Reddit Posts
RE Dead Internet Investing: Simon Property Group (SPG) Stock Analysis
Investing in Third Spaces: Simon Property Group (SPG) Stock Analysis
Simon property group and the misconception of dead malls.
Jim Cramer on Simon Property Group (SPG): “Should Be Bought — And Bought Right Here”
Decline in U.S. business travel, leisure , medical tourism, shopping tourism, and international students on Real estate stocks
Would love to hear other’s thoughts on SPG stock
$SPG June 16 puts at $105 strike
Lomiko $LMRMF Metallurgy Results Are Extremely Good
Simon Property set to report Q4 earnings Monday; what will it say about 2023? (NYSE:SPG)
Thoughts on the housing market / equities from an old school WSBer.
Amazon closing physical stores - cannot be all things and will not invade every industry successfully
My thoughts, DD on going into $SPG Earnings on Monday
Here is my portfolio and I’m going to hold through all of this - any advice?
Malls Are Not Dead, Based on Simon Property's Earnings
$RNWR ABOUT TO MAKE AN INTERNATIONAL SPLASH WITH ORCA EV
What goes into choosing if a stock gets Weekly option contracts vs Monthly?
Everyone slept on REITs last year. SRET ETF still has 33% to simply return to its historic levels. Plus a 6.5% dividend
SPARK POWER GROUP IS PUTTING WINDMILLS ON THE MOON!
Washington Prime Group (WPG) - Value Play with at least 4x Upside
Simon Property Group, SPG — Is this the bottom in terms of bad results?
Mentions
I will take a Saab 900 T16 SPG, and Saab 9-5 AERO.... oh and a Viggen.
fr? Not in LA. Not in Orlando. Not in Dallas. Not in Denver. Not in the stats. https://www.macrotrends.net/stocks/charts/SPG/simon-property/pe-ratio Not in the stock p/e multiple. Facts matter my man.
This. I remember when SPG was “dead” cause malls are never coming back. Have been in it for years the dividend alone has covered cost. It’s always uncomfortable.
SPG is going to tank to the center of the earth, playboys
Monday: Beginning of Jerome Powell’s last week as Chair of Federal Reserve, 3-year note auction, Existing home sales report for April. Senate confirmation vote on new Chair of the Federal Reserve Kevin Warsh, China CPI/PPI, SPG earnings Tuesday: April CPI, 10 year note auction, New York & Chicago lame duck Fed Presidents speak, China money supply, HD earnings, EIA Short-Term Energy Outlook (STEO) Wednesday: PPI, 30 year bond auction, OPEC Monthly Oil Market Report (MOMR) and the EIA Weekly Petroleum Status Report Thursday: US retail sales report, WMT earnings, and BABA earnings (all 3 pre-market), Business Inventories report, Trump meets with Xi Jinping in Beijing for a two day summit (to discuss geopolitics, trade & tech, Taiwan) Friday: Industrial Production report, Jerome Powell’s final day assuming the senate confirmed Kevin Warsh.
So SPY hit a new 52w high today on lower than normal volume. Monday senate votes new chair of fed reserve. SPG earnings. Tuesday CPI & HD earnings. Wednesday PPI. Thursday consumer health check, WMT earnings, BABA earnings. Friday Powell’s last day/Warsh assumes office. End of an era. Also, next week the us treasury is auctioning off $125 billion in securities May 11-13.
air superiority is not just one thing, its a layered system that has a linear function. if you want time to see to time to kill to be under 10 minutes, pretty much need exclusively drones. and if you see the latest footage of US strikes on IRGC equipment on r/combatfootage, the IRGC is already using urban areas or at least suburban areas to try and blend in. You cant hide an SPG, but you can hide rocket artillery in a box truck. for whether or not they can hit anything, depends on where the ships are piled up at if at all but I think this will all take a backseat to drones (sea and air, FPVs even, fiber optic likely) and speedboat raids with RPGs. That is a lot of coast line to lock down. The IRGC just needs one oil slick to ignite in the narrowest point to lock the strait down for days.
There was an article I read that luxury is pivoting to experiences rather than products. So maybe SPG? They own a ton of real estate used by malls and such. But that is a multi year play
youd actually be surprised, the answer to your question about making plans to buy stuff together actually seems to be yes in recent times, i mean people seem so starved for any kind of interaction post-covid. i digress though, my main point is still that i think there will be an uptick in in-person meetups, and the point about more offline shopping is only to emphasize that there is a non-thesis growth trend which will prop up SPG revenue via second order effects that i think is sufficient until my thesis does fully kick in to your point about theft, i guess its fair that people being sick of shit goods + theft would go shop in person, although i think amazon is too busy with their head up their ass losing the ai battle to solve the problem and so regardless of sales source a boost is a boost
i mean i think thats just not true, the data shows pretty strongly that people are spending more and more of both time and money at physical retail locations. teens might contribute some, but i highly doubt they are the core driver of discretionary spending to the degree your claim would need in order to be right we'll see how things play out, SPG has been pretty good about redeveloping spaces aggressively, and based on their history i think theyll be able to capitalize handily on creating more adult-centric spaces too
If anyone read all of this I salute you. SPG owns some high end malls which are the ones that are doing well.
I hold positions in SPG and EPR. They've both done well
What other tickers are people looking at besides SPG?
Commercial real estate stocks are the way to play this. SPG is the big one that comes to mind but there are many, find your favorite
Land and physical gold are both illiquid, meaning that you cannot sell them quickly or without costs/fees/commissions. There are simple and much better ways to invest in both. For gold, there are many ETFs that cover gold, gold futures, or gold miners. There are many of them, google can provide a list. RING is one I bought years ago, and they have tripled lately. Buying and selling costs almost nothing in most brokerage or IRA accounts, and it even earns a dividend. For real estate exposure, buying REITS is a great way to buy property/land and get a divident back that is close to the same return you would make on a rental property without people calling you all hours to fix their toilet. Some good examples of REITS are VNQ (an index etf of REITS), O, WPC, REG, CCI, FPI, SPG, SKT, NNN, PLD, and many more. They may not make as much as you could buying a rental property that you manage yourself, but most provide a 5% dividend, and eventually go up with inflation and growth, so that you earn long term gains. I would only put 5-10% of my savings into either area to start, but they are both good ways to diversify your savings, just like buying small and medium sized companies, bonds, international stocks, and more.
It is a REIT. You are looking a dividend yield, and hopefully a bit of appreciation. Best comparison probably would be a reit like SPG or MAC.
SPG, WPC, and some other REITs quietly near 52 week highs during this carnage.
SPG has been quietly roaring
> Opens app > Checks SPG > Sees 184 price for 6th week in a row > Closes app
Ever since i engaged with SPG it has been price locked around 184. Its been about 2 or 3 months idk. It just does not move anymore
VZ and T (Verizon and ATT) are solid dividend plays. I have both but VZ will test your patience. CVX is another good one but with the recent news, they ran up really high. But if dividends are your jam, that’s a good one, too. SPG (Simon Property) is also one of my long term dividend plays. I’m looking to also add TGT (Target).
I got into fselx maybe 18 months ago or so. I had left my job 4/2023 and consolidated the 401k and ira. I had 66k. I broke into 100k maybe June 2024. I was up to 119k as trump took office 3/2025, dropped to 83k in May and am at 163k as of today. It is volatile but it doesn't bother me at all. I am 29 and have 31 years to go. My portfolio is 68% FSELX. Personally I can stomach it and know I am already set for retirement even if I don't keep contributing to my IRA (I will anyway). Other holdings are FNILX 10%, FSPGX 11.2%, FXAIX 7.9%, SPG (1.4% real estate). Also have a separate brokerage account thats all blue chip individual stocks for about 30k that I draw from whenever it goes above 30k for real estate related investing. NGL I am considering re-allocating FSELX to more around 50% but the key here is your time horizon. I personally can't touch the money for 30 years so doesn't really matter in the short term. I would not recommend this kind of risk if you can't stomach watching "money" disappear and re-appear in your account though like I have just in the past 12 months lol.
Eyes on SPG. CRE armageddon is cooming.
Not even todays calmity will get SPG off its sorry ass
I like how SPG didnt really give a fuck about anything that happened today.
Double bullish signal confirmed for SPG
SPG is the best stock ive owned thus far. Strong dividends and rising profits despite all the this past year. Better than a 401k. Might not be making as much as SPY but im not exposed to the ai bubble either.
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
Aprox 7 hours til i serve time on my banbet unless someone throws a smooth 5 mil into SPG
Confirmed spy 681 in the morning. What a piece of shit etf lol. Cant wait for my banbet to kick on SPG so i can rid myself of this FILTHY FUCKING MAFIA ETF
Last call for the SPG train choo choo 👷♂️🚂🚃🚃
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.27 dividend yield. Love me some divs to keep me greased for the long haul.
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
SPG is where the bulls go today. Be there or be **SQUARE**
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
Thats why im betting on SPG. AI has no jurisdiction over santas maul.
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
🎅 SPG 🤶 = Santa clause rally HQ. Santa loves malls, and so do we! 3x earnings beat flying under the radar 4.25 dividend yield - not that i care, im just buying calls! 🧑🎄🤌
SPG = Santa rally HQ. Shrek did a thing at close today (hint: you cant see it on robinhood)
This isnt universally true. Where i live there are two SPG malls, one converted to mixed use, the other is still thriving with no vacancy. I see both of these locations as a success - as mixed use pays the rates all the same as a clothing store and in this case, have been very long term stays (over 7 years)
I had a small SPG position during covid, probably down around 60-70%. The wallstreet was pricing the company as if it was going bankrupt when they had 5 years in cash equivalents to support operations. As long as covid didn't go on beyond that they'd be fine. Even going into a higher rate environment with the reduced spread between WACC and ROIC it didnt make sense. I ended up buying 10x my original position after it fell going from ~700 shares to 7000 with an average of about $60.
How is S&P add a company to their flagship index? With all the personnel and connections SPG has, they surely cannot just based on market cap, right?
reit retard checking in with the 2x on SPG, all while earning 6% div yield per year
Some of them probably could, why not. Over a 1-5 year horizon a lot can change. I held SPG from summer of 2020 to November 2021 and it was a ride for sure
SPG - they’ll find a way to wring money out of malls until the last drop
**1. XRX, 2. EPD, 3. MO, 4. SPG — and the fifth is one of my favorites: O.**
I’m with you on this and think we beat the same drum lol! Market Cap: $800M selling at 5-7.5PE, .67x EBITDA, 1x FCF, 1x current marketing budget, 1.3x this years CapEx Budget RE owned: $5B-$10B (look up SPG/BAM buyout to see this is right) FCF: $700M+ Earnings: $109M posted ~$170M when adjusted EBITDA $1.241B Debt schedule shows $4.7B in debt for leases yet $3.9B is future lease extensions(this is a note in their 10-k) Annual Marketing Budget: $800M Fair Market Value of $KSS is $35-$70 depending on how you run the math. This is just insane to me. Ope and forgot a Short Interest at 50%+ so greater than GME and AMC at their peaks when 98% of shares are owned by institutional investors
Bought SPG during corona. Best decision ever. Will buy more if it goes below 130. Hold forever
I’m with you on KSS. Been buying since it dipped under $7 and plan to continue. Back in 22 SPG and BAM valued their CRE over $7B to $8B. I haven’t seen commercial real estate come down much at all. The current stock price is only valuing it as a retailer and completely excluding assets. It’s insane. I just hope Kohl’s board is smart and has some way that allows them to buy back the shares while this low. They have a $1.5B credit line that they’re allowed to double to $3B and only used $200M of it or so last report. I’d buy back all the shares possible right now if I were them but 🤷. This is my largest long position currently
This is my first post so hopefully it works well and you guys like it. Anyone been watching Kohl's here recently? I just started buying my position a couple weeks ago and have taken the largest position of any individual stock yet. I'll say why below but tell me what I am missing! \-its trading at under $800M market cap \-real estate is worth \~$5B-$6B now is my guess(was \~$8B in '22) \-SPG and BAM offered over $8.6B back in '22 to buy out mainly for the CRE \-44% Short Interest, more point this out because if any major announcements or activist investors then there isn't much out there for people to cover with. I personally am not investing with this in mind, just find it interesting. \-has $2.9B inventory that is pre-tariff(so even if they have to write down some they aren't higher than historic ave and the tariffs should actually wipe this adjustment?) \-Debt isn't out of whack when compared to historic averages for this stock \-$126M op income last year(\~6 PE TTM) What am I missing? I know it's beat up and really doesn't have any truly amazing longterm prospects as a business BUT this is one of the best CRE plays I have ever seen. Where am I being dumb? What am I missing?!? I personally see this as a SPG/BAM or AMZN or someone similar easy roll-in acquisition that amplifies their footprints with minimal risk even at $5B or $6B acquisition price. BUT AGAIN, what am I missing!?
This is one of my favorites by alot currently. I tried to post this to Wall Street bets but got removed: This is my first post so hopefully it works well and you guys like it. Anyone been watching Kohl's here recently? I just started buying my position a couple weeks ago and have taken the largest position of any individual stock yet. I'll say why below but tell me what I am missing! \-its trading at under $800M market cap \-real estate is worth \~$5B-$6B now is my guess(was \~$8B in '22) \-SPG and BAM offered over $8.6B back in '22 to buy out mainly for the CRE \-44% Short Interest, more point this out because if any major announcements or activist investors then there isn't much out there for people to cover with. I personally am not investing with this in mind, just find it interesting. \-has $2.9B inventory that is pre-tariff(so even if they have to write down some they aren't higher than historic ave and the tariffs should actually wipe this adjustment?) \-Debt isn't out of whack when compared to historic averages for this stock \-$126M op income last year(\~6 PE TTM) What am I missing? I know it's beat up and really doesn't have any truly amazing longterm prospects as a business BUT this is one of the best CRE plays I have ever seen. Where am I being dumb? What am I missing?!? I personally see this as a SPG/BAM or AMZN or someone similar easy roll-in acquisition that amplifies their footprints with minimal risk even at $5B or $6B acquisition price. BUT AGAIN, what am I missing!?
tried to post this to the board but says I am not allowed? This is my first post so hopefully it works well and you guys like it. Anyone been watching Kohl's here recently? I just started buying my position a couple weeks ago and have taken the largest position of any individual stock yet. I'll say why below but tell me what I am missing! \-its trading at under $800M market cap \-real estate is worth \~$5B-$6B now is my guess(was \~$8B in '22) \-SPG and BAM offered over $8.6B back in '22 to buy out mainly for the CRE \-44% Short Interest, more point this out because if any major announcements or activist investors then there isn't much out there for people to cover with. I personally am not investing with this in mind, just find it interesting. \-has $2.9B inventory that is pre-tariff(so even if they have to write down some they aren't higher than historic ave and the tariffs should actually wipe this adjustment?) \-Debt isn't out of whack when compared to historic averages for this stock \-$126M op income last year(\~6 PE TTM) What am I missing? I know it's beat up and really doesn't have any truly amazing longterm prospects as a business BUT this is one of the best CRE plays I have ever seen. Where am I being dumb? What am I missing?!? I personally see this as a SPG/BAM or AMZN or someone similar easy roll-in acquisition that amplifies their footprints with minimal risk even at $5B or $6B acquisition price. BUT AGAIN, what am I missing!?
Idk anymore 😭😭😭 I’m just gonna short SPG
O and SPG are relatively cheap. Blackstone seems overpriced. May REIT's are a thing? I mean, unemployed people aren't known for paying rent on time....
Investing in a high quality REIT would also be beneficial. Im partial to SPG because it did well for me during the plague crash in 2020. Picked it up for under $50/share then and it basically went 4x ... the dividends are good too. It's a tier "A" REIT (more expensive) but sone of the tier "C" REITs can be affordable with a nice return they usually cover gas station and strip mall type real estate (stable income during a recession)
Europe has high quality designs available domestically for most classes of equipment. The only categories they really lack an off the shelf design for are a 5th gen fighter, a strategic bomber, and strategic air defense options for high or exoatmospheric intercepts. They also have the Ukrainian MIC to tap into, which includes a lot of low cost but very functional designs like the bohdana SPG. I really don't expect much of the new spending will be sent to the US.
If anyone ever belonged here... it's you. Welcome to the island of BROKE misfit toys! I lost my savings on SPG puts last year
Retail REITS, Vanguard Index funds, cruise lines, airlines and military supplier stocks. One example is SPG. Picked it up around the mid $40 something range on fire sale and it usually holds over $170 with good dividends and yield.
Some poor decisions were made by the management. So poor that it appeared that they sunk their own ship. They have Newton Golf ads going now and a social media presence, but it may be too little, too late. They sat on their hands for months. Yes, they got a crap ton of pro golfers using their equipment, but as far as I know it's all branded SPG and not Newton, so that's not helping advertise the new brand.
No risk, no reward. You could probably come closer if you just went all in on T, SPG, VZ, CVX, MO … high dividend paying stocks. But, they are individual stock. T-bills are about as safe as cash, hence the lower reward.
SPG💩 , just zoom out for confirmation. One last Pump & dump to trap more bagholders . Seen this movie a thousand times 
 SPG💩
haha. In seriousness, this hat is hella stupid. But a hat with "SPG" on it like they have might be ligit. if It gets to 1.5 I may buy one of those.
But imagine, SPG-CCP lol
I got out of SPG last night after holding it for a minute, that jump ah today made me think I messed up, but it came back down. I’ll be back into SPG when some of the other stuff that I was in today comes back. What a day.
Its not. Ive dug into SPG they own some of the nicest shopping centers in highly affluent suburbs. Insiders are buying. I think recession calls are fake news
SPG @ a 5 year high...might be ripe.
For the fun of it, here's Barrons 2015 picks: * ABX down 4% * CNQ up 99% * C down 10% * DE up 253% * GM up 47% * INTC down 65% * MET up 61% * NSRGY down 23% * SPG up 24% * LCC up 100% Average gain of 48% if you bought them equally. S&P gained 190% in the same period. Both excluding any dividends but I didn't include any spinoff sales in the Barron's list which would have required too much research.
Just need to look around not everything is ATH. XOM, SPG, AbNB, CHwY a few that I’m in with growth hopes
IMO in that sort of situation, all commercial real estate-related publicly traded equities would take a hit as we'd probably see a broad market decline from these crazy valuations we have now, but they would recover quickly enough. With a lot of REITs there would be underlying strength due to their long term leases, credit quality tenants, strong balance sheets, and ability to raise capital easily. If something like that happened, I could see some public groups becoming net buyers along with big private groups like Blackstone, Blackrock, and others putting together funds. Prologis would probably buy other REITs and private portfolios. SPG would probably try again to buy Macerich, and other stuff like that. Everyone would fight over multi-family residential portfolios. There's always private and public money out there for opportunistic real estate deals, and even more so in times of weakness + lower rates.
A REIT is a real estate investment trust structure that was created by US law back in the 60's. It's an entity that owns or finances income producing real estate. A REIT can be a private or public. Public simply means that the entity or company is a listed stock that can be traded on a stock exchange. There are several REITs for example that are part of the S&P 500. Many dividend investors will also hold REIT companies in their portfolio. Different REITs will provide exposure to different real estate segments. For example - you want to have exposure to commercial office real estate - there are REITs like VNO or BXP. If you wanted exposure to retail mall real estate - there's REITs like SPG. Etc. Etc. A good list to search for public REITs here - [https://www.reit.com/investing/reit-directory?sector=635&status=309&country=9](https://www.reit.com/investing/reit-directory?sector=635&status=309&country=9) A decent place to learn more about REITs is the NAREIT site here - [https://www.reit.com/what-reit](https://www.reit.com/what-reit)
Seeking Alpha articles are really bad. I used to go there as a newbie and over time, as my knowlenge about the market increased, I realized that 99% of authors there have no clue about the stock market or investing. Even the most famous and most followed there always wrote something which made me to unsubscribe. Few examples: Wolfreport wrote article about BMW, without single mention of their dependency on China market and their falling market share for years. Analysis like that has zero worth. Its like analysis of Nokia company without mentioning smartphone competition. Stone Fox Capital wrote article about Sofi, without a single word about their per share numbers. He would celebrate 25% annual revenue growth but say nothing about their big share dillution. Analysis like that has zero value. Site is also full of lies, half truths and myths. One author would claim to you that dividends does not add value, other will claim that share prices are only determined by momentum and have no connection with EPS. Once you calculate price of all mega caps based on EPS x average multiples, they stop to respond. Brad Thomas pump the same articles for years. Copy and paste, just change title. He is worse than spam, that is at least for free. He showed true colors during pandemic, when he claimed its just media hoax and Americans will not feel any impact. He was emotionally driven and not fact driven. Only reason for low nubmer of cases were no testing. He recommended cruise ships CCL while their ships started to be hotbeds for Covid. He spammed articles about Tanger, SPG for years and when they finally got cheap, he recommended to sell near bottom. He has no clue. He is bankrupted real estate developer after all. Dividend Sensei admited he lost all money in his previous trading of junk and speculative stocks and now he is a guru who will advice you. Only good part was news based on watchlists and data points. If you want analysis, subscribe to Morningstar, Zacks and other sites with real analysts. SA can be good only for stocks not covered by these big firms.
Get rid of SERV and get BRK OR SEMPRA OR SPG OR CSCO OR JNJ OR GOOGL OR OXY OR CVX OR APPL OR KO OR other stocks with strong financial records
Military grade steel is highly specialised and America needs to basically replace its tank and IFV fleets, and create an SPG then build a lot of it.
Puts on Simon Property Group? $SPG
Time to short simon property group $SPG 🤔
I've held SPG for years, hopefully isn't impacted!
SPG Simon property group is down 3.7% because malls and consumers fuk
I sold all my 8-30 calls for a 70% loss today. Rolled it all into SPG puts and I'm back up again
Meanwhile, $SPG had a good earnings release, and reported occupancy of 95.6% across its properties. It also discussed how they are seeing an upgrade in the quality of their tenants.
Took an l. Bought SPG puts to make up for the loss
I buy puts on SPG, they miss earnings and the price goes up. I buy calls on DIS, they beat earnings and the price drops..... Idk what to do anymore
SPG is pretty fucking high, interested to see how their earnings go AH
SPG swings, SBUX, AAPL, TSLA weeklies
I'm out, I'm looking for ASTS to get to $14 then all in. Waiting for SPG to hit $145 then Calls b4 earnings
Guaranteed income then. I did that with SPG puts today
Honestly there's no reason for the bull/bear infighting. I made 1.4k today on SBUX 76c from last night TSLA puts when it was $134 this morning. Got out +30% SPG puts made me another 25% so far. Play both sides. It's regarded to only ever play one.
SPG Lenox Square could be a gold mine. Unfortunately it is a forgotten, mismanaged and declining mall. Wake up!