Wheeler Real Estate Investment Trust, Inc. current report, 01 July 2015

Business Context and Reporting Period

Company: Wheeler Real Estate Investment Trust, Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: July 1, 2015
Event: Completion of the acquisition of Beaver Ruin Village II, located in Lilburn, Georgia.

Key Financial Metrics

This filing serves as a vehicle to submit financial statements and pro forma information regarding the acquired entity. The document text itself does not contain specific numerical values for revenue, profit, cash flow, margins, debt, or liquidity. These figures are contained within the referenced exhibits (Exhibit 99.1 and Exhibit 99.2) which are incorporated by reference but not detailed in the provided text.

Material Changes

  • Acquisition: The registrant completed the acquisition of Beaver Ruin Village II on July 1, 2015.
  • Financial Impact: The filing includes unaudited pro forma condensed consolidated financial statements as of March 31, 2015, and for the periods ended March 31, 2015, and December 31, 2014, to reflect the impact of this acquisition.

Guidance, Outlook, and Risks

The filing text does not provide management commentary, forward-looking guidance, specific risk factors, or details on contingencies beyond the disclosure of the acquisition event and the inclusion of the required financial exhibits.

Investor Verification Checklist

  • Review Exhibit 99.1 for the audited financial statements of Beaver Ruin Village II for the three months ended March 31, 2015, and the year ended December 31, 2014.
  • Review Exhibit 99.2 for the unaudited pro forma financial information to understand the combined entity's financial position post-acquisition.
  • Verify the purchase price and specific terms of the Beaver Ruin Village II acquisition, as these are not explicitly stated in the summary text.