SPG Stock Recent News

Simon Property (SPG) reported earnings 30 days ago. What's next for the stock?

The biggest outlet savings event of the year grows in 2025; more exclusive deals, more retailers and more days to save at Simon® Premium Outlets® and The Mills® locations INDIANAPOLIS , June 11, 2025 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced the expansion of National Outlet Shopping Day™ to four consecutive days, up from two days, running June 12 to June 15. It marks the longest run for the annual, one-of-a-kind shopping event since it began in 2022.

Recent macroscopic uncertainties have culminated in the downgrade of the U.S. credit rating. These developments have caused interest rates to rise, making the valuations of the overall REIT sector attractive. Despite sector-wide attractive valuations, I urge caution and favor REITs like O with lower leverage and proven performance through economic cycles.

Simon Property sees leasing momentum and dividend growth, but e-commerce and high rates weigh on investor sentiment.

Warren Buffett has only very rarely invested in REITs and has largely steered clear of the real estate sector. I detail why. I also share why I do invest in REITs and explain my unique approach to the sector.

While reaching retirement age can be both a blessing and a curse, relying on the U.S. government to provide for your needs is not the best idea. The full retirement age is 66 if you were born from 1943 to 1954. The full retirement age increases gradually for those born from 1955 to 1960, reaching 67. For anyone born in 1960 or later, full retirement benefits are payable at age 67. While the December 2024 interest rate cut of 25 basis points may be the last until the fall, it is an excellent bet that the federal funds rate will be lower than today’s effective rate of 4.23%, which is already below the long-term average of 4.61%. Therefore, high-quality, high-yield dividend stocks are expected to remain in strong demand. 24/7 Wall St. Key Points: Baby boomers may get a nice tax break on their Social Security income. President Trump’s “Big Beautiful Bill” should address the current tax on seniors’ government checks. Many on Wall Street think the bill will pass

REITs offer diversified, inflation-hedged income and capital appreciation, making them a compelling addition to any long-term investment portfolio. Current REIT valuations are attractive, with strong growth projected in sectors like data centers, industrial, net lease, and residential properties. I recommend focusing on quality REITs trading below historical multiples, emphasizing margin of safety and reliable dividend growth.

Long-term bond yields continue to rise. But investors looking for income can still find plenty of attractive opportunities with dividend-paying stocks that have healthy yields. “23 stocks pay huge dividends. They should be a better bet than treasuries.” —Barron's Weekly. Interviewed by Barron's, Steven Wieting, strategist at Citi-Wealth, noted that growing dividends are tangible benefits for shareholders and hallmarks of companies with strong balance sheets. “Nobody can fake a dividend,” he said.

The yield to call on SPG.PR.J is only 1.77%, it is trading above its par value and can be called back in 2027. Despite Simon Property Group's strong fundamentals and credit ratings, the preferred stock is overvalued relative to its potential return. I rate SPG.PR.J a strong sell, as its current valuation offers little upside and significant downside if called at par.

REITs should do fine overall in the coming years. But some specific REITs should crush the rest of the market. Peak pessimism leads to massive opportunities. I explain how you can win big when investing in individual REITs.