Simon's A-mall portfolio continues to outperform, with leased occupancy at 95%+ and tenant sales productivity rising. Premium outlets segment a particular bright spot. Limited near-term re-rating; mall sector remains out of favor. Dividend yield supportive.
Thesis reviewed May 29, 2026
Simon Property Group, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπReal Estate26AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 34 | +2% | β8% | NEUTRAL |
| CCI | Crown Castle Inc. | 34 | +1% | β8% | NEUTRAL |
| WELL | Welltower Inc. | 31 | +9% | β8% | EARLY |
| AMT | American Tower Corporation | 31 | +5% | β8% | EARLY |
| PLD | Prologis, Inc. | 24 | +7% | β8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 22 | +13% | β8% | EARLY |
| SPG | Simon Property Group, Inc. | 22 | +2% | β8% | NEUTRAL |
Investors who hold SPG may also have indirect exposure through these country funds.
Simon Q1 2026 occupancy 95.6%, base rents +3% YoY
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Jonathan JacksonIL | D | Buy | Unknown amount | Apr 20, 26 | -0.9% |
| Victoria SpartzIN | R | Sell | Unknown amount | Sep 20, 24 | +28.0% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Aug 26, 24 | +32.3% |
| Victoria SpartzIN | R | Buy | Unknown amount | Jun 28, 24 | +49.4% |