Added to YB: 2026-06-24
Pitch date: 2026-04-15
SVC [bullish]
Service Properties Trust
-3.01%
current return
Author Info
No bio for this author
Company Info
Service Properties Trust is a real estate investment trust with 9.7 billion Dollar invested in two asset categories: service-focused retail net lease properties and hotels.
Market Cap
$839.2M
Pitch Price
$6.87
Price Target
2.65 (-59%)
Dividend
3.09%
EV/EBITDA
11.09
P/E
-0.88
EV/Sales
3.26
Sector
Hotel and Resort REITs
Category
turnaround
Service Properties Trust - $SVC
SVC: Levered externally-managed REIT (hotels 25%, BP-guaranteed TA net leases 50%) flipping from zombie to virtuous cycle post-$575mm raise at $1.20 (vs ~$2 unaffected). RMR bought $50mm, sees NAV ~$5.30 (300% upside). De-leveraging+asset sales+margin gains drive ~100% upside in 2yrs. 10% FCF yield, 10.4x EV/EBITDA vs 12-13x comps. Risks: conflicts, dilution, leverage.
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