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Jim Cramer Backs Simon Property and Federal Realty Amid Strong REIT Results

Jim Cramer highlights Simon Property Group and Federal Realty as top retail REIT picks, pointing to strong occupancy rates and raised FFO guidance despite broader interest rate risks.

📅 September 12, 2026 🕐 1 min read

2 assets impacted (Stocks). Net bias: 2 Bullish, 0 Bearish, 0 Neutral. Strongest signal: SPG ↑ 6/10 (65% confidence).

📊 Affected Assets (2)

SPG

Bullish 🤖 65%

📅 Short-term 🌍 US · Explicit

Jim Cramer praised SPG's 4.25% yield and strong Q2 results with raised FFO guidance, indicating bullish sentiment.

FRT

Bullish 🤖 65%

📅 Short-term 🌍 US · Explicit

Jim Cramer endorsed FRT for its shopping center exposure and strong leasing results, with raised 2026 guidance.

🎯 Key Takeaways

Simon Property Group reported a 7.9% increase in FFO per share and raised its 2026 guidance to $13.20-$13.30.
Federal Realty Investment Trust saw core FFO rise 6.8% with strong leasing rent increases of up to 28%.
Elevated interest rates pose a primary risk to both REITs by increasing refinancing costs and reducing dividend attractiveness.

📝 Executive Summary

Jim Cramer has endorsed Simon Property Group and Federal Realty Investment Trust, citing strong FFO growth and robust leasing demand. Both REITs recently raised their 2026 guidance, though analysts warn that sustained high interest rates remain a significant headwind for the sector's refinancing costs and dividend appeal.

❓ FAQ

Why does Jim Cramer favor Simon Property Group and Federal Realty?

Cramer favors these REITs for their strong yields, high occupancy levels, and consistent ability to raise FFO guidance despite a challenging interest rate environment.

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