Simon Property Group, Inc. is well positioned for the growth of malls as third spaces. The company has an incredibly diverse portfolio of mall assets generating reliable rent with spread out lease expirations. The company has an almost 5% dividend yield that it's been able to grow at the mid-single digits.

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.

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.

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 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.

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

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.

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.

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.

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.