Dec. 23 at 6:14 PM
$SVC This seems like an interesting juncture in this company. Nearing the final phases of reshaping their strategic business model, to being a more Net Lease assets.
Near completion of almost
$1 Billion in non core assets.
https://finance.yahoo.com/news/properties-trust-provides-business-214500630.html
Plus the excellent write up previously posted by @NVDAMillionaire below.
https://beyondspx.com/quote/SVC/analysis/service-properties-trust-a-1-billion-hotel-exodus-toward-net-lease-stability-nasdaq-svc
They have 175 TA travel centers in the net lease portfolio.
Falling interest rates will help them
This statement in the article drew my attention.
"Successful completion of Q4 2025 dispositions, delivering the promised one turn of leverage reduction, and scaling net lease acquisitions in 2026 would position SVC for a potential re-rating toward net lease peer multiples, unlocking significant upside from current distressed levels."
We are already at distressed levels, basically waiting to verify execution.... I think we are close to confirming that execution in Q1 for remain non-core assets sales..
I like the chances, and I just got in for 10,000 shares
