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Wheeler Real Estate Investment Trust Inc (WHLR)
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Upturn Advisory Summary
01/09/2026: 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 01/09/2026 |
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. (WHE) was founded in 2004 and is a fully-integrated, self-managed real estate investment trust (REIT) focused on acquiring and operating income-producing retail properties in secondary and tertiary markets across the United States. The company has undergone several strategic adjustments and capital raises throughout its history to manage its portfolio and financial obligations.
Core Business Areas
- Retail Property Ownership and Operation: The primary business of WHE is acquiring, owning, and managing a portfolio of retail shopping centers. These properties are typically anchored by national or regional retailers and aim to generate rental income through long-term leases with tenants.
Leadership and Structure
As a REIT, Wheeler Real Estate Investment Trust Inc. operates under a Board of Directors and is managed by an executive team responsible for strategic direction, property acquisition, leasing, and financial management. Specific details on current leadership and their roles would typically be found in the company's SEC filings (e.g., 10-K, proxy statements).
Top Products and Market Share
Key Offerings
- Retail Shopping Centers: Wheeler Real Estate Investment Trust Inc.'s core offering is its portfolio of retail shopping centers. The company does not publicly disclose specific market share data for individual properties or for the company as a whole within the broader retail real estate market. Its competitors include a wide range of REITs and private real estate investment firms focused on similar property types and market segments.
Market Dynamics
Industry Overview
The retail real estate industry is dynamic and influenced by evolving consumer shopping habits, the growth of e-commerce, and economic conditions. REITs operating in this sector focus on generating stable rental income from well-located properties with a mix of essential and necessity-based retailers.
Positioning
Wheeler Real Estate Investment Trust Inc. positions itself by focusing on secondary and tertiary markets, which may offer less competition and potentially higher yields compared to prime primary markets. Its competitive advantages lie in its established relationships with tenants and its experience in managing properties in these specific markets.
Total Addressable Market (TAM)
The Total Addressable Market for retail real estate is substantial, encompassing all commercial properties used for retail purposes. WHE operates within a specific segment of this market, focusing on physical retail spaces. Its position is that of a niche player within the broader real estate investment landscape, with its TAM being limited to the specific types and locations of retail properties it targets.
Upturn SWOT Analysis
Strengths
- Focus on secondary and tertiary markets potentially offering higher yields.
- Experience in acquiring and managing retail properties.
- Potential for diversified tenant base within its properties.
Weaknesses
- Reliance on rental income from retail tenants, vulnerable to retail downturns.
- Potential for higher operating costs in certain locations.
- Limited diversification in property types.
- Historically, the company has faced financial challenges and restructuring.
Opportunities
- Acquisition of underperforming or distressed retail assets at attractive valuations.
- Repositioning of existing properties to attract new or different types of tenants.
- Growth in e-commerce can be leveraged by properties offering omnichannel retail experiences.
- Potential for economic recovery to boost consumer spending and retail demand.
Threats
- Continued growth of e-commerce impacting brick-and-mortar retail sales.
- Economic recessions leading to decreased consumer spending and tenant defaults.
- Rising interest rates increasing borrowing costs for acquisitions and refinancing.
- Increased competition from other REITs and real estate investors.
- Changing tenant preferences and retail trends.
Competitors and Market Share
Key Competitors
- Realty Income Corporation (O)
- National Retail Properties, Inc. (NNN)
- Store Capital Corporation (STOR)
- Piedmont Office Realty Trust, Inc. (PDM)
Competitive Landscape
Wheeler Real Estate Investment Trust Inc. faces intense competition from larger, more established REITs with greater scale, access to capital, and diversified portfolios. Its advantage lies in its niche focus on secondary and tertiary markets, which may be less attractive to larger players, potentially allowing for more favorable acquisition terms and tenant relationships in those specific sub-markets.
Growth Trajectory and Initiatives
Historical Growth: Wheeler Real Estate Investment Trust Inc.'s historical growth has been characterized by acquisitions and strategic repositioning of its portfolio. Growth has been impacted by market conditions and the company's financial leverage.
Future Projections: Future growth projections would depend on analyst coverage and the company's strategic execution. Key drivers would include successful property acquisitions, effective leasing, and prudent financial management.
Recent Initiatives: Recent initiatives may include portfolio adjustments, debt refinancing, or operational enhancements aimed at improving property performance and financial stability. Specific initiatives would be detailed in the company's investor relations materials and SEC filings.
Summary
Wheeler Real Estate Investment Trust Inc. operates in the retail real estate sector, focusing on secondary and tertiary markets. The company's strengths lie in its niche market focus and operational experience, but it faces significant challenges from e-commerce, economic downturns, and competition from larger REITs. Prudent financial management and strategic portfolio adjustments are crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial News Outlets
- Industry Research Reports
- Financial Data Aggregators
Disclaimers:
This analysis is based on publicly available information and may not be exhaustive. Financial data and market share figures are subject to change. This is not investment advice, and investors should conduct their own due diligence before making any investment decisions.
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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