SPG

After a lengthy run of disappointment, real estate investment trusts (REITs) and the related ETFs are notching some impressive performances this year, with the largest ETF in the category higher by 11%. Proving active management brings benefits to the real estate sector, the ALPS Active REIT ETF (REIT) is higher by more than 17% year-to-date.

SPG's Q2 results are likely to show revenue and FFO growth, with strong leasing and occupancy offsetting higher interest and tariff pressures.

Get a deeper insight into the potential performance of Simon Property (SPG) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

HST, O and SPG may deliver positive earnings surprises as strong demand, leasing activity and portfolio strength support results.

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

High income does not require risky REIT funds. Smaller REITs can offer stronger yields. Two unique opportunities may beat RQI.

Realty Income has the edge with steadier cash flow, broad diversification, monthly dividends and a lower forward valuation.

One of the strategies how income investors could beef up their portfolio dividends is to buy beaten down (without a justified reason) high-quality securities. As the prices are lower, the yields tend to be richer and the upside potential wide open for sizable gains that could be recycled into other high-yielding products. However, the risk is to end up catching a falling knife.

Simon Property Group exhibits strong fundamentals, with investment-grade credit ratings and stable earnings, but its common stock trades at a significant premium. The current AFFO yield is 5.2%, and the price-to-book ratio has risen to 15.2, indicating a high market premium versus historical levels. SPG's preferred stock and OTC bonds offer low yields relative to risk, with preferreds yielding just 0.33% to call and bonds at a 0.85% spread to Treasuries.

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.