Early Access

10-QPeriod: Q1 FY2011

SIMON PROPERTY GROUP INC. Quarterly Report for Q1 Ended Mar 31, 2011

Filed May 6, 2011For Securities:SPGSPG-PJ

Summary

Simon Property Group, Inc. (SPG) reported a significant increase in diluted earnings per share for the first quarter of 2011 compared to the same period in 2010. This improvement was driven by a strong rebound in core business fundamentals, including an 8.2% increase in total sales per square foot for its mall and outlet properties, alongside positive releasing spreads and improved occupancy rates. The company also benefited from a reduction in interest expense due to deleveraging and lower interest rates, and the absence of a significant debt extinguishment loss incurred in the prior year. Financially, SPG demonstrated solid operational performance with total revenue growing to $1,019.9 million in Q1 2011 from $925.1 million in Q1 2010. While depreciation and amortization expenses increased, reflecting recent acquisitions, the company maintained strong cash flow from operations. The balance sheet shows a slight decrease in total assets and liabilities, with a notable reduction in cash and cash equivalents primarily due to debt reduction. The company continues to manage its debt effectively, with a focus on extending maturities and maintaining a healthy borrowing rate.

Financial Statements
Beta
Revenue$1.02B
Operating Expenses$568.98M
Operating Income$451.95M
Interest Expense$248.12M
Net Income$179.41M
EPS (Basic)$0.61
EPS (Diluted)$0.61
Shares Outstanding (Basic)293.08M
Shares Outstanding (Diluted)293.29M

Key Highlights

  • 1Diluted EPS increased to $0.61 in Q1 2011 from $0.03 in Q1 2010, driven by operational improvements and absence of prior year debt extinguishment charges.
  • 2Total revenue grew to $1,019.9 million in Q1 2011, up from $925.1 million in Q1 2010, reflecting strength in minimum rents, tenant reimbursements, and overage rents.
  • 3Same-store portfolio metrics improved, with total sales per square foot up 8.2% and ending occupancy rising to 92.9% as of March 31, 2011.
  • 4The company repaid $281.2 million of senior unsecured notes during the quarter, demonstrating active debt management.
  • 5Total assets decreased slightly to $24.6 billion from $24.9 billion, while total liabilities also decreased to $18.9 billion from $19.1 billion.
  • 6Cash and cash equivalents decreased by $160.7 million to $636.1 million, primarily due to debt reduction.

Frequently Asked Questions