Judy Weil

Seven Key Points From Simon Property Group's Q408 Conference Call

Dear Adam Sharp,
Excellent point. SPG execs spent a great deal of time trying to convince analysts that things will be ok soon, Q4 was ok, they are well positioned, small retailers need SPG more than SPG needs them, etc., etc.
Will be interesting to see what happens.

-Judy

Conference Call Highlights: Update on Retail and Mall REITs

To Xom-only,

I prefer to locate and give over the information, then let people draw their own conclusions. I hope the conference call excerpts are helpful.

To Moosebump and Jegan,

Duly noted and I've removed BXP, VNO and BPO, all of which have retail exposure, to better examples of purely retail REITs.

I included VNO because Yahoo Finance lists the company as a competitor to SPG, GGP and MAC, and then BXP and BPO in line with VNO. But as you noted, there are better examples out there.

Thanks for the feedback,
Judy