SPG Simon Property Group Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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21:00
Aug 10
Aug 10
Management raised full-year FFO guidance due to strong leasing demand, sales growth, and successful re-leasing of bankruptcy space, indicating a confident outlook for continued outperformance.
HIGH
20:13
Aug 10
Aug 10
Simon Property Group reported second quarter revenue of 1.79 billion dollars beating estimates.
Simon Property Group reported second quarter revenue of 1.79 billion dollars beating estimates and raised its full year FFO guidance to 13.20 to 13.30 per share.
20:09
Aug 10
Aug 10
Simon Property Group reports second quarter earnings with Real Estate FFO per share up 7.9%.
Simon Property Group reports second quarter earnings with Real Estate FFO per share up 7.9% year-over-year and raises full-year 2026 guidance.
21:00
Aug 05
Aug 05
In the UK, institutional capital is aggressively driving down cap rates on retail parks and shopping centers, even as base rates remain elevated, creating a counterintuitive, highly competitive market for these assets. — Despite a higher cost of debt, the UK retail asset market is seeing yield compression from non-traditional capital (private equity, institutions), indicating a capital rotation into a previously out-of-favor asset class.
MED
03:40
Jul 21
Jul 21
Piper Sandler raised its price target for Simon Property Group by 55 dollars to 285 dollars per.
Piper Sandler raised its price target for Simon Property Group by 55 dollars to 285 dollars per share.
23:45
Jun 10
Jun 10
Simon Property best mall portfolio yield
Simon Property Group (SPG) has the best collection of shopping malls in America, a terrific record, and a safe 4.15% yield; it is a buy.
MED
22:12
Jun 09
Jun 09
Real estate benefits from hiring boom.
Amid AI disruption fears, companies are hiring faster than ever, increasing demand for real estate. Simon Property Group and Prologis are breaking out to new highs, benefiting from both the physical human presence and Prologis's pivot into data-center space.
MED
21:00
May 11
May 11
Management has raised full-year FFO guidance based on strong Q1 results, increased shopper traffic, higher retailer sales, and a robust development pipeline, indicating a confident outlook for the year.
HIGH
14:00
Apr 30
Apr 30
Used as a comparative example to highlight the differences in market control between the mall and apartment sectors.
LOW
13:00
Apr 29
Apr 29
Commentary on the passing of David Simon, highlighting his leadership at Simon Property Group and Sean Kelly's personal connection.
HIGH
21:03
Mar 07
Mar 07
"Malls are alive and thriving." The speaker notes that despite being digital natives, Gen Z wants to physically go into stores to touch products. Shopping center owners are seeing packed stores. If Gen Z is returning to physical retail for "experiences" and product verification, the "Retail Apocalypse" thesis is overstated for Class A malls. High-traffic tenants like Coach act as anchors, stabilizing occupancy and driving sales-per-square-foot for landlords. LONG Class A Mall REITs (Simon Property Group, Macerich) as a second-order play on the return of the young consumer to physical shopping centers. A broader economic recession would curb discretionary spending and foot traffic regardless of brand popularity.
About SPG Analyst Coverage
Buzzberg tracks SPG (Simon Property Group) across 6 sources. 3 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (27%). 11 total trade ideas tracked. Latest voices: Eli Simon, FirstSquawk, AlphaSense.