AI Reality Check, Inflation Stress Test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

Seeking Alpha • Oct 18, 2026

High-Yield REITs vs. 10-Year Treasuries: Which Is the Better Buy?

With the 10-year U.S. Treasury yield recently reaching 5.3%, income-oriented investors have a compelling alternative to dividend-paying stocks, particularly as rising interest rates pressure real estate investment trusts (REITs).

Zacks Investment Research • Oct 16, 2026

Zacks Industry Outlook Simon Property, Realty Income and Tanger

Simon Property, Realty Income and Tanger have been highlighted in this Industry Outlook article.

Zacks Investment Research • Oct 8, 2026

3 Retail REITs to Consider Despite Higher Rates and Industry Headwinds

Simon Property Group, Realty Income and Tanger stand out as retail REITs to consider amid rate pressure, limited supply and resilient tenant demand.

Zacks Investment Research • Oct 7, 2026

Simon® Announces Date For Its Third Quarter 2026 Earnings Release And Conference Call

INDIANAPOLIS, Oct. 6, 2026 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced details for its third quarter earnings release and conference call.  Simon's financial and operational results for the quarter ending September 30, 2026, will be released after the market close on November 5, 2026.

PRNewsWire • Oct 6, 2026

2 A-Rated REITs Getting Too Cheap Amid Rising Bond Yields

Simon Property Group and Agree Realty offer 4%+ yields and double-digit total return potential amid sector pullbacks from rising bond yields. SPG's A-rated balance sheet, accelerating NOI, and raised FFO guidance position it well despite $2B in 2024 debt maturities and volatile rates. ADC's investment-grade tenant focus, long-term ground leases, low leverage, and insider buying support its resilience and 4.7% well-covered monthly yield.

Seeking Alpha • Oct 2, 2026

Simon Property Group: Redemption Risk For SPG.PR.J

Simon Property Group preferred stock SPG.PR.J is rated 'Strong Sell' due to negative yield-to-call and price trading above par. SPG-J's high 8.38% coupon and elevated market price make it a likely target for redemption, exposing holders to capital loss risk. The MAA-I precedent demonstrates that holding preferreds with negative YTC can result in losses upon issuer call.

Seeking Alpha • Sep 27, 2026

The Rate Shock That Didn't Break REITs

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

Seeking Alpha • Sep 23, 2026

The REIT Conundrum

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

Seeking Alpha • Sep 20, 2026

Simon Property Group Sees Leasing Surge as Traffic, Rents and Retail Demand Rise

Simon Property Group NYSE: SPG said leasing demand across its retail portfolio remains strong, with management citing rising shopper traffic, higher retailer sales and continued interest from domestic and international brands.

MarketBeat • Sep 17, 2026