1998Practice founded3,969Feasibility studies1,283SBA studies823USDA studies$41.2BProject value evaluatedSince 1982Institutional underwritingMAI · ASA-GC · BCA · CMEAIn-house valuation designations
Wert-Berater, Inc.
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Financing · Hospitality

Hotel Financing

Hotel lending is underwritten on a market, not on a building. Two properties with identical construction budgets can be financed on very different terms because their competitive sets, demand generators and flag are different. This page sets out the routes that actually reach hotel projects, what the lender is testing, and the analysis the credit file has to carry.

How these projects are financed

Common financing routes
RouteWhere it fitsWhat it turns on
SBA 7(a)Acquisition, working capital, equipment and some construction; the most flexible federal route for an operating business.Size standards, owner-occupancy and repayment ability from the business itself.
SBA 504Owner-occupied real estate and long-lived equipment, in a bank plus CDC debenture structure.Eligible fixed assets and the borrower contribution rules, which rise for a new business or a special-purpose property.
USDA OneRD / B&IProjects in eligible rural areas, where the guarantee helps a lender hold a longer term.Rural eligibility, tangible balance-sheet equity of 10 to 25 percent under 7 CFR 5001.105(d), and a feasibility study above $1,000,000 for a new business.
Conventional bank or credit unionExperienced sponsors with strong balance sheets, and projects too large for the federal ceilings.Coverage, leverage, sponsor liquidity and the appraised value of the collateral.
Construction financingGround-up and conversion projects, usually interest-only through construction with a conversion or take-out on stabilisation.Guaranteed maximum price, contingency, interest reserve and a feasibility study that reaches stabilised operations, not opening day.
Acquisition and refinanceExisting properties, including brand transfers and post-PIP recapitalisations.Trailing twelve-month performance, the property improvement plan, and whether the in-place operator is staying.

What a lender evaluates

  • The market and the competitive set — which properties actually compete for the same demand, and how the subject is positioned against them.
  • Occupancy, ADR and RevPAR — the projected penetration against the competitive set, and whether the rate assumption is supportable in that submarket.
  • Demand generators — the employers, institutions, venues and corridors that create room nights, and how concentrated the demand is.
  • Franchise and management — the flag, the term of the licence, the PIP obligations, and the operator’s record with the brand.
  • Project cost and leverage — cost per key against comparable development, the equity contribution, and the interest reserve.
  • Coverage — debt service coverage through the ramp and at stabilisation, tested against a downside case.
  • Appraisal and feasibility — two separate deliverables answering two different questions.

The ramp is where hotel deals fail

The recurring underwriting problem in hotel projects is not the stabilised year — it is the eighteen to thirty-six months before it. A projection that opens at a market-average occupancy, holds rate through the ramp and carries no pre-opening burn will not survive a careful credit review, and it should not. A defensible hotel study builds the ramp explicitly: opening penetration below the competitive set, rate discipline modelled rather than assumed, seasonality applied month by month, and the interest reserve sized against that curve.

Supply is the other half of it. New rooms already in the pipeline change the penetration maths for every property in the set, and a study that ignores announced projects is describing a market that no longer exists by the time the doors open.

What the credit file has to contain

  • Feasibility study — an independent test of whether the market supports the project at the volumes and prices the projections assume. USDA requires one from an independent qualified consultant for guaranteed loans above $1,000,000 to a new business (7 CFR 5001.306), and SBA lenders order one where the SOP calls for it.
  • Appraisal — a separate discipline from feasibility, and for an operating business it is usually a going-concern assignment that separates real property, equipment and business value.
  • Projections tied to the study — the same volumes, prices and expense ratios the analysis supports, not a second set of numbers built backwards from the debt service.

Our hotel work is described at hotel and motel feasibility studies, with valuation handled separately under commercial real estate appraisal.

Scope of practice. Wert-Berater, Inc. does not arrange, broker or place debt or equity capital, and is not compensated on whether a loan closes. The firm prepares the independent feasibility study, market analysis and appraisal work a lender relies on, for a fixed fee agreed before the engagement begins.

Last reviewed September 2026. Programme figures are quoted from the sources below; everything else is professional commentary.

Frequently asked questions

Can you get an SBA loan for a hotel?
Yes. Hotels are a common SBA asset class under both 7(a) and 504, subject to size standards, owner-occupancy and the programme's eligibility rules. The 504 contribution requirement is higher for a new business or a special-purpose property.
Is a feasibility study required for hotel financing?
Frequently. USDA requires an independent study for guaranteed loans above $1,000,000 to a new business, SBA lenders order one where the SOP calls for it, and most construction lenders require one regardless of programme.
How is a hotel feasibility study different from an appraisal?
A feasibility study tests whether the market supports the project at the projected occupancy and rate. An appraisal develops an opinion of value, usually as a going concern, and follows a different professional standard.
Does Wert-Berater arrange hotel loans?
No. The firm prepares the independent analysis — feasibility, market study, appraisal — and has no role in placing or brokering the debt.
Hotel project that needs a lender-ready study?

Independent hotel feasibility and market analysis. Fixed fee quoted in one business day; delivery in 10–15 business days.

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Wert-Berater, Inc. · 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651 · 111 Town Square Pl Ste 1238 PMB 657834, Jersey City, NJ 07310 · 539 W. Commerce St #8486, Dallas, TX 75208 · 66 W Flagler Street, Suite 900, PMB 12704, Miami, FL 33130 · +1 310-857-2443 ext. 800 · Site Map · Privacy

Legal disclosure. Wert-Berater, Inc. offices are mailing addresses only. Following the COVID-19 pandemic the firm has elected to work remotely; its office locations receive mail and are not staffed for visitors or in-person meetings. Headquarters mailing address: 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651.

Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.

All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.

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