True Blue Lending

Hospitality

Reads the STAR report.

Full-service, limited-service, select-service, and boutique hotel financing. CMBS, bank, SBA 504, and bridge capital for acquisitions, refinances, and PIP funding.

The short version

Hotel financing is the most operationally-sensitive commercial real estate segment. Lenders underwrite the property's operating performance (RevPAR, ADR, occupancy from STAR reports) more than any single tenant's lease — there are no leases. Underwriting is sponsor-heavy, brand-affiliation-heavy, and market-heavy. CMBS dominates large-format full-service; SBA 504 is the workhorse for owner-operator limited-service; bank balance-sheet covers everything in between; bridge capital handles PIP funding and pre-stabilization scenarios.

Full-service hotel

Branded full-service — Marriott, Hilton, Hyatt, Westin, Sheraton

Full-service hotels — typically 200+ keys, with food-and-beverage operations, banquet space, fitness, business center, and concierge service. Branded under a major flag (Marriott, Hilton, Hyatt, IHG, Accor) with a long-term franchise or management agreement. Underwriting examines the brand affiliation, the franchise PIP cycle, RevPAR and ADR vs comp set, and management agreement terms.

CMBS is the dominant lender for full-service over $20M. Pricing is wider than apartment or industrial — typically 200–400 bps over matched-maturity Treasury for 10-year fixed at 60–65% LTV. Life-insurance companies compete on the highest-quality assets in tier-1 markets. Bank balance-sheet covers the gap below CMBS scale.

Loan amount$10M – $250M+
Max LTV60–70%
Min DSCR1.40–1.60× (NOI net of FF&E reserve)
Term5, 7, or 10-year fixed
Amortization25 years
FF&E reserve4–5% of revenue (mandatory)
RecourseNon-recourse (CMBS); recourse (bank)

Right fit for

  • Stabilized full-service hotel refinance
  • Acquisition of branded full-service in tier-1 or tier-2 market
  • 1031 replacement property with hospitality exposure
  • Refinance after PIP renovation completion

Limited-service / select-service

Branded mid-scale — Holiday Inn Express, Hampton Inn, Fairfield, Hilton Garden Inn

Limited-service and select-service hotels — typically 80–180 keys, breakfast-only or limited F&B, branded under mid-scale or upper-mid-scale flags (Holiday Inn Express, Hampton Inn, Fairfield Inn, Hilton Garden Inn, Courtyard, Best Western Premier). Lower operating complexity, more predictable economics, lower break-even occupancy.

SBA 504 is the workhorse for owner-operator limited-service — up to 90% LTV with a 25-year fixed-rate SBA debenture portion. CMBS picks up at $5M+ for non-owner-operator. Bank balance-sheet handles smaller files. Best operating margins in lodging — 35–45% house profit on stabilized files.

Loan amount$3M – $50M
Max LTV70–75% (90% via SBA 504 owner-user)
Min DSCR1.35–1.50×
Term5, 7, or 10-year fixed (25 yr SBA debenture)
Amortization20–25 years
FF&E reserve4% of revenue
RecourseRecourse (SBA, bank); non-recourse (CMBS at $5M+)

Right fit for

  • Owner-operator buying or refinancing a single branded select-service property
  • Multi-property hotelier scaling a portfolio under one brand
  • PIP-mandated refinance to fund brand-required renovation
  • Stabilized refinance out of construction debt

Boutique / lifestyle

Independent and soft-branded — Autograph, Tribute, Curio, Marriott Tribute Portfolio

Independent boutique hotels and soft-branded properties (Marriott's Autograph and Tribute Portfolio, Hilton's Curio Collection, Hyatt's Unbound Collection). Higher operating complexity than limited-service, narrower tenant base than full-service, but premium ADR positioning that rewards execution.

Lender pool is narrower than for major-branded properties. CMBS and bank both compete but underwriting weights sponsor track record heavily. The "story" of the property matters more here than in any other commercial asset class — what makes this hotel different, who books it, what's the competitive moat.

Loan amount$5M – $100M
Max LTV60–70%
Min DSCR1.40–1.60×
Term5, 7, or 10-year fixed
Amortization25 years
Sponsor experienceHeavy weight — boutique is execution-driven
Lender poolNarrower than major-branded

Right fit for

  • Refinance of stabilized boutique with 3+ year operating history
  • Acquisition of independent hotel for soft-brand conversion
  • Multi-property boutique sponsor scaling a regional portfolio

PIP renovation bridge

Short-term capital for franchisor-mandated renovation

PIP = Property Improvement Plan — the franchisor-mandated renovation cycle that branded hotels go through every 7–10 years. Brand standards change, the franchise agreement renews, and the franchisor issues a PIP scope ranging from $500K cosmetic refresh to $10M+ full repositioning. Bridge financing funds the work without disrupting the senior loan.

Bridge structure: 12–24 month interest-only term, SOFR + 350–550 bps margin, sized to as-stabilized value post-PIP. Take-out is the refinance into a new permanent loan at PIP completion + 90 days operating history. Rates are higher than perm but the structure preserves franchise approval and gets the renovation completed without lender friction.

Loan amount$2M – $50M+
Max LTV75% as-stabilized / 80% loan-to-cost
Term12–24 months (extension options)
Rate structureSOFR + 350–550 bps
AmortizationInterest-only on drawn balance
RecourseRecourse to principals
Use of proceedsPIP construction + working capital + interest reserve

Right fit for

  • Franchisor-mandated PIP at brand re-flag
  • Lifecycle PIP at year 7–10 of a franchise term
  • Conversion bridge — independent to soft-brand or brand to brand

Frequently asked

What people ask before they apply.

Plain-English answers to the questions we hear most often on hospitality scenarios. Have one we missed? Call (707) 583-3666.

What is RevPAR and how does it drive financing?

RevPAR = Revenue Per Available Room = ADR (Average Daily Rate) × Occupancy. The single most-watched hotel performance metric. Lenders underwrite a hotel's RevPAR vs its comp set (using STR/STAR reports), the trend over the past 3–5 years, and the projected RevPAR after any planned renovation. Outperforming the comp set on RevPAR is the strongest financing signal a hotel can show.

What is a STAR report?

STR (Smith Travel Research) STAR Report — the industry-standard benchmarking report comparing a specific hotel's performance against a defined competitive set on three metrics: occupancy, ADR, and RevPAR. Lenders require an active STAR subscription on every hotel loan. The "index" — the subject's ratio to the comp set average — is the key underwriting input. Lenders want occupancy index, ADR index, and RevPAR index all tracking at or above 100% (parity with comps).

What is a Property Improvement Plan (PIP)?

A PIP is a franchisor-mandated renovation scope. Major hotel brands (Marriott, Hilton, Hyatt, IHG) issue PIPs at franchise renewal (typically every 7–10 years), at change of ownership, and sometimes at brand-standard updates between renewals. Scope ranges from $500K cosmetic refreshes (paint, soft goods, FF&E) to $10M+ full repositioning (new lobbies, ballroom redesign, room mod). PIPs are non-negotiable — failing to complete on schedule terminates the franchise. Bridge financing or capital reserve is required to fund.

Why are hotel rates higher than apartment rates?

Three reasons: (1) hotel revenue is daily-rate, not lease-rate — much more volatile; (2) hotels have material operating leverage — fixed costs (mortgage, utilities, payroll baseline) absorb a large share of revenue, so a 10% RevPAR drop can move NOI 25%+; (3) hotels have larger capital-expenditure cycles (FF&E refresh every 5–7 years, full PIP every 7–10) that reduce free cash flow vs apartment buildings. Lender pricing reflects these risks — typically 100–250 bps wider than apartment for comparable LTV/term.

Can I do owner-operator hotel financing with SBA?

Yes — SBA 504 is the dominant product for owner-operator branded select-service or limited-service hotels under $20M total project cost. 90% LTV (10% borrower equity), 50% senior bank loan + 40% SBA 25-year fixed-rate debenture + 10% equity. For multi-property hotelier scaling, SBA limits matter (per-borrower aggregate caps), but for a first or second hotel, SBA 504 almost always beats conventional commercial pricing.

What is FF&E and why does the lender require a reserve?

FF&E = Furniture, Fixtures, and Equipment — the soft and hard assets inside a hotel that wear out: bedding, carpet, drapes, room TVs, lobby furniture, kitchen equipment. Lenders require a monthly FF&E reserve deposit (typically 4–5% of revenue) so the cash is available when items reach end-of-life. The reserve funds get spent down on pre-approved replacements without dipping into operating cash flow. Lenders won't close a hotel loan without an FF&E reserve mechanism.

How does brand affiliation affect financing?

A long-term franchise agreement with a major flag (Marriott, Hilton, Hyatt, IHG, Accor) is the strongest financing signal a hotel can show — it provides distribution (loyalty programs deliver 30–60% of room nights), pricing power (brand standards support ADR), and exit liquidity (other operators want flagged properties). Independent hotels finance, but at wider rates and tighter LTV. Soft-brand affiliation (Autograph, Tribute, Curio) is a middle ground — independent operations with brand distribution.

What is the difference between a franchise and a management agreement?

Franchise: the owner pays brand fees and follows brand standards, but operates the hotel themselves (or hires a third-party management company). Common for limited-service. Management agreement: the brand operates the hotel directly under a long-term contract, charging management and incentive fees against operating performance. Common for full-service luxury hotels (Ritz-Carlton, Four Seasons). Lenders treat franchise files as owner-operated and weight sponsor experience heavily; management-agreement files weight the brand operator's track record more.

Authoritative sources

Where the rules come from.

Independent references for everything claimed on this page. We cite primary sources so you can verify before you decide.

AHLA — American Hotel & Lodging Association

Industry trade association — sector data, brand directory, advocacy.

STR — Smith Travel Research

Authoritative source for hotel performance benchmarking (STAR reports).

CRE Finance Council

CMBS and commercial debt trade association.

SBA — 504 Loan Program

Authoritative source for SBA 504 owner-occupied hotel financing rules.

NMLS Consumer Access

Verify True Blue Lending's license (NMLS #2380218).

Ready when you are

Send the STAR report.

Twenty-minute call. Send the trailing 24-month STAR report, current franchise agreement (or management contract), and operating P&L. We'll size the deal across CMBS, SBA 504, bank, and bridge — and tell you which channel wins on your specific brand, market, and operating story.

Prefer to talk first? Call (707) 583-3666