Whitestone REIT

WSR

Market cap $677M

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

NEW YORK, Dec. 01, 2025 (GLOBE NEWSWIRE) -- H/Advisors Abernathy, a leading strategic communications advisor, today announced that Amy Feng has rejoined the firm as Managing Director. Ms. Feng, who brings more than 25 years of experience in financial and strategic communications, started her career on Wall Street as a sell-side analyst, transitioning to senior corporate advisory and in-house investor relations roles.

The S&P 600 Small/MidCap index offers high-yield dividend opportunities, with 33 out of 53 top-yielding stocks meeting both the 'safer' and IDEAL dividend Dogcatcher criteria. Top ten S&P600 dividend 'dogs' are projected to deliver 24% to 93% net gains by November 2026, based on analyst targets and current yields. Stocks like KNTK, SM, CRGY, and DEI stand out for strong total return potential, but investors should beware of negative free cash flow in some high-yield picks.

Achievement a direct result of Company's strategic plan to remerchandise the asset to better serve the community's interests  Salon Suites, Milkshake Factory and Spooner Physical Therapy among the 9 retailers who have opened over the past 36 months HOUSTON, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Whitestone REIT (NYSE: WSR), a neighborhood-focused owner and operator of open-air shopping centers in Texas and Arizona, today announced it has reached 99 percent occupancy at The Promenade at Fulton Ranch in Chandler, Arizona, with the recent opening of Salon Suites. The strong occupancy number was achieved as a result of Whitestone's strategic repositioning of the asset, which began in early 2023 and focuses on curating a merchandising mix that better aligns with the needs of the upscale Fulton Ranch neighborhood that it serves.

Whitestone REIT has been one of our best investments in recent years. Yet, it remains undervalued and has a lot more upside potential. The market is still sleeping on the REIT's recent transformation.

Some REIT sectors are far more attractive than others. My favorite sectors are those that are heavily discounted due to temporary oversupply. I highlight some of my favorite REITs to buy today for upside potential.

Center located adjacent to the 21,000-seat Toyota Stadium that attracts more than 1.4 million visitors annually and will serve as a base camp for the 2026 FIFA World Cup

Shopping center REITs are exploiting a persistent arbitrage between public and private real estate valuations to drive accretion for shareholders. This strategy boosts AFFO per share and unlocks value, as REITs' assets trade at higher private market values than their deeply discounted stock prices imply. Investors can benefit from buying high-quality shopping center REITs at 7.5%-9% implied cap rates, with potential for price appreciation, buyouts, or rising dividends.

HOUSTON, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Whitestone REIT (NYSE: WSR), a neighborhood-focused owner and operator of open-air shopping centers in Texas and Arizona, today announced that it has received an unsolicited, non-binding proposal from MCB Real Estate to acquire all of the outstanding shares of the Company's common stock for cash consideration of $15.20 per share. MCB Real Estate owns 9.2% of Whitestone REIT's common stock.

Whitestone has Failed to Create Value Since MCB Withdrew $15 Per Share Proposal Last Year Reiterates Opportunity to Unlock Value  and Deliver Compelling Premium to Shareholders Urges Shareholders to Demand the Whitestone Board Engage with MCB or Initiate Public Strategic Alternatives Process to Maximize Value Commits to Voting Against Whitestone Board BALTIMORE , Nov. 4, 2025 /PRNewswire/ -- MCB Real Estate ("MCB"), a leading commercial real estate developer and investment management firm with a diverse nationwide portfolio and approximately $3 billion in AUM, issued an open letter to all Whitestone REIT (NYSE: WSR) ("Whitestone" or the "Company") shareholders regarding MCB's proposal to acquire all of the outstanding shares of Whitestone REIT for $15.20 per share in cash, with no financing contingency. Absent engagement, MCB is considering all available options to ensure that the Board acts in the best interests of shareholders.