Simon Property Group, Inc. (SPG)
2 A-Rated REITs Getting Too Cheap Amid Rising Bond Yields
Simon Property Group and Agree Realty offer 4%+ yields and double-digit total return potential amid sector pullbacks from rising bond yields. SPG's A-rated balance sheet, accelerating NOI, and raised FFO guidance position it well despite $2B in 2024 debt maturities and volatile rates. ADC's investment-grade tenant focus, long-term ground leases, low leverage, and insider buying support its resilience and 4.7% well-covered monthly yield.
Simon Property Group: Redemption Risk For SPG.PR.J
Simon Property Group preferred stock SPG.PR.J is rated 'Strong Sell' due to negative yield-to-call and price trading above par. SPG-J's high 8.38% coupon and elevated market price make it a likely target for redemption, exposing holders to capital loss risk. The MAA-I precedent demonstrates that holding preferreds with negative YTC can result in losses upon issuer call.
Simon Property Group Sees Leasing Surge as Traffic, Rents and Retail Demand Rise
Simon Property Group NYSE: SPG said leasing demand across its retail portfolio remains strong, with management citing rising shopper traffic, higher retailer sales and continued interest from domestic and international brands.
Simon Property Group, Inc. (SPG) Presents at BofA NY Global Real Estate Conference 2026 Transcript
Simon Property Group, Inc. (SPG) Presents at BofA NY Global Real Estate Conference 2026 Transcript
Simon Property (SPG) Down 3.5% Since Last Earnings Report: Can It Rebound?
Simon Property (SPG) reported earnings 30 days ago. What's next for the stock?
Simon Launches Media Network to Unlock Value From Mall Traffic
SPG launches a commerce media platform using its properties and consumer data to offer targeted, measurable advertising.
Simon Property Group: The Mall King Is Thriving, Yet I'm Turning Cautious (Rating Downgrade)
Simon Property Group is downgraded to Hold as the stock now reflects fair value, balancing risk and reward. SPG continues to post strong results: Q2 revenue up 19.3%, occupancy at 96%, and FFO per share guidance raised. The company maintains a robust balance sheet, with net debt/EBITDA below 5.0x, $1.02B in cash, and a 4.10% dividend yield.
SPG's Q2 FFO Top Estimates on Leasing Strength, Guidance Raised
Simon Property beat Q2 FFO estimates as leasing strength, higher retailer sales and acquisitions drive growth, while 2026 guidance rises.
Simon Property Group: Tough Going Gets Closer To Reality
Simon Property Group (SPG) remains a strong buy for defensive positioning as market risks rise and the bull market matures. SPG offers resilience through scale, diversification, high debt ratings, and opportunistic acquisitions, making it attractive for long-term investors. The recent dividend increase to $2.25 per share, up ~4% year-over-year, underscores SPG's financial strength.
Simon Property Group, Inc. (SPG) Q2 2026 Earnings Call Transcript
Simon Property Group, Inc. (SPG) Q2 2026 Earnings Call Transcript
Simon Property Group Q2 Earnings Call Highlights
Simon Property Group NYSE: SPG reported accelerating second-quarter growth in domestic property net operating income and real estate funds from operations, citing continued tenant demand, higher lease income, acquisitions and solid retailer sales.
Simon Property Group Leverages Live Events to Drive 13.9% Retailer Sales Growth
Simon Property Group, saw the results from its premium outlets and other destinations remain strong during the second quarter as the company tied into special events to highlight the unique offerings of physical retail, executives said during a Monday (Aug. 10) earnings call.
