Q1 2026 American Hotel Income Properties REIT LP Earnings Call Transcript

May 15, 2026 / 04:00 PM GMT

Release Date Price: $0.42

Transcript

Key Points

Positve

American Hotel Income Properties REIT LP (AHOTF) initiated a strategic review to maximize unitholder value, indicating proactive management.
The company completed the sale of 18 hotel properties in 2025 for $161 million, demonstrating successful asset management.
In 2026, AHOTF sold three hotel properties for $67 million, with additional sales expected to close in Q2, showing continued asset monetization.
AHOTF's Embassy Suites segment achieved a RevPAR increase of 13% year-over-year, highlighting strong performance in this vertical.
The company has a normal course issuer bid approved, allowing for the repurchase of up to 6.8 million units, which could enhance shareholder value.

Negative

AHOTF's normalized diluted funds from operations (FFO) was negative $0.03 for the quarter, indicating financial challenges.
Occupancy rates decreased by 27 basis points to 68.7% compared to the same period in 2025, reflecting demand pressures.
NOI margin decreased by 426 basis points to 24.1% due to cost escalations, impacting profitability.
Debt to EBITDA increased to 10.4 times, suggesting higher leverage and potential financial risk.
The company experienced a decrease in unrestricted cash from $36.4 million to $15.5 million, primarily due to the redemption of Series C shares, affecting liquidity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HOT_u.TO - American Hotel Income Properties REIT LP
Q1 2026 American Hotel Income Properties REIT LP Earnings Call
May 15, 2026 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to American Hotel Income Properties, RE-LP's first quarter results conference call.

At this time, all participants are on listen-only mode.

Following the formal remarks, there will be a question-and-answer session for analysts only.

Instructions will be provided at this time for you to queue up for questions.

Before beginning the call. AHIP would like to remind listeners that the following discussions will include forward-looking information within the meaning of applicable Canadian securities laws, which forward-looking information is qualified by this statement.

Comments are not.

A statement of facts,

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