Added to YB: 2026-06-24
Pitch date: 2026-04-15
SVC [bullish]
Service Properties Trust
+17.31%
current return
Author Info
No bio for this author
Company Info
Service Properties Trust is a real estate investment trust with approximately 10 billion dollars invested in two asset categories service-focused retail net lease properties and hotels.
Market Cap
$1.1B
Pitch Price
$1.38
Price Target
2.65 (+64%)
Dividend
2.41%
EV/EBITDA
12.13
P/E
-1.16
EV/Sales
3.52
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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