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Upturn AI SWOT - About
Wheeler Real Estate Investment Trust Inc (WHLR)
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Upturn Advisory Summary
06/27/2025: WHLR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $
Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 6.77M USD | Price to earnings Ratio - | 1Y Target Price 7 |
Price to earnings Ratio - | 1Y Target Price 7 | ||
Volume (30-day avg) - | Beta 1.46 | 52 Weeks Range 3.33 - 17631.60 | Updated Date 06/29/2025 |
52 Weeks Range 3.33 - 17631.60 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -217.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.6% | Operating Margin (TTM) 26.51% |
Management Effectiveness
Return on Assets (TTM) 3.11% | Return on Equity (TTM) 10.46% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 599286681 | Price to Sales(TTM) 0.07 |
Enterprise Value 599286681 | Price to Sales(TTM) 0.07 | ||
Enterprise Value to Revenue 5.82 | Enterprise Value to EBITDA 8.9 | Shares Outstanding 1094690 | Shares Floating 221622 |
Shares Outstanding 1094690 | Shares Floating 221622 | ||
Percent Insiders - | Percent Institutions 49.34 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Wheeler Real Estate Investment Trust Inc
Company Overview
History and Background
Wheeler Real Estate Investment Trust Inc. (WHLR) was founded in 2009. It focused on acquiring, owning, managing, leasing, and developing retail properties, including grocery-anchored shopping centers. In 2024 the company transitioned to a private entity.
Core Business Areas
- Retail Property Management: Management of retail properties including leasing, property maintenance, and tenant relations.
- Property Acquisitions and Development: Acquiring and developing new retail properties to expand the portfolio.
Leadership and Structure
Details about specific leadership is limited as the company has recently transitioned to a private entity. Structure involved management overseeing acquisitions, property management and financial operations.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: WHLR focused on owning and operating shopping centers anchored by grocery stores. Market share data is unavailable due to the company's small size and recent transition to a private entity. Competitors include larger REITs such as Kimco Realty (KIM) and Regency Centers (REG).
Market Dynamics
Industry Overview
The retail REIT industry involves companies that own and manage income-producing real estate dedicated to retail activities. The industry is subject to fluctuations based on consumer spending, economic conditions, and e-commerce trends.
Positioning
WHLR positioned itself within the smaller end of the retail REIT market, focusing on grocery-anchored centers in secondary and tertiary markets. Its competitive advantage was supposedly identifying undervalued properties. However the company was financially weak
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for Retail REITs is multi-billion dollars. Wheeler Real Estate Investment Trust Inc, as a smaller REIT, occupied a small portion of this TAM. Given its struggles and transition to a private company, it had difficulty gaining any serious market traction.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Properties in secondary/tertiary markets (potentially less competition)
Weaknesses
- High debt levels
- Poor Financial Performance
- Small Market Cap
- Liquidity Issues
Opportunities
- Strategic acquisitions in favorable markets (if they can raise the capital)
- Improvement of existing properties to increase occupancy and rental rates
Threats
- Economic downturn impacting retail spending
- Rising interest rates increasing borrowing costs
- Increased competition from larger REITs
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
Competitive Landscape
WHLR was at a severe disadvantage compared to larger, more financially stable REITs like KIM and REG. They lacked the scale, resources, and financial flexibility to compete effectively.
Growth Trajectory and Initiatives
Historical Growth: Historical growth was limited. The company struggled to achieve sustained growth due to financial constraints and operational challenges.
Future Projections: Future projections are not publicly available as the company transitioned to a private entity.
Recent Initiatives: Before going private, they were attempting various restructuring efforts. No further details are publicly available now.
Summary
Wheeler Real Estate Investment Trust (WHLR) was a small retail REIT focusing on grocery-anchored shopping centers. It struggled financially, marked by high debt and inconsistent performance. Facing considerable challenges, the company transitioned to a private entity. Its competitive position was weak compared to larger REITs, and its future prospects are now opaque.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (historical), Company Press Releases (historical), MarketWatch, Yahoo Finance, REIT industry reports
Disclaimers:
Data is based on publicly available information, which may be limited due to the company's transition to a private entity. Market share data is estimated and may not be precise. This analysis is for informational purposes only and not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Wheeler Real Estate Investment Trust Inc
Exchange NASDAQ | Headquaters Virginia Beach, VA, United States | ||
IPO Launch date 2012-11-19 | CEO & President Mr. Michael Andrew Franklin | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 56 | Website https://www.whlr.us |
Full time employees 56 | Website https://www.whlr.us | ||
Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. (Nasdaq: WHLR) is a fully-integrated, self-managed commercial real estate investment company focused on owning, leasing and operating income-producing retail properties with a primary focus on grocery-anchored centers. WHLR's portfolio contains well-located, potentially dominant retail properties in secondary and tertiary markets that generate attractive, risk-adjusted returns. WHLR's common stock, Series B convertible preferred stock (Series B Preferred Stock and, together with the Series D Preferred Stock, the Preferred Stock), Series D Preferred Stock, and Convertible Notes trade publicly on Nasdaq under the symbols WHLR, WHLRP, WHLRD, and WHLRL, respectively. Cedar Realty Trust, Inc. (CDR or Cedar) is a subsidiary of WHLR. CDR's 7-1/4% Series B cumulative redeemable preferred stock (Cedar Series B Preferred Stock) and 6-1/2% Series C cumulative redeemable preferred stock (Cedar Series C Preferred Stock) trade publicly on the New York Stock Exchange (NYSE) under the symbols CDRpB and CDRpC, respectively and represent a noncontrolling interest to WHLR.
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