With a seasoned management team in place, Real Estate Investment has become one of the fastest growing real estate firms in the country. Real Estate is relationship driven and hands on, with a team of well qualified associates who bring experience, creativity, and flexibility to all of our projects - as well as the skilled market knowledge needed to provide significant return on investment.
Our associates truly are our most valuable resource.
Jon Wheeler is a real estate executive with 35 years of experience who serves as Chairman & CEO of Wheeler Real Estate Investment Trust (“Wheeler”). Since November 2012, Wheeler has been trading on NASDAQ as WHLR, the first REIT ever headquartered in Hampton Roads, and specifically, Virginia Beach, and the only REIT based in the Commonwealth of Virginia primarily focused on grocery anchored shopping centers. The predecessor firm, Wheeler Interests, focused on real estate acquisition, development, management and leasing. Since its inception in 1999 and until 2012, Wheeler Interests acquired or built over sixty shopping centers in the Northeast, Mid-Atlantic, Southeast and Southwest regions in the United States, representing over 4,000,000 square feet of improved real property. Today, Wheeler is a fully-integrated, self-managed commercial real estate investment company focused on acquiring and managing income-producing retail properties with a primary focus on grocery-anchored centers. Wheeler’s portfolio contains well-located, potentially dominant retail properties in secondary and tertiary markets that are generally leased by nationally and regionally recognized retailers of consumer goods and that generate attractive risk-adjusted returns. Since 2012, the company has acquired 74 properties totaling over 5.0 million square feet of gross leasable area in twelve states.
Jon’s real estate experience includes retail leasing, marketing, acquisition, development, financing, management and disposition of strip centers, neighborhood centers, community centers, power centers and mixed-use retail space in both the urban and suburban markets. A graduate of Southern Methodist University in Dallas, TX, Jon earned a Bachelor of Arts degree in Political Science in 1983. He holds or has held real estate licenses in the states of Virginia, Maryland, Georgia, Texas and the District of Columbia.
An active member of the International Council of Shopping Centers (ICSC), Jon is also a founding member of Old Dominion University’s Industry Professional Advisors to the Center (IPAC) and on the Senior Advisory Board to E.V. Williams Center for Real Estate and Economic Development.
Currently, Jon serves as the Chairman of The Wheeler Benefit Foundation and as President of the Chesapeake Bay Wine Classic Foundation. In 2016, Jon joined the Executive Board of Old Dominion University’s Strome College of Business. In June of 2017, Jon joined the board of directors for the We Promise Foundation, the charitable arm of Chartway Federal Credit Union.
The Wheeler Benefit Foundation (“WBF”) was created in 2008 to support various local organizations. WBF hosted an annual Dodgeball Tournament for 5 years with the proceeds benefitting local non-profit organizations. To date, 0,000 has been donated to such organizations as Horizons Hampton Roads, Samaritan House, The Virginia Aquarium and The Navy Seal Foundation.
Past board memberships include Horizons Hampton Roads as Chairman; Monarch Bank, City of Virginia Beach Advisory Board, Chairman; Virginia Beach Foundation (now Hampton Roads Community Foundation), board member; Norfolk State University’s Enterprise & Empowerment Foundation (E2F), board member; and Virginia Business Coalition on Health, board member.
Jon has fulfilled requests to speak across the state by organizations such as the International Council of Shopping Centers, the Cox Executive Business Series, the Urban Land Institute, Modern Technology and Management Institute, and guest lectures regularly at Norfolk State University, Old Dominion University and The Mason School of Business at The College of William & Mary. He has been featured on MSNBC, WAVY TV, The Hampton Roads Show, HearSay with Cathy Lewis and Entrepreneur Magazine. Wheeler has been highlighted in Men’s Fitness Magazine as one of the Top 15 Fittest Companies in America. Jon is frequently featured on NAREIT discussing various topics regarding real estate and the business of being a Real Estate Investment Trust. He has written real estate columns for Inside Business and publications and newspapers such as The Virginian Pilot, Shopping Center Business and Dealmakers.
Jon received the Corporate Volunteer Leadership Award from VOLUNTEER Hampton Roads in 2013. Previous honors include the Entrepreneurial Excellence Award (Inside Business, 2009), Wellness in the Workplace Award from the Virginia Business Coalition on Health (2009) and the Hampton Roads Corporate Volunteer Excellence Award (2010, Good Corporate Neighbor – Small). He has been included in Inside Business’ Power List for the past four consecutive years. In 2015 Jon was profiled in the inaugural issue of Inside Leadership (Influencing People, Business and Community), a publication produced by Inside Business and The Virginian Pilot.
Wheeler also supports such organizations as VOLUNTEER Hampton Roads, The Noblemen, and Commercial Real Estate for Women (CREW), Hampton Roads Association of Commercial Real Estate (HRACRE), Tidewater Scholarship Foundation (ACCESS), and other various charitable organizations via its shopping center events throughout the country.
Wilkes J. Graham joined Wheeler in January 2016 as the Company’s Chief Financial Officer. As CFO, Wilkes oversees corporate finance, accounting, investor relations and capital and financing strategies for the Company. Prior to joining Wheeler, Wilkes spent 16 years in the real estate financial services industry. Since 2010 Mr. Graham worked with Compass Point Research & Trading, LLC (“Compass Point”), an independent, full-service investment firm focused exclusively on the financial services sector, where he served as Director of Research and as a Senior Sell-Side Equity Research Analyst. As the firm’s Real Estate Analyst, Mr. Graham’s primary responsibilities included performing proprietary financial analysis in which he forecasted earnings and predicted the stock performance of over 30 publicly traded REITs, real estate operating companies and homebuilders. As Director of Research, Mr. Graham managed and oversaw the strategic direction of the firm’s research department.
From 2001-2009, Mr. Graham worked as a Vice President and a Senior Sell-Side Analyst focused on the real estate sector at FBR Capital Markets & Co. (“FBR”) (NASDAQ:FBRC), a full-service investment bank that offers equity and fixed income research services to institutional investors. From 1999-2001, he worked as a Research Associate covering REITs for Raymond James & Associates, a leading diversified financial services company located in St. Petersburg, Florida.
Mr. Graham received his Bachelors of Science in Business Administration and his Master of Business Administration from the University of North Carolina’s Kenan-Flagler Business School.
Mr. Kelly has over twenty eight years of experience in the real estate industry and currently serves as Chief Investment Officer for Wheeler Real Estate Investment Trust. Prior to joining Wheeler in 2013, Mr. Kelly was the principal of Kelly Development, LLC. Kelly Development specialized in the acquisition and management of retail properties primarily in the Mid-Atlantic and New England regions. Mr. Kelly served as Director of Real Estate for Supervalu, Inc., a Fortune 100 supermarket retailer, for over 13 years focusing on site selection, acquisition and disposition from New England to the Carolinas. Over the course of his long career, he has completed transactions totaling over one billion dollars.
Mr. Kelly currently serves on the Wheeler Board of Directors as well as the board of the Norfolk, Virginia SPCA and has a Bachelor of Science in Finance degree from Bentley College (now Bentley University).
Matthew T. Reddy, a Certified Public Accountant, has served as our Chief Accounting Officer (CAO) since June 2015. After receiving a Bachelor’s of Business Administration Degree in Accounting from James Madison University, he spent four years working with KPMG, LLP, a global network of professional firms that provides audit, advisory and tax services. While with KPMG, LLP, he was responsible for reviewing and auditing the financial statements and related Securities and Exchange Commission filings for national and multinational public companies.
In March 2008, he joined JTH Tax Inc. as their Manager of Financial Reporting before eventually being promoted into the roles of Director of Finance in November 2011 and Assistant Vice President of Online Products in March 2014. In these roles his responsibilities included managing the firm’s financial reporting function, coordinating the corporate forecasting, planning and analysis team, supporting the Chief Financial Officer in the development of financial plans and strategies, and managing the coordination and direction of the firm’s online do-it-yourself tax business.
Robin Hanisch currently serves as the Corporate Secretary for WHLR. As an associate of Wheeler since 2000, Ms. Hanisch oversees investor relations and serves as the main point of contact for WHLR investors. Prior to joining the company, Ms. Hanisch worked in fund development and marketing for a national non-profit organization. Robin graduated from the University of Hawaii with a degree in merchandising.
Rebecca Schiefer joined Wheeler in November 2003 and has over 18 years of accounting experience in commercial real estate.
She oversees the Corporate and Property Accounting Departments. Prior to joining Wheeler she was the Corporate Accounting Supervisor of Advantis Real Estate Services Company, a subsidiary of the St. Joe Company (NYSE:JOE).
Rebecca graduated from Radford University and holds a Bachelor of Science in Accounting.
Laura Nguyen joined Wheeler in August of 2014 and serves as Director of Capital Markets in the corporate headquarters office located in Virginia Beach, Virginia. Prior to joining Wheeler, Laura worked in the corporate office with senior management at Gold Key I PHR Hotels & Resorts. Laura’s responsibilities include collaborating on the origination, underwriting and credit structure for Wheeler’s lending and balance sheet platform and sourcing equity for acquisitions, commercial real estate portfolios and M&A opportunities. Additionally, Laura interfaces with investment banking firms to structure capital financing events for the company.
Laura graduated from Old Dominion University with a Bachelor of Science in Mass Communications. She is an active member of the International Council of Shopping Centers (ICSC). Laura was appointed to a four year term as a Commissioner for the City of Virginia Beach Arts & Humanities Commission in 2013. She resides in Virginia Beach with her husband and three children.
Wesley G. Forehand joined Wheeler in September of 2011. Wesley currently serves as the Acquisitions Manager in Wheeler’s regional office located in Charleston, SC. He has helped to close multiple transactions since 2011 in the states of Alabama, Florida, Georgia, Kentucky, New Jersey, South Carolina, Tennessee, Virginia, and West Virginia totaling over 1.6 million square feet of retail shopping centers. Wesley’s responsibilities include the identification of new acquisition opportunities, underwriting of those opportunities, and participation in due diligence processes.
Additionally, Wesley is responsible for the management of Wheeler’s affiliated self-storage facilities. Wesley is a licensed real estate salesperson in the states of Virginia and South Carolina. Additionally he is an active member of the International Council of Shopping Centers (ICSC) having previously served on the Southeastern Virginia Next Generation Planning Committee. Wesley graduated from the University of South Carolina in 2011 with a B.S.B.A in Management and Marketing.