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Simon Property Group Announces the Passing of David Simon

(Neutral)
(Positive)
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Simon Property Group (NYSE: SPG) announced the passing of Chairman, CEO and President David Simon on March 22, 2026, at age 64 after a battle with cancer. Effective immediately, Eli Simon is appointed Chief Executive Officer and President, with Larry Glasscock named Non-Executive Chairman.

The Board emphasized succession planning, operational continuity, and a global portfolio of more than 250 properties and 200 million square feet.

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Positive

  • Immediate succession: Eli Simon named CEO and President effective immediately
  • Non-executive chair appointed: Larry Glasscock named Non-Executive Chairman
  • Large diversified portfolio: >250 properties totaling >200 million sq ft
  • Strong financial track record: cumulative total shareholder return of >4,500% since IPO
  • Credit strength: sustained A/A3 credit ratings

Negative

  • Loss of longtime leader: David Simon passed away March 22, 2026
  • Leadership concentration: CEO role moves to family member who remains COO and director

News Market Reaction – SPG

-1.64%
-1.64% Session close to close

In the Mar 23 session, SPG declined 1.64%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement marks the passing of David Simon, who transformed SPG over more than three decades...
Analysis

This announcement marks the passing of David Simon, who transformed SPG over more than three decades, delivering a cumulative total shareholder return exceeding 4,500% and building a portfolio of over 250 properties and 200 million square feet. The board emphasized long-standing succession planning, appointing Eli Simon as CEO and President and Larry Glasscock as Non-Executive Chairman. Investors may watch leadership execution, capital allocation discipline, and portfolio performance under the new structure.

Key Figures

IPO proceeds: nearly $1 billion Total shareholder return: more than 4,500% Property count: more than 250 properties +5 more
8 metrics
IPO proceeds nearly $1 billion Initial public offering in 1993
Total shareholder return more than 4,500% Cumulative TSR since IPO under David Simon
Property count more than 250 properties Owned or held interests at time of passing
Portfolio size over 200 million square feet Retail real estate across North America, Europe, Asia
Age at passing 64 years old David Simon’s age at death
Marriage length over 40 years Years married to Jackie Simon
Children 5 children Family details in obituary statement
Grandchildren 7 grandchildren Family details in obituary statement

Historical Context

5 past events · Latest: Mar 05 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Mar 05 Credit facility update Positive -3.1% Amended and extended $5.0B and $3.5B revolving credit facilities.
Feb 26 Conference appearance Neutral +0.6% Announcement of presentation at Citi's 2026 Global Property CEO Conference.
Feb 20 Board resignation Neutral +1.0% David Simon resigned from Klépierre supervisory board effective Feb. 19, 2026.
Feb 10 Redevelopment project Positive -0.8% Announced transformational redevelopment at Copley Place in Boston.
Feb 05 Buyback authorization Positive +1.2% New $2.0B common stock repurchase program authorized through Feb. 29, 2028.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent corporate and financing updates have seen mixed reactions, with some positive balance sheet and capital return news met by modest selling pressure.

Recent Company History

Over the past few months, SPG has focused on capital structure, portfolio enhancement, and shareholder returns. In February 2026, it announced a new $2.0 billion stock repurchase program, followed by a major $5.0 billion revolving credit facility amendment in March 2026. The company also highlighted redevelopment at Copley Place and executive board changes. Market reactions to these updates have been modest and mixed, making today’s leadership loss a distinct event compared with prior operational and financing news.

Key Terms

real estate investment trust, initial public offering, total shareholder return, mergers and acquisitions
4 terms
real estate investment trust financial
"redefined what a real estate investment trust could become."
A real estate investment trust (REIT) is a company that owns and manages income-producing properties—like apartment buildings, shopping centers, offices, or warehouses—and is required to pass most of its rental income to shareholders as dividends. Think of it as a shared property owner: instead of buying a whole building, investors buy a slice of a portfolio that pays regular income and can offer exposure to property values and rental markets without direct management. REITs matter to investors for predictable income, diversification, and liquidity compared with owning physical real estate.
initial public offering financial
"he orchestrated the Company's initial public offering on the New York Stock Exchange"
An initial public offering (IPO) is when a private company first sells its shares to the public and becomes a stock-listed company. It matters because it allows the company to raise money from a wide range of investors, helping it grow, while giving early shareholders a way to sell some of their ownership.
total shareholder return financial
"delivered a cumulative total shareholder return of more than 4,500% since its IPO"
Total shareholder return is the overall gain an investor gets from owning a stock, combining changes in the share price plus any cash payouts like dividends, and assuming those payouts are reinvested in more shares. Investors use it like a single score that shows the true return on their investment—similar to checking both the growth of a savings account and the interest earned—to compare how well different companies or investments perform over time.
mergers and acquisitions financial
"as an investment banker specializing in mergers and acquisitions and leveraged buyouts"
Mergers and acquisitions are processes where companies combine or one company purchases another to grow or improve their business. Think of it like two teams joining forces or one team buying out another to become stronger and more competitive. These activities matter to investors because they can influence a company's value, future growth, and overall market position.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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INDIANAPOLIS, March 23, 2026 /PRNewswire/ -- It is with profound sorrow and immense respect that the Board of Directors of Simon Property Group, Inc. (NYSE: SPG) announces the passing of David Simon, the Company's visionary Chairman of the Board, Chief Executive Officer and President — the singular leader who built Simon Property Group into the largest and most admired retail real estate company in the world. He was 64 years old.

Mr. Simon passed away peacefully on March 22, 2026 surrounded by his family, after a courageous battle with cancer. The Board of Directors, the Company's employees, and the entire global Simon community mourn this immeasurable loss.

Statement from the Simon Family

The Simon family shared the following statement:

"Our family is deeply grateful for the tremendous outpouring of love and support we have received from across the globe. Our beloved husband, father, grandfather and brother poured his heart and soul into building Simon Property Group. He was most proud of his family, his wife of over 40 years Jackie, and their 5 children: Eli, Rebecca, Hannah, Sam and Noah, and 7 grandchildren. We ask for privacy as we grieve our great loss."

Leadership Continuity and Succession

The Board of Directors has always had a strong emphasis on succession planning for its executive leadership team, driven by David Simon's deep commitment to the Company's long-term future. The Board has been focused and engaged in thoughtful and comprehensive succession planning on an ongoing basis.   As a result of their hard work, effective today, the Board has appointed Eli Simon as its Chief Executive Officer and President. In addition, Eli will continue as Chief Operating Officer and Director. The Board expresses its full confidence in Eli's leadership skills and abilities to guide the Company forward.  The Board is also confident with the forward vision, strength, depth, and capability of the executive management team that Eli will lead, and which he has garnered their unwavering respect and support.

In addition, Larry Glasscock has been appointed by the Board to serve as Non-Executive Chairman of the Board consistent with these succession planning efforts and the Company's Governance Principles.

The Company's shareholders, partners, employees, tenants and lenders can be assured and comforted that its operations will continue without interruption, supported by a world-class management team and a portfolio of irreplaceable assets that have been built to continue seamlessly, as a lasting testament to David Simon's extraordinary vision.

Statement from Larry Glasscock, Non-Executive Chairman

Larry Glasscock, Non- Executive Chairman of the Board, issued the following statement on behalf of the Board of Directors:

"On behalf of the entire Board of Directors, we extend our deepest and most heartfelt condolences to the Simon family. We are profoundly grateful for the privilege of having served alongside David, and we pledge to honor his extraordinary legacy by continuing to uphold the principles of excellence he embodied every single day."

"There are no words adequate to express the depth of our sorrow or the magnitude of our gratitude. David Simon was, quite simply, the finest leader in the history of the retail real estate industry. His extraordinary intellect, his relentless drive for excellence, and his unmatched strategic vision transformed a privately held family business into an esteemed global institution — creating billions of dollars in value for shareholders along the way.

"David's legacy transcends financial performance. He was a leader of uncommon integrity, fierce loyalty, and deep personal conviction. He inspired everyone around him to reach higher, think bigger, and never settle. He set the standard — not just for our Company, but for an entire industry. All of the Simon Malls®, the world-class Simon Premium Outlets®, and every mixed-use destination in our portfolio bears the imprint of his vision and his exacting standards.

A Once-in-a-Generation Leader: The Legacy of David Simon

David Simon's career stands as one of the most remarkable leadership stories in the history of American business. Over more than three decades, he took a regional family real estate enterprise and, through sheer force of vision, intellect, and will, built it into the undisputed global leader in retail real estate — a company that reshaped the industry and redefined what a real estate investment trust could become.

David joined the Company's predecessor, Melvin Simon & Associates, as Chief Financial Officer in 1990, bringing with him the rigorous analytical training of a Wall Street investment banker first honed at First Boston Corporation and then at Wasserstein Perella & Co. In 1993, at just 31 years old, he orchestrated the Company's initial public offering on the New York Stock Exchange — raising nearly $1 billion in what was then the largest real estate public stock offering in history. It was the first signal of the boldness and ambition that would define his entire career.

Named Chief Executive Officer in 1995 at the age of 33, David became one of the youngest CEOs of a major publicly traded company in America. What followed was an unparalleled era of growth, innovation, and value creation. Under his leadership, Simon Property Group delivered a cumulative total shareholder return of more than 4,500% since its IPO — a record that places David among the most successful value creators in the history of public markets, in any industry.

He was the architect of a series of transformative transactions that reshaped the competitive landscape of retail real estate. His acquisitions of DeBartolo Realty Corporation, Corporate Property Investors, Chelsea Property Group, the Mills Corporation, and Taubman Centers — among many others — were executed with a combination of strategic brilliance and financial discipline that became his hallmark. Each transaction strengthened the Company's portfolio and made it more efficient, expanded its reach and offerings to consumers, and reinforced its position as the unquestioned retail real estate industry leader. At the time of his passing, Simon Property Group owned or held interests in more than 250 properties comprising over 200 million square feet across North America, Europe, and Asia, generating billions in annual revenue.

David's genius lay not only in assembling assets, but in elevating them. He understood, earlier and more clearly than anyone in his industry, that retail destinations had to evolve from transactional spaces into experiential ones. Under his direction, the Company has invested billions in redeveloping and reimagining its properties — creating premier shopping, dining, and entertainment destinations that became true community gathering places. This vision has ensured the enduring relevance and vitality of Simon's portfolio even as the retail real estate landscape has been hit with seismic change.

His leadership during periods of crisis further revealed the depth of his character and capability. He steered the Company through the global financial crisis of 2008–2009, emerging with a stronger balance sheet and an expanded portfolio. When the COVID-19 pandemic shuttered retail properties worldwide in 2020, David moved with characteristic decisiveness — implementing safety protocols, supporting tenants, and positioning the Company for a rapid recovery that outpaced the broader industry. In every challenge, he saw opportunity; in every setback, he found a new path forward.

David's strategic vision extended well beyond the borders of the United States. He served, until recently, as Chairman of the Supervisory Board of Klépierre, a publicly traded, Paris-based retail real estate company, and served on the board of Apollo Global Management, Inc., reflecting the breadth of his influence across global business and finance. The Harvard Business Review recognized him as one of the world's best-performing CEOs in both 2010 and 2013, and Barron's Magazine bestowed the same distinction in 2013 — honors that only begin to capture the esteem in which he was held by his peers, investors, and the broader business community.

Throughout his career, David maintained an industry-leading balance sheet, sustaining A/A3 credit ratings that reflected not only financial strength but the confidence that the capital markets placed in his stewardship. He returned billions of dollars to shareholders through consistent and growing dividends, while simultaneously reinvesting in the portfolio and pursuing strategic growth. It was a balancing act that few CEOs in any industry have managed with such sustained success.

David Simon was a graduate of The Indiana University Kelley School of Business (B.S., 1983) and Columbia University's Graduate School of Business (M.B.A., 1985). Before joining the family enterprise, he distinguished himself as an investment banker specializing in mergers and acquisitions and leveraged buyouts — a foundation that equipped him with the financial acumen and deal-making instincts that became defining features of his leadership.

Above all, David was a builder — of assets, of teams, of careers, and of an enduring institution. He cultivated a culture of excellence, accountability, and ambition that attracted and retained the finest talent in the industry. Countless executives and professionals credit David Simon with shaping their careers and setting the example of what great leadership looks like. His influence will be felt for generations to come.

Condolence and Memorial Information

Details regarding memorial services will be shared by the Simon family at a later date. In lieu of flowers, the family requests that contributions be made to the: Anti Defamation League,  American Jewish Committee, UJA Federation of New York and Foundation to Combat Antisemitism.

About Simon
Simon® is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.

 

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SOURCE Simon

FAQ

When did Simon Property Group (SPG) announce David Simon's passing?

David Simon passed away on March 22, 2026; the company announced his death on March 23, 2026. According to the company, he died peacefully surrounded by family after a battle with cancer.

Who is the new CEO and President of Simon Property Group (SPG)?

Eli Simon was named Chief Executive Officer and President effective immediately. According to the company, Eli will continue as Chief Operating Officer and Director while leading the executive team.

Who will serve as Non-Executive Chairman of Simon Property Group (SPG)?

Larry Glasscock was appointed Non-Executive Chairman of the Board. According to the company, this appointment aligns with existing succession planning and the company's governance principles.

How large is Simon Property Group's portfolio as stated in the announcement?

Simon Property Group owns or holds interests in more than 250 properties totaling over 200 million square feet. According to the company, the portfolio spans North America, Europe, and Asia and generates billions in annual revenue.

What did the company say about leadership continuity after David Simon's death?

The Board said operations will continue without interruption and expressed full confidence in Eli Simon and management. According to the company, succession planning was ongoing and designed to ensure seamless continuity.