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"SPG: Premier mall REIT at P/E 19, targeting higher-income shoppers less affected by trade war tariffs. Luxury tenants (Gucci, LV, Tiffany's) drive foot traffic. $3B FCF covers debt obligations. Unique model with stake in Catalyst Brands. 5.7% dividend yield with strong growth history. Buy below P/E 20."
"SPG (watchlist): Premier luxury shopping REIT w/ impressive portfolio. Combats e-commerce via high-end experiences. Strong tenant mix (LVMH, Tapestry). 23x PE, not cheap now. Revenue dropped 25% in 2020, but recovered. Debt increasing, but cash flow & dividends outpacing. Watchlist for market crash opportunity."
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