Simon Property Group, Inc.

SPGleader

Simon Property Group is the largest US retail REIT, owning premier shopping malls, Premium Outlets, and Mills centers across North America, Europe, and Asia with 196 properties.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($5.8B)

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Lease Income (70%)

Management & Other Fees (10%)

Percentage Rent (8%)

Other Revenue (12%)

Segment Breakdown & Key Customers

Product Details

Malls & Premium Outlets75%

Class-A regional malls and Premium Outlet shopping centers

The Mills12%

Large-format value-oriented shopping destinations

International Properties8%

Retail properties and joint ventures across Europe and Asia

Other Platform Investments5%

Retailer investments and mixed-use developments

Supply Chain Relationships

Competitors

Realty Income Corporation

Retail REIT market

Impact: Medium — different retail format

Kimco Realty Corporation

Open-air retail centers

Impact: Medium — retail REIT competitor

Prologis, Inc.

REIT capital markets

Impact: Low — different property type

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

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AI Analysis

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Company Info

Headquarters

Indianapolis, Indiana, USA

Founded

1993

Employees

3,300+

Website

simon.com

Sector Overview — 부동산 (REIT)

Sector News