Latest SPG news

The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

The REIT Conundrum

Seeking Alpha · Sun, 20 Sep 2026 08:00:00 -0400

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

Simon Property Group Sees Leasing Surge as Traffic, Rents and Retail Demand Rise

MarketBeat · Thu, 17 Sep 2026 03:02:36 -0400

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

Seeking Alpha · Wed, 16 Sep 2026 19:41:40 -0400

Simon Property Group, Inc. (SPG) Presents at BofA NY Global Real Estate Conference 2026 Transcript

Simon® Launches 'It's a Simon® Thing' National Brand Campaign Celebrating the Moments That Bring People Together

PRNewsWire · Tue, 15 Sep 2026 10:00:00 -0400

New campaign unites Simon Malls® and Premium Outlets® under a single creative identity inspired by discovery, connection, and the enduring role of the mall in American life INDIANAPOLIS, Sept. 15, 2026 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today unveiled " It's a Simon Thing, " a new national brand platform built around a long-standing truth: Simon's 200+ Malls and Premium Outlets have been America's gathering places for decades.

Insider Sells 1,434 Shares of Legendary REIT

The Motley Fool · Tue, 15 Sep 2026 09:35:01 -0400

Kevin M. Kelly executed a non-discretionary disposition of 1,434 shares on August 31, 2026, with an estimated value of ~$307,679. The transaction size represented 6% of the total equity stake held prior to the filing.

One Retail REIT Cut Its Dividend in 2020 but Crushed Its Peer Since. Which Is Roth Ready?

24/7 Wall Street · Tue, 15 Sep 2026 08:45:24 -0400

One retail REIT never missed a dividend payment while the other slashed its payout during the pandemic shutdown, yet the numbers tell a story that defies what income investors typically expect when picking a Roth IRA winner.

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