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Pacific Edge (PEB) FY 2025 Annual General Meeting August 05, 2025 11:00 PM ET Speaker0Thank you. Well, welcome, everybody, to Pacific Edge's Annual Shareholder Meeting today. My name is Chris Gallagher, and I'm the Chairman of Pacific Edge. And hopefully, the slides are following me, but there should be a slide now that says here is very important. So we have a notice of disclaimer that we'll leave up there for a second.Our directors here mostly. So we have Brian Williams online from Melbourne. Tony Barclay ...

2025 ANNUAL SHAREHOLDERS' MEETING PRESENTATION Chris Gallaher Chairman Dr Peter Meintjes Chief Executive Officer 6 August 2025 CHAIRMAN'S ADDRESS The information in this presentation is of a general nature and does not purport to be complete nor does it contain all the information which a prospective investor may require in evaluating a possible investment in PEL or that would be required in a product disclosure statement, prospectus or other disclosure document for the purposes of the New Zealand Financial ...

Financial Data and Key Metrics Changes - The company reported same property hotel EBITDA of $115.8 million for the quarter, exceeding the midpoint by $1.8 million [4] - Adjusted EBITDA was $117 million, which was $6.5 million above the midpoint [6] - Adjusted FFO came in at $0.65 per share, $0.06 ahead of the midpoint [6] Business Line Data and Key Metrics Changes - Total property same property RevPAR grew by 1.3% year over year, with a 1.7% increase in the urban portfolio and a 0.6% gain at resorts [7] - Excluding Los Angeles, same property total RevPAR rose 2.7%, with urban portfolio increasing by 4.1% [7] - Newport Harbor Island Resort outperformed expectations, generating $5.1 million of EBITDA, which was $1.8 million above forecast [29] Market Data and Key Metrics Changes - San Francisco led the portfolio with a RevPAR increase of 15.2%, supported by a strong convention calendar and business group demand [9][26] - Los Angeles faced challenges, with a $2.2 million EBITDA headwind, attributed to market-specific issues [4][23] - The company noted a decline in group demand across the industry, largely due to reduced government travel and weaker international participation [20] Company Strategy and Development Direction - The company is focused on enhancing operational efficiency through AI and automation tools, aiming to reshape the operating model over time [14][33] - A strategic productivity and efficiency program is in place to drive meaningful operating improvements and enhance guest satisfaction [14][32] - The company plans to invest $65 million to $75 million this year, primarily in capital maintenance and targeted ROI projects [18] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the macroeconomic outlook, anticipating muted demand growth in the second half of the year [36] - The company expects Q3 to be the weakest quarter due to a heavier leisure mix and ongoing challenges in Los Angeles [38] - There is optimism for 2026, with expectations of normalized hotel demand and strong fundamentals due to restricted supply [40][43] Other Important Information - The company ended the second quarter with $267 million in cash, an increase of $49 million from the previous quarter [18] - Nearly all debt is unsecured, with a weighted average interest cost of 4.2% [19] - The company has increased its full-year business interruption income forecast for La Playa to $11.5 million [15] Q&A Session Summary Question: About Los Angeles performance and ICE activity impact - Management clarified that the decline in RevPAR in Los Angeles was primarily due to media attention around ICE activities, creating a misperception of safety, rather than the activities themselves [46][50] Question: Recovery trajectory for LA and growth in San Francisco - Management indicated that LA is on a recovery trajectory, with expectations for improvement in the back half of the year, while San Francisco is expected to benefit from a strong convention calendar [54][59] Question: Guidance for fourth quarter improvement - The company expects Q4 to improve due to easier comps and a more favorable convention calendar, particularly in San Francisco [64][66] Question: Wage pressure and expense growth sustainability - Management believes that efficiency and productivity enhancements will significantly offset wage pressures, with expectations for sustainable low expense growth [69][71] Question: AI implementation in hotels - Management noted that more complex operations in resorts may benefit more from AI, with independent operators adapting more quickly to new technologies [77][80] Question: Transaction market observations - There has been renewed interest in the transaction market, with increased investor inquiries and a more favorable sentiment in the last sixty days [110][111]

July 2025 Investor Presentation newport harbor island resort INVESTOR PRESENTATION JULY 2025 Forward-Looking Statements This presentation contains forward-looking statements that are subject to risks and uncertainties. These forward-looking statements include information about possible or assumed future results of Pebblebrook Hotel Trust's (the "Company" or "Pebblebrook") business, financial condition, liquidity, results of operations, plans and objectives. These forward-looking statements are based on the ...

Pebblebrook Hotel (PEB) came out with quarterly funds from operations (FFO) of $0.65 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to FFO of $0.69 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +12.07%. A quarter ago, it was expected that this hotel investment company would post FFO of $0.13 per share when it actually produced FFO of $0.16, delivering a surprise of +23.08%.Over the last four qua ...

PEBBLEBROOK HOTEL TRUST REPORTS SECOND QUARTER 2025 RESULTS | | ▪ Net income: $19.3 million | | --- | --- | | Q2 FINANCIAL | ▪ Same-Property Hotel EBITDA: $115.8 million, exceeded the midpoint of the Company's outlook operating efficiencies across the portfolio | | | by $1.8 million, driven by robust demand in San Francisco and continued success driving | | HIGHLIGHTS | ▪ Adjusted EBITDAre: $117.0 million, exceeded the midpoint of the Company's outlook by $6.5 | | | million, driven in part by Newport Harbor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-34571 PEBBLEBROOK HOTEL TRUST (Exact Name of Registrant as Specified in Its Charter) Maryland 27-1055421 Indicate by check mark whether the ...

Analysts on Wall Street project that Pebblebrook Hotel (PEB) will announce quarterly earnings of $0.58 per share in its forthcoming report, representing a decline of 15.9% year over year. Revenues are projected to reach $404.62 million, increasing 1.9% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 1.2% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during t ...

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