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Simon Raises 2026 Expectations as Leasing, Development Pipeline Accelerate
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Commercial Observer
Simon Property Group’s second quarter offered more evidence that the nation’s largest mall owner is carrying its post-pandemic run into the second half of 2026.
(Last year’s second quarter included a noncash after-tax investment gain worth 21 cents per share.)
Simon reported $1.18 billion in overall FFO, compared with $1.11 billion in the first quarter and $1.19 billion in the second quarter of 2025.
Real estate FFO increased to $1.25 billion, up from $1.21 billion in the first quarter and $1.15 billion a year earlier.
Simon also took on about 1 million square feet of bankruptcy-related space during the quarter, largely from Saks Off 5th.