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Upturn AI SWOT - About
WSR 
Whitestone REIT (WSR)
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Upturn Advisory Summary
10/15/2025: 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 -3.22% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 611.15M USD | Price to earnings Ratio 18.03 | 1Y Target Price 14.93 |
Price to earnings Ratio 18.03 | 1Y Target Price 14.93 | ||
Volume (30-day avg) 6 | Beta 0.95 | 52 Weeks Range 11.43 - 14.84 | Updated Date 10/17/2025 |
52 Weeks Range 11.43 - 14.84 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 4.37% | Basic EPS (TTM) 0.66 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 18.03 | Forward PE - | Enterprise Value 1282075589 | Price to Sales(TTM) 3.93 |
Enterprise Value 1282075589 | Price to Sales(TTM) 3.93 | ||
Enterprise Value to Revenue 8.19 | Enterprise Value to EBITDA 12.42 | Shares Outstanding 51017764 | Shares Floating 44956854 |
Shares Outstanding 51017764 | Shares Floating 44956854 | ||
Percent Insiders 12.59 | Percent Institutions 65.52 |
Upturn AI SWOT
Whitestone REIT
Company Overview
History and Background
Whitestone REIT was founded in 1998 and is a fully integrated real estate investment trust (REIT) that acquires, owns, manages, develops, and redevelops Community Centered Properties. It focuses on properties in high-growth markets in the Sunbelt region of the United States.
Core Business Areas
- Commercial Real Estate: Whitestone REIT focuses on owning, operating, and developing open-air retail centers, primarily serving the daily needs of local communities. Their Community Centered Properties provide essential goods and services.
Leadership and Structure
James C. Mastandrea is the Chairman and Chief Executive Officer. The company operates with a typical REIT structure, including a board of directors and various executive officers overseeing property management, acquisitions, and finance.
Top Products and Market Share
Key Offerings
- Community Centered Properties: Whitestone REIT owns and manages a portfolio of retail properties designed to serve the daily needs of local communities. These properties offer a mix of essential goods, services, and dining options. Market share data is not readily available for Whitestone REIT's exact niche. Competitors include other REITs focused on retail properties like Kimco Realty (KIM) and Regency Centers (REG).
Market Dynamics
Industry Overview
The retail REIT sector is currently experiencing a period of adjustment due to e-commerce and changing consumer preferences. However, community-focused retail centers that provide essential goods and services are proving resilient.
Positioning
Whitestone REIT is positioned as a specialized REIT focused on Community Centered Properties in high-growth Sunbelt markets. Its competitive advantage lies in its targeted approach and local market knowledge.
Total Addressable Market (TAM)
The TAM for retail real estate in the Sunbelt region is substantial, estimated at billions of dollars. Whitestone REIT is positioned to capture a share of this market through its focus on community-centered properties.
Upturn SWOT Analysis
Strengths
- Focus on essential goods and services
- Properties in high-growth Sunbelt markets
- Experienced management team
- Community-centered approach
Weaknesses
- Smaller market capitalization compared to larger REITs
- Exposure to economic downturns affecting retail spending
- Concentration in specific geographic regions
- High debt levels compared to peers
Opportunities
- Acquisition of additional Community Centered Properties
- Redevelopment and repositioning of existing properties
- Expansion into new high-growth markets
- Capitalizing on the shift towards local and experiential retail
Threats
- Increased competition from other retail REITs
- Economic downturns impacting consumer spending
- Rising interest rates increasing borrowing costs
- Changes in consumer preferences and shopping habits
Competitors and Market Share
Key Competitors
- KIM
- REG
- BRX
Competitive Landscape
Whitestone REIT's advantages include its focus on Community Centered Properties and its presence in high-growth Sunbelt markets. Its disadvantages include its smaller size compared to larger REITs and its geographic concentration.
Growth Trajectory and Initiatives
Historical Growth: Whitestone REIT's growth has been driven by acquisitions and organic growth within its existing portfolio.
Future Projections: Future growth projections are subject to market conditions and company performance. Analyst estimates are dynamic and constantly updated.
Recent Initiatives: Recent strategic initiatives may include property acquisitions, redevelopment projects, and capital market activities.
Summary
Whitestone REIT is a smaller REIT focusing on community-centered properties in high-growth Sunbelt markets. Its targeted approach and focus on essential services provide resilience, but its smaller size and geographic concentration pose risks. Monitoring economic conditions and managing debt are crucial. Whitestone's success hinges on continued acquisition and development of properties aligned with its strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news sources
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate. Financial data is constantly evolving.
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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