Simon Property Group (NYSE:SPG) reported earnings per share of $1.86, missing the estimated $3.09 but generated revenue of approximately $1.6 billion, surpassing the estimated $1.4 billion.The company raised its full-year 2025 Real Estate Funds From Operations (FFO) per share guidance and increased its quarterly dividend by 4.8% year-over-year to $2.20 per share.Completed the acquisition of the remaining 12% interest in The Taubman Realty Group, expected to enhance Simon's portfolio and strengthen its posit ...

3Q 2025 SUPPLEMENTAL SIMON PROPERTY GROUP EARNINGS RELEASE & SUPPLEMENTAL INFORMATION UNAUDITED THIRD QUARTER TABLE OF CONTENTS | GS | AS | SU | FO | IO | EA | RN | IN | RE | LE | E | AN | D | PP | LE | ME | NT | AL | IN | RM | AT | N | FO | QU | SE | 30 | 20 | 25 | GE | R | TH | E | AR | TE | R | EN | DE | D | PT | EM | BE | R | PA | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

核心财务表现 - 2025年第三季度归属于普通股股东的净利润为1159万美元，或每股摊薄收益0.06美元，而去年同期为净亏损1915万美元，或每股摊薄亏损0.10美元 [1] - 2025年第三季度运营资金（FFO）为11737万美元，或每股摊薄0.58美元，相比去年同期的9926万美元或每股0.50美元增长18.2% [2] - 2025年前九个月归属于普通股股东的净利润为8.42亿美元，或每股摊薄4.19美元，相比去年同期的707万美元或每股0.04美元大幅增长，主要得益于与纽约大学的770 Broadway主租赁协议带来的8.03亿美元收益、666 Fifth Avenue部分物业处置给优衣库带来的7616万美元收益以及PENN 1地租费用回转1724万美元 [3] - 2025年前九个月FFO为3.73亿美元，或每股摊薄1.86美元，相比去年同期的3.53亿美元或每股1.79美元增长5.8% [4] 资产收购与处置 - 2025年9月4日以2.18亿美元收购了位于第五大道623号的36层、38.3万平方英尺办公公寓，计划将其重新开发为精品办公大楼，预计2027年交付 [10] - 2025年7月24日以面值购买了一笔3500万美元的A类票据，该票据由曼哈顿中城一处物业担保，年利率为4.89%加上4.00%的违约利息 [11] - 2025年8月14日，持股55%的合资企业以2.05亿美元出售了512 West 22nd Street办公大楼，公司获得净收益3790万美元，确认财务收益1100万美元 [12] - 2025年6月26日，持股50%的合资企业出售了49 West 57th Street商业公寓，公司获得净收益865万美元，确认财务收益253万美元 [13] - 2025年前九个月，220 Central Park South售出两个公寓单元及相关设施，获得净收益2484万美元，确认财务收益1370万美元 [14] - 2025年前九个月，Canal Street售出六个住宅公寓单元，获得净收益2163万美元，确认财务收益1034万美元 [15] - 2025年1月8日，第五大道和时代广场合资企业以3.5亿美元将666 Fifth Avenue部分旗舰店出售给优衣库，公司确认财务收益7616万美元 [16] 融资活动 - 2025年10月，持股20.1%的合资企业收到650 Madison Avenue8亿美元非追索权抵押贷款的违约通知，因未能支付全部利息和准备金 [18] - 2025年8月12日完成4 Union Square South1.2亿美元再融资，10年期仅付息贷款固定利率5.64% [20] - 亚历山大公司（持股32.4%）将其列克星顿大道731号3亿美元非追索权抵押贷款延期60天，目前正与贷款方讨论潜在贷款重组 [21] - 2025年7月16日完成PENN 11的4.5亿美元再融资，5年期仅付息贷款固定利率6.35% [22] - 2025年6月5日，持股50.1%的合资企业完成Independence Plaza的6.75亿美元再融资，固定利率5.84% [23] - 2025年4月因实现关键绩效指标获得可持续发展利差调整，无担保定期贷款和循环信贷设施利率分别降低0.05%和0.04% [24] - 2025年4月14日，第五大道和时代广场合资企业完成1535 Broadway的4.5亿美元融资，固定利率6.90% [25] - 2025年1月15日偿还了4.5亿美元3.50%的优先无担保票据 [26] 重大租赁交易 - 2025年5月5日与纽约大学签订770 Broadway主租赁协议，租赁面积107.6万平方英尺，租期70年，纽约大学支付了9.35亿美元的预付款，并将每年支付928万美元租金 [28] - 该交易使公司记录了8.03亿美元的销售类型租赁收益，并偿还了该物业之前7亿美元的抵押贷款 [29] 租赁活动与运营指标 - 2025年第三季度纽约办公室租赁面积54.2万平方英尺，初始租金每平方英尺102.60美元，加权平均租期12.5年 [34] - 2025年第三季度纽约零售物业租赁面积2.3万平方英尺，初始租金每平方英尺292.79美元，加权平均租期9.0年 [34] - 第二代转租空间按GAAP基础计算，纽约办公室租金上涨15.7%，零售物业租金上涨48.6% [34] - 截至2025年9月30日，纽约办公室入住率88.4%，零售物业入住率79.2%，THE MART入住率80.7%，555 California Street入住率96.3% [38] - 2025年第三季度同店净营业收入（NOI）增长7.5%，其中纽约增长9.1%，THE MART下降10.4%，555 California Street增长3.8% [41] - 2025年前九个月同店NOI增长5.4%，其中纽约增长4.5%，THE MART增长19.9%，555 California Street增长4.0% [41] 开发项目进展 - PENN 2项目总面积182.3万平方英尺，预算7.5亿美元，已支出7.24亿美元，剩余2569万美元，预计2026年完成，现金收益率10.2% [49] - Sunset Pier 94 Studios项目（持股49.9%）总面积26.6万平方英尺，预算1.25亿美元，已支出9484万美元，剩余3016万美元，预计2026年完成，现金收益率10.3% [49]

WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)---- $LTC #LTC--LTC Properties, Inc. (NYSE: LTC) ("LTC†or the "Company†), a real estate investment trust that invests in seniors housing and health care properties, today announced a new Senior Housing Operating Portfolio ("SHOP†) acquisition in Georgia. Acquisition Highlights Investment: $23 million acquisition of an 88-unit assisted living and memory care community in Georgia that was built in 2017. Performance: Currently stabilized at 90% occupancy, the commun ...

PARAMUS, N.J., Nov. 03, 2025 (GLOBE NEWSWIRE) -- ALEXANDER’S, INC. (New York Stock Exchange: ALX) filed its Form 10-Q for the quarter ended September 30, 2025 today and reported: Third Quarter 2025 Financial Results Net income for the quarter ended September 30, 2025 was $6.0 million, or $1.16 per diluted share, compared to $6.7 million, or $1.30 per diluted share for the quarter ended September 30, 2024. Funds from operations (“FFO”) (non-GAAP) for the quarter ended September 30, 2025 was $14.9 million, or ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Gladstone Land Corp. (NASDAQ:LAND) is a real estate investment trust that owns and leases high-quality farmland and farm-related properties to tenants. It is set to report its Q3 2025 earnings on Nov. 5. Wall Street analysts expect the company to post loss per share of $0.13, swinging from EPS of $0.13 in the prior-year period. According to Benzinga Pro, quarterly revenue is expected to reach $14.78 millio ...

ACQUIRES FOUR COMMUNITIES IN INDIANA AND OHIO FOR TOTAL CONSIDERATION OF US$79 MILLIONNot for distribution to U.S. newswire services or dissemination in the United States. TORONTO, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Flagship Communities Real Estate Investment Trust (TSX:MHC.U) (TSX:MHC.UN) (“Flagship” or the “REIT”) today announced two strategic acquisitions for total consideration of US$79 million, expanding its presence in both Indiana and Ohio (the “Acquisitions”). The Acquisitions are expected to be imme ...

In the last few years, office real estate investment trusts (REITs) have been hit by a perfect storm of rising interest rates, slower leasing demand, and the shift to work-from-home arrangements. These headwinds have resulted in investors shunning this particular REIT sector.With interest rates finally easing, alongside stabilising macroeconomic conditions, are office REITs poised for a comeback, or are they still value traps in disguise?The State of the Office REIT SectorSingapore office REITs include fami ...

Allied Properties Real Estate Investment Trust (TSE:AP.UN – Get Free Report)’s share price traded down 17.2% on Friday after Desjardins lowered their price target on the stock from C$18.00 to C$15.50. Desjardins currently has a sell rating on the stock. Allied Properties Real Estate Investment Trust traded as low as C$15.11 and last traded at C$15.26. 5,780,953 shares were traded during mid-day trading, an increase of 808% from the average session volume of 636,667 shares. The stock had previously closed at ...

Allied Properties Real Estate Investment Trust (TSE:AP.UN – Get Free Report) was down 17.2% during trading on Friday after Desjardins lowered their price target on the stock from C$18.00 to C$15.50. Desjardins currently has a sell rating on the stock. Allied Properties Real Estate Investment Trust traded as low as C$15.11 and last traded at C$15.26. Approximately 5,780,953 shares traded hands during mid-day trading, an increase of 808% from the average daily volume of 636,667 shares. The stock had previousl ...