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Upturn AI SWOT - About
Wheeler Real Estate Investment Trust Inc (WHLR)
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Upturn Advisory Summary
03/20/2025: 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.
AI Based Fundamental 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 -37.73% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 5.83M USD | Price to earnings Ratio - | 1Y Target Price 7 |
Price to earnings Ratio - | 1Y Target Price 7 | ||
Volume (30-day avg) 1715173 | Beta 1.58 | 52 Weeks Range 2.92 - 15552.00 | Updated Date 03/30/2025 |
52 Weeks Range 2.92 - 15552.00 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 26853.76 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-03 | When After Market | Estimate - | Actual 63.6286 |
Profitability
Profit Margin -29.82% | Operating Margin (TTM) 32.3% |
Management Effectiveness
Return on Assets (TTM) 2.91% | Return on Equity (TTM) -18% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 592596435 | Price to Sales(TTM) 0.02 |
Enterprise Value 592596435 | Price to Sales(TTM) 0.02 | ||
Enterprise Value to Revenue 5.67 | Enterprise Value to EBITDA 10.65 | Shares Outstanding 647155 | Shares Floating 1158058 |
Shares Outstanding 647155 | Shares Floating 1158058 | ||
Percent Insiders 0.01 | Percent Institutions 11.27 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Wheeler Real Estate Investment Trust Inc
Company Overview
History and Background
Wheeler Real Estate Investment Trust Inc. was founded with the aim of acquiring, developing, leasing, and managing retail properties, primarily in secondary and tertiary markets. Its focus has shifted over time due to financial challenges and strategic realignments.
Core Business Areas
- Retail Property Ownership: Wheeler Real Estate Investment Trust Inc focuses on owning and managing retail properties, primarily community centers and grocery-anchored shopping centers.
Leadership and Structure
Information on the current leadership team and detailed organizational structure is unavailable without extensive research. Historically, it has involved a board of directors and executive management team overseeing property acquisitions, management, and financing.
Top Products and Market Share
Key Offerings
- Community Shopping Centers: Wheeler Real Estate Investment Trust Inc owns, manages, and leases space within community shopping centers, which often contain a mix of grocery stores, restaurants, and other retail tenants. Data on market share specifically for Wheeler is unavailable due to its size and specific market focus. Competitors include larger REITs like Kimco Realty (KIM) and Regency Centers (REG).
Market Dynamics
Industry Overview
The retail REIT industry is influenced by factors such as consumer spending, e-commerce trends, and interest rates. Demand for grocery-anchored centers remains relatively stable compared to other retail segments.
Positioning
Wheeler Real Estate Investment Trust Inc occupies a niche position focusing on smaller, secondary markets. This provides advantages like lower acquisition costs but also disadvantages due to less diverse tenant bases and lower rents.
Total Addressable Market (TAM)
The total addressable market for retail REITs is substantial, estimated in the trillions of dollars. Wheeler is positioned to capitalize on a smaller segment of this TAM by focusing on niche areas. Their limited assets suggest a limited portion of the TAM
Upturn SWOT Analysis
Strengths
- Focus on necessity-based retail
- Property locations in growing secondary markets
- Potential for increased occupancy rates
- Cost-effective operational structure.
Weaknesses
- High debt levels
- Limited access to capital
- Small market capitalization
- Operational inefficiencies
Opportunities
- Strategic partnerships for redevelopment
- Acquisition of distressed assets at favorable terms
- Improvement of property management practices
- Capital infusion through new offerings
Threats
- Economic downturn affecting retail sales
- Increased competition from larger REITs
- Rising interest rates impacting borrowing costs
- Shift in consumer preferences towards online shopping
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
Competitive Landscape
Wheeler Real Estate Investment Trust Inc faces stiff competition from larger, more established REITs with greater access to capital and better brand recognition. Its niche focus and smaller scale present both advantages and disadvantages.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been limited and inconsistent. Wheeler Real Estate Investment Trust Inc has faced challenges in expanding its portfolio and increasing revenue.
Future Projections: Future projections are highly speculative due to the company's financial situation. Analyst estimates are generally conservative.
Recent Initiatives: Recent initiatives have focused on restructuring debt and improving operational efficiency.
Summary
Wheeler Real Estate Investment Trust Inc is a small-cap REIT facing significant financial challenges. Its focus on secondary markets offers some opportunities, but its high debt levels and limited access to capital pose serious threats. The company needs to improve its financial performance and operational efficiency to compete effectively in the REIT market. The market cap is so small that the percentage is near zero compared to the other companies in the market.
Similar Companies
FRT
Federal Realty Investment Trust
FRT
Federal Realty Investment Trust
KIM
Kimco Realty Corporation
KIM
Kimco Realty Corporation
REG
Regency Centers Corporation
REG
Regency Centers Corporation
Sources and Disclaimers
Data Sources:
- SEC filings
- Company reports
- Analyst estimates
- Industry publications
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market share estimates are approximate. Always consult with a qualified financial advisor before making 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.
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