NEW YORK—AWH Companions introduced the acquisition of the Lodge Trio Healdsburg, a 122-key, all-suite resort 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 resort in Healdsburg. This marks the agency’s first acquisition for its Strategic Revenue Fund, launched in late 2025.
“This announcement additional demonstrates our means to pinpoint engaging alternatives by way of our data-driven AI-supported analysis platform. Having aggregated greater than fifteen years of funding and market knowledge, we weigh layer data-driven findings with our personal deep understanding of markets and long-term financial indicators to determine the fitting places and the very best properties,” defined Russ Flicker, AWH Companions co-founder and companion. “Lodge Trio met our standards as a recent-vintage, high-quality asset ideally situated in one of many nation’s most prosperous leisure locations with a protracted runway for progress given the backdrop of restoration and enlargement within the better Bay Space.”
“We see a robust base case and compelling upside instances for our Lodge Trio funding, because the better Bay Space realizes robust progress pushed by AI and tech funding writ giant. 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 worth level that’s engaging for a broad cross-section of tourists to Sonoma. The all-suite upscale nature of this resort, mixed with Marriott branding, makes it an especially aggressive asset,” mentioned Chad Cooley, AWH Companions co-founder and companion.
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 lowering financing prices and widening cap charges proceed to align, we anticipate extra engaging alternatives sooner or later that can provide robust risk-adjusted returns, mentioned Jon Rosenfeld, AWH Companions co-founder and companion. “We additionally see a transparent path to normalization given town’s tourism ranges, anticipated continued progress of the Bay Space, and the enhancements of Spire Hospitality as operators.”
