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Results(18) #SPG

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Today’s REITs of interest:
1) #EPRT closed at $23.12 after a 4.19% increase from the previous closing date with a Beta of 1.48, and a forward annualized dividend yield of 4.15%. 2) #SPG closed at $106.22 after a 3.58% increase from the previous closing date with a Beta of 1.59, and a forward annualized dividend yield of 4.90%. 3) #ESS closed at $267.69 after a 3.22% increase from the previous closing date with a Beta of 1.07, and a forward annualized dividend yield of 3.10%. - REITBot - 2021-02-10 21:00:01 PDT - See full comment

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Nice to see #EPRT increasing their dividends quarter after quarter, I just hope it’s sustainable. - Me332 - 2021-02-10 22:29:52 PDT

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yeap they increased the dividend to $0.24 per Share, a 4.3% Increase Over Prior Quarter according to the press release. - Me332 - 2021-02-10 22:32:01 PDT


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In my humble opinion, a REIT’s short-term value is only as good as the quality of its tenants. How does Simon Groups’ top tenants and achors for its malls line up?


- womba - 2021-01-18 12:13:56 PDT - See full comment

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Well, tell me how is #SPG in any good shape? Take a look at its top tenant Gap Inc. which announced last Oct (2020) that it will close 350 stores and exit malls entirely. See The Real Deal article: https://therealdeal.com/2020/10/23/gap-inc-will-close-350-stores-and-exit-malls-entirely/ - RoTtom - 2021-01-18 23:04:56 PDT

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Today’s REITs of interest:
1) #EPR closed at $37.42 after a 9.06% increase from the previous closing date with a Beta of 1.91, and a forward annualized dividend yield of 12.27%. 2) #SPG closed at $94.95 after a 6.84% increase from the previous closing date with a Beta of 1.59, and a forward annualized dividend yield of 5.48%. 3) #IRM closed at $30.19 after a 6.15% increase from the previous closing date with a Beta of 0.98, and a forward annualized dividend yield of 8.20%. - REITBot - 2021-01-14 21:00:02 PDT - See full comment

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#IRM has been flat for years. - BlueBlue - 2021-01-17 18:55:59 PDT

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Sweeeet! Finally going to make back the money I invested in #EPR when I bought it at $60 last year... lol... but, seriously, this is a good start! Keep it up! - Kodibearb - 2021-01-14 22:25:13 PDT

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That is quite a drop in dividends for #SPG, from $2.1 to $1.3 in the last two quarter.
- alexanderTgreat - 2020-12-11 21:25:50 PDT - See full comment

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Today’s REITs of interest:
1) #OLP closed at $19.86 after a 5.36% increase from the previous closing date with a Beta of 1.27, and a forward annualized dividend yield of 9.06%. 2) #BRT closed at $14.51 after a 4.92% increase from the previous closing date with a Beta of 1.13, and a forward annualized dividend yield of 6.07%. 3) #SPG closed at $93.91 after a 4.78% increase from the previous closing date with a Beta of 1.58, and a forward annualized dividend yield of 5.54%. - REITBot - 2020-12-04 21:00:01 PDT - See full comment

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#OLP is looking for more interesting now. - alexanderTgreat - 2020-12-04 21:06:42 PDT

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Taubman - Simon And Taubman Modify Merger Price To $43.00 Per Share In Cash - News released on 15 Nov 2020 18:55:56 -0600 - REITNewsHeadlines - 2020-11-22 13:53:11 PDT - See full comment

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Did #SPG have a choice to not go through with this deal? If so I think it should have not. - REITFocused - 2020-11-22 13:53:11 PDT

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That is a fair question. I also look forward to how this will turn out. - DividendFinder - 2020-11-22 20:50:31 PDT


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Today’s REITs of interest:
1) #SPG closed at $80.63 after a 5.25% increase from the previous closing date with a Beta of 1.57, and a forward annualized dividend yield of 6.45%. 2) #SITC closed at $10.26 after a 4.69% increase from the previous closing date with a Beta of 1.55, and a forward annualized dividend yield of 7.80%. 3) #PGRE closed at $9.74 after a 3.29% increase from the previous closing date with a Beta of 1.25, and a forward annualized dividend yield of 4.11%. - REITBot - 2020-11-19 21:00:02 PDT - See full comment

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#Spg is way overpriced! I used to say that long before covid and still think it now. I don’t see a bright future for it no matter how many people say it is a good long term investment. - LLNN - 2020-11-19 23:01:15 PDT

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I remember when I used to own shares in #DDR which then became #SITC. - MakeMoneyGrow - 2020-11-19 22:14:33 PDT

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Simon Property Group Reports Second Quarter 2020 Results - News released on Mon, 10 Aug 2020 16:19:01 -0400 - REITNewsHeadlines - 2020-08-12 20:01:29 PDT - See full comment

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After the news that came out this week that Simon might work with Amazon to repurpose some of the Sears stores, I will probably buy some more #SPG shares. - GoGo - 2020-08-12 20:01:29 PDT

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Same here! Their shares fell a lot once COVID-19 started (just like many others), and they haven’t full recovered. - MakeMoneyGrow - 2020-08-12 20:05:34 PDT


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Simon Property Group Provides Update And Declares Second Quarter 2020 Dividend - News released on Mon, 29 Jun 2020 16:11:22 -0400 - REITNewsHeadlines - 2020-07-06 15:40:12 PDT - See full comment

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Simon has reopened 199 of its 204 U.S. retail properties in 37 states which represent more than 95% of the Company’s property net operating income ("NOI"). These properties are located where governmental orders have enabled reopening and the remaining five properties are expected to reopen within the next week. Simon Prop declared a $1.30 per common share dividend, payable in cash, for the second quarter 2020. The Company expects to pay at least $6.00 per share in common stock dividends for 2020, in cash, subject to Board of Directors approval. - AI_AI - 2020-07-06 15:40:12 PDT

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Ouch! This was a decrease from the #SPG current level of $2.10/quarter to $1.30/quarter! - Jon7421 - 2020-07-06 15:57:11 PDT


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Simon Property Group Terminates Taubman Agreement - News released on Wed, 10 Jun 2020 09:29:56 -0400 - REITNewsHeadlines - 2020-06-12 15:10:56 PDT - See full comment

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This was a bucket of cold water for #TCO investors. - Atopp - 2020-06-28 09:14:51 PDT

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As soon as covid hit, I imagined this freshly announced #SPG and #TCO deal would fall through. - Kyuie - 2020-06-12 15:10:56 PDT

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Taubman - Taubman Centers Confirms Receipt of Notice from Simon Property Group Purporting to Terminate Merger Agreement - News released on 10 Jun 2020 12:44:44 -0500 - REITNewsHeadlines - 2020-06-10 20:35:45 PDT - See full comment

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This is some very big news for both #SPG and #TCO. Simon Property Group, Inc. (NYSE: SPG) ("Simon") today announced that it has exercised its contractual rights to terminate its February 9, 2020 merger agreement (the "Merger Agreement") with Taubman Centers, Inc. (NYSE: TCO). Simon also filed an action today in the Circuit Court for the 6th Judicial Circuit of Oakland County, Michigan against Taubman Centers, Inc. and The Taubman Realty Group Limited Partnership (collectively, "Taubman") requesting a declaration that Taubman has suffered a Material Adverse Event ("MAE") under the Merger Agreement and has breached the covenants in the Merger Agreement governing the operation of Taubman’s business. - Jon7421 - 2020-06-10 20:35:45 PDT

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Simon Property Group Reports First Quarter 2020 Results and Provides Business Update - News released on Mon, 11 May 2020 16:18:43 -0400 - REITNewsHeadlines - 2020-05-19 21:40:12 PDT - See full comment

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#SPG had a bitter Q1 than I expected. Their FFO dropped to $2.78 from $3.04 in Q1 2019. Dividend-to-ffo payout ratio still in 75%. - Kenbeertt - 2020-05-19 21:40:12 PDT

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Simon Property Group to Acquire Taubman Centers, Inc. - News released on Mon, 10 Feb 2020 07:18:04 -0500 - REITNewsHeadlines - 2020-02-15 11:49:52 PDT - See full comment

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Apparently, according to an internal memo obtained by CNBC, #SPG Simon Property Group is reopening 49 of its malls and outlet centers between May 1st and May 4th. To help prevent the spread of COVID-19, #SPG will be providing free CDC-approved masks and hand sanitizing packets to its shoppers who request it. This will be an interesting test to see how confident shoppers are about getting out there to do purchases beyond the necessary supermarket essentials. I’ll definitely be watching for the results, as this provides a larger overall indication. - Me332 - 2020-04-28 10:11:37 PDT

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Wow not sure what to think about this move! It is great for #TCO investors that can cash out better than expected on a mall REIT. But for #SPG I have mixed feelings, Taubman does have better quality malls which is good for #SPG but shoudn’t Simon’s maybe be moving away (diversifying) from malls with everything that is going on in this industry? - BlueBlue - 2020-02-15 11:49:52 PDT

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I’m not a fan of #SPG in general, nothing personal, I’m just not confident of the business model and believe the market cap is in a perpetual slow decline. - 777i - 2020-04-08 15:43:19 PDT

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With people not wanting to go to crowded places like malls due to coronavirus, stocks like #SPG are feeling it. - Billy123 - 2020-03-06 07:27:06 PDT


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Simon® and E-commerce Entrepreneur Michael Rubin Launch New Partnership Dedicated to Digital Value Shopping - News released on Wed, 02 Oct 2019 07:00:16 -0400 - REITNewsHeadlines - 2019-10-02 12:29:22 PDT - See full comment

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Simon #SPG declared a quarterly common stock dividend of $2.10 per share. This is a 5.0% increase year-over-year and is well covered by their Q3 2019 FFO of $3.05. - CapitalKing - 2019-11-10 17:29:04 PDT

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I’m impressed by this #SPG initiative! This is the right type of changes mall REITs should be doing. “Simon and Rubin to be equal partners in Rue Gilt Groupe and the new online outlet marketplace, ShopPremiumOutlets.com(sm)

Simon contributing approximately $280M; combined company poised to surpass $1B in online sales.” That is a big investment and commitment! I hope it pans out! - LLNN - 2019-10-02 12:29:22 PDT

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Connecting online sales and physical stores is a better strategy than trying to revitalize foot traffic to malls by adding entertainment which consumers have no interest. - Rocco64 - 2019-10-02 17:01:26 PDT


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Which REITs did better which one did worst compared to last year? - LLNN - 2019-07-26 14:11:51 PDT - See full comment

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What is going on with CIM Commercial Trust Corp? Their Quarterly FFO dropped from .26 to .07 Year-over-year, and also their revenues and their occupancy was down? #CMCT also announced on August 8, 2019, they will do 1-for-3 reverse stock split on their common stock, to be effective on September 3, 2019. Is #CMCT going through some kind of revamp of assets or change in strategy? - Faston - 2019-08-19 22:50:26 PDT

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The stock also dropped when they cut the dividend from $0.375 to $0.075. The change in FFO was however due to the 3 to 1 reverse split. - Kenbeertt - 2019-11-16 18:28:50 PDT

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Here are my latest 2 cents regarding REITs and earning reports. A lot is told about a REIT by the quality of its Quarterly Earning reports and supplementary material. Of course, this goes for any company not just REITs. Some Earning reports are so inconsistent from quarter to quarter that it’s hard to match and track the companies metrics and progress (or lack thereof). Not sure if this is due to lack of processes or resources to maintain a consistent and high-quality report. However, I do see correlations between the performance of REITs and the quality of their reports. Not saying it is always the case, but for me, it is often an indicator. My expectation is that the company has better controls and metrics internally than the data they are sharing. - Kev B - 2019-08-17 21:22:01 PDT

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Invitation Homes [ INVH ] is doing better than I would expect for a single unit home REIT. Compared to last year its average monthly rents are up to $1,804 from $1,734, its renewals are up to 5.4% versus 4.7% which is a positive indicator, and it’s new leased are 5.2% up from 4.8%. It’s turnover rates is also down to 8.5% from 9.5%. Occupancy is up to 96.5% from 96.1%. All this resulting in an AFFO improvement from $0.24 to $0.25. I’m pleasantly surprised #INVH. - Kenbeertt - 2019-08-16 20:33:16 PDT

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According to a WallStreet Journal report, Blackstone sold the last of its stake in Invitation Homes #INVH, a REIT it created after the housing crash and buying up tens of thousands of single-family homes. - Gekko5 - 2019-11-21 20:26:08 PDT

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Welltower #WELL grew its Normalized FFO by 5 cents from $1.00 in Q2 2018 to $1.05 in Q2 2019, improving the Normalized FFO payout ratio from 87% to 83%. Consistent results from Welltower, that is why I’m long with them. - Kev B - 2019-08-10 17:40:43 PDT

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Investment in #VICI is paying off. They declared AFFO attributable to common stockholders was $156.8 million, or $0.38 per diluted share, for the quarter ended June 30, 2019, compared to $128.8 million, or $0.35 per diluted share for the quarter ended June 30, 2018, a good increase. - LLNN - 2019-07-31 14:35:55 PDT

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WP Carey #WPC continues to grow. - Bob_knows - 2019-08-04 14:16:10 PDT

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#GEO did very well! Regardless of all the political pressure! They reported second quarter 2019 Normalized Funds From Operations (“Normalized FFO”) of $66.6 million, or $0.56 per diluted share, compared to $57.7 million, or $0.48 per diluted share, for the second quarter 2018. GEO reported second quarter 2019 Adjusted Funds From Operations (“AFFO”) of $83.4 million, or $0.70 per diluted share, compared to $72.2 million, or $0.60 per diluted share, for the second quarter 2018. They also reported total revenues for the second quarter 2019 of $614.0 million up from $583.5 million for the second quarter 2018. So they showed growth across the board! - CapitalKing - 2019-07-30 09:56:59 PDT

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I’m glad I bought more GEO group on the drop earlier this year! - Rken - 2019-07-30 10:31:32 PDT

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From this list it seems there is a good ratio of REITs performing well. Is that what you guys have been seeing also? - Atopp - 2019-07-29 08:15:13 PDT

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Not all REITs are showing YoY fund increases. #SITC had Second quarter OFFO was of $0.31 per diluted share, compared to $0.49 per diluted share, in the year ago-period. Site states that the year-over- year decrease in OFFO is primarily attributable to the dilutive impact of the spin-off of RVI partially offset by lower interest expense and higher fee income. - Billy123 - 2019-07-29 09:37:55 PDT

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Pebblebrook Hotel Trust, Inc had AFFO per diluted share of $0.85 a 4.9% YOY improvement. #PEB also declared Net Debt to Trailing 12-Month Corporate EBITDA1 of 4.7x. Which was further progress reducing leverage and optimizing portfolio through strategic property sales since the corporate acquisition. Its AFFO/diluted share outlook for 2019 is $2.62 to $2.67 (midpoint up $0.01). - Kev B - 2019-07-28 21:20:23 PDT

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#Cube had an AFFO $0.42, representing a year-over-year increase of 2.4%. The REIT also increased same-store (467 stores) net operating income (“NOI”) 1.3% year over year, driven by 2.0% revenue growth and a 3.8% increase in property operating expenses. It did this while having a same-store occupancy during the quarter averaged 93.1% and ended the quarter at 93.7%. - Kenbeertt - 2019-07-28 17:28:43 PDT

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#TCO - Taubman Centers had Adjusted Funds from Operations (AFFO) Up 8 %, Sales Per Square Foot Up 8.8 Percent, 12th consecutive quarter of positive growth. AFFO for the three and six month periods ended June 30, 2019 excludes a restructuring charge, costs incurred related to the pending Blackstone transactions and costs associated with shareholder activism. Tenant sales per square foot in U.S. comparable centers were up 10.6 percent in the quarter, bringing 12-month trailing U.S. sales per square foot to $ 940, an increase of 12.2 percent over the 12-months ended June 30, 2018. Year-to-date, U.S. sales per square foot were up 16.2 percent. This goes to show that physical retail is not as dead as people think it is and that top quality centers are doing better than most expected. - Kev B - 2019-07-28 11:37:18 PDT

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Taubman Centers is a part of the S&P400 MidCap Index, and the company also states to have a portfolio of malls that is the most productive in the U.S. publicly held mall sector, which is an awesome claim. Which #TCO supports by showing that it has the highest portfolio sales per square foot. In March 31, 2019, TCO $919 Sales/SqF compared to #MAC at $746Sales/SqF, #SPG $660 Sales/SqF, #PEI $499 Sales/SqF, #WPG $399 Sales/SqF, #SKT $398 Sales/SqF, CBL $377 Sales/SqF. Also, impressively comparable is what TCO can charge for rent per square foot compared to its comparable Mall REITs. In March 31, 2019, TCO $62.16 Avg. Rent/SqF. compared to MAC at $60.74 Avg. Rent/SqF., SPG $54.34 Avg. Rent/SqF., CBL $32.45 Avg. Rent/SqF., and WPG $28.98 Avg. Rent/SqF. Taubman also has malls in China, and South Korea, not only the USA, which may help to slow down any impacts in malls falling out of preference in the US market. - LLNN - 2019-08-11 22:24:10 PDT

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The mortgage small-cap REIT Ares Commercial Real Estate Corp #ACRE did better in the Diluted earnings per common share than last year with $0.34 Q1 2019 against $0.33 Q1 2018. However, in the six months of this year it did only $0.63 compared to $0.65 for the first 6 months of last year. - Kyuie - 2019-07-27 11:11:50 PDT

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Of the REITs you follow which ones reported better or worst results in Q1 2019 compared last year? - JohnforkO - 2019-05-27 18:12:09 PDT - See full comment

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I’m looking at #MGP (I don’t own shares in it yet). MGM has improved AFFO in Q1 2019 compared to Q1 2018, and has been increasing dividends. - Kev B - 2019-06-03 23:16:00 PDT

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Simon Property Group (#SPG) is an impressive REIT, it continues to grow its Funds From Operations (FFO) and dividends year over year, yet I still have a hard time paying so much for this company. To be honest it is not unreasonably priced at 13x FFO. Yet with everything going on with malls and store closures it is hard for me to pull the trigger on this one. - CapitalKing - 2019-05-30 22:03:29 PDT

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Hi @CapitalKing, #SPG is doing a lot of good things, one of my concerns though is its leverage, which is higher than most REITs. It surprisingly has a healthy interest coverage ratio. - LLNN - 2019-06-23 04:08:34 PDT

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#PLYM showed signs of improvement this quarter being able to cover its dividend payments with FFO for the first time since Q2 2018. - Rken - 2019-05-29 17:02:36 PDT

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Douglas Emmett has increased revenues in 2018 compared to 2017 for the full year, and improved Funds from Operations (FFO) and Adjusted FFO, the company still maintains a safe dividend payout ratio. - Gekko5 - 2019-05-28 06:48:48 PDT

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#EPR showed higher yoy FFO & AFFO. - Kev B - 2019-05-27 22:30:06 PDT

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Which REITs have the best dividends? - Fifthtime - 2019-04-16 07:59:55 PDT - See full comment

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Some REITs that have a great track record of dividend growth, consistent payment, and healthy payout levels are #ADC, #BDN, #ESS, #BXP, #PLD, #VNO, #SPG, #DRE, #BFS, #EGP. Some may be surprised by some of these REITs like the Retail REITs Simon Properties and Saul Centers. - 777i - 2019-06-09 13:16:34 PDT

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I bought #VNO today. I like Vornado’s portfolio and its increasing dividends payment value. The yield is still below 4% but if they continue to increase, I’m hoping in the next years it will be above 5% yield based on the value I paid today. - Faston - 2019-06-12 18:14:50 PDT

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Fifthtime, take a look at the payment coverage the company has on its dividends. - Oppa Norm - 2019-05-25 22:17:42 PDT

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@Fifthtime, this might help: https:www.reitnotes.com/reits-with-highest-dividend-yields/ - WowReits - 2019-04-16 19:39:20 PDT

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Hi Kev B, Yes I know that "highest dividends don't actually translate to being the best dividends" I never said that it did. I was only providing Fifthtime with a list of all the dividends ranked from highest to lowest so Fifthtime could research the companies behind each one. - WowReits - 2019-04-17 17:34:50 PDT

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Thank you WoWReits, but highest dividends don't actually translate to being the best dividends, more often than not it can be the opposite. None the less, thanks for sharing the list as a starting point to see what REITs are paying out. - Kev B - 2019-04-16 20:05:34 PDT


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i have heard about reits that own a lot of shopping malls, and how now might not be the best time to buy them... should I buy these reits? - BusinessKasual - 2019-04-16 07:16:47 PDT - See full comment

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I had not realized that Simon Properties #SPG has direct or indirect interests through joint ventures in malls in over 20 countries. This REIT is much bigger than I previously imagined! - Molly23da - 2019-06-30 14:33:04 PDT

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I saw a CNN news that Simon Property Group (#SPG) will invest $5 million in the entertainment company Allied Esports, which will create competitive video game event lounges at Simon’s malls. "Simon is also working with Niantic — the company behind the augmented reality game "Harry Potter: Wizards Unite" — to turn 200 of its shopping centers into in-game locations that players can visit while they roleplay as wizards." link: https:www.cnn.com/2019/07/01/business/esports-ar-video-games-malls-simon/index.html SPG is still doing well with its premium A-class malls and their international operations, and it is excellent that they are thinking ahead, being innovative, and transforming their spaces. My concern is when these initiatives can be potential bandaid attempts to fix more social economical and consumer behavior fixes, instead of embracing the changes and making more serious adjustments in business model sooner. Not saying that is the case, but I have seen this story play out before with other REIT malls, which brought gyms and entertainment to their locations with mixed results. - Fyryr - 2019-07-01 22:10:35 PDT

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First quarter reports are coming out now and separating the good from the bad. - Jon7421 - 2019-05-07 21:19:32 PDT

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It depends on the REITs and your appetite for reward vs risk. E.g. some are holding tight on to CBL, WPG, SRG for a turnaround opportunity, while others see it as not worth the gamble. Look carefully through the company's statements to understand if it is clawing its way back or if it is just a sitting duck. - LLNN - 2019-05-04 09:55:40 PDT

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SRG's Q1 report: [During the quarter ended March 31, 2019, the Company added $11.0 million of new diversified, non-Sears income and increased annual base rent attributable to diversified, non-Sears tenants to 83.3% of total annual base rent from 54.3% as of March 31, 2018, based on signed leases.] - Gekko5 - 2019-05-04 16:10:46 PDT

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Not all mall reits are doing bad, PREIT #PIE had Core Mall Occupancy increased 100 bps to 94.7%. - Gekko5 - 2019-05-04 15:11:46 PDT