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Wheeler Real Estate Investment Trust Inc (WHLR)



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Upturn Advisory Summary
08/14/2025: WHLR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 focused on acquiring, developing, leasing, and managing grocery-anchored retail properties. After facing financial distress, the company underwent restructuring and changed its business model.
Core Business Areas
- Real Estate Management: Manages a portfolio of retail properties.
Leadership and Structure
Details of leadership team and organizational structure are scarce given the company's current state. They have an appointed board of directors.
Top Products and Market Share
Key Offerings
- Retail Property Management: Focuses on the management of grocery-anchored and community shopping centers. Information on market share, number of users, or revenue from this activity is not readily available. Competitors include Regency Centers (REG) and Kimco Realty (KIM).
Market Dynamics
Industry Overview
The retail REIT sector is influenced by consumer spending, interest rates, and e-commerce trends. Grocery-anchored centers are generally more resilient than other retail segments.
Positioning
Given the financial challenges Wheeler has faced, its positioning is weak compared to its larger, more stable competitors.
Total Addressable Market (TAM)
The TAM for retail REITs is vast, encompassing trillions of dollars. Wheeler's positioning represents a very small portion of this TAM due to its size and financial condition.
Upturn SWOT Analysis
Strengths
- Existing Portfolio of Retail Properties
- Focus on Grocery-Anchored Centers
Weaknesses
- High Debt Levels
- Poor Financial Performance
- History of Restructuring
Opportunities
- Potential for Portfolio Optimization
- Increased Demand for Grocery-Anchored Centers
- Strategic Partnerships
Threats
- Rising Interest Rates
- Economic Downturn
- Competition from Larger REITs
Competitors and Market Share
Key Competitors
- REG
- KIM
- FRT
Competitive Landscape
Wheeler faces significant disadvantages compared to larger, more financially stable competitors. Its smaller size, high debt, and history of restructuring make it less competitive.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been limited, with periods of decline.
Future Projections: Future growth prospects are uncertain, dependent on successful restructuring and improved market conditions.
Recent Initiatives: Recent initiatives have likely focused on debt management and portfolio stabilization.
Summary
Wheeler Real Estate Investment Trust Inc. faces significant challenges. The company's high debt and poor financial performance are major weaknesses. Successfully navigating the evolving retail landscape and managing its financial burdens will be crucial for its future. Future success is highly uncertain.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Accuracy is not guaranteed, especially given the company's financial situation.
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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