Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.

Simon Property Group, Inc.

Subscribers to Schaeffer's Weekend Trader options recommendation service received this SPG commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Shopping Mall Stock Looking to Build on Recent Gains

My rating framework has evolved, focusing less on binary calls and more on a layered analysis that also considers non-fundamental factors, such as investor psychology and individual circumstances. Looking back, some of my earlier commentary may have leaned too far on the cautious side, and this re-evaluation adds needed balance. There are multiple perspectives from which SPG can be approached, and I discuss these throughout the article.

Simon Property Group: Elevating My Sell Call Into A More Balanced Re-Evaluation (Rating Upgrade)

Humana Walking Club  will foster community engagement at Simon centers across the country and encourage healthier lifestyles INDIANAPOLIS , Aug. 14, 2025 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced a new initiative with health and well-being company Humana to enable health, inspire physical activity and foster connectivity. Working in collaboration with Simon Media & Experiences, the company's media division, Humana will implement a multi-faceted program at 21 Simon centers across the country to invite community members to get moving and get healthy with the Humana Walking Club.

Simon, Humana Step Forward to Build Healthier Communities

Dividend growth stocks are often viewed as some of the safest income investments. However, dividend growth does not guarantee that the dividend is safe. I share some popular high-yield dividend growth stocks whose dividend payouts are at risk of getting cut.

Dividend Cut Alert: High-Yield Dividend Growth Stocks Getting Risky

INDIANAPOLIS , Aug. 12, 2025 /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, announced today that its majority-owned operating partnership subsidiary, Simon Property Group, L.P. (the "Operating Partnership"), has agreed to sell: $700.0 million aggregate principal amount of its 4.375% Notes due 2030, and $800.0 million aggregate principal amount of its 5.125% Notes due 2035.

Simon Property Group Sells $1.5 Billion of Senior Notes

SPG's premier retail portfolio, rising dividends and growth potential edge past O's steady monthly payouts.

Realty Income vs. Simon Property: Which REIT Wins the Dividend Battle?

Simon Property Group delivered strong Q2 results, beating estimates and raising guidance, driven by higher occupancy, sales, and resilient consumer traffic. Management increased the dividend by 4.9%, now above pre-COVID levels, and maintains an A-rated balance sheet with robust liquidity and manageable debt. Near-term upside may be limited due to tariff risks and economic uncertainty, but long-term fundamentals remain solid, especially with potential interest rate declines.

Simon Property Group: Guidance Raise, Dividend Hike, And 5% Yield - What's Not To Like?

While the December 2024 interest rate cut of 25 basis points may be the last until at least September, it is an excellent bet that the federal funds rate will be lower than today's effective rate of 4.23%, which is already below the long-term average of 4.61%.

Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher

INDIANAPOLIS , Aug. 7, 2025 /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced that Eli Simon, Executive Vice President, Chief Investment Officer and Director has been promoted to Chief Operating Officer. Eli will work directly with David Simon, Chairman, Chief Executive Officer and President, on all aspects of Simon's businesses including property performance, new development projects, the company's strategic investments, and its brand strategy.

Simon® Announces Key Executive Appointments

SPG tops on Q2 FFO, and lifts the 2025 guidance midpoint and dividend amid strong leasing and occupancy gains.

Simon Property Q2 FFO Beats Estimates on Higher Revenues & Occupancy

Simon Property Group, Inc. (NYSE:SPG ) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants Brian J. McDade - Executive VP & CFO David E.

Simon Property Group, Inc. (SPG) Q2 2025 Earnings Call Transcript

In a commercial real estate environment still grappling with inflationary pressures, evolving consumer behavior and global economic uncertainty, observers would be forgiven for embracing prevailing narratives about the death of brick-and-mortar retail.

Simon Property Keeps Betting on Premium Locations as Retail Occupancies Rise

The headline numbers for Simon Property (SPG) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Here's What Key Metrics Tell Us About Simon Property (SPG) Q2 Earnings

Simon Property (SPG) came out with quarterly funds from operations (FFO) of $3.05 per share, beating the Zacks Consensus Estimate of $3.04 per share. This compares to FFO of $2.9 per share a year ago.

Simon Property (SPG) Q2 FFO Beat Estimates

INDIANAPOLIS , Aug. 4, 2025 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today reported results for the quarter ended June 30, 2025. "We delivered another successful quarter, driven by the quality of our portfolio and disciplined execution," said David Simon, Chairman, Chief Executive Officer and President.

Simon® Reports Second Quarter 2025 Results, Increases Full Year 2025 Real Estate FFO Per Share Guidance and Raises Quarterly Dividend

Beyond analysts' top-and-bottom-line estimates for Simon Property (SPG), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Stay Ahead of the Game With Simon Property (SPG) Q2 Earnings: Wall Street's Insights on Key Metrics

While SPG is poised to benefit from the healthy demand for retail assets in the second quarter, high interest expenses are likely to have acted as a spoilsport.

Here's What to Expect From Simon Property This Earnings Season

Shares of Realty Income (NYSE:O) gained 0.86% over the past month, bringing its year-to-date gain to 9.45%. In addition to outperforming the S&amp;P 500&#8217;s gain of 8.61% in 2025, O has provided shareholders with a dividend currently yielding 5.60%. Realty Income remains a staple in dividend investors&#8217; portfolios. The commercial REIT dividend — which pays out monthly and has for 659 consecutive months — is a large reason investors are confident in the stock moving forward. Another reason: its expanding footprint in the European market that has seen commercial properties with long-term net lease agreements added to its +13,000-property portfolio in the U.K., Spain and other countries. Billing itself &#8220;The Monthly Dividend Company,&#8221; the real estate investment trust (REIT) blazed a new path in the field that numerous other REITs now follow. The track record of payments for O is remarkable, and since being listed on the NYSE in 1994, the REIT has increased its dividend every quarter. Having raised the payout for 30 consecutive years, Realty Income is now a Dividend Aristocrat, or a stock that is part of the S&amp;P 500 and has increased its dividend for 25 consecutive years or more. Since its IPO in 1994, Realty Income has provided investors with a 589.46% return, not including reinvested dividends. The question is, where does Realty Income stock go from here. 24/7 Wall St. offers readers insights into our assumptions about the stock’s prospects, what sort of growth we see in O stock for the next several years, and our best estimates for Reality Income stock price each year through 2030. Realty Income (O) Recent Stock Performance Here’s a table summarizing the performance in share price, revenues, and adjusted funds from operations (AFFO) of O stock from 2019 to 2024: Year Stock Price Revenue* Adjusted Funds From Operations (AFFO)* 2019 $71.30 $1.488 $1.050 2020 $60.20 $1.647 $1.172 2021 $71.59 $2.080 $1.488 2022 $63.43 $3.343 $2.401 2023 $57.42 $4.078 $2.774 2024 $52.60 $5.271 $3.621 *Revenue and AFFO $billions. The REIT ended 2019 on a high note, closing out the year with a 21% total return, but like the rest of the market, the next year would be turned upside down due to the pandemic. O stock ended 2020 with a greater than 11% loss. While Realty Income would bounce back sharply in 2022 with a 24% gain, it was a rally that could not be sustained due to rapidly rising inflation and a Federal Reserve determined to tame it. The central bank&#8217;s unprecedented 11 consecutive hikes in the federal funds rate would send the REIT market into a tailspin. That&#8217;s because REITs borrow money to invest in new real estate and the dramatically higher rates they pay hit their bottom line hard. Realty Income tried to mitigate that by hitting the equity markets. From 2013 to 2020, O&#8217;s shares outstanding rose at a fairly consistent 8.8% annually. The onset of inflation and spiraling interest rates saw the REITs stock issuance surge to a 26% compound annual growth rate from 2020 to 2023. The Fed started to lower rates this year, but as inflation flared anew, the rate-easing policy seems to be on hold. Through it all, however, Realty Income was able to continue increasing revenue and AFFO, which has surged 244.85% since 2019. The REIT has used those funds to continue rewarding shareholders with dividend hikes. Key Drivers of Realty Income&#8217;s Stock performance 1. Global &amp; Industrial Expansion: The REIT&#8217;s commercial portfolio, which now includes more than 13,000 properties, is expanding its presence in Europe. Last year, it grew significantly in the U.K. and Spain, having signed a €527 million deal with Decathlon, one of the world&#8217;s leading sports brands. Additionally, it is working to expand its global industrial footprint, which accounted for just 15% of the REIT&#8217;s portfolio in 2024. 2. Quality Tenants: Although the shock to the system was significant, Realty Income was able to withstand the stress test due to the quality of its tenant base. It counts dozens of top-shelf retail outlets amongst its tenants, including Amazon (NASDAQ:AMZN), Starbucks (NASDAQ:SBUX) and Chipotle Mexican Grill (NYSE:CMG). 3. Diversification: Its three largest tenants by space leased are Dollar General (NYSE:DG), Walgreens Boots Alliance (NASDAQ:WBA) and Dollar Tree (NASDAQ:DLTR). Although the dollar stores and pharmacy chain are encountering headwinds of their own, none represents more than 3% of the total portfolio, meaning its broad diversification reduces the impact any one tenant will have. It has also expanded into industrial markets, gaming, and data centers, as well as having a growing geographical footprint. Realty Income (O) Stock Price Forecast for 2025 The current Wall Street median, one-year price target for Realty Income is $61.00, good for potential upside of 5.95% based on today&#8217;s share price. Of the 12 analysts covering Realty Income, the REIT receives a consensus &#8220;Hold&#8221; rating, with three analysts assigning it a &#8220;Buy&#8221; rating, nine assigning it a &#8220;Hold&#8221; rating and zero assigning it a &#8220;Sell&#8221; rating. Their one-year price targets range from $68.00 per share to $58.00 per share. However, 24/7 Wall St. sets its one-year price target for Realty Income at $61.70 per share, good for potential upside of 7.17% based on today&#8217;s share price. If we compare O&#8217;s price-to-AFFO versus its peers — such as Agree Realty (NYSE:ADC) or Simon Property Group (NYSE:SPG) — we see they trade at an average P/AFFO of 12.31, while O goes for 10.52. Realty Income&#8217;s Estimates 2026–2030 Valuing Realty Income’s stock price for the coming years, we will take a look at expected revenue and AFFO and give our best estimate of the market value of the company by assigning a price-to-AFFO multiple. Year Revenue* AFFO* 2026 $3.87 $3.263 2027 $4.652 $3.837 2028 $5.582 $4.512 2029 $6.699 $5.307 2030 $8.039 $6.241 *Revenue and AFFO in thousands. Realty Income (O) Stock Price Forecast for 2025–2030 Although Realty Income&#8217;s stock has steadily risen as the interest rate environment improved and because it no longer needs to to issue significant amounts of stock to offset borrowing costs, the REIT has continued to increase its dividend every quarter for the past six years. Its total return handily surpasses that of the S&amp;P 500. For 2030, we estimate AFFO reaches $6.2 billion with a P/AFFO of around 16, still well below its 10-year average, but more in line with many of its peers. That gives us a price target of $86.43 per share, or 50.13% potential upside from today&#8217;s share price. Year Price Target %Change From Current Price 2025 $61.70 7.17% 2026 $69.15 20.11% 2027 $70.84 23.05% 2028 $80.10 39.13% 2029 $82.13 42.66% 2030 $86.43 50.13% The post Realty Income (NYSE: O) Stock Price Prediction and Forecast 2025-2030 (July 2025) appeared first on 24/7 Wall St..

Realty Income (NYSE: O) Stock Price Prediction and Forecast 2025-2030 (July 2025)

Simon Property Group is a high-quality, well-managed REIT, but current valuation limits upside due to rising interest rates and muted earnings growth. Recent dividend growth was driven by a post-pandemic recovery and payout normalization, and is unlikely to continue at the same pace going forward. At current prices, SPG offers a projected total return below 10%, making it less attractive versus other REITs trading at depressed valuations.

Simon Property Group: A Great REIT At The Wrong Price

Active REIT investing beats passive REIT investing. REIT ETFs suffer from many flaws that hurt performance. I explain all the reasons why I don't buy REIT ETFs.

Why I Won't Buy REIT ETFs

Real-time stock quote and overview for SPG