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Upturn AI SWOT - About
WSR 
Whitestone REIT (WSR)
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Upturn Advisory Summary
04/01/2025: WSR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 21.03% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 753.59M USD | Price to earnings Ratio 20.31 | 1Y Target Price 16.43 |
Price to earnings Ratio 20.31 | 1Y Target Price 16.43 | ||
Volume (30-day avg) 272735 | Beta 1.29 | 52 Weeks Range 10.36 - 15.16 | Updated Date 04/1/2025 |
52 Weeks Range 10.36 - 15.16 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.71% | Basic EPS (TTM) 0.72 |
Earnings Date
Report Date 2025-03-04 | When Before Market | Estimate 0.1067 | Actual 0.33 |
Profitability
Profit Margin 23.92% | Operating Margin (TTM) 34.98% |
Management Effectiveness
Return on Assets (TTM) 2.79% | Return on Equity (TTM) 8.66% |
Valuation
Trailing PE 20.31 | Forward PE - | Enterprise Value 1371106048 | Price to Sales(TTM) 4.86 |
Enterprise Value 1371106048 | Price to Sales(TTM) 4.86 | ||
Enterprise Value to Revenue 8.79 | Enterprise Value to EBITDA 12.79 | Shares Outstanding 50894900 | Shares Floating 44823178 |
Shares Outstanding 50894900 | Shares Floating 44823178 | ||
Percent Insiders 12.55 | Percent Institutions 65.66 |
Analyst Ratings
Rating 4.29 | Target Price 16.29 | Buy 3 | Strong Buy 3 |
Buy 3 | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Whitestone REIT
Company Overview
History and Background
Whitestone REIT (WSR) was founded in 1998 and went public in 2010. It focuses on acquiring, developing, redeveloping, and managing open-air retail centers in high-growth markets.
Core Business Areas
- Commercial Real Estate: Whitestone REIT owns and operates community centers, primarily in the Sun Belt region of the United States, offering retail space for various tenants, including restaurants, grocery stores, and service providers.
Leadership and Structure
James C. Mastandrea serves as the Chairman and Chief Executive Officer. The company operates with a traditional corporate structure, including a Board of Trustees and various executive management positions overseeing different departments.
Top Products and Market Share
Key Offerings
- Lease of Retail Space: Whitestone REIT's primary product is the lease of retail space in community centers. They lease to diverse tenants. Market share data is difficult to pinpoint due to the fragmented nature of the retail REIT market. Competitors include Regency Centers Corporation (REG), Kimco Realty Corporation (KIM), and SITE Centers Corp. (SITC).
Market Dynamics
Industry Overview
The retail REIT industry is influenced by economic conditions, consumer spending, interest rates, and e-commerce trends. Demand for retail space varies based on location and tenant mix.
Positioning
Whitestone REIT focuses on community centers in growing markets. Their strategy involves acquiring and improving properties to increase occupancy and rental rates. Competitive advantages include its focus on necessity-based retail and location in high-growth areas.
Total Addressable Market (TAM)
The TAM for retail REITs is substantial, representing billions of dollars annually. Whitestone REIT, with its portfolio of properties, captures a segment of this market. Their focus on high-growth markets improves their TAM capture capability compared to peers.
Upturn SWOT Analysis
Strengths
- Focus on high-growth markets
- Necessity-based retail tenant mix
- Active property management and redevelopment
- Strong occupancy rates
Weaknesses
- Smaller market capitalization compared to larger REITs
- Higher debt levels
- Geographic concentration
- Sensitivity to local economic conditions
Opportunities
- Acquisitions of undervalued properties
- Redevelopment and expansion of existing centers
- Increased demand for necessity-based retail
- Expansion into new high-growth markets
Threats
- Rising interest rates
- Economic downturns
- Increased competition from other REITs and online retailers
- Changes in consumer spending habits
Competitors and Market Share
Key Competitors
- REG
- KIM
- SITC
Competitive Landscape
Whitestone REIT's competitive advantage lies in its focus on high-growth markets and necessity-based retail. However, its smaller size and higher debt levels present challenges compared to larger, more diversified REITs.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Whitestone REIT's historical growth has been driven by acquisitions and organic growth through property improvements and increased occupancy.
Future Projections: Future growth projections rely on analyst estimates which fluctuate over time.
Recent Initiatives: Recent initiatives may include property acquisitions, redevelopment projects, and capital market activities.
Summary
Whitestone REIT is a community-focused REIT operating primarily in Sun Belt states. Its strength lies in its high-growth market focus and necessity-based retail tenant mix. The company needs to closely monitor its debt levels and macroeconomic trends that could affect consumer spending. Overall, WSR is a niche player in the retail real estate market with potential for further growth, if market conditions are stable.
Similar Companies
KIM
Kimco Realty Corporation
KIM
Kimco Realty Corporation
REG
Regency Centers Corporation
REG
Regency Centers Corporation
SITC
Site Centers Corp
SITC
Site Centers Corp
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. It is not financial advice. Market share data is approximate and subject to change. Financial data not included due to the volatility of the information.
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 72 | Website https://www.whitestonereit.com |
Full time employees 72 | 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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