Simon Property Group Still One Of My Favorite REITs As Malls Are Strong

Simon Property Group (SPG) offers a compelling value, with a 5%+ dividend yield, strong occupancy, and resilient Class-A mall assets. SPG's fundamentals remain robust: rising base rents, high occupancy, and solid FFO/dividend coverage, despite recent share price weakness. Rate cuts are a major catalyst—lower borrowing costs should boost margins, property values, and capital flows back to REITs like SPG.