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Upturn AI SWOT - About
WSR 
Whitestone REIT (WSR)
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Upturn Advisory Summary
04/21/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $15.07
1 Year Target Price $15.07
| 3 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.13% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 643.29M USD | Price to earnings Ratio 20.46 | 1Y Target Price 15.07 |
Price to earnings Ratio 20.46 | 1Y Target Price 15.07 | ||
Volume (30-day avg) 6 | Beta 0.9 | 52 Weeks Range 11.73 - 15.05 | Updated Date 06/30/2025 |
52 Weeks Range 11.73 - 15.05 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 4.31% | Basic EPS (TTM) 0.61 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.15% | Operating Margin (TTM) 31.5% |
Management Effectiveness
Return on Assets (TTM) 2.81% | Return on Equity (TTM) 7.33% |
Valuation
Trailing PE 20.46 | Forward PE - | Enterprise Value 1271708900 | Price to Sales(TTM) 4.15 |
Enterprise Value 1271708900 | Price to Sales(TTM) 4.15 | ||
Enterprise Value to Revenue 8.15 | Enterprise Value to EBITDA 12.56 | Shares Outstanding 50895600 | Shares Floating 44701592 |
Shares Outstanding 50895600 | Shares Floating 44701592 | ||
Percent Insiders 12.5 | Percent Institutions 65.55 |
Analyst Ratings
Rating 3 | Target Price 15.07 | Buy 3 | Strong Buy 3 |
Buy 3 | Strong Buy 3 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Whitestone REIT
Company Overview
History and Background
Whitestone REIT (WSR) was founded in 1998. It is a self-administered real estate investment trust that acquires, owns, manages, develops, and redevelops Community Centered Properties (CCP). Initially focusing on traditional shopping centers, it shifted towards CCPs designed to meet the needs of surrounding communities.
Core Business Areas
- Community Centered Properties (CCP): Whitestone REIT focuses on owning, managing, developing, and redeveloping CCPs, which are retail properties located in high-growth markets.
Leadership and Structure
James C. Mastandrea is the Chairman and Chief Executive Officer. The company has a board of trustees responsible for overall governance.
Top Products and Market Share
Key Offerings
- Community Centered Properties: These are retail properties anchored by necessity-based tenants such as grocery stores, restaurants, and service providers. Whitestone focuses on properties in high-growth markets. Market share is difficult to pinpoint precisely, but REITs generally compete based on property quality, location, and tenant mix. Competitors include other retail REITs such as Regency Centers (REG) and Federal Realty Investment Trust (FRT).
Market Dynamics
Industry Overview
The retail REIT industry is influenced by factors such as e-commerce trends, consumer spending, and economic growth. There's a shift towards experiential retail and community-focused centers.
Positioning
Whitestone REIT focuses on Community Centered Properties in high-growth markets, aiming to provide essential goods and services to local communities. This differentiates them from REITs focusing on larger shopping malls or outlet centers.
Total Addressable Market (TAM)
The total US retail real estate market is vast, estimated in the trillions of dollars. Whitestone REIT, with its specific focus on CCPs, targets a significant but smaller portion of this TAM. Their positioning allows them to capture demand driven by population growth and essential service needs.
Upturn SWOT Analysis
Strengths
- Focus on high-growth markets
- Community-centered property strategy
- Strong tenant relationships
- Experienced management team
Weaknesses
- Smaller market capitalization compared to larger REITs
- Concentration in specific geographic regions
- Sensitivity to local economic conditions
- High debt load
Opportunities
- Acquisition of additional CCPs in target markets
- Redevelopment and expansion of existing properties
- Growth in demand for experiential retail
- Potential for increased rental rates
Threats
- Economic downturns impacting consumer spending
- Increased competition from other REITs
- Rising interest rates affecting financing costs
- E-commerce disruption
Competitors and Market Share
Key Competitors
- REG
- FRT
- KIM
Competitive Landscape
Whitestone REIT's advantage lies in its focus on Community Centered Properties and high-growth markets. However, it faces competition from larger, more diversified REITs with greater access to capital. The company's smaller size can make it more nimble in responding to market changes.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth performance needs to be taken directly from WSR's most recent filing
Future Projections: Future Projections needs to be taken directly from WSR's most recent filing
Recent Initiatives: Whitestone has been focused on strategic acquisitions and redevelopment projects to enhance its portfolio. They are also working on improving tenant diversification and operational efficiencies.
Summary
Whitestone REIT is a smaller REIT with a community-focused strategy. Their focus on high-growth markets provides opportunities, but they are sensitive to economic conditions. They need to manage their debt load and compete effectively with larger REITs. Successfully executing their redevelopment plans is crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Analyst reports, Industry publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice.
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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