Chatham Lodging Trust (CLDT) Investor presentation summary

Business performance and growth

• RevPAR growth outpaced industry for four consecutive years, with FY '24 up 2.8% versus industry 1.8%.

• Hotel EBITDA margin of 35.0% is the highest among lodging REITs.

• Acquiring $100 million in hotels at a 9% cap rate would boost EBITDA and FFO/share by 12% and 9%, respectively.

• $10 million in share repurchases at current prices is 2% accretive to FFO/share.

• Sold seven hotels for $119 million since 2024, enhancing portfolio quality and balance sheet.

Revenue and margin leadership

• RevPAR growth in 2024 and 2025 exceeded both full-service and limited-service peers.

• FY 2025 EBITDA margin projected at 35.0%, leading the industry.

• Extended stay and upscale limited-service hotels drive superior margins.

Market and portfolio positioning

• Portfolio concentrated in high-quality, attractive markets with top brands.

• 66% of LTM EBITDA generated by extended stay hotels.

• Highest RevPAR among limited-service focused lodging REITs.

• Largest concentration of extended stay rooms among lodging REITs at 64%.