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Simon (SPG) Completes Jamestown's 50% Interest Acquisition

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Simon Property Group (SPG - Free Report) recently completed its earlier announced strategic partnership with Jamestown, a global real estate investment and management firm.

In October 2022, Simon Property announced that it would acquire a 50% interest in Jamestown from the latter’s founding partners. The partnership seems a strategic fit for SPG as it anticipates its stake in Jamestown to be accretive to earnings.

Jamestown is known to have a 39-year track record and had more than $13 billion of assets under management as of Jun 30, 2022. Through the partnership, Simon Property will be able to drive its future densification projects with the help of Jamestown’s platform.

Also, with an experienced fund manager and mixed-use operator and developer, SPG will have the scope to capitalize on the growing asset and investment management businesses.

Simon Property has been focusing on premium acquisitions and transformative redevelopments to enhance its portfolio and has invested billions in transforming its properties over the past few years.

In June 2022, SPG acquired an additional interest in Gloucester Premium Outlets from a joint venture partner for $14 million in cash consideration, including a pro-rata share of working capital, resulting in the consolidation of this property.

Additionally, Simon Property has been exploring the mixed-use development option, which has gained immense popularity in recent years as it helps capture the attention of people who prefer to live, work and play in the same area.

Furthermore, it capitalized on purchasing recognized retail brands in bankruptcy. Investments in them seem strategic for Simon Property as the brands have been generating a decent amount from digital sales.

With a solid balance-sheet position and ample financial flexibility, SPG is well-positioned to capitalize on long-term growth opportunities.

Shares of this Zacks Rank #3 (Hold) company have gained 28.8% in the quarter-to-date period compared with its industry’s growth of 15.4%.

Zacks Investment Research
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Stocks to Consider

Some better-ranked stocks from the retail REIT sector are STORE Capital , Kite Realty Group Trust (KRG - Free Report) and Tanger Factory Outlet Centers (SKT - Free Report) , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for STORE Capital’s current-year FFO per share is pegged at $2.29

The Zacks Consensus Estimate for Kite Realty Group Trust’s 2022 FFO per share is pegged at $1.88.

The Zacks Consensus Estimate for Tanger Factory Outlet Centers’ ongoing year’s FFO per share is pegged at $1.81.

Note: Anything related to earnings presented in this write-up represent funds from operations (FFO) — a widely used metric to gauge the performance of REITs.


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