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Hotel Transactions Strong in 2011

The volume of U.S. hotel transactions increased to approximately US$14 billion in 2011, up from less than US$8.6 billion in 2010.
By Stephen Hennis
February 14, 2012 | 2:00 P.M.

BOULDER, Colorado—In accordance with the turnaround in industry performance, the hotel investment sector also exhibited strong signs of recovery with a large amount of activity, solid pricing, and better access to financing.

Through the end of 2011, STR Analytics, sister company to the Hotel Investment Barometer, tracked approximately US$14 billion in hotel transactions. This compares to US$8.6 billion in 2010. The average price per unit increased 11.7% from US$179,000 in 2010 to US$200,000 in 2011. The properties that generated the highest price per key are shown below.

 

Property Location Rooms Price Price/room Buyer
Ocean House Watch Hill, Rhode Island 49 US$36.6 million US$746,939 Ocean House Hotel Partners
Mondrian Los Angeles Los Angeles 237 US$137 million US$578,059 Pebblebrook Hotel Trust
Huntington Hotel San Francisco 100 US$53.5 million US$535,000 Grace International
Royalton New York 168 US$88.2 million US$525,000 FelCor Lodging Trust
Elysian Chicago Chicago 188 US$95 million US$505,319 Equity Group Investments, Hilton Worldwide
Viceroy Santa Monica Santa Monica, California 162 US$80.1 million US$494,444 LaSalle Hotel Properties
Algonquin New York 174 US$85.5 million US$491,379 Cornerstone Real Estate Advisors
Cheeca Lodge Islamorada, Florida 214 US$102 million US$476,636 Northwood Investors
Radisson Lexington New York 712 US$335 million US$470,506 DiamondRock Hospitality Company
Paramount New York 597 US$275 million US$460,637 RFR Holding

 

Source: STR Analytics, LW Hospitality Advisors

A quick observation of the hotels listed above shows all of these hotels are at least quasi-independent and many of them are boutique in nature. The majority of them also are from primary urban markets: New York, Los Angeles, San Francisco, and Chicago. New York accounted for US$2.6 billion in asset trades, roughly 20% of the annual deal volume. The highest priced transactions shown below illustrate investors’ appetite for New York product. The Manchester Grand Hyatt in San Diego is the only non-Manhattan asset on the list.

 

Property Location Rooms Price Price/room
Manchester Grand Hyatt San Diego San Diego 1,625 US$570 million US$350,769
New York Palace New York 899 US$400 million US$444,939
Park Central New York 934 US$396.2 million US$424,197
Radisson Lexington New York 712 US$335 million US$470,506
Yotel New York 669 US$315 million US$470,852
Helmsley New York New York 775 US$313.5 million US$404,516
Paramount New York 597 US$275 million US$460,637

 

Source: STR Analytics

Dealing                                                                                                                                                                       There also were numerous portfolio transactions in 2011 that occurred. These included: the Cheng family’s US$570-million acquisition of five Rosewood properties; Cerberus Capital and Chatham Lodging Trust’s US$1.02-billion acquisition of the Innkeepers USA Trust portfolio; and Hyatt Hotels Corporation’s US$660-million LodgeWorks purchase.

REITs acquired approximately 30% of the hotels transacted in 2011. This is a slight decline from 2010 when almost 40% of the hotel transactions involved REIT buyers.

While US$14 billion in property sales is fairly significant, it is still well below the peak of the investment market in 2006 when more than US$20 billion in hotel assets traded. Nevertheless, the deal volume in 2011 is similar to the level between 2004 and 2005 when we were in the midst of an economic recovery.

Many analysts and brokers expect deal volume will maintain its current pace, and we can expect another US$14 billion in hotel transactions in 2012. However, history would indicate deal volume can be expected to increase further in 2012.

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