Early Access

10-QPeriod: Q1 FY2012

SIMON PROPERTY GROUP INC. Quarterly Report for Q1 Ended Mar 31, 2012

Filed May 8, 2012For Securities:SPGSPG-PJ

Summary

Simon Property Group, Inc. (SPG) reported strong financial performance for the first quarter of 2012, with diluted earnings per share (EPS) significantly increasing to $2.18 from $0.61 in the prior year period. This substantial growth was driven by improved core business fundamentals, including an 11.2% increase in total sales per square foot across its portfolio and a 4.4% rise in average base minimum rent per square foot. The company also benefited from a significant one-time gain of $494.8 million related to asset acquisitions and reorganizations, primarily from the consolidation of properties previously held in joint ventures. The company demonstrated robust strategic activity during the quarter, highlighted by a substantial $2.0 billion acquisition of a 28.7% equity stake in Klépierre, a European real estate company, and a significant "Mills transaction" that consolidated nine previously unconsolidated properties. These strategic moves were financed partly through a successful public offering of common stock that raised $1.2 billion. Simon Property Group maintained a strong liquidity position with over $2.0 billion in available borrowing capacity under its credit facility, positioning it well for future growth and operational needs.

Financial Statements
Beta
Revenue$1.12B
Operating Expenses$602.25M
Operating Income$516.72M
Interest Expense$258.08M
Net Income$645.41M
EPS (Basic)$2.18
EPS (Diluted)$2.18
Shares Outstanding (Basic)295.69M
Shares Outstanding (Diluted)295.69M

Key Highlights

  • 1Diluted EPS surged to $2.18 in Q1 2012 from $0.61 in Q1 2011, driven by operational improvements and a significant one-time gain from asset consolidation.
  • 2Total sales per square foot for the U.S. Regional Malls and Premium Outlets portfolio increased by 11.2% year-over-year, indicating strong tenant performance.
  • 3Average base minimum rent per square foot for the U.S. Regional Malls and Premium Outlets portfolio grew by 4.4% year-over-year.
  • 4Ended occupancy for the total U.S. portfolio improved to 93.6% from 93.0% in the prior year period.
  • 5Completed a major strategic acquisition of a 28.7% stake in Klépierre for $2.0 billion, expanding its European footprint.
  • 6Successfully closed a significant "Mills transaction" consolidating nine previously unconsolidated properties and a $1.5 billion valuation.
  • 7Raised $1.2 billion in net proceeds from a public offering of common stock to fund strategic initiatives and acquisitions.
  • 8Maintained strong liquidity with approximately $2.0 billion in available borrowing capacity under its revolving credit facility.

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