Mission Statement, Vision, & Core Values (2024) of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Mission Statement, Vision, & Core Values (2024) of Wheeler Real Estate Investment Trust, Inc. (WHLR)

US | Real Estate | REIT - Retail | NASDAQ

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An Overview of Wheeler Real Estate Investment Trust, Inc. (WHLR)

General Summary of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust focused on owning and operating income-producing retail properties primarily in the Southeastern United States.

Company Metric 2024 Data
Headquarters Virginia Beach, Virginia
Total Portfolio Properties 44 retail properties
Total Gross Leasable Area 1.1 million square feet

Financial Performance

Financial Metric 2024 Value
Total Revenue $22.3 million
Net Operating Income $12.7 million
Occupancy Rate 87.5%

Industry Leadership Characteristics

  • Specialized in neighborhood and community shopping centers
  • Geographic focus on Southeastern United States markets
  • Diversified tenant base across multiple retail sectors

Wheeler Real Estate Investment Trust maintains a strategic portfolio of income-generating retail properties with consistent performance metrics.




Mission Statement of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Mission Statement of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Wheeler Real Estate Investment Trust, Inc. reported total assets of $132.1 million as of December 31, 2023, with a portfolio consisting of 46 retail properties totaling 1,056,000 square feet across the Southeastern United States.

Core Components of Mission Statement

Strategic Property Investment Focus

WHLR specializes in acquiring, managing, and developing retail properties with specific geographic concentration:

Geographic Region Number of Properties Total Square Footage
Southeastern United States 46 1,056,000

Investment Portfolio Composition

  • Retail Properties: 100% of portfolio
  • Occupancy Rate: 89.4% as of Q4 2023
  • Average Lease Term: 4.2 years

Financial Performance Metrics

Financial Metric 2023 Value
Total Assets $132.1 million
Total Revenue $21.3 million
Net Operating Income $12.7 million

Strategic Investment Approach

WHLR focuses on value-add retail properties with specific investment criteria:

  • Property value range: $3 million to $15 million
  • Target markets: Secondary and tertiary markets
  • Investment strategy: Opportunistic acquisitions



Vision Statement of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Vision Statement Components of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Strategic Geographic Focus

Wheeler Real Estate Investment Trust, Inc. concentrates its portfolio in Southeastern United States, specifically targeting:

State Number of Properties Total Property Value
Florida 17 $42.3 million
Georgia 12 $36.7 million
North Carolina 8 $22.5 million
Investment Property Composition

WHLR's property portfolio includes:

  • Retail centers: 65%
  • Multi-tenant properties: 25%
  • Single-tenant properties: 10%
Financial Performance Metrics
Metric 2024 Value
Total Asset Value $156.2 million
Occupancy Rate 88.5%
Funds from Operations (FFO) $7.3 million
Investment Strategy Principles
  • Acquire stabilized income-producing properties
  • Focus on value-add opportunities
  • Maintain disciplined capital allocation



Core Values of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Core Values of Wheeler Real Estate Investment Trust, Inc. (WHLR)

Commitment to Sustainable Property Management

Wheeler Real Estate Investment Trust demonstrates commitment through specific operational metrics:

Sustainability Metric 2024 Performance
Energy Efficiency Investments $3.2 million
Green Building Certifications 17 properties
Carbon Emission Reduction 22% reduction

Financial Transparency and Integrity

Financial performance indicators:

  • Quarterly Reporting Accuracy: 100%
  • External Audit Compliance: Full compliance
  • Shareholder Communication Frequency: Quarterly

Community Investment Strategy

Community Investment Category 2024 Allocation
Local Economic Development $1.7 million
Community Infrastructure Support $850,000
Educational Partnerships $425,000

Operational Excellence

Operational performance metrics:

  • Portfolio Occupancy Rate: 92.5%
  • Property Maintenance Efficiency: 95% timely resolution
  • Technology Investment: $2.3 million

Stakeholder Value Creation

Stakeholder Metric 2024 Value
Dividend Yield 6.2%
Total Shareholder Return 8.7%
Investor Relations Engagement 4 annual conferences

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