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Wheeler Real Estate Investment Trust Inc (WHLR)
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Upturn Advisory Summary
12/02/2025: 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.
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 12/02/2025 |
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 |
Upturn AI SWOT
Wheeler Real Estate Investment Trust Inc
Company Overview
History and Background
Wheeler Real Estate Investment Trust Inc. was founded in 2009. It operated as a self-managed commercial real estate investment company focused on acquiring, owning, managing, and leasing income-producing retail properties, such as grocery-anchored shopping centers. The company faced financial difficulties and eventually underwent restructuring.
Core Business Areas
- Real Estate Investment and Management: Wheeler Real Estate Investment Trust, prior to its restructuring and eventual liquidation, focused on the acquisition, ownership, management, and leasing of retail properties, primarily grocery-anchored shopping centers. Their business model involved generating revenue through rents collected from tenants.
Leadership and Structure
Due to the company's dissolution and liquidation, details on the current leadership and organizational structure are no longer relevant. Previously, it had a board of directors and executive management team.
Top Products and Market Share
Key Offerings
- Commercial Retail Space: Wheeler Real Estate Investment Trust Inc. provided commercial retail space primarily in grocery-anchored shopping centers to tenants. Accurate historical market share data is unavailable due to the company's specific focus and ultimate liquidation. Competitors included other REITs focused on similar property types, such as Kimco Realty (KIM) and Regency Centers (REG).
Market Dynamics
Industry Overview
The commercial real estate industry, specifically retail, has faced significant challenges in recent years due to the rise of e-commerce, changing consumer behavior, and economic fluctuations. Grocery-anchored centers have demonstrated more resilience compared to other retail segments.
Positioning
Wheeler Real Estate Investment Trust Inc. was a smaller player in the retail REIT market, focusing on a specific niche of grocery-anchored centers. Its competitive advantage was potentially its specialized knowledge in this niche. The TAM is now zero due to liquidation.
Total Addressable Market (TAM)
Data unavailable due to liquidation
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored shopping centers
- Experience in retail property management (prior to liquidation)
Weaknesses
- High debt levels (historically)
- Small market capitalization (historically)
- Liquidation of assets
- Failed Strategy
Opportunities
- Consolidation in the retail REIT sector (no longer relevant to Wheeler)
- Repositioning of underperforming retail assets (no longer relevant to Wheeler)
Threats
- Economic downturn affecting retail spending
- Increased competition from e-commerce
- Rising interest rates (historically)
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
Competitive Landscape
Wheeler Real Estate Investment Trust Inc. operated in a competitive market, facing larger and more established REITs. Its financial difficulties ultimately led to its downfall.
Growth Trajectory and Initiatives
Historical Growth: The company experienced inconsistent growth and ultimately struggled to maintain profitability.
Future Projections: No future projections are applicable due to the company's liquidation.
Recent Initiatives: Prior to liquidation, initiatives included asset sales and attempts to restructure debt.
Summary
Wheeler Real Estate Investment Trust was a small retail REIT focused on grocery-anchored shopping centers. High debt and challenging market conditions contributed to its financial distress, ultimately resulting in liquidation. The company struggled to compete with larger and more well-capitalized REITs. Its demise highlights the risks associated with leveraged real estate investment in a rapidly changing retail landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (historical)
- Company Press Releases (historical)
- Industry Reports (historical)
Disclaimers:
This analysis is based on historical data and publicly available information. The company has been liquidated, rendering much of the information only relevant from a historical context. No investment recommendations are made.
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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