| Trump’s Tech Boom Could Send “EarnPhone” Soaring
While the mainstream media obsesses over Trump’s return, smart money is quietly positioning for what could be the biggest tech boom in history. The Qatar Investment Authority (QIA) – a $510 billion sovereign wealth fund – just declared Trump’s presidency will create “one of the best tech environments we’ve ever seen in the US.” And one under-the-radar company, Mode Mobile, is perfectly positioned to ride this wave. |
With commercial real estate expected to recover this year, keep an eye on Simon Property (SYM: SPG). With a yield of about 4.7%, SPG is a real estate investment trust that invests in premier shopping, dining, entertainment and mixed-use destinations across North America, Europe and Asia. In addition, its newest dividend of $2.10 (which is an increase of 15 cents per share) is payable on March 31, 2025 to shareholders of record as of March 17.
Helping, analysts at Piper Sandler just upgraded the SPG stock to overweight from neutral as Simon Property’s “2025 outlook highlights the underlying earnings power of its real estate portfolio,” as noted by Seeking Alpha.
We also have to consider that commercial real estate is expected to recover this year, according to analysts at Deloitte. In fact, they’re predicting a generational opportunity, as noted in Deloitte’s 2025 Commercial Real Estate Outlook.
In addition, as noted in the 2025 Colliers Retail Outlook, “Physical retail is still central to consumer shopping habits, with shopping center occupancy at a decade-high rate of 95.6%. Brick-and-mortar locations are increasingly vital as critical drivers of omnichannel strategies, blending in-store and online shopping. Retailers that integrate experience and convenience are best positioned to thrive in 2025.”
Another key catalyst is the fact that retail space is expected to be strong this year because of the need for strategic physical locations.
Recent Simon Property Earnings Have Been Strong
In its most recent quarter, Simon Property reported funds from operations (FFO) of $3.35, which did miss by seven cents. However, that FFO was up 3.9% year over year. The REIT also posted revenue of $1.58 billion, up 3.3% year over year, which beat estimates by $170 million.
It also reported strong leasing numbers, with 1,500 leases signed for 6.1 million square feet, which is up from the four million square feet in the third quarter. Even better, Simon Property also said its mall and outlet occupancy rate was 96.5% — the highest in about eight years.
Moving forward, the REIT expects for FFO to range from $12.40 to $12.65, which is in-line with analyst expectations for $12.55.
Additional Reading: Trump’s New $500 Billion AI Project
President Trump and ChatGPT founder Sam Altman just announced “Stargate,” a $500 billion buildout of AI data centers.
But there’s a little-known company at the center of this deal that’s 100xtrading at just $20 a share and has an 8% yield.
Sam Altman said, AI “depends” on this company’s work.
