Two Josh Brown stocks bucking the real estate headwinds: The new data center landlord and a mall owner

Josh and Sean break down Prologis and Simon Property group, which have been holding their trends despite rising rates threatening the REIT sector.

Can Simon Property Group (SPG) Keep Climbing After Strong Q1 Results?

Simon Property Group (SPG) has surged near its 52-week highs after delivering strong Q1 results on Monday evening that reinforced its position as the premier mall REIT in the U.S.

Simon (SPG) Q1 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEMonday, May 11, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Eli SimonChief Financial Officer — Brian McDadeTAKEAWAYSReal Estate FFO -- $1.2 billion, or $3.17 per share, up 7.5% compared to $2.95 per share in the prior-year period.Domestic Property NOI Growth -- 6.7% year over year, with approximately 120 basis points of that growth attributed to the acquisition of the remaining Taubman Realty Group (TRG) interests.Portfolio NOI Growth -- 6.7...

Gen Z Shoppers Driving Traffic Growth at Simon’s Malls, CEO Says

Mall owner Simon Property Group Inc. is seeing strong interest from Gen Z shoppers and the brands that target them, Chief Executive Officer Eli Simon said on a call with investors.

Is a Beat in Store for Simon Property Stock in Q1 Earnings?

SPG reports Q1 2026 results on May 11. Revenue and rent gains, plus firm occupancy, may have offset higher interest costs and tenant stress.

Are Finance Stocks Lagging Simon Property Group (SPG) This Year?

Here is how Simon Property (SPG) and CBOE Global (CBOE) have performed compared to their sector so far this year.

Stewart of Simon Property Group buys $36k in shares

Stewart of Simon Property Group buys $36k in shares

Rodkin, director at Simon Property, acquires $42,641 in shares

Rodkin, director at Simon Property, acquires $42,641 in shares

What Simon Property Group Investors Should Do After The Sad Passing Of CEO David Simon

Simon Property Group is moving forward with the CEOs son taking the reins.

Realty Income vs Simon Property Group: Which REIT is Stronger Today?

SPG and O take different paths in retail real estate. One prioritizes steady income, the other stronger growth drivers.

Simon Property Group: Nach starkem Weihnachtsquartal folgt die Frühjahrsflaute – Historisches Schwächefenster im Fokus

Simon Property Group ist ein amerikanischer Real-Estate-Investment-Trust (REIT) und der größte Betreiber von Einkaufszentren in den Vereinigten Staaten mit Sitz in Indianapolis. Das Unternehmen besitzt,...

Simon Property Group Q4: Financial Results And Preferred Stock Analysis

News Corp (NWSA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.DATEThursday, February 5, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Robert ThomsonChief Financial Officer — Lavanya ChandrashekarSenior Vice President, Investor Relations — Michael FlorinNeed a quote from a Motley Fool analyst? Email [email protected] -- $2.4 billion, up 6% year over year.Total Segment EBITDA -- $521 million, increasing 9% year over year despite a $16 million one-time inventory-related charge at HarperCollins.Net Inc...

Simon Property Group, Inc. (SPG) Q4 2025 Earnings Call Transcript

Simon Property Group posts better-than-expected Q4 results, solid 2026 guidance; Shares edge higher By Investing.com

Simon Property Group posts better-than-expected Q4 results, solid 2026 guidance; Shares edge higher

Boring but beautiful — This real estate stock reporting Monday has room to run, says Jay Woods

Investor and trader Jay Woods said theres a good trading set-up in shopping mall owner Simon Property Group this week.

Simon Property (SPG) Q4 FFO and Revenues Surpass Estimates

Simon Property (SPG) delivered FFO and revenue surprises of +0.58% and +10.10%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Simon Property Group prices $800M debt offering via issuance of senior notes

Simon Property Group: More Good News On The Dividend

Simon Property (SPG) Earnings Call Transcript

Image source: The Motley Fool.DATEMonday, Nov. 3, 2025 at 5 p.m. ETCALL PARTICIPANTSChairman, Chief Executive Officer, and President — David SimonPresident, TRG and Development — Eli SimonChief Financial Officer — Brian J. McDadeNeed a quote from a Motley Fool analyst? Email [email protected] Acquisition -- Simon Property Group (NYSE:SPG) completed the purchase of the remaining 12% interest in Taubman Realty Group (TRG) through the issuance of 5,060,000 limited partnership units.TRG O...

Simon Property Group raises annual real estate FFO forecast on resilient leasing demand By Reuters

Simon Property Group raises annual real estate FFO forecast on resilient leasing demand

Simon Property Group raises annual real estate FFO forecast on resilient leasing demand

Commercial real estate investment trust Simon Property Group raised full-year forecast for real estate funds from operations on Monday, driven by resilient leasing demand across its shopping centers.

Simon Property Group: Priced For Perfection, Downgrade To Sell

Simon Property Group, Inc. (SPG) Q2 2025 Earnings Call Transcript

Earnings call transcript: Simon Property Group Q2 2025 beats forecasts By Investing.com

Earnings call transcript: Simon Property Group Q2 2025 beats forecasts

Simon Property Group reports rise in quarterly real estate FFO on strong leasing demand

Simon Property Group reported a rise in second-quarter real estate funds from operations (FFO) on Monday, supported by robust leasing demand for the commercial real estate investment trusts shopping centers.

Simon Property Group: A Great REIT At The Wrong Price

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

Better Dividend Stock: Simon Property Group vs. Federal Realty Investment Trust @themotleyfool #stocks $FRT $SPG

1 No-Brainer Vanguard ETF to Invest $1,000 Into This July

Key PointsReal estate has been an excellent long-term investment. The Vanguard Real Estate ETF makes it easy to invest in the sector. The fund has produced solid total returns over the long term. 10 stocks we like better than Vanguard Real Estate ETF › Investing in real estate has been a great way to grow wealth over the long term. Real estate tends to steadily appreciate in value, typically at rates above inflation. In addition, real estate investments generate income. One of the easiest and m...