Graham P/E And Number: Why Realty Income Outshines Simon Property

Realty Income and Simon Property Group can both benefit from the Fed's recent rate cut, which better supports their P/FFO multiples. Both stocks' valuations are currently compressed when benchmarked by AAA bond rates following Graham's approach, making both interesting REIT opportunities. A closer look at Graham P/E and the Graham number shows O to be an even stronger candidate than SPG.

Seeking Alpha • Dec 13, 2025

Simon Property Group: Appears Fairly Valued, But Dividend Growth Could Ignite The Next Rally (Rating Downgrade)

Simon Property Group is downgraded from buy to hold as shares now trade near fair value after outperforming the S&P. SPG reported strong Q3 results with FFO of $3.22, revenue up 8.1%, and another dividend hike, reflecting robust fundamentals. The REIT's acquisition of the remaining Taubman Realty Group stake and $1.25B in new projects position SPG for long-term growth.

Seeking Alpha • Dec 11, 2025

Here's Why it Is Wise to Retain SPG Stock in Your Portfolio Now

SPG gains momentum as strong leasing, mixed-use projects and recent acquisitions fuel growth despite online and macro pressures.

Zacks Investment Research • Dec 5, 2025

Electrify America and Simon® Collaboration Surpasses 500 Hyper-Fast Chargers

This initiative has powered more than 549 million EV miles since launch, across 27 states and two Canadian provinces. RESTON, Va.

PRNewsWire • Dec 3, 2025

Autolane Secures $7.4M in Funding, Launches Curbside Operating System at Simon® Centers to Transform Retail Curbs for Autonomous Vehicle Era

PALO ALTO, Calif.--(BUSINESS WIRE)--Autolane, a leader in autonomous vehicle infrastructure, today announced $7.4 million in funding co-led by Draper Associates and Hyperplane, with participation from LAUNCH and Feld Ventures. Additionally, Autolane is deploying its curbside operating system at four Simon® properties in Texas and California. The funding will accelerate Autolane's deployment across the retail, restaurant, and commercial property sectors. The technology supports both autonomous r.

Business Wire • Dec 3, 2025

Holidays Start @TheMall™

Extra surprises await at Simon® this year, including hundreds of new stores, memorable family experiences and the launch of Simon+™ INDIANAPOLIS , Nov. 24, 2025 /PRNewswire/ -- The holidays are here—and Simon's 220+ Simon Malls® and Simon Premium Outlets® across the country are ready to help shoppers make it their most joyful one yet. Shoppers will discover hundreds of new stores, restaurants and entertainment destinations, plus unforgettable experiences with family and friends and the debut of Simon+™, a new loyalty program that rewards members throughout the holidays and beyond.

PRNewsWire • Nov 24, 2025

Simon Property Acquires Philips Place in Charlotte to Boost Growth

SPG expands in Charlotte with its acquisition of Phillips Place, aiming to elevate the open-air retail center through new offerings and continued investment.

Zacks Investment Research • Nov 20, 2025

Simon® Acquires Phillips Place in Charlotte

INDIANAPOLIS , Nov. 18, 2025 /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced that it has acquired Phillips Place™ in the heart of the SouthPark neighborhood of Charlotte, North Carolina.  An open-air retail center spanning 134,000 square feet recognized for its specialty retail and dining, Phillips Place is part of an iconic mixed-used destination that is home to more than 25 retail shops and restaurants, including alice+ olivia, Peter Millar, rag & bone, Ralph Lauren, Veronica Beard, RH Gallery with a Rooftop Restaurant, and The Palm, as well as a 180+ room hotel, which Simon also owns, and a multi-family residential component.

PRNewsWire • Nov 18, 2025

LEAP, SIMON & SHOPIFY COLLABORATE TO ACCELERATE BOMBAS EXPANSION INTO PHYSICAL RETAIL WITH NEW TEXAS STORE

A new model for modern, growing brands to launch stores with unparalleled speed to market and data driven operations NEW YORK , Nov. 17, 2025 /PRNewswire/ -- Leap, the leading platform for modern physical retail, today announced the opening of Bombas' third-ever retail store in Austin, following successful openings in South Florida and New York City last month. This expansion leverages Leap's retail platform that integrates with Shopify and utilizes Simon ® premium retail locations, enabling Bombas to establish physical retail spaces in key markets while minimizing traditional barriers that have long stood between brands and premium physical retail.

PRNewsWire • Nov 17, 2025

SPG Launches Simon+ Loyalty Program for Shoppers to Get Rewards

Simon Property rolls out Simon+, a loyalty program that offers cash back and curated rewards for purchases across in-store and online.

Zacks Investment Research • Nov 13, 2025