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Wheeler Real Estate Investment Trust Inc. 7.00% Senior Subordinated Convertible Notes Due 2031 (WHLRL)
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Upturn Advisory Summary
05/30/2024: WHLRL (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 -100% | Avg. Invested days 119 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 05/30/2024 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.43 | 52 Weeks Range 45.02 - 63.50 | Updated Date 06/11/2024 |
52 Weeks Range 45.02 - 63.50 | Updated Date 06/11/2024 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -10.1% | Operating Margin (TTM) 28.91% |
Management Effectiveness
Return on Assets (TTM) 2.61% | Return on Equity (TTM) 0.34% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 858227584 | Price to Sales(TTM) - |
Enterprise Value 858227584 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 1297610 |
Shares Outstanding - | Shares Floating 1297610 | ||
Percent Insiders - | Percent Institutions - |
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. 7.00% Senior Subordinated Convertible Notes Due 2031
Company Overview
History and Background
Wheeler Real Estate Investment Trust Inc. focused on owning, acquiring, financing, developing, renovating, leasing, and managing income-producing retail properties. The 7.00% Senior Subordinated Convertible Notes Due 2031 were issued to raise capital. The company filed for bankruptcy in 2020 and was later acquired. Information specifically on the notes as a separate entity is limited.
Core Business Areas
- Retail Property Ownership and Management: Owning and managing retail properties, including community centers, neighborhood centers, and anchored properties.
- Leasing: Leasing retail space to tenants.
- Property Development and Renovation: Developing and renovating retail properties to increase their value.
Leadership and Structure
Given the bankruptcy and subsequent acquisition, the original leadership and structure are no longer relevant. Identifying the current leadership team would require researching the acquiring entity.
Top Products and Market Share
Key Offerings
- Retail Property Space: Wheeler offered retail space to tenants. Market share data is not available for the notes themselves. Competitors include other REITs like Kimco Realty (KIM) and Regency Centers (REG) which offer retail space for lease. Revenue for the notes is determined by the interest paid.
Market Dynamics
Industry Overview
The REIT industry involves owning and managing income-producing real estate. The sector is influenced by factors such as interest rates, economic growth, and consumer spending.
Positioning
Given Wheeler's bankruptcy, its positioning within the industry is essentially defunct. The notes' value and performance are now tied to the acquiring entity's financial health and any restructuring agreements.
Total Addressable Market (TAM)
The total addressable market for retail REITs is significant, representing billions of dollars. Wheeler, prior to bankruptcy, held a small percentage of that TAM. The notes' exposure to that TAM is indirect and depends on the acquiring entity's strategy.
Upturn SWOT Analysis
Strengths
Weaknesses
- Bankruptcy History
- Financial Instability (prior to acquisition)
- High Debt Levels (prior to acquisition)
Opportunities
Threats
- Economic Downturn
- Rising Interest Rates
- Changes in Consumer Spending Habits
- Credit Risk
Competitors and Market Share
Key Competitors
- KIM
- REG
- SPG
- PLD
Competitive Landscape
Wheeler's bankruptcy significantly weakened its competitive position. Any comparison would be based on the acquiring entity's competitive landscape.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Pre-bankruptcy growth was limited and ultimately unsustainable.
Future Projections: Future projections depend entirely on the acquiring entity.
Recent Initiatives: Recent initiatives would be related to the acquisition and restructuring of Wheeler's assets.
Summary
Wheeler Real Estate Investment Trust Inc. 7.00% Senior Subordinated Convertible Notes Due 2031's analysis is significantly impacted by the company's bankruptcy filing. The notes' future performance is tied to the acquiring company's financial health and any subsequent restructuring. Prior to bankruptcy, the company faced financial challenges, high debt, and limited growth. Investors should focus on the acquiring entity's filings and any information on the notes' status after the acquisition.
Similar Companies
KIM
Kimco Realty Corporation
KIM
Kimco Realty Corporation
PLD
Prologis Inc
PLD
Prologis Inc
REG
Regency Centers Corporation
REG
Regency Centers Corporation
SPG
Simon Property Group Inc
SPG
Simon Property Group Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Financial News Outlets
Disclaimers:
This analysis is based on available information and does not constitute financial advice. Due to the company's bankruptcy, data may be limited and historical information may not be relevant.
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. 7.00% Senior Subordinated Convertible Notes Due 2031
Exchange NASDAQ | Headquaters Virginia Beach, VA, United States | ||
IPO Launch date 2021-09-03 | CEO & President Mr. Michael Andrew Franklin | ||
Sector - | Industry - | Full time employees 52 | Website https://www.whlr.us |
Full time employees 52 | Website https://www.whlr.us | ||
Headquartered in Virginia Beach, Virginia, Wheeler Real Estate Investment Trust, Inc. is a fully integrated, self-managed commercial real estate investment trust (REIT) focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.
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