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Upturn AI SWOT - About
Wheeler Real Estate Investment Trust Inc (WHLR)
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Upturn Advisory Summary
10/15/2025: 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 10/15/2025 |
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 to invest in, develop, and manage retail properties, particularly in secondary and tertiary markets. The company faced financial challenges and underwent restructuring. It has rebranded and refocused its strategy.
Core Business Areas
- Real Estate Ownership and Management: Focuses on owning and managing a portfolio of retail properties. Includes leasing, property management, and redevelopment of existing assets.
Leadership and Structure
Information on current leadership and organizational structure is difficult to obtain as the company is no longer actively traded on major exchanges.
Top Products and Market Share
Key Offerings
- Retail Property Leasing: Leasing space within its shopping centers to various retail tenants. Due to the company's financial difficulties and restructuring, its market share is minimal. Competitors include other REITs focusing on retail properties like Simon Property Group (SPG) and Regency Centers (REG).
Market Dynamics
Industry Overview
The retail REIT sector has been evolving, impacted by e-commerce growth and changing consumer preferences. The market is competitive with many established players.
Positioning
Wheeler Real Estate Investment Trust Inc. has faced significant challenges and its current positioning is weak. It is not a major player in the sector due to its small portfolio and financial constraints.
Total Addressable Market (TAM)
The total addressable market for retail REITs is substantial, estimated in the hundreds of billions of dollars. Wheeler's position is extremely small relative to the TAM.
Upturn SWOT Analysis
Strengths
- Potentially undervalued assets (if restructured effectively)
Weaknesses
- High debt levels
- Limited access to capital
- Small portfolio size
- History of financial distress
Opportunities
- Redevelopment of existing properties
- Strategic partnerships
- Improved market conditions in target areas
Threats
- E-commerce competition
- Rising interest rates
- Economic downturn
- Inability to secure financing
Competitors and Market Share
Key Competitors
- SPG
- REG
- PLD
- PSA
Competitive Landscape
Wheeler's competitive position is very weak compared to larger, more established REITs.
Growth Trajectory and Initiatives
Historical Growth: Wheeler experienced periods of growth but ultimately faced significant setbacks. Recent performance has been negative.
Future Projections: Future growth projections are highly uncertain and dependent on successful restructuring and market conditions.
Recent Initiatives: Any recent strategic initiatives are difficult to assess due to limited public information.
Summary
Wheeler Real Estate Investment Trust Inc. has experienced significant financial difficulties and undergone restructuring. The company faces challenges related to debt, competition from larger REITs, and evolving market conditions. Any potential recovery depends on successful restructuring and a favorable economic environment. Its strengths are minimal, and it carries many weaknesses. It must focus on reducing debt and improving its portfolio to become a competitive player again.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company press releases
- Industry reports
- Financial news sources
- Market data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Data may be limited due to Wheeler Real Estate Investment Trust's delisting and financial situation. Market share data is an approximation.
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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