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Upturn AI SWOT - About
WSR 
Whitestone REIT (WSR)
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Upturn Advisory Summary
08/14/2025: WSR (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
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14.93
1 Year Target Price $14.93
| 3 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.12% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 628.71M USD | Price to earnings Ratio 18.44 | 1Y Target Price 14.93 |
Price to earnings Ratio 18.44 | 1Y Target Price 14.93 | ||
Volume (30-day avg) 6 | Beta 0.94 | 52 Weeks Range 11.65 - 14.95 | Updated Date 08/15/2025 |
52 Weeks Range 11.65 - 14.95 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 4.24% | Basic EPS (TTM) 0.66 |
Earnings Date
Report Date 2025-07-29 | When Before Market | Estimate 0.0867 | Actual 0.1 |
Profitability
Profit Margin 21.7% | Operating Margin (TTM) 35.14% |
Management Effectiveness
Return on Assets (TTM) 2.85% | Return on Equity (TTM) 7.97% |
Valuation
Trailing PE 18.44 | Forward PE - | Enterprise Value 1286667187 | Price to Sales(TTM) 4.05 |
Enterprise Value 1286667187 | Price to Sales(TTM) 4.05 | ||
Enterprise Value to Revenue 8.21 | Enterprise Value to EBITDA 12.46 | Shares Outstanding 51017800 | Shares Floating 44954303 |
Shares Outstanding 51017800 | Shares Floating 44954303 | ||
Percent Insiders 12.59 | Percent Institutions 66.13 |
Upturn AI SWOT
Whitestone REIT
Company Overview
History and Background
Whitestone REIT was founded in 1998. It focuses on owning, managing, and redeveloping Community Centered Properties predominantly in the Sunbelt region of the United States. It has evolved from initial public offering (IPO) on NASDAQ in 2010 to a company dedicated to creating value through strategic property investments.
Core Business Areas
- Community Centered Properties: Whitestone REIT owns, operates, and redevelops Community Centered Properties. These include necessity-based retail, dining, service, and entertainment tenants.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other executive roles. The organizational structure is based on functional departments, including property management, leasing, finance, and development.
Top Products and Market Share
Key Offerings
- Leasing and Management of Commercial Spaces: Whitestone REIT's primary offering is leasing and managing commercial spaces within its Community Centered Properties. This includes tenant selection, rent collection, property maintenance, and redevelopment. The TAM is the entire US commercial real estate market. Competitors include other REITs and private property owners.
Market Dynamics
Industry Overview
The REIT industry is influenced by economic conditions, interest rates, and real estate market trends. Demand for retail space in Community Centered Properties depends on population growth, consumer spending, and business activity in the Sunbelt region.
Positioning
Whitestone REIT focuses on the Sunbelt region, which is experiencing strong population and economic growth. This geographic focus provides a competitive advantage. Their strategy involves acquiring and redeveloping existing properties. Competes with other REITs and Private land developers.
Total Addressable Market (TAM)
The TAM for commercial real estate in the Sunbelt region is estimated to be in the hundreds of billions of dollars. Whitestone REIT is positioned to capture a portion of this market through its focus on Community Centered Properties and strategic redevelopments.
Upturn SWOT Analysis
Strengths
- Focus on high-growth Sunbelt markets
- Community Centered Properties with necessity-based tenants
- Redevelopment expertise
- Experienced management team
Weaknesses
- Relatively small size compared to larger REITs
- Geographic concentration
- Sensitivity to economic downturns
- High debt load
Opportunities
- Acquisition of undervalued properties
- Expansion into new Sunbelt markets
- Increased demand for Community Centered Properties
- Redevelopment projects to increase property value
Threats
- Economic recession
- Rising interest rates
- Increased competition from other REITs
- Changes in consumer behavior
Competitors and Market Share
Key Competitors
- FRT
- KIM
- REG
Competitive Landscape
Whitestone REIT faces competition from other REITs and private property owners. Its competitive advantages include its focus on the Sunbelt region and Community Centered Properties. Its disadvantages include its smaller size and higher debt load.
Growth Trajectory and Initiatives
Historical Growth: Whitestone REIT's historical growth has been driven by acquisitions, redevelopments, and organic rent growth.
Future Projections: Future growth projections depend on economic conditions, acquisition activity, and redevelopment success.
Recent Initiatives: Recent initiatives include property acquisitions, redevelopment projects, and cost-cutting measures.
Summary
Whitestone REIT is a smaller REIT focused on the growing Sunbelt region with necessity-based Community Centered Properties. While its Sunbelt focus offers growth potential, its smaller size and debt load pose challenges. Success hinges on strategic acquisitions, redevelopments, and managing market risks. The company must carefully navigate the competitive landscape and interest rate environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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 Whitestone REIT
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2010-08-26 | CEO & Director Mr. David K. Holeman CPA | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 69 | Website https://www.whitestonereit.com |
Full time employees 69 | Website https://www.whitestonereit.com | ||
Whitestone REIT (NYSE: WSR) is a community-centered real estate investment trust (REIT) that acquires, owns, operates, and develops open-air, retail centers located in some of the fastest growing markets in the country: Phoenix, Austin, Dallas-Fort Worth, Houston and San Antonio. Our centers are convenience focused: merchandised with a mix of service-oriented tenants providing food (restaurants and grocers), self-care (health and fitness), services (financial and logistics), education and entertainment to the surrounding communities. The Company believes its strong community connections and deep tenant relationships are key to the success of its current centers and its acquisition strategy.
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