TWST: Will, as you look back over the year, how has business been in the lodging
sector relative to your earlier expectations? Mr. Truelove: I would say that the lodging portion is pretty much in line with
what we thought. There were difficult comparisons the first half of this year,
with the Hurricane Katrina related comparisons. Urban hotels continue to
outperform the industry averages by about 250 basis points in terms of same-
store growth rates. That is about what we thought as well. I would say the area
that we have been the most disappointed with is probably the non-hotel-related
portions of the lodging business. Primarily, the timeshare business has been a
continual disappointment, but not because of a demand or fundamental issue. I
think it is more just the missing of earnings because of GAAP-related issues.
That has probably created more headwind than anything else in terms of our
outlook.TWST: Rod, how has the group done from a business perspective relative to your
earlier expectations? Mr. Petrik: I think from a business perspective, the performance that we have
seen has been in line with our expectations. When we look at where occupancy is
for the year, it is in line with our expectations. We are past the recovery
point of the cycle and the expansion phase. Occupancy has stabilized. Rates
still continue to go up at somewhat decelerating rates. TWST: All in all, it sounds like a pretty positive environment. Mr. Petrik: From a business perspective, it is. TWST: What about from a market perspective? How has the group done relative to
your expectations, Rod?Mr. Petrik: I think in the first half of the year, we obviously had a strong run
up in share prices, primarily driven by all of the M&A activity. Certainly the
crisis that we have seen in the debt markets in the second half of the year has
caused some upheaval in the deal market. I think any stocks that are real estate
related have been painted with a broad brush and have been negatively impacted. TWST: From a market perspective, Will, has the group done what you thought it
would? Mr. Truelove: I totally agree with Rod. The first half of the year was
fantastic, but that market was very conducive to M&A. It was almost a discussion
of how many hotel companies would be left standing in the public marketplace.
Since the summertime and the credit market meltdown, you have had a complete
retraction in the names. Beyond that, I think that the market does also perceive
that not only are the takeout premiums gone, but, as Rod mentioned, we are also
in somewhat of a decelerating growth environment. It is still good growth but
just not accelerating as fast. Concerns are about earnings going forward. When
you combine those two, the market action has been far different from what we
anticipated. While I would say the business environment has fallen in line with
what we thought, I would also say that we completely missed this year's market
reaction. TWST: Where do we go from here? What is the outlook for the balance of this year
and looking forward into next? Mr. Truelove: Given that the business fundamentals came in about as we expected,
and I think next year will be very similar to this year, there really has to be
a catalyst for having the market focus more on fundamentals staying strong in
the lodging business, although it is a decelerating environment. I am not sure
what the catalyst is from now until year-end. I think you have to have a clear
outlook on the economy. About half of the investors think we are going to be in
a recession, but the other half don't. I think once we get that cleared up, and
we have a more clear earnings outlook on the timeshare business, we might see a
catalyst to move these stocks fundamentally higher. Until then, I have a hard
time finding a strong catalyst near term to jump-start these stocks. TWST: Rod, how about your take? Is there anything that can change the current
position? Mr. Pertrik: When I look back to 1998, the last time economists were projecting
a recession, the hotel stocks were one of the first industries that sold off.
The recession didn't come in 1998 and it didn't come in 1999. The lodging stocks
limped through that period. Then you got into 2000, which was the most
profitable year in the industry's history. The industry got back some of its
multiples, but didn't get back to peak pricing. I think we are going to go
through a similar period of time, until we get on the other side of the next
economic downturn.
With the selloff in the names, I think most of them have been oversold. I think
when the credit markets get back to some sense of normalization, you will see a
pickup in activity in the deal market and there will be a sense of where real
estate values are. I think that level is going to be higher than the current
share prices. I think you can have some upside in the names from here, but I
don't see much of it until next year. Again, in hindsight, we are going to look
back at this Hilton Blackstone (BX) transaction and say, "That was peak pricing
in this past cycle." Mr. Truelove: That is a great point that Rod brings up. I think if Hilton debt
that the investment banks have lent to Blackstone for the acquisition is
syndicated out, then you will have a pricing of what debt could cost for the
lodging industry. I think that is what the private equity market players are
waiting for. They need to know what it is going to cost them in terms of debt.
No longer can you get a deal without financing preconditions; that is gone. You
have to know what the debt is going to cost you before you enter into
negotiations.
Once that debt prices, and given the selloff that we have seen in the hotel
stocks and that the fundamentals have been basically what folks have expected, I
would expect deal volume to pick up. You probably won't see the highflying
valuations that you did in the first half of this year, because the debt market
has completely changed. I think you could see some more M&A activity, probably,
early next year, but you do need that debt to have a price. That is what the
private equity guys are waiting for. TWST: We haven't seen a drying up of interest in doing deals; it is just a
question of knowing what it will cost to do them.Mr. Truelove: Correct. Until you know what it will cost to do it, you can't even
negotiate.TWST: You both touched on a slowing environment. Is that just because it has
been so good that it can't get any better or is it because the economy seems to
be slowing a bit? Mr. Truelove: Probably it is a little bit of both. We are facing extremely
difficult comparisons. We had some fantastic years. It is rate driven at this
point, primarily. You are starting to see some new supply come on, but not much,
which is putting a little damper on. It is just that later in the normal lodging
cycle, these are the kinds of things that happen. It is almost an expected trend
that you would see in this part of the cycle. As Rod mentioned earlier, you are
no longer on the expansion side of the lodging cycle. TWST: If we equate it to a baseball game, where are we? Are we in the middle
innings at this point? Mr. Truelove: We are probably around the bottom of the sixth or top of the
seventh.TWST: Rod, what is your take? Where are we in the cycle for this industry? Mr. Petrik: I think we are about four years into this up cycle. Historically, if
you go back, the up cycles can last anywhere from seven to 10 years. I think 10
is abnormal, but we saw that in the last cycle. I think we have two to three
years left with solid fundamentals, unless the economy falls off the table. When
you look at performance, a lot of the weakness is in the economy sector of the
market. While that can make up almost half of the hotel rooms out there, you
have very little exposure in the public companies, particularly from an
ownership perspective.
Quite frankly, with all the M&A activity we have seen in the last year, all of
the mid-scale without food and beverage, the select service brand, and the
extended stay brand portfolios have all pretty much disappeared. That's
primarily due to cheap debt that drove cap rates down 200-300 basis points for
that asset class. Today, limited service is almost unfinanceable other than on a
one-off basis. Most of the public REITs that own lodging assets are primarily
focused in the upper upscale arena right now. That sector is doing quite well.
We don't see a lot of backoff on the demand side. Yes, you do have the
decelerating fundamentals, but when you look at a lot of these financial center
markets, you have strong occupancy Monday through Thursday, so you are not going
to move your occupancy too much at this point in time. As Will has mentioned, it
is all rate driven. You don't have occupancy gains; you just have rate gains.
When you are looking at RevPAR projections for next year of anywhere from 5% to
7%, some are talking 6% to 8%, from a historical perspective, that is very
strong RevPar growth. TWST: Will, what is your take on that? Mr. Truelove: One of the main differences between this cycle and the last cycle
has been what some people used to refer to as the RevPAR multiplier back in the
last cycle. Historically in the 1990s, you would say that whatever RevPAR growth
was, you could double it and that is what your EBITDA growth would be, so it
would be multiplier of 2. You don't hear too much about it anymore, but the
multiplier number has definitely shrunk to around 1.5 or something less than
that. Cost increases have been accelerating much faster in this lodging cycle
than in the last cycle. Even though we are getting fairly high RevPar growth, it
is all coming from the rate side of the equation. We are not seeing massive
changes in the margins, as you might expect. It looks like we will get back to
peak margins in probably a year or two. Given the kind of growth rates we are
seeing on the rate side, you would think that the margins would improve much
more quickly. TWST: What is holding them back? Mr. Truelove: A lot of it was wages, which is the vast majority of the costs.
You also had energy costs spike and property expenses. TWST: It has been a combination of things. Mr. Truelove: Yes, a combination of things. The hotel managers have done a very
good job of trying to extract as many efficiencies as they can, but unless they
start putting the maid service on roller-skates to change the rooms faster,
there is really not much left to do. TWST: That has topped out, but they have been able to make that up with rates?Mr. Truelove: That is correct. TWST: As we look forward, Will, are they going to be able to continue to raise
rates? Mr. Truelove: As long as you have demand and you are sold out Monday through
Thursday, the next thing left to do is raise rates. It is just the simple, basic
economics. If you have extra demand and there are no more rooms, you are just
going to raise the price until there is no longer a line at your front desk.
Right now, with the kind of occupancies that we have and the limited amount of
new supply, rate growth is going to remain pretty consistent, we think,
especially in the urban markets where very little new supply is coming on line.
To Rod's point, those tend to be in the upper upscale luxury category. That is
what is primarily in the public marketplace. I think too much focus is put on
the US industry, which is primarily a lot of limited service, suburban hotels,
and not enough focus is placed on urban hotels. The urban hotels are much more
representative of the public market, whereas the US industry, while interesting,
is probably not the most representative of the public market. TWST: We have a real dichotomy going on here. Mr. Truelove: Yes, a little bit. I think the US industry probably gets more
headlines and influences the way people perceive the US lodging markets. For
example, right now year to date, you are seeing RevPAR growth of over 8% in
urban locations versus 5.7% year to date in the US. That kind of major
differential, which is benefiting the public hotel companies, isn't really seen
in the headlines. As Rod suggested, there are many economy hotels out there that
are underperforming and bringing down the US average, but they aren't really
affecting the public companies. I don't think investors quite see that. TWST: They haven't quite sorted that out yet. Mr. Truelove: Yes, because of the headlines. TWST: Rod, what is the outlook for new facilities coming on line? Mr. Petrik: I think with most of the numbers that we see coming from different
services, you are looking for supply growth at around 2% a year in 2008 and
2009. When you drill down into that number, and you look at a lot of major urban
centers, that number is barely over 1%. The problem is, you have a pretty good
look at supply and in urban markets, the entitlement process can take two to
three years, development can take another two of three years. The crystal ball
is pretty good looking out about five or six years. In some of the suburban and
airport locations, you can get product built, let's say, inside of two years
total. That dichotomy presents itself again on the supply side. There is very
little supply coming on line in urban centers. Most of it comes on the outside.
Part of that is that it is just easier. It is easier to get land. It is easier
to build. Generally, you are building smaller hotels, so they are easier to
finance. Even in the urban centers with supply running at 1% or 1.2%, the
question is demand. We do a pretty good job of forecasting supply as an industry
and a terrible job of forecasting demand. As long as supply and demand grow at
similar rates, you can stay in the expansion phase of your cycle for an extended
period of time. If all of a sudden the economy does go into a tailspin, you'll
see a drop in demand that is going to lead to increased vacancy. While you can
still push rates for a while, it will point to the peak in the cycle.TWST: Will, what is your take on the supply side of the industry? Mr. Truelove: I will reiterate what Rod said. You have a fantastic outlook the
more urban you get. The more urban you get, the more relevant it becomes to
public hotel companies, because that is where they tend to own or manage the
hotels. That is where all the volatility is on the income statement. When you
start talking about the suburban highway stuff, the franchise companies, like
Marriott (MAR), Choice (CHH), Starwood (HOT), or even Hilton when they were a
franchise business, are benefiting there from the supply in the suburban hotels.
That is their franchise development, but the urban long-term kind of story seems
to be very low supply growth for the past couple of years. We just don't see it
really putting much of a dent in the operations. For the hotel owners and
operators it still comes down to demand. That is why I think that the concerns
over next year's economy, whether or not it is going to be a recession, have
really put a lid on stocks in the near term. TWST: For a while, we saw a lot of hotels being converted to condos. Has that
trend changed now with this heavy demand? Mr. Truelove: I was never really sure how many were really doing it, if it was a
broad-based thing or if it was that you had a lot of old hotels that required a
lot of cap ex convert into a hot condo market. You didn't see a lot of new
hotels that didn't have a lot of cap ex requirements doing that. I know it got a
lot of headlines, but I don't know how prevalent it was. I think it was more of
a here and there kind of thing. If you have a hot condo market and a hotel that
has lots of cap ex and a good location, I would convert it as well. I think
given the strength in the lodging market for the next few years, I wouldn't
anticipate that being a major trend, outside of maybe New York City where prices
for condos are still extremely high. Mr. Petrik: Actually, at the later end of that cycle with the conversions into
condos, there are two deals that I have seen in the past few weeks, one in
Atlanta and one in Miami. They are actually doing the reverse. The current
owners bought the hotels with the intent to convert them into condominiums,
residential, I believe. They just missed the market and are now putting them
back up for sale to be hotels again. TWST: What goes around comes around. Mr. Petrik: Exactly. It was a game of musical chairs and the music stopped. TWST: From what you both have been saying, the growth in this space is really in
the urban rather than the suburban or exurban markets from the public company
perspective. Is that accurate, Will? Mr. Truelove: I would definitely say so. Outside of the urban areas, you get
into what basically are the franchisers, and they benefit from supply growth.
They are not as heavily reliant upon their same-store internal growth rates. So
they have basically the best of both worlds. For example a Starwood, which will
franchise hotels in suburban markets, benefits from that supply growth. They are
not all that worried about the internal growth rates out there. Yet, they own
and manage hotels in downtown urban areas where they are benefiting that way.
The public hotel companies have all morphed into very efficient businesses. The
hotel REITs, primarily now the ones that are public, all own in major urban
locations. Those that have some suburban tend to sell them and try to move even
more urban. They have all ended up becoming very similar because those are the
strategies that work in the long run and that seem to be working this time
around as well. TWST: Rod, are we going to see any change in that pattern? Mr. Petrik: Will just mentioned Starwood. You still have Starwood and Marriott
in the public arena. We lost Hilton last month. Obviously, the focus there is
going to be international, so we are going to see a lot more international
growth from a real estate perspective. I think you are going to see the REITs
become more aggressive internationally. We have seen it in Host (HST) with their
joint venture. You see Strategic (BEE) making some investments. I think you will
see you more resources and more international. I don't think it will be quick. I
think it will come slowly. One of the main reasons is that Europe is more
expensive than the US as far as their pricing. For US REITs, without currency in
their stock right now, it is tough for them to go in and be competitive. When
you look at Asia, most of the opportunity is on the development side. The
lodging REIT isn't necessarily a great vehicle for development. They may be a
potential purchaser down the road when deals that are being developed today are
completed and stabilized. I do see the US REITs becoming a little more active
overseas, but I think that will be a slow process. TWST: Is that because they don't have the expertise? Mr. Petrik: I think that is part of it. If you are not already operating in
those markets, you don't want to dive in too quickly. I think it is also just
the opportunity, waiting for the pricing to pull back a little bit in Europe and
waiting for more product to actually get built in Asia. TWST: Will, as we look out over the next couple of years, is the growth going to
continue to be at the high end of the market for these public entities? Mr. Truelove: I believe it will be for the most part. As Rod mentioned, it is
easier to build in the suburban locations. You can get it done much more
quickly. If we assume the demand holds up for going forward, the supply is going
to be the problem. Where will supply come first? That is just where it is easy
to build and open. You are going to see a dichotomy based upon the differential
growth rates in the supply rather than the demand. By definition, those hotels
that have less exposure to new supply, because of their location, will continue
to outperform later in the cycle. TWST: Will, as you look at this space, public companies are fairly limited at
this point. Private money is on the sidelines. Will private money and interest
in this space come back?Mr. Truelove: As I mentioned earlier, I think the private money is interested.
They just need to know what it is going to cost them on the debt. With a blank
screen right now for debit pricing, it is very difficult to do. If you have the
Hilton debt syndicated, that is probably going to be the best indicator for what
it will cost to get additional lodging deals done on the debt side. TWST: What is the timing of that? Mr. Truelove: It would be a complete guess, but I would hope that maybe by the
end of this year some of that debt will get syndicated. TWST: That is not that far away. Mr. Truelove: Probably not. With that new pricing to plug into your
spreadsheets, the private equity guys could have a number in their minds by
January or February. You would probably just want to wait for a full year of
results to come out before you would want to do a deal. TWST: It is a modest time horizon.Mr. Truelove: I would say about five months. Mr. Petrik: When you talk about private equity, they really are on the
sidelines. There were perhaps a dozen or so small to mid-sized private equity
funds, whether they were lodging specific funds or real estate funds that have a
heavy bias toward lodging assets. Most of that money was raised in the first
half of this year. Again, the debt markets went into a tailspin. For a couple of
these funds, if you had raised $250 or $300 million, back in May, you thought
you were going to buy $1.5 billion in real estate. Today, $250 million might get
you $1 billion. Their appetites have come in a little. One thing is for sure;
they are not giving the $250 million back. When you raise it, you are going to
spend it. They are standing in line, waiting for debt to come back, but sooner
or later it is going to placed. That is why we think there is going to be
another small round of M&A activity. It isn't going to be another Hilton deal,
or at least I don't think so. I think there will be a few more small deals and
the price on large individual assets will be very competitive.
A couple of the large lodging REITs have told me not only are they not winning
any of these bids for the few assets that are coming to market, but they are not
even coming close to winning a bid. One of the REITs said that the spread
between their bid and the winning bid is the widest that it has been in five
years. There is still a very active market. You haven't seen much movement in
cap rates. Logic would tell you cap rates are going up, but with so few
transactions taking place in the market, I haven't seen it yet. I think you will
see it. I think you will see a 25 or 50 basis point move in cap rates for
institutional assets. Maybe in the suburban stuff it will go a little bit
higher. As of this interview, we haven't seen it. Limited service will probably
have the biggest uptick. These assets went from being 10% cap rates to 7% with
aggressive CMBS debt available. With the CMBS market dry, they are probably
going back to 10% caps. Companies like Innkeepers and Equity Inns were very
fortuitous in selling.Mr. Truelove: Following on that thought, wouldn't you also agree, Rod, that with
the volatility of the equity markets around the hotel stocks and with the
fundamentals probably having come in, as you and I would have expected, it could
lead to lodging executives being more receptive to buyout offers going forward,
just to get away from some of that volatility in their own personal wealth
categories? Would you agree with that? Mr. Petrik: Yes. I think that the farther you move into this cycle, to the
extent that you see pricing anywhere near what they believe to be NAV, I think
they are more apt to take it today. When all of a sudden you saw deals, going
back to the EOP deal, the Archstone transaction, the Hilton transaction, and all
of this really aggressive real estate pricing for major deals, everybody's
concept of what they were worth went up. There might be a little bit of
pullback. There is a dose of reality thrown into the market. I do think that you
have some management teams that would be willing to sell their company and not
ride through another cycle. TWST: The time is right. We just need to move farther down the time horizon. Mr. Petrik: Or select the companies. I think somebody like a FelCor (FCH), which
has been around for a decade may be more apt to sell than a DiamondRock (DRH),
which just went public a couple of years ago, yet both have been speculated at
times to be targets of private equity. TWST: Rod, as you talk to investors at this point, what is the level of interest
in the space? Mr. Petrick: It is very mixed. You see a lot of non-dedicated investors.
Particularly, as Will had alluded to, a number of these investors are investing
with a recession in mind, believing that a recession is going to come. If you
are investing for a recession, you are not going to be heavily weighted in
lodging names. You also have investors who are still fearful of the consumer
even though on the lodging REITs side consumer business probably makes up less
than 20% of their business. When you get to the C-Corp, you see some pullback in
the timeshare business. That has been the ongoing concern with these companies.
When you look back earlier last year, the focus was in the opportunities
internationally, particularly in Asia and the growing economies of China and
India. Today it is fear of the consumer and the pullback in timeshare business.
Fear and greed move the market. I think the predominant sentiment in lodging is
fear. You are seeing that when we talk to investors. Mr. Truelove: I would like to follow up on that. As I mentioned earlier, you
really need to find the catalyst to let people believe not only that the current
lodging environment is actually pretty good as you alluded to, but also that it
is not falling off a cliff. What is that catalyst going to be? Could it be more
M&A activity coming out? That is possibly one catalyst. It could be the belief
that the economy is not going into recession. Perhaps the consumer picking up
would be a good catalyst. As Rod alluded, the consumer side really does not move
the needle that much for the lodging companies, it is mostly business travel.
But, because investors believe it matters, it matters. Perception is reality
unfortunately. I think those are the kinds of things we are trying to look for.
Finally, with all the problems timeshare earnings have had recently, it looks
like they could have a significant rebound in 2009. Perhaps as we approach later
next year and we see a significant recovery in earnings in timeshares, just
because of the timing issues, maybe that will be what does it. That is probably
the hardest part of this job, trying figure out which is the catalyst to get the
market to realize what the lodging fundamentals really are. TWST: Will, you both mentioned the weakness in timeshare. What is going on? Why
has that become a problem all of a sudden? Mr. Truelove: Rod, do you want to go first? TWST: That was a quick passing of the paddle. Mr. Truelove: It gets my blood boiling when I hear timeshare, so I will just
pass for a moment. Mr. Petrik: Timeshare has been remarkable in its growth over the last 10 years.
Part of it is, it defies logic. If you were to ask me, "Why has timeshare been
so successful?" or say, "Explain the business to me," I probably can't. I will
tell you this, when you go to a market like Orlando, where all of the big three,
Starwood, Marriott, Hilton, have a presence, when you go to their sales
presentations, they are powerful. They are pre-marketing vacations. I can't
explain why things are going so strong. Therefore, I can't tell you why things
have, I don't want to say fallen off the table, but they have certainly pulled
back. I think Marriott's business is going to be relatively flat. Again, it is
tied to the consumer. I think that when you look back over the last 10 to 15
years, timeshare has been a positive surprise. I don't think it has been one of
those discretionary spending points that have pulled back. I think it is because
what you are doing is pre-selling vacations. Americans have this inalienable
right to take a vacation. You just haven't seen the pullback. Where I have been
surprised is the growth in the interval business, which are the Ritz Carltons of
the world, with three and four week intervals, and the residences, the branded
luxury living. The Four Seasons, Ritz, St. Regis, and the like continue to do
fairly well in a very troubled housing market. Mr. Truelove: If you listen to the hotel operators, they will tell you that
timeshare demand remains quite strong. A lot of investors, including myself,
always have a difficult time. Because we hear so much about the slowdown of the
consumer, it is always amazing to hear about this very discretionary, maybe not
a gigantic purchase, but it is somewhat meaningful, $15,000 to $25,000 that it
continues to do well according to the operators. What tends to happen, though,
is the accounting rules around timeshares are very complicated, and it has also
been somewhat of an inventory management thing.
As Rod alluded to, timeshare growth and demand for the last 10 to 15 years has
been very good. You saw a lot of the hotel operators, with lots of free cash
flow, start building larger and larger and more concentrated developments for
timeshare. Their timeshare numbers became more and more about the development of
a select number of sites. To get the premier pricing, you tend to be in high
demand, very difficult to build locations, for example, Hawaii or Vegas. Because
it is so difficult to build and there is such high demand, sure enough, any kind
of delays or problems, or if you run out of inventory because you sell it so
fast, the year-over-year comparisons become quite difficult. We have seen delays
because of either archeological finds in Hawaii or it has been difficult to get
the approvals for the next phase of development from community people in the
local area or what have you. That has pushed back a lot of their earnings,
apparently, into 2009. 2008, from an earnings perspective, given the timing of
the inventory, looks to be somewhat weak; it tends to be much more in 2009. That
is why I said you could see a surge in timeshare earnings in 2009. It is not
because demand apparently has fundamentally shifted, it is more of an inventory
management situation as well as an accounting issue. I would say that because of
the volatility in earnings, it makes it rather difficult to value it like any
other traditional public company that has more stable earnings. Whereas I think
it might be a great business, I am starting to think that it may not be a good
business for the public companies to be in. There might be another way of doing
it to smooth out the earnings, somehow, someway. TWST: Will, given the environment, what are you telling investors to do in the
space at this point? Mr. Truelove: I would say to the dedicated investors that understand the lodging
space, that know it is not all about the consumer, they should start trying find
the best owners of real estate that they can. I think it is on sale at this
point. I am also telling people, if they have to choose, to choose operators
with less timeshare. Given the volatility and the concerns around that business,
go with something that is easier to forecast. We like the lodging REITs. We like
Host Hotels, particularly. It is a great investment. They own some of the best
real estate around. We have a buy rating on that. We like, on the more C-Corp
side, Choice Hotels, which is a pure franchiser. They post great quarters, great
results. There is very limited volatility around their numbers because they
don't have the timeshare. If you want to play in the lodging space, the easy
answers are the ones that don't have the timeshare. You might find value in
those, such as Starwood and Marriott, that do have the timeshare, but the
results can be quite volatile. I think that is where it is a little more
difficult play right now. I think those stocks are cheap and offer great
valuations, but it is probably going to be more of a bumpy ride. TWST: Rod, where are you pointing investors? Mr. Petrik: On the REITs side, we like Host Hotels and we like LaSalle (LHO). We
think that they have two of the highest quality portfolios in the space. We
believe that multiple will track RevPAR. Historically, those two companies have
had the highest RevPAR in the lodging sector. Strategic has certainly entered
that arena. A lot of those assets have been bought, and bought at relatively
high prices over the last few years. Host and LaSalle would get the nod on the
REITs side. On the C-Corp side, our favorite name is Marriott. We think the
selloff in the stock recently due to timeshare has been overblown. We love the
international opportunities; they are 20% of the business. We think that the
bottom line can grow at almost 50% per year on the international front over the
next two to three years. The opportunities in Asia, again, and particularly in
India and China are very attractive. As you see a pickup in supply, obviously
Marriott gets more than their fair share in new starts, with very competitive
product, particularly in select service for those local developers looking for
brands. When we talk to lenders, to the extent that you can get a construction
loan it is very helpful to have a major brand like one of those. TWST: How about the other side of the coin, Rod? Are there any names in the
space that worry you at this point? Mr. Petrik: From the REIT perspective, we have been sitting here for the last
couple of years going through this and at some point, if a stock drops low
enough, there will be some private equity that will come in and correct the
pricing. We do not have any sells in the space right now. TWST: Will, how about your take? Do you think there are any names investors
should be wary of? Mr. Truelove: We obviously prefer some over others, but we don't have any names
with sell ratings either. I think the industry's strength in the stage we are
still in, still bodes well. I think if we got very late in the cycle or started
seeing a turn for the worse, then we would probably be more apt to see stocks
with sell ratings. At this stage of the cycle it is very difficult to put a sell
rating in. As Rod mentioned, with stocks that do sell off, there is the private
equity call option almost. TWST: They are sitting on the sidelines with all of that money we talked about
earlier, just waiting. Mr. Truelove: Exactly. How far is it really going to drop? Mr. Petrik: Two names have been mentioned. I mentioned Marriott and Will
mentioned Choice. I don't follow Choice, but I think that the key will be as we
move further in this cycle. To the extent that you have a deceleration in the
fundamentals, particularly when you look at real estate, when you look at supply
and demand, increase in supply from a logic perspective is not good, if you own
real estate. However, if you are one of the franchisers, it is very positive for
you. I think as you move forward in the cycle, the franchisers, the management
companies, the Marriotts, the Choices of the world are going to benefit, and it
is going to be to the detriment of the real estate owner. I think we are going
through that process. It is one of the reasons that when you look at companies
like Hilton and Starwood, over the last few years, they have become very
aggressive in selling their real estate in a very strong real estate market and
shifting their income to a more franchised and management based business. Mr. Truelove: To follow up on Rod's point, if you are really worried about the
end of the cycle, Choice would be a good defensive play on the C-Corp side. If
you did have to be on the real estate side, there is actually a lodging REIT
called Hospitality Properties Trust (HPT) that does have some minimum rent
guarantees, which is fairly unusual in the lodging space. It offers a fairly
high dividend yield. That could be a defensive play if you need to be in the
real estate arena. There are some choices to be had, even if you believe in a
decelerating lodging environment. TWST: Even in a tough environment, there are ways to make some money. Mr. Truelove: That is correct. You will find a bull market somewhere. TWST: Rob, do you have any comments to wrap up? Mr. Petrik: I think that the third quarter results were solid. The fourth
quarter looks pretty good. Consensus RevPAR in 2008 looks to be about 5%-7%,
high by historical standards and group and convention business up around 10%.
However, right now, it is meaningless. Lodging executives are being barraged by
the same media reports as the rest of us. They are expressing concern with the
overall economy. If we slide into a recession, all bets are off. Most real
estate companies are on the sidelines waiting for opportunities. To me that
translates into they believe pricing is coming down. For the last four years,
lodging assets have traded in the 11-13 times EV/EBITDA multiple range. Some
assets and companies went off at 13 times plus. I believe we'll see pricing go
to the bottom end of that range. However, non-dedicated investors may wait for
the next cycle to hop back on the lodging bandwagon.TWST: Will, do you have any wrap-up comments? Mr. Truelove: I wish that the lodging names were considered more as business
services instead of consumer discretionary stocks. I think the label of consumer
discretionary really hurts them because so much of our time is focused on
consumer sentiment and perceptions of reality whereas many of these names do not
have that much exposure directly to consumer travel. Business travel has
remained quite strong. It is anticipated to be strong again next year. Yet these
names just can't seem to get any traction because of fears about the consumer.
It is somewhat unfortunate. Overall, we are still bullish on the fundamentals.
We are just waiting for the market to perceive the stocks differently. TWST: That could take some time. Mr. Truelove: If ever. TWST: Thank you. (TJM)Note: Opinions and recommendations are as of 11/2/07.ROD PETRIK
Stifel, Nicolaus & Company, Inc.
One South Street
Baltimore, MD 21202
(443) 224-1306WILLIAM TRUELOVE
UBS Investment Research
1285 Avenue of the Americas
New York, NY 10019
(212) 713-8825
Lodging >> Roundtable >> November 26, 2007
ROUNDTABLE FORUM: OUTLOOK FOR LODGING
ROD PETRIK, Managing Director of Stifel, Nicolaus & Company, Inc., is an Equity
Research Analyst covering the lodging and gaming industries. During his 22 years
in the business, he has been involved in a number of aspects of real estate
finance. His experience includes public and private debt and equity capital
markets transactions, property development and acquisitions, permanent mortgage
lending, workouts, dispositions, and strategic and financial advisory
assignments... More










