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Simon Property (SPG) Beats Q2 FFO Estimates, Guides Up

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Simon Property Group, Inc. (SPG - Free Report) , a retail real estate investment trust (“REIT”), reported second-quarter 2016 funds from operations (“FFO”) of $2.63 per share, unchanged from that of year-ago quarter tally. The Zacks Consensus Estimate for the quarter was $2.62. Growth in operating income and new developments & expansions aided the results.

Simon Property posted revenues of $1.32 billion, almost in-line with Zacks Consensus Estimate. The year-ago quarter revenue figure was of $1.35 billion.

Quarter in Detail

For the U.S. Malls and Premium Outlets portfolio, occupancy fell 20 basis points (bps) year over year to 95.9% at the end of the second quarter. Total sales per square foot moved down to $607 from $620. Base minimum rent per square feet rose 4.9% year over year to $50.43, while releasing spread decreased 199 bps to $8.88.

Simon Property Group Inc. (SPG - Free Report) EPS BNRI & Surprise Percent - Last 5 Quarters | FindTheCompany

During the quarter, Simon Property completed transformation of Stanford Shopping Center in Palo Alto, CA. The REIT has also begun construction work on two new projects, the Norfolk Premium Outlets in Norfolk, Virginia and Genting Highlands Premium Outlets in Kuala Lumpur, Malaysia.

In June, Simon Property opened a 355,000 square foot outlet center in Columbus, Ohio. Also, the company is carrying out construction activities in six new development projects, two of which are slated to open in 2016 and the rest  in 2017.

At the end of the second quarter, Simon Property had redevelopment and expansion projects in progress at 33 properties across the U.S. and Europe.

The company exited second-quarter 2016 with cash and cash equivalents of $745.9 million compared with $818.8 million at the end of fourth-quarter 2015.

2016 Outlook

Simon Property raised its 2016 FFO per share guidance. It expects it to be in the range of $10.77–$10.85, from the earlier range of $10.72–$10.82. The Zacks Consensus Estimate for the same is currently pegged at $10.85.

Dividend Update

Concurrent with its earnings release, Simon Property declared a quarterly dividend of $1.65 per share, marking 6.5% year over year and 3.1% sequential increase. The dividend will be paid on Aug 31, 2016 to shareholders of record as of Aug 17.

Our Viewpoint

Strong financial as well as operational performance is expected to drive the company’s growth, going forward. The gradually recovering U.S economy and improvement in the spending power of the customers will further aid the company’s development.

Currently, Simon Property carries a Zacks Rank #2 (Buy).

SIMON PROPERTY Price, Consensus and EPS Surprise

SIMON PROPERTY Price, Consensus and EPS Surprise | SIMON PROPERTY Quote

We now look forward to the earnings releases of Duke Realty Corporation , Kimco Realty Corp. (KIM - Free Report) and Public Storage (PSA - Free Report) which are scheduled this week.

Note: All EPS numbers presented in this write up represent funds from operations (“FFO”) per share. FFO, a widely used metric to gauge the performance of REITs, is obtained after adding depreciation and amortization and other non-cash expenses to net income.

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