Skip to content
Company Analysis

Wheeler Real Estate Investment WHLRD

A comprehensive view of key metrics, scores, and financial health for Wheeler Real Estate Investment

Overview of Wheeler Real Estate Investment Trust, Inc.

WHLRD NCM
Real Estate REIT - Retail
Wheeler Real Estate Investment Trust, Inc. (WHLRD), in the REIT - Retail industry, last closed at $36.00, about 0.0% overvalued vs fair value, +0.9% 1Y return, ranked 250/330 in sector.
$36.00
0.00%
As of April 27, 2026
Previous close • Vol 90d: 22.5%
52-Week Range
Enterprise Value
-
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Weak
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Weak
Completeness: 62%
Confidence: 38%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.whlr.us
HQ Virginia Beach, VA
Employees 56
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Insufficient data

Engine Room Money Flow™

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$104.6M
2.2%%
Net Operating Income
$33.2M
22%%
Net Income
$-22.2M
-104.3%%
FFO (Funds From Operations)
$-3.8M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

NOI Margin
31.7%
Poor

Operating Income / Revenue - property efficiency

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
1
High Impact
2
Critical
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Wheeler Real Estate Investment 's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
40
/100
Developing
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Rent Pricing Power

Moderate
51
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 60% Coverage
Trade-Off Triangle Visualization A ternary plot showing WHLRD's balance between Growth (36.6%), Profitability (17.2%), and Safety (46.2%). Growth 37% Safety 46% Profitability 17%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

43th percentile vs peers
43
Key Signals
Revenue CAGR 3Y 19.5% 83p AFFO YoY Growth 4.00 94p Rev Growth YoY 2.2% 13p FFO Growth YoY -28.1% 5p
Strengths
  • Revenue CAGR 3Y in top 20% of peers (19.5%, 83th percentile)
  • Net Debt/EBITDA in top 20% of peers (8.28, 81th percentile)
  • AFFO YoY Growth in top 20% of peers (4.00, 94th percentile)
  • D/E Ratio in top 20% of peers (8.50, 91th percentile)
  • Debt/Assets in top 20% of peers (77.1%, 86th percentile)
Risks
  • Rev Growth YoY in bottom 20% of peers (2.2%)
  • FFO Growth YoY in bottom 20% of peers (-28.1%)

Profitability

20th percentile vs peers
20
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

54th percentile vs peers
55
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Wheeler Real Estate Investment .

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
-
- - -
- upside
-
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info