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SPG · Simon Property Group $204.16 -0.31 (-0.15%) 2026-SEP-18 12:47 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA3 mentions
2026-JUL-23 · Scott Morrison · In the Money with Amber Kanwar (episode 157) · Neutralmention · ▶ 35:00 · source page ↗$225.38

In short: The natural acquirer in his mall-consolidation scenario: #1 US mall owner, already ~20% of Klépierre, trading at a significant premium on FFO/implied cap rates, with a strong US dollar against a depressed Canadian dollar — "would it be a natural extension?" Acquirer reference, not a stance.

35:00In terms of Simon Properties which has 20% stake in Klepierre from France to Merridge which just did a they're cleaned up they've been spending forever cleaning up their balance sheet. they finally got, they did a deal with a US bank recently to further clean up their balance sheet.

SOD $225.38
2026-JUN-25 · CNBC · CNBC Halftime Report (audio edition) · Positivemention · read ↗ · source page ↗$222.12

In short: Terranova's "favorite of the week" final-trade pick.

SOD $222.12
2026-FEB-05 · Cole Smead · In the Money with Amber Kanwar (YouTube podcast; live in Phoenix) · Positiveinsight · ▶ 12:57 · source page ↗$196.56

In short: Bill — a "no-brainer" value (mall-REIT thesis). Pitched Simon at $102 with a 7% dividend at the London Value Conference (after Ben Inker's value case) — "if I was ever going to break my rule and buy an individual stock, that was a no-brainer." He owns only the two funds' holdings, but the fund's mall-REIT sleeve (cf. Nov-2025 "7–8% implied cap rates") reflects the view.

12:57So, I get up there and I I'm pitching Simon Properties at 102 with a 7% dividend. and and and and I can remember it crossing my mind at that time if I was ever going to break my rule and go buy an individual stock that that was that was a no-brainer right at that time and and but anyway, so I haven't done that.

SOD $196.56

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