Top REITs like PLD, SPG, and CUZ offer steady dividends and growth potential as 2026 approaches.

Ethic Inc. grew its position in Simon Property Group, Inc. (NYSE: SPG) by 7.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,171 shares of the real estate investment trust's stock after buying an additional 3,844 shares during the

SPG stands out as retail real estate rebounds, backed by premium assets, strong leasing momentum, strategic deals and rising dividends.

Simon Property (SPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

REITs remain attractively valued, with many trading at near 10-year high dividend yields. AFFO yield plus AFFO growth is utilized as a scoring system in this article. ARE leads in value but faces risks from declining occupancy and potential AFFO contraction. Others in the top 5 include VICI, IRM, EQIX and PSA.

Realty Income and Simon Property Group can both benefit from the Fed's recent rate cut, which better supports their P/FFO multiples. Both stocks' valuations are currently compressed when benchmarked by AAA bond rates following Graham's approach, making both interesting REIT opportunities. A closer look at Graham P/E and the Graham number shows O to be an even stronger candidate than SPG.

Simon Property Group is downgraded from buy to hold as shares now trade near fair value after outperforming the S&P. SPG reported strong Q3 results with FFO of $3.22, revenue up 8.1%, and another dividend hike, reflecting robust fundamentals. The REIT's acquisition of the remaining Taubman Realty Group stake and $1.25B in new projects position SPG for long-term growth.

Stock News Fed set for a “hawkish cut”: The Federal Reserve is widely expected to deliver a third 25 bp rate cut amid sharp divisions over inflation vs. job

Federated Hermes Inc. increased its stake in Simon Property Group, Inc. (NYSE: SPG) by 68.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 124,912 shares of the real estate investment trust's stock after buying an additional 50,932 shares during the quarter.

Simon Gallagher, SPG Global principal, joins ‘Money Movers' to discuss Paramount Skydance's hostile bid for Warner Bros. Discovery, how the theatre business will be impacted, and more.