Simon Property Group, Inc. SPG

The Motley Fool 14 nov

iShares Global REIT ETF (REET) and State Street SPDR Dow Jones REIT ETF (RWR) both offer 3.4% dividend yields but differ significantly in strategy and performance. REET provides global diversification with lower fees (0.14% expense ratio) and 317 holdings, while RWR focuses on U.S. markets with 95 holdings and has delivered stronger one-year returns (16.9% vs 10.9%). The choice depends on whether investors prefer international exposure with lower costs or concentrated U.S. real estate exposure with better recent momentum.

Zacks Investment Research 6 nov

Rising interest rates have pressured REITs but created buying opportunities for income investors. Five REITs with strong Q3 earnings and solid dividend yields are highlighted: Starwood Property Trust, Simon Property Group, RLJ Lodging Trust, CareTrust REIT, and NNN REIT. These companies demonstrate resilience through improved operating fundamentals, record portfolio expansions, and well-supported dividend payouts.

Zacks Investment Research 6 nov

Simon Property Group (SPG) reported Q3 FFO of $3.37 per share, beating estimates by 1.5%, with revenues rising 13.3% to $1.81 billion. The company raised its 2026 FFO guidance to $13.30-$13.40 per share and increased its quarterly dividend by 4.5%. U.S. mall occupancy reached 96.5% with retailer sales per square foot up 14.8%, reflecting strong leasing momentum and higher rents.

Zacks Investment Research 5 nov

Simon Property reported Q3 2026 revenue of $1.81 billion, up 13.3% year-over-year and beating the consensus estimate of $1.73 billion by 4.92%. EPS came in at $3.37 versus $1.86 a year ago, slightly beating the $3.32 estimate. Key metrics showed strong lease income of $1.68 billion (+15.7% YoY) and occupancy at 96.5%, though diluted EPS per share of $1.54 missed analyst estimates of $1.74. The stock has gained 15.6% over the past month and carries a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 5 nov

Simon Property Group (SPG) reported quarterly FFO of $3.37 per share, beating consensus estimates of $3.32 and surpassing year-ago results of $3.22. The REIT also exceeded revenue expectations with $1.81 billion, up from $1.6 billion year-over-year. The stock has gained 23.4% since the beginning of the year, outpacing the S&P 500's 12.3% gain. However, the company received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market.