Sep. 8 at 12:13 AM
$RLJ Current FFO guidance: ~
$1.38–
$1.58 (midpoint
$1.48).
• Worst-case stress: If RevPAR stagnates or declines further (say –10% across portfolio), FFO could fall to
$0.80–
$1.00/share.
• At 8× P/FFO (distressed multiple): that implies
$6.5–
$8.0/share.
• That’s essentially today’s price range already.
• Below that, the market would be pricing in real distress (occupancy crisis, refinancing stress).
