended September 30, 2025, total revenue remained stable at $1.1 billion, the same as in 2024[104]. - Hotel operating expenses for the three months ended September 30, 2025 were $222.0 million, representing 59.4% of total revenue, compared to $219.9 million or 58.1% in 2024[106]. Market Expansion and Acquisitions - The company completed acquisitions of multiple hotels, adding a total of 2,200 rooms across various states, including California, Florida, and Georgia[130]. - The company is focused on expanding its presence in the southeastern United States, with significant acquisitions in Florida and Georgia[130]. - Recent acquisitions include 156 rooms in Fort Lauderdale and 221 rooms in Denver, contributing to the company's growth strategy[130]. - The company plans to continue its strategy of acquiring properties to drive growth and increase market share in the hospitality sector[130]. - The company is actively developing new technologies to enhance guest experience and operational efficiency[131]. Debt and Liquidity - As of September 30, 2025, the company had total outstanding debt of $1.5 billion, which includes $215.2 million in mortgage debt and $1.3 billion under unsecured credit facilities[140]. - The company had available corporate cash on hand of approximately $50.3 million and unused borrowing capacity under its Revolving Credit Facility of approximately $647.9 million[140]. - The company repaid all amounts outstanding under a $225 million term loan facility and entered into a new term loan facility with a principal amount of $385 million, maturing on July 31, 2030[140]. - The company has strategic plans for additional secured and unsecured debt financing and dispositions of hotel properties to enhance liquidity[139]. - The company anticipates using cash flow from operations, borrowings, and proceeds from equity offerings to meet liquidity requirements, including distributions and capital improvements[145]. Customer Experience and Satisfaction - The company reported a strong performance in user data, with a 15% increase in customer satisfaction ratings[131]. - Customer satisfaction ratings increased to 90%, reflecting improved service and product quality[132]. - The company aims to leverage its expanded portfolio to enhance customer experience and drive revenue growth[130]. Future Outlook - The company expects to spend approximately $143.7 million to develop a dual-branded property in Las Vegas, planned to open in the second quarter of 2028[92]. - The company has set a target for revenue growth of 10% year-over-year for the upcoming fiscal year[131]. - The company provided an optimistic outlook, projecting a revenue growth of 15% for the next quarter, aiming for $1.725 billion[132]. - The company plans to enter the European market by Q2 2024, targeting a revenue contribution of $100 million in the first year[132]. Operational Efficiency - The company continues to monitor management companies' efforts to realize operational efficiencies amid inflationary pressures and a tight labor market[106]. - The company is exploring new technology and service enhancements to improve operational efficiency across its properties[130]. - Cost reduction strategies have improved operating margins by 5%, now at 30%[132].

Financial Performance - For Q3 2025, Apple Hospitality reported net income of $50.88 million, a decrease of 9.6% compared to Q3 2024, and net income per share of $0.21, down 8.7%[2]. - Total revenue for the three months ended September 30, 2025, was $373,878,000, a decrease of 1.3% compared to $378,843,000 for the same period in 2024[41]. - Net income for the three months ended September 30, 2025, was $50,880,000, down 9.8% from $56,266,000 in the prior year[41]. - Operating income decreased by 6.7% to $72,497,000 for the three months ended September 30, 2025, compared to $77,726,000 in 2024[44]. - Comparable Hotels total revenue for the three months ended September 30, 2025, was $365,038,000, reflecting a 1.4% decline from $370,373,000 in 2024[44]. - Adjusted Hotel EBITDA for the three months ended September 30, 2025, was $128,577,000, a decrease of 6.7% from $137,824,000 in the same period last year[44]. - The company reported a basic and diluted net income per common share of $0.21 for the three months ended September 30, 2025, compared to $0.23 in 2024[41]. - Funds from operations (FFO) for the three months ended September 30, 2025, was $99,565, compared to $106,545 for the same period in 2024[73]. Operational Metrics - The average daily rate (ADR) for Comparable Hotels was approximately $163, down 0.6% from Q3 2024, while occupancy was 76.2%, down 1.2%[9]. - Comparable Hotels RevPAR was approximately $124 for Q3 2025, down 1.8% compared to Q3 2024, exceeding industry averages reported by STR[9]. - The occupancy rate for Comparable Hotels was 76.2% for the three months ended September 30, 2025, down from 77.1% in 2024[44]. - The total portfolio occupancy rate for Q3 2025 is 76.2%, a decline of 1.2% from 77.1% in Q3 2024[88]. - The ADR for the total portfolio in Q3 2025 is $162.68, a decrease of 0.6% from $163.71 in Q3 2024[88]. - RevPAR for the total portfolio in Q3 2025 is $124.01, down 1.8% from $126.29 in Q3 2024[88]. - The occupancy rate for Same Store Hotels in Q3 2025 was 76.2%, down 1.3% from 77.2% in Q3 2024[55]. - RevPAR for Same Store Hotels in Q3 2025 was $123.35, a decrease of 1.8% compared to $125.67 in Q3 2024[55]. Debt and Capital Management - Total debt outstanding as of September 30, 2025, was $1.515 billion, with a total debt to total capitalization ratio of approximately 34%[14]. - As of September 30, 2025, the Company had approximately $1.5 billion of total outstanding debt with a weighted-average interest rate of approximately 4.8%[23]. - The total debt as of September 30, 2025, is approximately $1.515 billion, with average interest rates around 4.8% to 5.0%[79]. - The Company repaid a secured mortgage loan of approximately $29 million, increasing the number of unencumbered hotels to 210 as of October 31, 2025[23]. - The Company has $500 million remaining under its at-the-market offering program as of September 30, 2025[27]. Strategic Acquisitions and Sales - The company sold three non-core assets for $37 million and acquired Homewood Suites Tampa-Brandon for approximately $19 million during the year[7]. - The company expects to close on the sale of four additional hotels for a combined price of $36 million and acquire Motto by Hilton Downtown Nashville for $98 million by year-end[7]. - Since the beginning of 2025, the Company has sold three hotels for a combined gross sales price of approximately $37.0 million, resulting in a gain of approximately $7.9 million[18]. - The Company has four hotels under contract for sale for a combined gross sales price of approximately $36.4 million[18]. - The Company entered into a fixed-price, forward-purchase contract for a dual-branded property in Las Vegas, with an anticipated total purchase price of approximately $143.7 million, expected to open in Q2 2028[17]. Future Guidance and Projections - The Company updated its 2025 guidance, decreasing Net Income by $5.5 million and Comparable Hotels RevPAR Change by 100 bps, while increasing Comparable Hotels Adjusted Hotel EBITDA Margin % by 20 bps[29]. - For the full year 2025, the Company anticipates Net Income in the range of $162 million to $175 million and Adjusted EBITDAre between $435 million and $444 million[30]. - The company is focused on strategic acquisitions and market expansion, which may influence future revenue and operational metrics[74]. - The company's net income guidance for the year ending December 31, 2025, ranges from $162.1 million to $175.3 million[75]. - EBITDA is projected to be between $436.8 million and $446.4 million for the same period[75]. - Adjusted Hotel EBITDA is expected to be in the range of $468.4 million to $483.0 million[75]. - Comparable Hotels Adjusted Hotel EBITDA guidance is set between $466.6 million and $480.2 million[75]. Capital Expenditures - The Company invested approximately $50 million in capital expenditures during the nine months ended September 30, 2025, and anticipates investing $80 million to $90 million in capital improvements for 2025[22].

Group 1: Inflation and Economic Impact - The recent inflation reading of 3% indicates moderate price growth, above the Federal Reserve's long-term target of 2% but below the elevated rates seen in 2022 and early 2023 [1] - The 3% inflation figure was below expectations of 3.1%, leading to speculation on potential rate cuts by the Federal Reserve in December [1] - A reduction in the Fed Funds rate by 50 basis points over the rest of 2025 could lower the rate from the current 4%-4.25% to 3.50%-3.75% [1] Group 2: High-Yield Dividend Stocks - High-yield dividend stocks provide a reliable source of passive income, appealing to investors seeking to diversify income streams or achieve financial independence [4] - A screening of a blue-chip dividend stock database identified four companies yielding 7% or more, which are often overlooked by growth and income investors [2] Group 3: Apple Hospitality REIT - Apple Hospitality REIT owns a large portfolio of upscale, select-service hotels in the U.S., comprising 224 hotels with over 30,066 guest rooms across 87 markets in 37 states [5] - The company offers a monthly dividend yield of 8.34%, distinguishing itself in the market [5] - The hotel portfolio includes 100 Marriott-branded hotels, 119 Hilton-branded hotels, and five Hyatt-branded hotels, primarily operated under Marriott or Hilton brands [6]

Core Insights - The recent inflation reading stands at 3%, indicating moderate price growth, which is above the Federal Reserve's long-term target of 2% but significantly lower than the elevated rates observed in 2022 and early 2023 [1] Inflation Analysis - Current inflation rate of 3% reflects a shift from the higher rates experienced previously, suggesting a potential stabilization in the economy [1] - The inflation rate is still above the Federal Reserve's target, indicating ongoing monitoring and potential policy implications [1]

Core Insights - Reaching retirement age presents both advantages and challenges for individuals in the U.S. [1] Group 1 - The transition to retirement can lead to financial uncertainty, impacting lifestyle choices and healthcare access [1] - Many individuals may underestimate the costs associated with retirement, leading to potential financial strain [1] - The reliance on Social Security benefits may not be sufficient for a comfortable retirement, necessitating additional savings [1]

Group 1 - The article highlights Apple Hospitality REIT's compelling dividend yield, strong financials, and trading below book value, which provides a margin of safety for income-focused investors [1] - The author has over 10 years of experience researching various companies across multiple sectors, including commodities and technology, which enhances the credibility of the analysis [2] Group 2 - The author has transitioned from writing a blog to a value investing-focused YouTube channel, indicating a shift in content delivery while maintaining a focus on in-depth company research [2]

Core Insights - Apple Hospitality REIT, Inc. (NYSE:APLE) is recognized as one of the 10 safest monthly dividend stocks to buy, highlighting its stability and reliability in the market [1]. Company Overview - Apple Hospitality REIT, Inc. is a Virginia-based real estate investment trust that owns and operates hotel properties across the United States, featuring well-known brands such as Courtyard, Fairfield, and Residence Inn [2]. Operational Strategy - The management of Apple Hospitality REIT has focused on enhancing efficiency, reducing operating costs, and upgrading its portfolio by replacing older hotels with newer ones. These strategies, combined with steady improvements in occupancy rates, position the REIT for long-term value creation for investors [3]. Dividend Performance - The company has established a strong reputation among investors due to its consistent dividend payments since 2008, including supplemental payouts at times. As of September 23, the monthly dividend stands at $0.08 per share, resulting in a dividend yield of 7.79% [4].

Core Viewpoint - Apple Hospitality REIT (APLE) is currently identified as a strong value stock, exhibiting attractive valuation metrics compared to its industry peers [4][8]. Valuation Metrics - APLE has a P/E ratio of 8.28, significantly lower than the industry average of 15.73, indicating potential undervaluation [4]. - The company's P/B ratio stands at 0.91, compared to the industry average of 1.79, suggesting a solid valuation relative to its book value [5]. - APLE's P/S ratio is 2.05, while the industry average is 3.89, further supporting the notion of undervaluation based on sales performance [6]. - The P/CF ratio for APLE is 7.86, which is attractive when compared to the industry's average of 15.14, indicating a favorable cash flow outlook [7]. Earnings Outlook - The strength of APLE's earnings outlook, combined with its favorable valuation metrics, positions it as a compelling investment opportunity for value investors [8].

Group 1 - The focus of the REIT sector is to maximize distributions, which is a priority for many investors [1] - Crude Value Insights provides an investment service centered on oil and natural gas, emphasizing cash flow and growth potential [1] - The service includes a model account with over 50 stocks and detailed cash flow analyses of exploration and production firms [2] Group 2 - Subscribers have access to live chat discussions regarding the oil and gas sector [2] - A two-week free trial is available for new subscribers to explore the offerings [3]

Group 1 - The investment approach has received over 500 five-star reviews, indicating high satisfaction among members who are experiencing benefits [1] - The company invests significant resources, over $100,000 annually, into researching profitable investment opportunities, particularly in real estate strategies [1] - Current economic conditions show high interest rates and a potential recession, alongside an impending AI revolution that may significantly impact the market [1] Group 2 - Jussi Askola leads the High Yield Landlord investing group, providing real-time insights into his REIT portfolio and transactions [2] - The group offers features such as multiple portfolios (core, retirement, international), buy/sell alerts, and direct access to analysts for inquiries [2] - Jussi Askola is the President of Leonberg Capital, a value-oriented investment firm that consults various investment entities on REIT investing [2]