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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vince Tibone | Green Street | 6 | 33% |
| Caitlin Burrows | Goldman Sachs | 6 | 0% |
| Mike Goldsmith | UBS | 6 | 0% |
| Floris Dijkum | Ladenburg Thalmann | 6 | 0% |
| Alex Goldfarb | Piper Sandler | 6 | 0% |
| Greg McGinniss | Scotiabank | 5 | 0% |
| Ron Kamdem | Morgan Stanley | 5 | 0% |
| Haendel Juste | Mizuho Securities | 5 | 20% |
| Mike Mueller | JPMorgan | 5 | 0% |
| Craig Mailman | Citigroup | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 2 | 6 | 0% |
| Ladenburg Thalmann | 1 | 6 | 0% |
| Mizuho Securities | 2 | 6 | 17% |
| Morgan Stanley |
| 2 |
| 6 |
| 0% |
| Piper Sandler | 1 | 6 | 0% |
| UBS | 1 | 6 | 0% |
| Citigroup | 2 | 6 | 17% |
| Evercore ISI | 2 | 6 | 0% |
Simon Property Group reported a strong Q1 2026 with real estate FFO surging 7.5% to $3.17 per share, driven by broad-based lease income growth, and raised full-year guidance to $13.10-$13.25 from $13.00-$13.25. Retailer demand was broad-based with accelerating traffic and sales, the Taubman integration drove incremental growth, and the accretive development pipeline advanced. Interest expense headwinds from higher base rates partially offset operational strength, and softness persisted in tourist markets and food & beverage categories.
Demand | Revenue Growth | M&A | Capital Allocation | Competitive Dynamics | Capex Investment | Pricing | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 4 | 1 | 1 | 3 | 2 | 1 |
| 2025Q1 | 9 | 4 | 1 | 1 | 2 | 2 | 1 | 4 |
| 2025Q2 | 5 | 4 | 5 | 4 | 2 | 1 | 1 | |
| 2025Q3 | 5 | 3 | 5 | 4 | 4 | 2 | 1 | |
| 2025Q4 | 7 | 6 | 3 | 3 | 2 | 2 | 2 | 2 |
| 2026Q1 | 3 | 3 | 2 | 4 | 3 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 9 | 5 | 5 | 7 | 3 |
| Revenue Growth | 6 | 4 | 4 | 3 | 6 | 3 |
| M&A | 4 | 1 | 5 | 5 | 3 | 2 |
| Capital Allocation | 1 | 1 | 4 | 4 | 3 | 4 |
| Competitive Dynamics | 1 | 2 | 2 | 4 | 2 | 3 |
| Capex Investment | 3 | 2 | 2 | 5 | ||
| Pricing | 2 | 1 | 1 | 2 | 2 | 2 |
| Trade Tariffs | 1 | 4 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SPG Simon Property Group | 8 | +19.3% | |
| FRT Federal Realty Investment Trust | 8 | +10.3% | |
| KIM Kimco Realty | 7 | +4.0% | |
| O Realty Income | 7 | +12.2% | |
| REG Regency Centers | 6 | +4.5% |