RLJ Lodging Trust (RLJ) 2023年年度报告「NYSE」.pdf

1、ANNUAL REPORT 2023THE MILLS HOUSE HOTEL CHARLESTONRLJ LODGING TRUST(“RLJ”)is a self-advised,publicly traded real estate investment trust that owns premium-branded,rooms-oriented,high-margin,urban-centric hotels located within the heart of demand locations.Our hotels are geographically diverse and co

2、ncentrated in major urban markets that provide multiple demand generators from business,leisure and other travelers.High Quality Portfolio(BY%OF EBITDA)21.2KRooms96 Hotels23 StatesUrban MarketsBRAND42%Hilton37%Marriott12%Independent9%Hyatt14%Resort36%Urban Gateway11%Urban Metro39%Urban LifestyleSEGM

3、ENT13%of Float Repurchased since 2018LESLIE D.HALE,PRESIDENT&CEO+9.0%Top Quartile RevPAR Growth Exceeded Industry by 2x$14M-$18MIncremental EBITDA Expected from Phase I-II Initiatives100%Increase in Quarterly Dividend in 2023Dear Fellow Shareholder,Once again lodging fundamentals demonstrated the re

4、siliency of our industry,with positive momentum year over year.We saw strong improvement in all segments of demand with urban markets benefiting disproportionately.Against this backdrop,our results outperformed the industry by nearly two times,demonstrating our strong growth profile and underscoring

5、 our ability to capture emerging demand trends.Our portfolio delivered RevPAR growth of 9.0%,which was in the top quartile relative to our peers,reflecting the repositioning of our portfolio over the last several years,including the benefits of an urban-centric footprint,and growth from our conversi

6、ons.Additionally,the upside from our ROI Initiatives were evident in our out-of-room spend which grew by 20%over the prior year.Our results during the year exceeded our expectations and capped off a very successful year for RLJ.Overall,our strong performance validated our thoughtful efforts to curat