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10-QPeriod: Q3 FY2004

SIMON PROPERTY GROUP INC. Quarterly Report for Q3 Ended Sep 30, 2004

Filed November 8, 2004For Securities:SPGSPG-PJ

Summary

Simon Property Group, Inc. (SPG) reported solid performance for the nine months ended September 30, 2004, demonstrating growth in key financial and operational metrics. Total revenue increased to $1.81 billion, up from $1.64 billion in the prior year period, driven by robust performance in minimum rents and tenant reimbursements. Net income available to common shareholders saw a significant increase to $193.2 million from $148.2 million in the same period last year. This growth is attributed to strategic acquisitions, expansion of existing properties, and a healthy retail environment reflected in strong comparable sales per square foot. The company's balance sheet shows a substantial increase in investment properties to $16.1 billion, reflecting significant capital deployment in acquisitions and development. Debt levels also increased, but the company maintained a solid credit rating and focused on refinancing at lower rates. Management highlighted growth in Funds From Operations (FFO) per share, a key metric for REITs, which rose to $3.01 from $2.78. The company also made strategic moves to enhance its portfolio, including acquisitions and the disposition of non-core assets, positioning it for continued growth.

Key Highlights

  • 1Total revenue for the nine months ended September 30, 2004, increased by 9.9% to $1.81 billion compared to $1.64 billion in the prior year period.
  • 2Net income available to common shareholders grew by 30.4% to $193.2 million for the first nine months of 2004, compared to $148.2 million in the same period of 2003.
  • 3Diluted FFO per share increased by 8.3% to $3.01 for the first nine months of 2004, indicating strong operational performance.
  • 4Investment properties increased to $16.1 billion as of September 30, 2004, up from $15.7 billion at the end of 2003, reflecting strategic acquisitions and development.
  • 5The company executed several significant debt financing activities, issuing $500 million and $900 million in senior unsecured notes and refinancing various mortgages to lower overall borrowing costs.
  • 6Regional mall comparable sales per square foot increased by 5.8% to $421 psf for the first nine months of 2004, indicating a healthy retail environment and tenant performance.
  • 7The company is actively managing its portfolio through acquisitions and dispositions, with significant acquisitions including Gateway Shopping Center, Mall of Georgia Crossing, Bangor Mall, Montgomery Mall, and Plaza Carolina.

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