Real Estate

David Trainer | |

For long-term investors, now is an excellent time to buy leading businesses, with the cash flows and balance sheet to survive the downturn, at significant discounts. Investors overlooking Simon Property Group are in the Danger Zone. Investors willing to lift their gaze past the (inevitable and steep) dip in economic activity should consider this Long Idea for their portfolio. Simon’s History of Profit Growth. Simon is down 63% year-to-date (YTD) and trades below its economic book value, or no-growth ...