REITs Simon Property and Agree Realty offer 4%+ yields and strong returns despite bond yield pressures.

Simon Property Group and Agree Realty present attractive investment opportunities with yields over 4% and potential for double-digit total returns amid sector challenges from rising bond yields. Simon Property benefits from a strong A-rated balance sheet, growing net operating income, and increased FFO guidance, despite $2 billion debt maturing in 2024 and interest rate volatility. Agree Realty's focus on investment-grade tenants, long-term leases, low leverage, and insider buying supports its resilience and a well-covered 4.7% monthly yield. While both REITs may experience short-term volatility, their quality, liquidity, and growth prospects make them appealing for long-term income investors.

Simon Property Group shares trade at USD 201.57 on Pluang as of Oct 02, 2026 19:21 WIB, showing a modest 0.38% gain in the last day. The stock offers a dividend yield of 4.43%, aligning with the article's mention of attractive yields over 4%. Despite current market volatility, the typical hold time for SPG on Pluang is 99 days, indicating investor interest in medium-term positions.