REIT Performance The REIT sector had a rough month in October with a -4.03% negative return. This brings the year-to-date return to -4.69% for the average REIT. The average REIT severely underperformed the broader market which saw strong gains from the NASDAQ (+4.7%), Dow Jones Industrial Average (+2.6%) and S&P 500 (+2.3%). The market cap weighted Vanguard Real Estate ETF (VNQ) saw a more modestly negative return than the average REIT in October (-2.45% vs. -4.03%) and has tremendously outperformed year-to ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 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 . SOTHERLY HOTELS INC. (Exact name of registrant as specified in its charter) MARYLAND 001-32379 20-1531029 (State or Other Jurisdiction of Incorporation or Organ ...

Core Viewpoint - Class Action Attorney Juan Monteverde and his firm, Monteverde & Associates PC, are investigating Sotherly Hotels Inc. regarding its proposed sale to KW Kingfisher LLC, where shareholders would receive $2.25 per share in cash, raising questions about the fairness of the deal [1]. Group 1: Company Overview - Monteverde & Associates PC is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report and has a successful track record in recovering millions for shareholders [1]. - The firm is headquartered in the Empire State Building, New York City, and specializes in class action securities litigation [2]. Group 2: Investigation Details - The investigation focuses on the sale of Sotherly Hotels Inc. (NASDAQ: SOHO) to KW Kingfisher LLC, specifically evaluating whether the cash offer of $2.25 per share is fair for shareholders [1]. - The firm encourages shareholders with concerns to reach out for additional information at no cost [2].

Oct 27, 2025 5:02 PM Eastern Daylight TimeSOHO Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Sotherly Hotels Inc. Is Fair to ShareholdersShareShareholders should contact the firm immediately as there may be limited time to enforce your rights.NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Sotherly Hotels Inc. (NASDAQ: SOHO) to KW Kingfisher LLC for $2.25 per share in cash is fair to Sotherly shareholders.Halper Sadeh encour ...

WILLIAMSBURG, Va., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Sotherly Hotels Inc. (NASDAQ: SOHO) (the “Company”) today announced that it is deferring payment of its previously announced dividends for its Series B Cumulative Redeemable Perpetual Preferred Stock, Series C Cumulative Redeemable Perpetual Preferred Stock, and Series D Cumulative Redeemable Perpetual Preferred Stock that were to be paid November 20, 2025, to shareholders of record as of October 31, 2025. In connection with that payment deferral, the Oct ...

NEW YORK, Oct. 27, 2025 (GLOBE NEWSWIRE) -- Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Sotherly Hotels Inc. (NASDAQ: SOHO) to KW Kingfisher LLC for $2.25 per share in cash is fair to Sotherly shareholders. Halper Sadeh encourages Sotherly shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether Sother ...

Core Viewpoint - Sotherly Hotels Inc. has entered into a definitive merger agreement with a joint venture led by Kemmons Wilson Hospitality Partners, which will acquire all outstanding shares of Sotherly common stock for $2.25 per share in cash, representing a significant premium to the current share price [1][2]. Summary by Sections Merger Agreement - The merger consideration of $2.25 per share represents a premium of 152.7% over Sotherly's closing share price on October 24, 2025, and a 126.4% premium to the volume-weighted average share price over the previous 30 days [2]. - The merger agreement has been unanimously approved by Sotherly's board of directors following a recommendation from a special committee of independent directors [2]. Management Statements - Andrew Sims, Chairman of the Board, emphasized that this transaction provides stockholders with a significant premium and is the highest premium paid for a public, exchange-traded REIT in the past five years [3]. - David Folsom, CEO, noted that the transaction reflects the high-quality portfolio built by Sotherly over the past 20 years and is expected to lead to future success for the hotels [3]. - Webb Wilson from KWHP highlighted Sotherly's distinctive portfolio of hotels and the additional resources that KWHP will bring to ensure continued success [3]. Preferred Stock - Holders of Sotherly's preferred stock will be entitled to receive the merger consideration if they elect to convert their shares into common stock after the merger closes [4]. Closing Timeline - The merger is expected to close in the first quarter of 2026, pending approval from Sotherly stockholders and customary closing conditions [5]. Financial Advisors - Piper Sandler & Co. is serving as the exclusive financial advisor to the Special Committee, while Frost Brown Todd LLP is the legal advisor [8].

Core Viewpoint - Sotherly Hotels Inc. is set to report its financial results for the third quarter of 2025 on November 13, 2025, before the market opens, followed by a conference call for discussion of the results [1] Company Overview - Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on acquiring, renovating, upbranding, and repositioning upscale to upper-upscale full-service hotels primarily in the Southern United States [3] - The company's portfolio includes investments in ten hotel properties, totaling 2,786 rooms, along with interests in two condominium hotels and their associated rental programs [3] - Sotherly Hotels operates hotels under brands such as Hilton Worldwide and Hyatt Hotels Corporation, as well as independent hotels [3] - The company was established in 2004 and is headquartered in Williamsburg, Virginia [3]

Core Viewpoint - Sotherly Hotels (NASDAQ:SOHO) stock experienced a surge following the announcement of a $42 million secured loan with Citi Real Estate Funding [1] Group 1: Loan Details - The loan amount is $42 million [1] - It is secured by a first mortgage on the DeSoto Hotel located in Savannah, Georgia [1] Group 2: Market Reaction - Following the loan announcement, shares of Sotherly Hotels saw a significant increase [1]

Core Viewpoint - Sotherly Hotels Inc. has successfully executed a $42.0 million secured loan to refinance the DeSoto Hotel, marking a significant step in its repositioning strategy that began in 2017 [1][2] Group 1: Loan Details - The secured loan amounts to $42.0 million, collateralized by a first mortgage on the DeSoto Hotel in Savannah, Georgia [1] - The loan is interest-only, with a fixed interest rate of 7.13%, maturing on October 6, 2030 [1] - Proceeds from the loan were utilized to repay the existing first mortgage and for general corporate purposes [1] Group 2: Company Overview - Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on acquiring, renovating, and repositioning upscale to upper-upscale full-service hotels in the Southern United States [2] - The company's portfolio includes ten hotel properties with a total of 2,786 rooms, as well as interests in two condominium hotels and their associated rental programs [2] - The company operates hotels under brands such as Hilton Worldwide and Hyatt Hotels Corporation, in addition to independent hotels [2]