Total revenue (2024): $5.3 billion
Retail: 85%
Office spaces: 10%
Other (e.g. entertainment, gastronomy): 5%

TOP 3 markets:

1. USA: 70%
2. Europe: 15%
3. Asia: 10%

Simon Property Group, Inc. generates the majority of its revenue from retail, which is typical for a company specializing in shopping centers and malls. Office spaces and other services such as entertainment and gastronomy also contribute to the income, but to a significantly lesser extent.

The U.S. market is the dominant market for Simon Property Group with a share of 70%. Europe and Asia follow with 15% and 10% respectively, highlighting the company's international presence. This distribution reflects the strategic focus on the domestic market as well as expansion into international markets.

Production of Products: Not applicable

Simon Property Group, Inc. is a Real Estate Investment Trust (REIT) and not a manufacturing company. It owns, develops, and manages retail properties, especially shopping centers. Therefore, it does not produce physical products. The company generates revenue mainly through leasing real estate space to retailers and other businesses.

Revenue Growth: Estimated 3-5% annually (2025-2027)
Dividend Yield: Approx. 6% (2025)
Investment Volume in Renovations and Developments: Over 1 billion USD (2025)

Simon Property Group, Inc. pursues a growth strategy focusing on optimizing and expanding its existing real estate portfolio. A key element of this strategy is investing in renovations and modernizations to enhance the attractiveness of their shopping centers and improve the customer experience.

Additionally, the company relies on strategic partnerships and joint ventures to enter new markets and integrate innovative retail concepts. This includes the development of mixed-use projects combining residential, working, and shopping spaces to maximize land use.

Another focus is on diversifying revenue sources through the integration of digital platforms and e-commerce solutions to complement traditional retail and create synergies. These measures are intended to secure stable long-term returns and strengthen Simon Property Group's market position.

Main materials: Building and construction materials

Countries of origin: USA, Canada, China

Simon Property Group, Inc. is a leading real estate company specializing in the ownership and operation of shopping centers. As a real estate company, it typically does not import raw materials directly. However, building and construction materials are important for the development and renovation of their properties.

These materials can include steel, concrete, glass, and wood, among others. Procurement is often done from the USA itself, but also from Canada and China, which are significant exporters of building and construction materials.

The import of these materials depends on the specific construction projects and the requirements of the respective locations. Simon Property Group usually collaborates with construction companies and suppliers that provide these materials.

Market share in the retail real estate sector: 8% (2024, estimate) Occupancy rate: 94.5% (2024) EBITDA margin: 70% (2024)

Simon Property Group, Inc. is one of the largest operators of shopping centers and retail properties worldwide. The company has a significant competitive advantage due to its size and market presence. With an estimated market share of 8% in the retail real estate sector, Simon Property Group can leverage significant economies of scale, leading to high efficiency and profitability.

The high occupancy rate of 94.5% indicates that Simon Property Group's properties are in high demand, reflecting attractive locations and a diversified tenant portfolio. This enhances revenue stability and reduces the risk of vacancies.

In addition, the company boasts an impressive EBITDA margin of 70%, indicating effective cost control and strong operational performance. This financial strength enables Simon Property Group to invest in new projects and hedge against economic fluctuations.

Institutional Investor Share: 85% (estimated for 2025)
Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share in Simon Property Group, Inc. remains traditionally high as it is an established company in the real estate investment trusts (REITs) sector. This high participation reflects the confidence of institutional investors in the company's stability and growth potential.

In 2025, no significant insider buys or sells were reported, indicating a stable confidence of the management in the current corporate strategy and future development. This can also be seen as an indicator that no significant internal changes or uncertainties are expected.

Market share of Simon Property Group: Estimated around 8-10% (2025)

Main competitors and their market shares:

1. Simon Property Group, Inc. (SPG): 8-10%
2. Brookfield Property Partners: 6-8%
3. Unibail-Rodamco-Westfield: 5-7%
4. Prologis, Inc.: 4-6%
5. Klepierre: 3-5%
6. Macerich Company: 2-4%
7. British Land Company: 2-3%
8. Boston Properties, Inc.: 2-3%
9. Kimco Realty Corporation: 1-2%
10. Regency Centers Corporation: 1-2%

Moat of Simon Property Group:

Simon Property Group possesses a significant moat characterized by its size, geographic diversification, and the quality of its real estate portfolios. The company operates some of the most profitable shopping centers in the USA and has a strong presence in international markets. These factors enable SPG to generate stable rental income and benefit from economies of scale.

Compared to its competitors, Simon Property Group has the advantage of broader diversification and a stronger financial position. This allows the company to be more resilient in economically challenging times and to expand more aggressively during growth phases.

Some competitors, such as Brookfield Property Partners, also have strong moats, particularly through their diversification in different real estate categories and geographic markets. However, Simon Property Group remains a dominant player in the industry due to its market leadership and strategic investments.

Revenue growth: 3.5% (2024) FFO growth (Funds from Operations): 4.2% (2024) Occupancy rate: 94.5% (2024)

Simon Property Group, Inc. achieved a moderate revenue growth of 3.5% in 2024, indicating stable demand in the retail sector. The 4.2% growth in Funds from Operations (FFO) shows that the company is able to efficiently increase its operational income, which is a positive signal for investors.

The 94.5% occupancy rate suggests that Simon Property Group has largely leased out its properties, indicating a strong market position. This metric is particularly important for real estate companies as it reflects the ability to generate consistent rental income.

Overall, Simon Property Group demonstrates solid financial performance and a strong market position. These factors, along with the stable occupancy rate, make the stock a potentially attractive investment for investors seeking stable returns in the real estate sector.

Dividend Yield: 6.3% (estimated for 2025)
Dividend History: Continuous payouts for several years

Simon Property Group, Inc. is known for its reliable dividend payments. The company has a long history of dividend payments and is committed to providing its shareholders with regular payouts. The dividend yield of 6.3% in 2025 shows an attractive return for investors, especially compared to other companies in the real estate industry.

The reliability of Simon Property Group's dividend payments is supported by its stable financial performance and strong market position. The company has a diversified portfolio of high-quality retail properties, leading to stable income streams. Analysts expect that Simon Property Group will be able to continue its dividend policy in the future, provided that no significant economic disruptions occur.