Which Retail Real Estate Stock Has Dominated in 2026: Realty Income, Simon Property Group, or Kimco Realty?

Retail real estate outran the broad property benchmark this year, with the three biggest names all posting double-digit gains.

24/7 Wall Street • 7 hours ago

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Benzinga • Aug 15, 2026

Simon Property Group: The Mall King Is Thriving, Yet I'm Turning Cautious (Rating Downgrade)

Simon Property Group is downgraded to Hold as the stock now reflects fair value, balancing risk and reward. SPG continues to post strong results: Q2 revenue up 19.3%, occupancy at 96%, and FFO per share guidance raised. The company maintains a robust balance sheet, with net debt/EBITDA below 5.0x, $1.02B in cash, and a 4.10% dividend yield.

Seeking Alpha • Aug 13, 2026

Simon Property Group Q2 Earnings Call Highlights

Simon Property Group NYSE: SPG reported accelerating second-quarter growth in domestic property net operating income and real estate funds from operations, citing continued tenant demand, higher lease income, acquisitions and solid retailer sales.

MarketBeat • Aug 11, 2026

Simon Property Group, Inc. (SPG) Q2 2026 Earnings Call Transcript

Simon Property Group, Inc. (SPG) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 11, 2026

SPG's Q2 FFO Top Estimates on Leasing Strength, Guidance Raised

Simon Property beat Q2 FFO estimates as leasing strength, higher retailer sales and acquisitions drive growth, while 2026 guidance rises.

Zacks Investment Research • Aug 11, 2026

Simon Property Group: Tough Going Gets Closer To Reality

Simon Property Group (SPG) remains a strong buy for defensive positioning as market risks rise and the bull market matures. SPG offers resilience through scale, diversification, high debt ratings, and opportunistic acquisitions, making it attractive for long-term investors. The recent dividend increase to $2.25 per share, up ~4% year-over-year, underscores SPG's financial strength.

Seeking Alpha • Aug 11, 2026

Simon Property Group Leverages Live Events to Drive 13.9% Retailer Sales Growth

Simon Property Group, saw the results from its premium outlets and other destinations remain strong during the second quarter as the company tied into special events to highlight the unique offerings of physical retail, executives said during a Monday (Aug. 10) earnings call.

PYMNTS • Aug 11, 2026

Simon® Reports Second Quarter 2026 Results and Increases Guidance for Full Year 2026 Real Estate FFO Per Share

INDIANAPOLIS, Aug. 10, 2026 /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, 2026. "We delivered excellent financial and operational results this quarter," said Eli Simon, Chief Executive Officer, President and Chief Operating Officer.

PRNewsWire • Aug 10, 2026

Simon Property Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Simon Property Group, Inc. (NYSE:SPG) will release its second quarter earnings report after the closing bell on Monday, Aug. 10.

Benzinga • Aug 10, 2026