$SPG

Simon Property Group Inc

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$SPG

Simon Property Group Inc

Past 12mo:4mentions1voices

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All voices2 calls since Oct 2025show all

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Recent calls

2 calls

@ragingventuresOct 29, 2025 · 9:47 PM

Bought a bunch of $ARE today sub $60 after downbeat results on Monday. Investors are tentative ahead of possible 2026 div cut at their December Investor Day. Life sciences markets are currently oversupplied but many of $ARE's properties in San Diego, Boston and San Fran are scarce assets. Overall, their portfolio is mostly triple net leases with 3% annual step-ups and 7+ year average duration. $ARE should be able to work through its development pipeline. Like buying $SPG coming out of Covid, $ARE owns high-class assets and the stock should recover in time.

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@ragingventuresOct 22, 2025 · 1:51 AM

Two out-of-favor stocks that currently intrigue me: $FDS and $ARE FactSet is trading at valuation levels it last traded at post-GFC with strong cash flows and balance sheet. Shouldn’t AI be more of a growth opportunity than risk? Alexandria owns scarce pharma/lab space in key SF, Cambridge, and San Diego markets. Market got oversupplied and investors are worried about government cutbacks. But valuation is very undemanding and balance sheet is high quality for a REIT. Feels a bit like $SPG coming out of Covid. Thoughts?

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Frequently asked

Who mentions $SPG most on Surfaced?

@ragingventures (Raging Capital Ventures) mentions $SPG most — 4 mentions in the past 12 months.

When was $SPG first mentioned on Surfaced?

The earliest tracked mention of $SPG in the Surfaced archive was on Oct 22, 2025.

How many voices track $SPG?

1 FinTwit voice has mentioned $SPG 4 times in the past 12 months.

What kind of voices mention $SPG most?

$SPG is mentioned most by Long Research voices on Surfaced.