Schedule III-Real Estate and Accumulated Depreciation |
Wheeler Real Estate Investment Trust, Inc. and
Subsidiaries
Schedule III-Real Estate and Accumulated
Depreciation
December 31, 2013
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Initial Cost |
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Costs Capitalized Subsequent
to Acquisition
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Gross Amount at which Carried
at End of Period |
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Property Name
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Land |
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Building and
Improvements |
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Improvements
(net) |
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Carrying
Costs |
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Land |
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Building and
Improvements |
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Total |
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Amscot Building
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$ |
— |
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$ |
461,700 |
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$ |
31,128 |
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$ |
— |
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$ |
— |
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$ |
492,828 |
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$ |
492,828 |
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Harps at Harbor Point
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1,093,507 |
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2,891,853 |
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— |
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— |
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1,093,507 |
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2,891,853 |
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3,985,360 |
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Lumber River Village
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800,413 |
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4,486,787 |
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142,398 |
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— |
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942,811 |
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4,486,787 |
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5,429,598 |
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Monarch Bank
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496,591 |
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1,908,659 |
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77,704 |
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— |
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496,591 |
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1,986,364 |
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2,482,954 |
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Perimeter Square
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1,566,431 |
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5,081,193 |
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109,828 |
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— |
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1,566,431 |
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5,191,021 |
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6,757,452 |
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Riversedge North
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909,898 |
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2,207,571 |
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188,514 |
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— |
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909,898 |
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2,396,085 |
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3,305,984 |
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Surrey Plaza
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380,731 |
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1,856,515 |
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— |
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— |
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380,731 |
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1,856,515 |
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2,237,246 |
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The Shoppes at TJ Maxx
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2,115,119 |
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6,719,386 |
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92,000 |
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— |
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2,115,119 |
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6,811,386 |
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8,926,505 |
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The Shoppes at Eagle Harbor
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785,040 |
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4,219,464 |
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232,211 |
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— |
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785,040 |
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4,451,675 |
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5,236,715 |
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Twin City Commons
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800,272 |
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3,040,956 |
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4,233 |
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— |
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800,272 |
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3,045,189 |
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3,845,461 |
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Walnut Hill Plaza
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733,748 |
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2,413,832 |
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1,315,497 |
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— |
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733,748 |
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3,729,329 |
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4,463,077 |
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Bixby Commons
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2,134,152 |
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6,791,995 |
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— |
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— |
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2,134,152 |
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6,791,995 |
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8,926,147 |
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Tampa Festival
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4,653,354 |
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6,691,097 |
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147,166 |
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— |
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4,653,354 |
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6,838,263 |
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11,491,617 |
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Forrest Gallery
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3,015,372 |
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7,454,580 |
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170,080 |
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— |
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3,015,372 |
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7,624,660 |
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10,640,032 |
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Jenks Reasors
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1,796,860 |
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8,339,838 |
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— |
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— |
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1,796,860 |
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8,339,838 |
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10,136,698 |
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Starbucks/Verizon
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— |
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1,137,971 |
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— |
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— |
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— |
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1,137,971 |
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1,137,971 |
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Jenks Plaza
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498,260 |
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917,898 |
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— |
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— |
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498,260 |
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917,898 |
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1,416,158 |
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Winslow Plaza
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1,324,983 |
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3,684,286 |
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— |
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— |
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1,324,983 |
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3,684,286 |
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5,009,269 |
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Clover Plaza
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356,338 |
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1,196,704 |
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— |
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— |
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356,338 |
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1,196,704 |
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1,553,042 |
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St. George Plaza
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705,645 |
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1,264,212 |
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— |
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— |
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705,645 |
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1,264,212 |
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1,969,857 |
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South Square
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352,587 |
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1,911,330 |
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— |
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— |
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352,587 |
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1,911,330 |
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2,263,917 |
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Westland Square
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886,829 |
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1,709,665 |
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— |
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— |
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886,829 |
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1,709,665 |
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2,596,494 |
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Waterway Plaza
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1,279,700 |
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1,247,952 |
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— |
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— |
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1,279,700 |
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1,247,952 |
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2,527,652 |
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Totals
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$ |
26,685,830 |
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$ |
77,635,444 |
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$ |
2,510,759 |
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$ |
— |
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$ |
26,828,228 |
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$ |
80,003,805 |
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$ |
106,832,033 |
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Property Name
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Encumbrances |
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Accumulated
Depreciation |
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Date of
Construction |
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Date
Acquired |
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Depreciation
Life |
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Amscot Building
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$ |
148,182 |
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5/15/2004 |
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5-40 years |
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Harps at Harbor Point
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(1 |
) |
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99,856 |
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12/14/2012 |
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5-40 years |
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Lumber River Village
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(2 |
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210,788 |
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11/16/2012 |
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5-40 years |
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Monarch Bank
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(3 |
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902,774 |
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12/28/2007 |
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5-40 years |
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Perimeter Square
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(4 |
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220,411 |
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11/16/2012 |
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5-40 years |
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Riversedge North
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(5 |
) |
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745,840 |
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4/17/2008 |
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5-40 years |
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Surrey Plaza
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83,827 |
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12/21/2012 |
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5-40 years |
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The Shoppes at TJ Maxx
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(6 |
) |
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289,713 |
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11/16/2012 |
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5-40 years |
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The Shoppes at Eagle Harbor
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(7 |
) |
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625,227 |
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9/9/2008 |
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5-40 years |
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Twin City Commons
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(8 |
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103,301 |
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12/18/2012 |
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5-40 years |
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Walnut Hill Plaza
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(9 |
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1,222,339 |
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12/14/2007 |
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5-40 years |
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Bixby Commons
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(10 |
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136,857 |
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6/11/2013 |
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5-40 years |
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Tampa Festival
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(11 |
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86,255 |
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8/26/2013 |
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5-40 years |
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Forrest Gallery
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(12 |
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100,314 |
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8/29/2013 |
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5-40 years |
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Jenks Reasors
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(13 |
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63,794 |
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9/25/2013 |
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5-40 years |
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Starbucks/Verizon
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(14 |
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8,090 |
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10/21/2013 |
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5-40 years |
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Jenks Plaza
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872 |
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12/17/2013 |
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5-40 years |
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Winslow Plaza
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(15 |
) |
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3,540 |
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12/19/2013 |
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5-40 years |
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Clover Plaza
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(16 |
) |
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1,267 |
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12/23/2013 |
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5-40 years |
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St. George Plaza
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(17 |
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1,309 |
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12/23/2013 |
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5-40 years |
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South Square
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(18 |
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2,038 |
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12/23/2013 |
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5-40 years |
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Westland Square
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(19 |
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1,804 |
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12/23/2013 |
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5-40 years |
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Waterway Plaza
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(20 |
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1,300 |
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12/23/2013 |
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5-40 years |
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Totals
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$ |
5,059,698 |
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2013 |
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2012 |
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Balance at beginning of period
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$ |
46,637,221 |
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$ |
15,774,838 |
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Additions during the period:
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Acquisitions
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59,487,722 |
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30,815,046 |
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Improvements
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707,090 |
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47,337 |
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Balance at end of period
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$ |
106,832,033 |
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$ |
46,637,221 |
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(1) |
This property secures a $3.33 million
mortgage note. |
(2) |
This property secures a $2.98 million
mortgage note. |
(3) |
This property secures a $1.48 million
mortgage note. |
(4) |
This property secures a $4.42 million
mortgage note. |
(5) |
This property secures a $2.06 million
mortgage note. |
(6) |
This property secures a $6.41 million
mortgage note. |
(7) |
This property secures a $3.90 million
mortgage note. |
(8) |
This property secures a $3.30 million
mortgage note. |
(9) |
This property secures a $3.46 million
mortgage note. |
(10) |
This property secures a $6.70 million
mortgage note. |
(11) |
This property secures a $8.86 million
mortgage note. |
(12) |
This property secures a $9.07 million
mortgage note. |
(13) |
This property secures a $8.55 million
mortgage note. |
(14) |
This property secures a $621,000
mortgage note. |
(15) |
This property secures a $5.00 million
mortgage note. |
(16) |
This property secures a $2.10 million
mortgage note. |
(17) |
This property secures a $2.65 million
mortgage note. |
(18) |
This property secures a $2.16 million
mortgage note. |
(19) |
This property secures a $2.76 million
mortgage note. |
(20) |
This property secures a $2.70 million
mortgage note. |
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