Simon Property Group and Agree Realty offer 4%+ yields and double-digit total return potential amid sector pullbacks from rising bond yields. SPG's A-rated balance sheet, accelerating NOI, and raised FFO guidance position it well despite $2B in 2024 debt maturities and volatile rates. ADC's investment-grade tenant focus, long-term ground leases, low leverage, and insider buying support its resilience and 4.7% well-covered monthly yield.
Simon Property Group, Inc. (NYSE: SPG - Get Free Report) Director Randall Lewis acquired 65 shares of the firm's stock in a transaction on Wednesday, September 30th. The shares were bought at an average cost of $202.78 per share, for a total transaction of $13,180.70. Following the completion of the acquisition, the director owned 7,083 shares
Simon Property Group, Inc. (NYSE: SPG - Get Free Report) Director Peggy Roe bought 88 shares of the stock in a transaction dated Wednesday, September 30th. The stock was bought at an average price of $202.78 per share, with a total value of $17,844.64. Following the acquisition, the director owned 8,135 shares in the company, valued
Simon Property Group preferred stock SPG.PR.J is rated 'Strong Sell' due to negative yield-to-call and price trading above par. SPG-J's high 8.38% coupon and elevated market price make it a likely target for redemption, exposing holders to capital loss risk. The MAA-I precedent demonstrates that holding preferreds with negative YTC can result in losses upon issuer call.
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 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
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.
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 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.
