American Hotel Income Properties REIT 6 00 Convertible Unsecured Subordinated Debentures T.HOT.DB.V

Alternate Symbol(s): AHOTF | T.HOT.UN

American Hotel Income Properties REIT LP is a trust that invests in hotel real estate properties. The company's primary business is owning Premium Branded hotels, which have franchise agreements with international hotel brands including Marriott, Hilton, and IHG. It generates revenue from the room, food, beverage, and other revenue. The other revenue is comprised of conference room rentals, parking revenues, and other incidental income.

TSX:HOT.DB.V - Post by User

American Hotel Income Properties REIT 6 00 Convertible Unsecured Subordinated Debentures > Activist investors

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Comment by flamingogoldon Sep 13, 2023 11:16am

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Post# 35633821

RE:RE:Activist investors

Perhaps a way to lower the debt through an asset sale(s)? I believe they have the wiggle room to do so without a distribution cut.

nedstar71 wrote:
flamingogold wrote: Could an activist step in here at these firesale prices, take a 10% stake to get a seat on the board?

Have been in a few stocks where activist investors have stepped in when the share price was unjustly crushed and management was slow to act. SRV.UN has been a big winner for me after a power struggle ensued, now resolved and everyone happy.

Just recently Sime Armoyan of Armco Capital stepped into MRT.UN, another stock I own, to challenge Rai Sahi who has been slowly gobbling up shares while unjustly keeping the distribution low.

But other than taking a position at cheap prices, what would be the activist investor's 'activism'? IE what needs correcting here? Certainly not an increase in distributions.