8-K/A

Braemar Hotels & Resorts Inc. (BHR)

8-K/A 2025-08-12 For: 2025-08-07
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Added on April 06, 2026

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K/A

(Amendment No. 1)

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (date of earliest event reported): August 7, 2025

BRAEMAR HOTELS & RESORTS INC.

(Exact name of registrant as specified in its charter)

Maryland 001-35972 46-2488594
(State or other jurisdiction of incorporation or organization) (Commission File Number) (IRS employer identification number)
14185 Dallas Parkway
Suite 1200
Dallas
Texas 75254
(Address of principal executive offices) (Zip code)

Registrant’s telephone number, including area code: (972) 490-9600

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14-a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company    ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered
Common Stock BHR New York Stock Exchange
Preferred Stock, Series B BHR-PB New York Stock Exchange
Preferred Stock, Series D BHR-PD New York Stock Exchange

EXPLANATORY NOTE: Pursuant to Item 9.01 of Form 8-K, this Current Report on Form 8-K/A amends the Registrant’s Current Report on Form 8-K filed on August 11, 2025, for the event dated August 7, 2025, to include the pro forma financial information required by Item 9.01 (b) of Form 8-K.

ITEM 9.01     FINANCIAL STATEMENTS AND EXHIBITS.

(b) Pro Forma Financial Information.

The unaudited pro forma financial information for the Company as of and for the three months ended March 31, 2025 and the year ended December 31, 2024, is attached hereto as Exhibit 99.1 and is incorporated by reference herein.

(d)    Exhibits

Exhibit Number         Description

99.1    Unaudited Pro Forma Financial Information of Braemar Hotels & Resorts Inc.

104    Cover Page Interactive Data File (formatted in Inline XBRL and contained in Exhibit 101)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

BRAEMAR HOTELS & RESORTS INC.
Dated: August 12, 2025 By: /s/ Deric S. Eubanks
Deric S. Eubanks
Chief Financial Officer

Document

EXHIBIT 99.1

On August 7, 2025, Braemar Hotels & Resorts Inc. (“Braemar” or the “Company”) completed the sale of the 369-room Marriott Seattle Waterfront located in Seattle, Washington (“Marriott Seattle”) for approximately $139.3 million in cash, net of transfer taxes and selling expenses. Additionally, the Company repaid approximately $88.4 million on the mortgage loan, of which the Marriott Seattle was one of five hotels securing the mortgage loan.

The following unaudited pro forma financial information of the Company, as of and for the three months ended March 31, 2025 and for the year ended December 31, 2024, has been prepared for informational purposes only and does not purport to be indicative of what would have resulted had the disposition occurred on the date indicated or what may result in the future. The unaudited pro forma consolidated balance sheet assumes the disposition closed on March 31, 2025. The unaudited pro forma consolidated statements of operations for the year ended December 31, 2024, and the three months ended March 31, 2025, assumes the disposition closed on January 1, 2024. The unaudited pro forma financial information of the Company reflects the removal of the assets and liabilities of the Marriott Seattle and its results of operations, which contains a non-recurring gain associated with the disposition of the hotel property. The pro forma gain resulting from the disposition of the Marriott Seattle is preliminary. Therefore, the actual results may differ from the amounts reflected in the pro forma financial statements. There are no other non-recurring items associated with the transaction.

BRAEMAR HOTELS & RESORTS INC. AND SUBSIDIARIES

UNAUDITED PRO FORMA CONDENSED CONSOLIDATED BALANCE SHEET

March 31, 2025

(in thousands, except share and per share amounts)

Marriott Seattle (B) Adjustments Braemar<br>Consolidated<br>Pro Forma
ASSETS
Investment in hotel properties, gross 2,257,665 $ 166,840 $ $ 2,090,825
Accumulated depreciation (64,339) (423,381)
Investment in hotel properties, net 102,501 1,667,444
Cash and cash equivalents 24 139,318 (C) (i) 135,310
2,856 (C) (i)
(88,529) (C) (ii)
Restricted cash 2,800 51,746
Investment in securities (amortized cost of 42,279) 42,394
Accounts receivable, net of allowance 896 39,003
Inventories 62 4,600
Note receivable 8,434
Prepaid expenses 103 9,931
Deferred costs, net 75
Investment in unconsolidated entity 145
Derivative assets 478
Operating lease right-of-use assets 34,688
Other assets 22,548
Intangible assets, net 3,030
Due from third-party hotel managers 1,268 24,194
Total assets 2,098,029 $ 107,654 $ 53,645 $ 2,044,020
LIABILITIES AND EQUITY
Liabilities:
Indebtedness, net 1,202,668 $ 78,248 $ (8,370) (C) (ii) $ 1,116,050
Accounts payable and accrued expenses 2,264 133,826
Dividends and distributions payable 8,692
Due to Ashford Inc. 3,511
Due to related parties, net 33 1,667
Due to third-party hotel managers 2,389
Operating lease liabilities 19,992
Other liabilities 2,127 25,163
Total liabilities 82,672 (8,370) 1,311,290
5.50% Series B cumulative convertible preferred stock, .01 par value, 3,078,017 shares issued and outstanding at March 31, 2025 65,426
Series E redeemable preferred stock, 0.01 par value, 13,909,632 shares issued and outstanding at March 31, 2025 331,875
Series M redeemable preferred stock, 0.01 par value, 1,459,040 shares issued and outstanding at March 31, 2025 36,489
Redeemable noncontrolling interests in operating partnership 26,430
Equity:
Preferred stock, 0.01 value, 80,000,000 shares authorized:
8.25% Series D cumulative preferred stock, 1,600,000 shares issued and outstanding at March 31, 2025 16
Common stock, 0.01 par value, 250,000,000 shares authorized, 67,046,523 shares issued and outstanding at March 31, 2025 669
Additional paid-in capital 24,982 102,501 (C) (i) 720,703
(2,127) (C) (i)
2,856 (C) (i)
(78,248) (C) (ii)
Accumulated other comprehensive income (loss) 95
Accumulated deficit 38,944 (C) (i) (445,542)
(1,911) (C) (ii)
Total stockholders’ equity of the Company 24,982 62,015 275,941
Noncontrolling interest in consolidated entities (3,431)
Total equity 24,982 62,015 272,510
Total liabilities and equity 2,098,029 $ 107,654 $ 53,645 $ 2,044,020

All values are in US Dollars.

See accompanying notes.

NOTES TO UNAUDITED PRO FORMA CONDENSED CONSOLIDATED BALANCE SHEET

(A)Represents the historical consolidated balance sheet of Braemar as of March 31, 2025, as reported in its Quarterly Report on Form 10-Q for the three months ended March 31, 2025, filed on May 8, 2025.

(B)Represents the removal of the historical balance sheet of the Marriott Seattle as of March 31, 2025.

(C)Represents adjustments for Braemar’s disposition of the Marriott Seattle as of March 31, 2025, which includes: (i) an adjustment for the cash consideration received of approximately $139.3 million, net of transfer taxes and selling expenses and cash received for hotel net working capital; and (ii) the cash paid to repay the mortgage loan partially secured by the Marriott Seattle.

BRAEMAR HOTELS & RESORTS INC. AND SUBSIDIARIES

UNAUDITED PRO FORMA CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS

Year Ended December 31, 2024

(in thousands, except share and per share amounts)

Braemar<br>Consolidated<br>Historical (A) Marriott Seattle (B) Adjustments Braemar<br>Consolidated<br>Pro Forma
REVENUE
Rooms $ 452,361 $ 30,317 $ $ 422,044
Food and beverage 181,250 5,234 176,016
Other 94,793 3,224 91,569
Total hotel revenue 728,404 38,775 689,629
EXPENSES
Hotel operating expenses:
Rooms 106,465 6,890 99,575
Food and beverage 145,901 4,445 141,456
Other expenses 225,864 9,955 215,909
Management fees 23,500 1,163 22,337
Total hotel operating expenses 501,730 22,453 479,277
Property taxes, insurance and other 42,508 2,351 40,157
Depreciation and amortization 98,733 7,841 90,892
Advisory services fee 30,487 30,487
Corporate general and administrative 14,361 14,361
Total expenses 687,819 32,645 655,174
Gain (loss) on disposition of assets and hotel property 88,165 38,944 (C) (i) 127,109
OPERATING INCOME (LOSS) 128,750 6,130 38,944 161,564
Equity in earnings (loss) of unconsolidated entity (1,608) (1,608)
Interest income 7,135 122 7,013
Interest expense and amortization of premiums and loan costs (108,124) (7,301) (100,823)
Write-off of premiums, loan costs and exit fees (6,111) (3) (1,911) (C) (ii) (8,019)
Gain (loss) on extinguishment of debt (22) (22)
Unrealized gain (loss) on derivatives 585 585
INCOME (LOSS) BEFORE INCOME TAXES 20,605 (1,052) 37,033 58,690
Income tax (expense) benefit (842) (842)
NET INCOME (LOSS) 19,763 (1,052) 37,033 57,848
(Income) loss attributable to noncontrolling interest in consolidated entities (25,928) (25,928)
Net (income) loss attributable to redeemable noncontrolling interests in operating partnership 4,472 (3,066) (C) (iv) 1,406
NET INCOME (LOSS) ATTRIBUTABLE TO THE COMPANY (1,693) (1,052) 33,967 33,326
Preferred dividends (40,295) (40,295)
Deemed dividends on preferred stock (8,958) (8,958)
NET INCOME (LOSS) ATTRIBUTABLE TO THE COMMON STOCKHOLDERS $ (50,946) $ (1,052) $ 33,967 $ (15,927)
INCOME (LOSS) PER SHARE - BASIC:
Net income (loss) attributable to common stockholders $ (0.77) $ (0.24)
Weighted average common shares outstanding—basic 66,500 66,500
INCOME (LOSS) PER SHARE - DILUTED:
Net income (loss) attributable to common stockholders $ (0.77) $ (0.24)
Weighted average common shares outstanding—diluted 66,500 66,500

See accompanying notes.

BRAEMAR HOTELS & RESORTS INC. AND SUBSIDIARIES

UNAUDITED PRO FORMA CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS

Three Months Ended March 31, 2025

(in thousands, except share and per share amounts)

Braemar<br>Consolidated<br>Historical (A) Marriott Seattle (B) Adjustments Braemar<br>Consolidated<br>Pro Forma
Revenue
Rooms $ 136,092 $ 4,581 $ $ 131,511
Food and beverage 51,788 1,028 50,760
Other 27,940 687 27,253
Total hotel revenue 215,820 6,296 209,524
Expenses
Hotel operating expenses:
Rooms 28,219 1,376 26,843
Food and beverage 40,210 929 39,281
Other expenses 60,376 1,923 58,453
Management fees 6,910 189 6,721
Total hotel operating expenses 135,715 4,417 131,298
Property taxes, insurance and other 10,465 518 9,947
Depreciation and amortization 23,395 1,732 21,663
Advisory services fee 6,611 6,611
Corporate general and administrative 2,894 2,894
Total operating expenses 179,080 6,667 172,413
Operating income (loss) 36,740 (371) 37,111
Interest income 1,888 27 1,861
Interest expense and amortization of loan costs (24,827) (1,616) (23,211)
Write-off of premiums, loan costs and exit fees (1,464) (141) (1,323)
Unrealized gain (loss) on derivatives (198) (198)
Income (loss) before income taxes 12,139 (2,101) 14,240
Income tax (expense) benefit (1,467) (98) (C) (iii) (1,565)
Net income (loss) 10,672 (2,101) (98) 12,675
(Income) loss from consolidated entities attributable to noncontrolling interests 64 64
Net (income) loss attributable to redeemable noncontrolling interests in operating partnership 262 (187) (C) (iv) 75
Net income (loss) attributable to the Company 10,998 (2,101) (285) 12,814
Preferred dividends (9,269) (9,269)
Deemed dividend on preferred stock (4,276) (4,276)
Net income (loss) available to common stockholders $ (2,547) $ (2,101) $ (285) $ (731)
Income (loss) per share – basic:
Income (loss) attributable to common stockholders $ (0.04) $ (0.01)
Weighted average common shares outstanding—basic 66,744 66,744
Income (loss) per share – diluted:
Income (loss) attributable to common stockholders $ (0.04) $ (0.01)
Weighted average common shares outstanding—diluted 66,744 66,744

See accompanying notes.

NOTES TO UNAUDITED PRO FORMA CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS

(A)Represents the historical consolidated statement of operations of Braemar for the year ended December 31, 2024, as reported in its Annual Report on Form 10-K for the year ended December 31, 2024, filed on March 12, 2025 and the historical consolidated statement of operations of Braemar for the three months ended March 31, 2025, as reported in its Quarterly Report on Form 10-Q for the three months ended March 31, 2025, filed on May 8, 2025.

(B)Represents the removal of the historical consolidated statements of operations of the Marriott Seattle for the year ended December 31, 2024 and the three months ended March 31, 2025.

(C)Represents adjustments for the Company’s sale of the Marriott Seattle, which includes: (i) the estimated non-recurring gain on the disposition of the Marriott Seattle for the year ended December 31, 2024; (ii) an adjustment for the write-off of deferred loan costs; (iii) additional estimated tax expense for the three months ended March 31, 2025 associated with the hotel no longer being part of the consolidated group; and (iv) the net (income) loss allocated to redeemable noncontrolling interests in operating partnership related to the disposition of the Marriott Seattle, including the estimated non-recurring gain for the year ended December 31, 2024, based on an ownership percentage of 8.05% for the year ended December 31, 2024, and 9.33% for the three months ended March 31, 2025. There is no additional estimated tax effect associated with the hotel no longer being part of the consolidated group for the year ended December 31, 2024. The pro forma gain and the related tax effects, resulting from the disposition of the Marriott Seattle are preliminary. The actual results may differ from the amounts reflected in the pro forma financial statements.

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