With a yield of about 4.7%, Simon Property Group is a real estate investment trust that invests in premier shopping, dining, entertainment and mixed-use destinations across North America, Europe and Asia. In addition, its newest dividend of $2.10 (which is an increase of 15 cents per share) is payable on March 31, 2025 to shareholders of record as of March 17.

Helping, analysts at Piper Sandler just upgraded the SPG stock to overweight from neutral as Simon Property’s “2025 outlook highlights the underlying earnings power of its real estate portfolio,” as noted by Seeking Alpha.

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We also have to consider that commercial real estate is expected to recover this year, according to analysts at Deloitte. They’re predicting a generational opportunity, as noted in Deloitte’s 2025 Commercial Real Estate Outlook.

In addition, as noted in the 2025 Colliers Retail Outlook, “Physical retail is still central to consumer shopping habits, with shopping center occupancy at a decade-high rate of 95.6%. Brick-and-mortar locations are increasingly vital as critical drivers of omnichannel strategies, blending in-store and online shopping. Retailers that integrate experience and convenience are best positioned to thrive in 2025.”

Another key catalyst is the fact that retail space is expected to be strong this year because of the need for strategic physical locations.

Sincerely,

Ian Cooper