NEW YORK—AWH Companions introduced the acquisition of the Lodge Trio Healdsburg, a 122-key, all-suite lodge in Sonoma wine nation. Since opening in 2018, the soft-branded Residence Inn has been the one Marriott-branded property in northern Sonoma and the second largest lodge in Healdsburg. This marks the agency’s first acquisition for its Strategic Earnings Fund, launched in late 2025.
“This announcement additional demonstrates our capacity to pinpoint engaging alternatives by way of our data-driven AI-supported analysis platform. Having aggregated greater than fifteen years of funding and market information, we weigh layer data-driven findings with our personal deep understanding of markets and long-term financial indicators to determine the appropriate areas and one of the best properties,” defined Russ Flicker, AWH Companions co-founder and associate. “Lodge Trio met our standards as a recent-vintage, high-quality asset ideally positioned in one of many nation’s most prosperous leisure locations with an extended runway for development given the backdrop of restoration and enlargement within the larger Bay Space.”
“We see a robust base case and compelling upside instances for our Lodge Trio funding, because the larger Bay Space realizes sturdy development pushed by AI and tech funding writ massive. Due to its excessive barrier of entry, there’s a shortage of rooms within the Sonoma area, and Lodge Trio supplies a high-quality differentiated product at a value level that’s engaging for a broad cross-section of holiday makers to Sonoma. The all-suite upscale nature of this lodge, mixed with Marriott branding, makes it an especially aggressive asset,” stated Chad Cooley, AWH Companions co-founder and associate.
This deal marks the second main acquisition by AWH Companions since June 2022. Upon closing, the property might be operated by AWH Companions’ wholly owned subsidiary Spire Hospitality.
“As reducing financing prices and widening cap charges proceed to align, we anticipate extra engaging alternatives sooner or later that may provide sturdy risk-adjusted returns, stated Jon Rosenfeld, AWH Companions co-founder and associate. “We additionally see a transparent path to normalization given the town’s tourism ranges, anticipated continued development of the Bay Space, and the enhancements of Spire Hospitality as operators.”
