REIT - Retail
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5 / 10Stock Comparison
WHLRP vs NXRT vs IRT vs WHLR vs CBRE
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
REIT - Residential
REIT - Retail
Real Estate - Services
WHLRP vs NXRT vs IRT vs WHLR vs CBRE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | REIT - Retail | REIT - Residential | REIT - Residential | REIT - Retail | Real Estate - Services |
| Market Cap | $780M | $760M | $3.87B | $413M | $42.91B |
| Revenue (TTM) | $99M | $252M | $662M | $99M | $42.17B |
| Net Income (TTM) | $12M | $-32M | $48M | $3M | $1.31B |
| Gross Margin | 66.8% | 91.1% | 20.2% | 51.4% | 35.0% |
| Operating Margin | 36.7% | 11.5% | 17.5% | 37.0% | 3.8% |
| Forward P/E | — | — | 107.6x | — | 19.1x |
| Total Debt | $484M | $1.56B | $2.28B | $484M | $9.99B |
| Cash & Equiv. | $24M | $14M | $48M | $24M | $1.86B |
WHLRP vs NXRT vs IRT vs WHLR vs CBRE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Wheeler Real Estate… (WHLRP) | 100 | 98.1 | -1.9% |
| NexPoint Residentia… (NXRT) | 100 | 93.7 | -6.3% |
| Independence Realty… (IRT) | 100 | 166.1 | +66.1% |
| Wheeler Real Estate… (WHLR) | 100 | 0.0 | -100.0% |
| CBRE Group, Inc. (CBRE) | 100 | 332.8 | +232.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHLRP vs NXRT vs IRT vs WHLR vs CBRE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHLRP is the #2 pick in this set and the best alternative if quality and momentum is your priority.
- 11.9% margin vs NXRT's -12.7%
- +82.5% vs WHLR's -99.8%
NXRT ranks third and is worth considering specifically for income & stability and defensive.
- Dividend streak 12 yrs, beta 0.61, yield 7.0%
- Beta 0.61, yield 7.0%, current ratio 0.48x
- 7.0% yield, 12-year raise streak, vs WHLRP's 0.8%, (1 stock pays no dividend)
IRT is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.46, Low D/E 63.6%, current ratio 0.05x
- Beta 0.46 vs WHLR's 2.09, lower leverage
Among these 5 stocks, WHLR doesn't own a clear edge in any measured category.
CBRE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 13.4%, EPS growth 22.6%, 3Y rev CAGR 9.6%
- 404.2% 10Y total return vs NXRT's 212.1%
- 13.4% FFO/revenue growth vs WHLR's -4.0%
- Better valuation composite
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.4% FFO/revenue growth vs WHLR's -4.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 11.9% margin vs NXRT's -12.7% | |
| Stability / Safety | Beta 0.46 vs WHLR's 2.09, lower leverage | |
| Dividends | 7.0% yield, 12-year raise streak, vs WHLRP's 0.8%, (1 stock pays no dividend) | |
| Momentum (1Y) | +82.5% vs WHLR's -99.8% | |
| Efficiency (ROA) | 4.5% ROA vs NXRT's -1.7%, ROIC 6.2% vs 1.1% |
WHLRP vs NXRT vs IRT vs WHLR vs CBRE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WHLRP vs NXRT vs IRT vs WHLR vs CBRE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
WHLRP leads in 2 of 6 categories
CBRE leads 1 • NXRT leads 1 • IRT leads 0 • WHLR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — NXRT and WHLR each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CBRE is the larger business by revenue, generating $42.2B annually — 425.5x WHLR's $99M. WHLRP is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to NXRT's -12.7%. On growth, CBRE holds the edge at +18.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $99M | $252M | $662M | $99M | $42.2B |
| EBITDAEarnings before interest/tax | $61M | $125M | $365M | $59M | $2.3B |
| Net IncomeAfter-tax profit | $12M | -$32M | $48M | $3M | $1.3B |
| Free Cash FlowCash after capex | $6M | $79M | $139M | $6M | $897M |
| Gross MarginGross profit ÷ Revenue | +66.8% | +91.1% | +20.2% | +51.4% | +35.0% |
| Operating MarginEBIT ÷ Revenue | +36.7% | +11.5% | +17.5% | +37.0% | +3.8% |
| Net MarginNet income ÷ Revenue | +11.9% | -12.7% | +7.3% | +3.0% | +3.1% |
| FCF MarginFCF ÷ Revenue | +6.1% | +31.2% | +21.1% | +6.2% | +2.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.8% | +0.5% | +2.5% | -1.4% | +18.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.3% | 0.0% | -101.4% | +99.4% | +98.1% |
Valuation Metrics
Evenly matched — NXRT and CBRE each lead in 2 of 6 comparable metrics.
Valuation Metrics
At 38.0x trailing earnings, CBRE trades at a 44% valuation discount to IRT's 68.5x P/E. On an enterprise value basis, WHLR's 14.7x EV/EBITDA is more attractive than CBRE's 24.8x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $780M | $760M | $3.9B | $413M | $42.9B |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $2.3B | $6.1B | $873M | $51.0B |
| Trailing P/EPrice ÷ TTM EPS | -0.20x | -23.77x | 68.46x | -0.03x | 38.02x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | 107.60x | — | 19.06x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 3.27x |
| EV / EBITDAEnterprise value multiple | 20.87x | 18.63x | 16.75x | 14.68x | 24.77x |
| Price / SalesMarket cap ÷ Revenue | 7.78x | 3.02x | 5.89x | 4.11x | 1.06x |
| Price / BookPrice ÷ Book value/share | 8.24x | 2.53x | 1.07x | 1.29x | 4.57x |
| Price / FCFMarket cap ÷ FCF | 193.84x | 9.09x | 26.42x | 102.50x | 35.97x |
Profitability & Efficiency
CBRE leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
CBRE delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $-10 for NXRT. IRT carries lower financial leverage with a 0.64x debt-to-equity ratio, signaling a more conservative balance sheet compared to NXRT's 5.18x. On the Piotroski fundamental quality scale (0–9), WHLRP scores 6/9 vs NXRT's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.5% | -10.1% | +1.3% | +3.9% | +14.3% |
| ROA (TTM)Return on assets | +1.9% | -1.7% | +0.8% | +0.5% | +4.5% |
| ROICReturn on invested capital | +4.8% | +1.1% | +1.6% | +4.9% | +6.2% |
| ROCEReturn on capital employed | +6.0% | +1.5% | +2.4% | +6.0% | +7.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 | 6 | 6 | 6 |
| Debt / EquityFinancial leverage | 5.11x | 5.18x | 0.64x | 5.11x | 1.04x |
| Net DebtTotal debt minus cash | $460M | $1.5B | $2.2B | $460M | $8.1B |
| Cash & Equiv.Liquid assets | $24M | $14M | $48M | $24M | $1.9B |
| Total DebtShort + long-term debt | $484M | $1.6B | $2.3B | $484M | $10.0B |
| Interest CoverageEBIT ÷ Interest expense | 1.44x | 0.47x | 1.73x | 1.44x | 8.15x |
Total Returns (Dividends Reinvested)
WHLRP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CBRE five years ago would be worth $16,904 today (with dividends reinvested), compared to $0 for WHLR. Over the past 12 months, WHLRP leads with a +82.5% total return vs WHLR's -99.8%. The 3-year compound annual growth rate (CAGR) favors WHLRP at 70.6% vs WHLR's -99.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +34.2% | +3.1% | -5.7% | -93.3% | -8.6% |
| 1-Year ReturnPast 12 months | +82.5% | -13.8% | -10.8% | -99.8% | +16.6% |
| 3-Year ReturnCumulative with dividends | +396.6% | -15.2% | +7.8% | -100.0% | +100.1% |
| 5-Year ReturnCumulative with dividends | -42.9% | -23.0% | +18.8% | -100.0% | +69.0% |
| 10-Year ReturnCumulative with dividends | -36.3% | +212.1% | +192.5% | +100.2% | +404.2% |
| CAGR (3Y)Annualised 3-year return | +70.6% | -5.3% | +2.5% | -99.0% | +26.0% |
Risk & Volatility
WHLRP leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WHLRP is the less volatile stock with a -0.37 beta — it tends to amplify market swings less than WHLR's 2.09 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WHLRP currently trades 94.2% from its 52-week high vs WHLR's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.37x | 0.61x | 0.46x | 2.09x | 1.11x |
| 52-Week HighHighest price in past year | $7.75 | $38.30 | $19.61 | $904.50 | $174.27 |
| 52-Week LowLowest price in past year | $3.14 | $23.79 | $14.60 | $1.03 | $118.81 |
| % of 52W HighCurrent price vs 52-week peak | +94.2% | +78.2% | +83.8% | +0.1% | +84.0% |
| RSI (14)Momentum oscillator 0–100 | 52.8 | 70.4 | 60.8 | 22.4 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 9K | 213K | 2.2M | 216K | 1.9M |
Analyst Outlook
NXRT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WHLRP as "Buy", NXRT as "Hold", IRT as "Buy", WHLR as "Buy", CBRE as "Buy". Consensus price targets imply 23.3% upside for CBRE (target: $181) vs -9.8% for NXRT (target: $27). For income investors, NXRT offers the higher dividend yield at 7.04% vs WHLRP's 0.84%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $27.00 | $20.08 | — | $180.50 |
| # AnalystsCovering analysts | 5 | 10 | 27 | 5 | 20 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +7.0% | +4.0% | +5.4% | — |
| Dividend StreakConsecutive years of raises | 0 | 12 | 4 | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.06 | $2.11 | $0.66 | $0.06 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% | +0.8% | 0.0% | +2.3% |
WHLRP leads in 2 of 6 categories (Total Returns, Risk & Volatility). CBRE leads in 1 (Profitability & Efficiency). 2 tied.
WHLRP vs NXRT vs IRT vs WHLR vs CBRE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WHLRP or NXRT or IRT or WHLR or CBRE a better buy right now?
For growth investors, CBRE Group, Inc.
(CBRE) is the stronger pick with 13. 4% revenue growth year-over-year, versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). CBRE Group, Inc. (CBRE) offers the better valuation at 38. 0x trailing P/E (19. 1x forward), making it the more compelling value choice. Analysts rate Wheeler Real Estate Investment Trust, Inc. (WHLRP) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — WHLRP or NXRT or IRT or WHLR or CBRE?
On trailing P/E, CBRE Group, Inc.
(CBRE) is the cheapest at 38. 0x versus Independence Realty Trust, Inc. at 68. 5x. On forward P/E, CBRE Group, Inc. is actually cheaper at 19. 1x.
03Which is the better long-term investment — WHLRP or NXRT or IRT or WHLR or CBRE?
Over the past 5 years, CBRE Group, Inc.
(CBRE) delivered a total return of +69. 0%, compared to -100. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). Over 10 years, the gap is even starker: CBRE returned +404. 2% versus WHLRP's -36. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WHLRP or NXRT or IRT or WHLR or CBRE?
By beta (market sensitivity over 5 years), Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the lower-risk stock at -0. 37β versus Wheeler Real Estate Investment Trust, Inc. 's 2. 09β — meaning WHLR is approximately -657% more volatile than WHLRP relative to the S&P 500. On balance sheet safety, Independence Realty Trust, Inc. (IRT) carries a lower debt/equity ratio of 64% versus 5% for NexPoint Residential Trust, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WHLRP or NXRT or IRT or WHLR or CBRE?
By revenue growth (latest reported year), CBRE Group, Inc.
(CBRE) is pulling ahead at 13. 4% versus -4. 0% for Wheeler Real Estate Investment Trust, Inc. (WHLR). On earnings-per-share growth, the picture is similar: Wheeler Real Estate Investment Trust, Inc. grew EPS 100. 0% year-over-year, compared to -30. 8% for NexPoint Residential Trust, Inc.. Over a 3-year CAGR, CBRE leads at 9. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — WHLRP or NXRT or IRT or WHLR or CBRE?
Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the more profitable company, earning 8. 7% net margin versus -12. 7% for NexPoint Residential Trust, Inc. — meaning it keeps 8. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHLRP leads at 36. 4% versus 3. 2% for CBRE. At the gross margin level — before operating expenses — NXRT leads at 84. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is WHLRP or NXRT or IRT or WHLR or CBRE more undervalued right now?
On forward earnings alone, CBRE Group, Inc.
(CBRE) trades at 19. 1x forward P/E versus 107. 6x for Independence Realty Trust, Inc. — 88. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CBRE: 23. 3% to $180. 50.
08Which pays a better dividend — WHLRP or NXRT or IRT or WHLR or CBRE?
In this comparison, NXRT (7.
0% yield), WHLR (5. 4% yield), IRT (4. 0% yield), WHLRP (0. 8% yield) pay a dividend. CBRE does not pay a meaningful dividend and should not be held primarily for income.
09Is WHLRP or NXRT or IRT or WHLR or CBRE better for a retirement portfolio?
For long-horizon retirement investors, Wheeler Real Estate Investment Trust, Inc.
(WHLRP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 37), 0. 8% yield). Wheeler Real Estate Investment Trust, Inc. (WHLR) carries a higher beta of 2. 09 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (WHLRP: -36. 3%, WHLR: +100. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between WHLRP and NXRT and IRT and WHLR and CBRE?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: WHLRP is a small-cap quality compounder stock; NXRT is a small-cap income-oriented stock; IRT is a small-cap income-oriented stock; WHLR is a small-cap income-oriented stock; CBRE is a mid-cap quality compounder stock. WHLRP, NXRT, IRT, WHLR pay a dividend while CBRE does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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