Reasons to Keep SPG Stock in Your Portfolio at This Time
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 01 2025
0mins
Should l Buy AHR?
Source: NASDAQ.COM
Simon Property Group Overview
Portfolio and Market Position: Simon Property Group (SPG) holds a diversified portfolio of premium retail assets across key markets in the U.S. and globally. The demand for retail real estate is expected to remain strong, positively impacting leasing activity, occupancy rates, and rent growth.
Strategic Focus: The company is emphasizing omnichannel retailing and mixed-use developments, which are anticipated to support long-term growth. Additionally, strategic acquisitions and redevelopment projects are expected to enhance its portfolio.
Financial Performance
Q2 2025 Results: In the second quarter of 2025, Simon Property reported a real estate FFO per share of $3.05, exceeding the Zacks Consensus Estimate of $3.04 and up from $2.93 in the previous year. This increase was driven by higher revenues, base minimum rent per square foot, and improved occupancy levels.
Leasing Activity: During the first half of 2025, Simon Property signed 526 new leases and 997 renewal leases, covering approximately 5.7 million square feet, with 4.3 million square feet related to consolidated properties.
Growth Initiatives
Mixed-Use Developments: The company plans to develop four to five mixed-use destinations in 2025, with an estimated investment of $400-$500 million, reflecting a growing trend towards integrated living and shopping spaces.
Recent Acquisitions: In June 2025, Simon Property acquired a stake in Brickell City Centre, enhancing its portfolio with over 90 retail stores and premium dining options. Additionally, a multimillion-dollar redevelopment at Smith Haven Mall is set to begin in summer 2025.
Financial Health
Liquidity and Debt Management: As of June 30, 2025, Simon Property had $9.2 billion in liquidity, with a total secured debt to total assets ratio of 16%. The company maintains a strong fixed-charge coverage ratio of 4.6 and holds an investment-grade credit rating of A- from S&P.
Dividend Strategy: Simon Property has increased its dividend 13 times in the past five years, with an overall payout growth of 11.69%, reinforcing its commitment to shareholder returns.
Market Challenges
E-commerce Impact: Despite a recovery in mall foot traffic post-pandemic, the rise of e-commerce continues to pose challenges for brick-and-mortar retailers, potentially affecting market share for retail REITs like Simon Property.
Macroeconomic Risks: Ongoing macroeconomic uncertainties and high interest rates, despite recent Federal Reserve cuts, present risks to the retail real estate market. Simon Property's total debt was approximately $31.45 billion as of June 30, 2025, with interest expenses projected to rise by 2.4% year-over-year.
Stock Performance
Recent Stock Trends: Over the past three months, Simon Property's shares have increased by 10.9%, outperforming the industry average growth of 0.3%.
Comparative Analysis: Other REITs such as American Healthcare REIT and Terreno Realty are currently rated higher, with Zacks Rank #2 (Buy), indicating potential investment opportunities in the sector.
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Analyst Views on AHR
Wall Street analysts forecast AHR stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 51.700
Low
47.00
Averages
55.25
High
60.00
Current: 51.700
Low
47.00
Averages
55.25
High
60.00
About AHR
American Healthcare REIT, Inc. is a real estate investment trust that acquires, owns and operates a diversified portfolio of clinical healthcare real estate, focusing primarily on senior housing, skilled nursing facilities, outpatient medical (OM) buildings and other healthcare-related facilities across the United States, the United Kingdom and the Isle of Man. It owns and operates its integrated senior health campuses and senior housing operating properties (SHOP). Its segments include integrated senior health campuses, OM, SHOP and triple-net leased properties. Its OM buildings are leased to multiple tenants under separate leases. Its integrated senior health campuses each provide a range of independent living, assisted living, memory care, skilled nursing services and ancillary businesses. Its triple-net leased properties segment includes senior housing, skilled nursing facilities and hospitals. Its SHOP segment includes senior housing providing assisted living care, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Neo Ivy Capital Management Acquires Stake in American Healthcare REIT
- Share Acquisition: Neo Ivy Capital Management disclosed in its February 13, 2026 SEC filing that it acquired 136,925 shares of American Healthcare REIT for an estimated $6.44 million, representing 1.02% of the fund's AUM, which does not place it among the top five holdings.
- Financial Performance: American Healthcare REIT reported a 16.4% same-store NOI growth in Q3, driven by a 25.3% increase in senior housing operating properties and a 21.7% rise in integrated senior health campuses, indicating robust market demand.
- Profitability Improvement: The company achieved a GAAP net income of $55.9 million, translating to $0.33 per diluted share, while normalized FFO stood at $0.44 per share; management raised the full-year NFFO guidance to a range of $1.69 to $1.72, reflecting confidence in future performance.
- Market Outlook: Although Neo Ivy's stake is modest at 1.02%, the ongoing demand in healthcare real estate and expectations of sustained occupancy rates above 90% suggest potential growth for long-term investors, particularly with disciplined capital allocation strategies.
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Neo Ivy Capital Management Acquires Stake in American Healthcare REIT
- New Investment Position: Neo Ivy Capital Management disclosed in its February 13, 2026 SEC filing that it acquired 136,925 shares of American Healthcare REIT for approximately $6.44 million during Q4, indicating a strategic entry into the healthcare real estate market.
- Asset Allocation Insight: This acquisition represents 1.02% of Neo Ivy's reportable assets in its 13F filing, reflecting a measured approach to diversify its portfolio while tapping into the momentum of healthcare real estate.
- Strong Stock Performance: As of February 12, 2026, shares of American Healthcare REIT were priced at $51.70, marking a 93.3% increase over the past year, which underscores the company's robust performance and growing market recognition among investors.
- Financial Metrics Improvement: The company reported a 16.4% same-store NOI growth in Q3, driven by a 25.3% increase in senior housing operating properties, indicating sustained demand and profitability in the healthcare real estate sector, while management raised full-year NFFO guidance, suggesting strong future growth potential.
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- Robinhood Earnings Miss: Robinhood's stock fell following disappointing earnings, reflecting challenges the company faces in a competitive landscape, potentially diminishing investor confidence in its future growth prospects.
- Astera Labs Performance Decline: Astera Labs experienced a drop in stock price post-earnings release, indicating pressure on its profitability in the current economic climate, which may affect its future financing and expansion plans.
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- Executive Leave: Danny Prosky, CEO and President of American Healthcare REIT, Inc., has taken a medical leave of absence effective February 3, 2026, which may impact the continuity and stability of high-level decision-making within the company.
- Interim Appointment: The Board has appointed Chairman Jeffrey T. Hanson as Interim CEO to ensure operational continuity during Prosky's absence, reflecting the company's trust and support in its executive team.
- Leadership Stability: Hanson stated he will work closely with the senior leadership team to continue executing the company's strategic priorities, demonstrating the company's adaptability in the face of executive changes.
- Company Overview: American Healthcare REIT focuses on acquiring and operating a diversified portfolio of clinical healthcare real estate, primarily including senior housing communities, skilled nursing facilities, and outpatient medical buildings, indicating its market positioning in the healthcare real estate sector.
See More
American Healthcare REIT CEO Takes Medical Leave
- Executive Leave: American Healthcare REIT's CEO and President Danny Prosky has taken a medical leave effective February 3, 2026, due to a recent medical event, highlighting potential vulnerabilities in executive health that may impact investor confidence.
- Interim Appointment: Chairman Jeffrey T. Hanson has been appointed as Interim CEO to ensure operational continuity during Prosky's absence, demonstrating the company's crisis management capabilities and commitment to stability.
- Leadership Stability: Hanson emphasized his collaboration with the senior leadership team to continue executing the company's strategic priorities, reflecting trust in the management team and a commitment to business continuity during this transition.
- Company Overview: American Healthcare REIT focuses on acquiring and operating a diversified portfolio of clinical healthcare real estate, primarily including senior housing, skilled nursing facilities, and outpatient medical buildings, showcasing its strategic positioning in the healthcare real estate sector.
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- Rating Changes Overview: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Impact: The changes in analysts' ratings could influence investor decisions, particularly for those considering buying SBET stock, highlighting the importance of understanding these ratings.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, offering a comprehensive market perspective.
- Investment Advice: While Benzinga provides market data, it does not offer specific investment advice, leaving investors to assess risks and rewards independently.
See More
Neo Ivy Capital Management Acquires Stake in American Healthcare REIT
- Share Acquisition: Neo Ivy Capital Management disclosed in its February 13, 2026 SEC filing that it acquired 136,925 shares of American Healthcare REIT for an estimated $6.44 million, representing 1.02% of the fund's AUM, which does not place it among the top five holdings.
- Financial Performance: American Healthcare REIT reported a 16.4% same-store NOI growth in Q3, driven by a 25.3% increase in senior housing operating properties and a 21.7% rise in integrated senior health campuses, indicating robust market demand.
- Profitability Improvement: The company achieved a GAAP net income of $55.9 million, translating to $0.33 per diluted share, while normalized FFO stood at $0.44 per share; management raised the full-year NFFO guidance to a range of $1.69 to $1.72, reflecting confidence in future performance.
- Market Outlook: Although Neo Ivy's stake is modest at 1.02%, the ongoing demand in healthcare real estate and expectations of sustained occupancy rates above 90% suggest potential growth for long-term investors, particularly with disciplined capital allocation strategies.
See More
Neo Ivy Capital Management Acquires Stake in American Healthcare REIT
- New Investment Position: Neo Ivy Capital Management disclosed in its February 13, 2026 SEC filing that it acquired 136,925 shares of American Healthcare REIT for approximately $6.44 million during Q4, indicating a strategic entry into the healthcare real estate market.
- Asset Allocation Insight: This acquisition represents 1.02% of Neo Ivy's reportable assets in its 13F filing, reflecting a measured approach to diversify its portfolio while tapping into the momentum of healthcare real estate.
- Strong Stock Performance: As of February 12, 2026, shares of American Healthcare REIT were priced at $51.70, marking a 93.3% increase over the past year, which underscores the company's robust performance and growing market recognition among investors.
- Financial Metrics Improvement: The company reported a 16.4% same-store NOI growth in Q3, driven by a 25.3% increase in senior housing operating properties, indicating sustained demand and profitability in the healthcare real estate sector, while management raised full-year NFFO guidance, suggesting strong future growth potential.
See More
Stock Market Pauses After Two-Day Surge Amid AI Fears
- Market Pullback: After a two-day surge, the stock market paused, indicating a cautious investor sentiment that may lead to short-term capital outflows as traders reassess their positions.
- Financial Stocks Under Pressure: Schwab and other financial firms faced stock price declines due to fears surrounding artificial intelligence, highlighting market sensitivity to risks associated with fintech integration, which could impact future investment strategies.
- Robinhood Earnings Miss: Robinhood's stock fell following disappointing earnings, reflecting challenges the company faces in a competitive landscape, potentially diminishing investor confidence in its future growth prospects.
- Astera Labs Performance Decline: Astera Labs experienced a drop in stock price post-earnings release, indicating pressure on its profitability in the current economic climate, which may affect its future financing and expansion plans.
See More
American Healthcare REIT CEO Takes Medical Leave
- Executive Leave: Danny Prosky, CEO and President of American Healthcare REIT, Inc., has taken a medical leave of absence effective February 3, 2026, which may impact the continuity and stability of high-level decision-making within the company.
- Interim Appointment: The Board has appointed Chairman Jeffrey T. Hanson as Interim CEO to ensure operational continuity during Prosky's absence, reflecting the company's trust and support in its executive team.
- Leadership Stability: Hanson stated he will work closely with the senior leadership team to continue executing the company's strategic priorities, demonstrating the company's adaptability in the face of executive changes.
- Company Overview: American Healthcare REIT focuses on acquiring and operating a diversified portfolio of clinical healthcare real estate, primarily including senior housing communities, skilled nursing facilities, and outpatient medical buildings, indicating its market positioning in the healthcare real estate sector.
See More
American Healthcare REIT CEO Takes Medical Leave
- Executive Leave: American Healthcare REIT's CEO and President Danny Prosky has taken a medical leave effective February 3, 2026, due to a recent medical event, highlighting potential vulnerabilities in executive health that may impact investor confidence.
- Interim Appointment: Chairman Jeffrey T. Hanson has been appointed as Interim CEO to ensure operational continuity during Prosky's absence, demonstrating the company's crisis management capabilities and commitment to stability.
- Leadership Stability: Hanson emphasized his collaboration with the senior leadership team to continue executing the company's strategic priorities, reflecting trust in the management team and a commitment to business continuity during this transition.
- Company Overview: American Healthcare REIT focuses on acquiring and operating a diversified portfolio of clinical healthcare real estate, primarily including senior housing, skilled nursing facilities, and outpatient medical buildings, showcasing its strategic positioning in the healthcare real estate sector.
See More
Wall Street Analysts Adjust Ratings
- Rating Changes Overview: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Impact: The changes in analysts' ratings could influence investor decisions, particularly for those considering buying SBET stock, highlighting the importance of understanding these ratings.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, offering a comprehensive market perspective.
- Investment Advice: While Benzinga provides market data, it does not offer specific investment advice, leaving investors to assess risks and rewards independently.
See More
