RLJ Lodging Trust (NYSE:RLJ) Q4 2023 Results Conference Call February 27, 2024 10:00 AM ET Company Participants Nikhil Bhalla - Senior Vice President, Finance and Treasurer Leslie Hale - President and Chief Executive Officer Sean Mahoney - Executive Vice President and Chief Financial Officer Tom Bardenett - Chief Operating Officer Conference Call Participants Anthony Powell - Barclays Gregory Miller - Truist Michael Bellisario - Baird Dori Kesten - Wells Fargo Tyler Batory - Oppenheimer Chris Darling - Gree ...

Press Release RLJ Lodging Trust Reports Fourth Quarter and Full Year 2023 Results Fourth Quarter RevPAR increased 5.2% Executed Multiple Capital Allocation Initiatives in 2023 Acquired the Wyndham Boston Beacon Hill Bethesda, MD, February 26, 2024 – RLJ Lodging Trust (the “Company”) (NYSE: RLJ) today reported results for the three months and year ended December 31, 2023. Fourth Quarter Highlights • Portfolio Comparable RevPAR of $133.84 • Total Revenue of $319.7 million • Net income attributable to common s ...

RLJ Lodging Trust (NYSE:RLJ) Q3 2023 Earnings Conference Call November 2, 2023 12:00 PM ET Company Participants Nikhil Bhalla - Senior Vice President, Finance and Treasurer Leslie Hale - President and CEO Sean Mahoney - Executive Vice President and CFO Tom Bardenett - Executive Vice President and COO Conference Call Participants Michael Bellisario - Robert W. Baird Dori Kesten - Wells Fargo William Crow - Raymond James Gregory Miller - Truist Securities Tyler Batory - Oppenheimer Chris Woronka - Deutsch ...

Table of Contents 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, 2023 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 001-35169 RLJ LODGING TRUST (Exact Name of Registrant as Specified in Its Charter) Maryland 27-4706509 (State or Other Ju ...

RLJ Lodging Trust (NYSE:RLJ) Q2 2023 Earnings Conference Call August 4, 2023 11:00 AM ET Company Participants Nikhil Bhalla - Senior Vice President, Finance and Treasurer Leslie Hale - President and CEO Sean Mahoney - Executive Vice President and CFO Tom Bardenett - Executive Vice President and COO Conference Call Participants Michael Bellisario - Baird Dori Kesten - Wells Fargo Bill Crow - Raymond James Anthony Powell - Barclays Gregory Miller - Truist Securities Chris Woronka - Deutsche Bank Tyler Batory ...

Table of Contents 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 June 30, 2023 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 001-35169 RLJ LODGING TRUST (Exact Name of Registrant as Specified in Its Charter) Maryland 27-4706509 (State or Other Jurisdi ...

RLJ Lodging Trust (NYSE:RLJ) Q1 2023 Earnings Conference Call May 5, 2023 10:00 AM ET Company Participants Nikhil Bhalla - Senior Vice President, Finance & Treasurer Leslie Hale - President & Chief Executive Officer Sean Mahoney - Executive Vice President & Chief Financial Officer Tom Bardenett - Chief Operating Officer Conference Call Participants Austin Wurschmidt - KeyBanc Capital Markets Tyler Batory - Oppenheimer Michael Bellisario - Baird Chris Darling - Green Street Anthony Powell - Barclays Floris v ...

Table of Contents 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 March 31, 2023 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 001-35169 RLJ LODGING TRUST (Exact Name of Registrant as Specified in Its Charter) Maryland 27-4706509 (State or Other Jurisd ...

RLJ LODGING TRUST ri EARNINGS SUPPLEMENTAL Q1 2023 MAY 2023 RUST OVERVIEW | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------------|------------------------------------|------------------------|-----------------|------------------------------------|----------|-------|----------------------------| | Properties | | Key Statistics (1) (2) | 96 | | | | | | Hotel Rooms | | | 21,239 | | | | | | Share Price | | | $10.60 | | | | | | | Total Shares and Units Outstanding | | 160.8M | | | | | | | ...

酒店分布与规模 - 公司截至2022年12月31日拥有97家酒店，约21,400间客房，分布在23个州和哥伦比亚特区[7] 品牌与合作关系 - 公司主要经营高端品牌，约88%的酒店与万豪、希尔顿或凯悦有合作关系[19] 市场策略 - 公司专注于高增长市场，认为这些市场具有多重需求驱动因素和长期增长潜力[13] - 公司计划通过有纪律的酒店收购策略，以低于重置成本的价格收购酒店，以产生有吸引力的投资回报[16] - 公司可能选择性地出售已达到最大回报的酒店，并将资本重新部署到其他投资机会[17] 资产管理 - 公司采用主动资产管理策略，通过与第三方管理公司合作，最大化酒店的盈利能力[19] 财务结构与融资 - 公司维持灵活的资产负债表，以支持其战略执行[18] - 公司计划通过股权发行和债务融资来支持长期增长，债务结构主要为无担保债务，固定利率和浮动利率债务占比较大[22] - 截至2022年12月31日，公司总债务为22.29662亿美元，其中12.04662亿美元为浮动利率债务，占比54%[142] - 浮动利率债务的加权平均利率为3.28%，如果利率上升100个基点，年利息支出将减少约30万美元[141] - 公司通过固定利率债务和利率互换来管理利率风险，98.7%的债务为固定或有效固定利率[141] - 公司固定利率债务的估计公允价值为8.756亿美元，基于2022年12月31日的市场利率[143] - 如果利率上升100个基点，固定利率债务余额保持不变，预计债务公允价值将减少约3840万美元[143] 运营结构 - 公司主要通过伞形合伙房地产投资信托（UPREIT）结构运营，截至2022年12月31日，公司拥有99.5%的OP单位[23] - 公司酒店由第三方管理公司管理，租金收入符合REIT资格，TRS承租人需支付租金[23] 员工与工作环境 - 截至2022年12月31日，公司拥有76名员工，致力于维护无歧视和无骚扰的工作环境[27] 可持续发展 - 公司发布首份企业可持续发展报告，涵盖全球报告倡议（GRI）、可持续会计准则委员会（SASB）和气候相关财务披露工作组（TCFD）的披露[28] - 公司致力于减少能源、温室气体和水的使用，自2017年以来，能源使用量每平方英尺减少19%，温室气体排放量每平方英尺减少30%[28] - 公司承诺到2030年将碳排放量减少35%[28] 季节性与竞争 - 公司面临季节性影响，不同地区的酒店收入和利润在不同季度有所波动[21] - 公司面临来自其他酒店和非传统住宿提供商的竞争，尤其是在高增长市场[20] - 公司面临来自其他酒店投资者的竞争，这些投资者可能拥有更大的财务和运营资源[20]