Securities and Exchange Commission Form 8-K Current Report Simon Property Group, Inc
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QuickLinks -- Click here to rapidly navigate through this document SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 25, 2012 SIMON PROPERTY GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 001-14469 046268599 (State or other jurisdiction (Commission (IRS Employer of incorporation) File Number) Identification No.) 225 WEST WASHINGTON STREET 46204 INDIANAPOLIS, INDIANA (Zip Code) (Address of principal executive offices) Registrant's telephone number, including area code: 317.636.1600 Not Applicable (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Item 2.02. Results of Operations and Financial Condition On October 25, 2012, Simon Property Group, Inc. (the "Registrant") issued a press release containing information on earnings for the quarter ended September 30, 2012 and other matters. A copy of the press release is attached hereto as Exhibit 99.2 and the information in the press release is incorporated by reference into this report. The Registrant is furnishing the information contained herein, including Exhibit 99.2, pursuant to Item 2.02 of Form 8-K promulgated by the Securities and Exchange Commission (the "SEC"). This information shall not be deemed to be "filed" with the SEC or incorporated by reference into any other filing with the SEC. Item 7.01. Regulation FD Disclosure On October 25, 2012, the Registrant made available additional operational information concerning the Registrant, Simon Property Group, L.P., and properties owned or managed as of September 30, 2012 in the form of a Supplemental Information package, a copy of which is attached as Exhibit 99.1. The Supplemental Information package is also available upon request as specified therein. The Registrant is furnishing the information contained herein, including Exhibit 99.1, pursuant to Item 7.01 of Form 8-K promulgated by the SEC. This information shall not be deemed to be "filed" with the SEC or incorporated by reference into any other filing with the SEC. This report contains measures of financial or operating performance that are not specifically defined by accounting principles generally accepted in the United States ("GAAP"), including funds from operations ("FFO"), diluted FFO per share, net operating income ("NOI"), and comparable property NOI. FFO and NOI are performance measures that are standard in the REIT business. We believe FFO and NOI provide investors with additional information concerning our operating performance and a basis to compare our performance with those of other REITs. We also use these measures internally to monitor the operating performance of our portfolio. Our computation of these non-GAAP measures may not be the same as similar measures reported by other REITs. The non-GAAP financial measures used in this report should not be considered as alternatives to net income as a measure of our operating performance or to cash flows computed in accordance with GAAP as a measure of liquidity nor are they indicative of cash flows from operating and financial activities. Reconciliations of each of the non-GAAP measures used in this report to the most-directly comparable GAAP measure are included. Item 9.01. Financial Statements and Exhibits Financial Statements: None Exhibits: Page Number in Exhibit No. Description This Filing 99.1 Supplemental Information as of September 30, 2012 5 99.2 Earnings Release for the quarter ended September 30, 2012 57-67 2 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. Dated: October 25, 2012 SIMON PROPERTY GROUP, INC. By: /s/ STEPHEN E. STERRETT Stephen E. Sterrett, Senior Executive Vice President and Chief Financial Officer 3 SIMON PROPERTY GROUP Table of Contents As of September 30, 2012 Description Page Exhibit 99.1 Supplemental Information 5 Company Overview Overview (reporting calendar, stock information and credit ratings) 5-6 Changes in Company Common Share and Operating Partnership Unit Ownership 7 Financial Data Selected Financial and Equity Information 8-9 Unaudited Pro-Rata Statements of Operations 10-12 Unaudited Pro-Rata Balance Sheet 13 NOI Composition 14 Analysis of Other Income and Other Expense 15 Reconciliation of Non-GAAP Financial Measures 16-18 Operational Data U.S. Portfolio Overview 19 U.S. Mall and Premium Outlet Operational Information 20 U.S. Lease Expirations 21 U.S. Top Tenants 22 U.S. The Mills and Community/Lifestyle Center Operational Information 23 International Operational Information 24 Property Listing 25-34 Development Activity U.S. Anchor/Big Box Openings 35-37 Capital Expenditures 38 U.S. Development Activity Report 39-41 International Development Activity Report 42 Balance Sheet Information Total Debt Amortization and Maturities by Year 43 Summary of Indebtedness 44 Summary of Indebtedness by Maturity 45-50 Unencumbered Assets 51-55 Preferred Stock/Units Outstanding 56 Quarterly Earnings Announcement Exhibit 99.2 Press Release 57-67 4 QuickLinks Item 2.02. Results of Operations and Financial Condition Item 7.01. Regulation FD Disclosure Item 9.01. Financial Statements and Exhibits QuickLinks -- Click here to rapidly navigate through this document Exhibit 99.1 SIMON PROPERTY GROUP Overview The Company Simon Property Group, Inc., ("Simon," "we," "us," "our," or the "Company") (NYSE:SPG) is a self-administered and self-managed real estate investment trust ("REIT"). Simon Property Group, L.P., or the Operating Partnership, is a majority-owned subsidiary partnership of the Company. Together, the Company and the Operating Partnership, or Simon Group, are engaged primarily in the ownership, development and management of retail real estate properties including Malls, Premium Outlets®, The Mills®, Community/Lifestyle Centers and International Properties. At September 30, 2012, we owned or had an interest in 332 properties comprising 241 million square feet in North America and Asia. Additionally, we have a 28.9% ownership interest in Klépierre, a publicly traded, Paris-based real estate company, which owns or has an interest in more than 260 shopping centers in 13 European countries. This package was prepared to provide operational and balance sheet information as of September 30, 2012, for the Company and the Operating Partnership. Certain statements made in this Supplemental Package may be deemed "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Although we believe the expectations reflected in any forward-looking statements are based on reasonable assumptions, we can give no assurance that our expectations will be attained, and it is possible that actual results may differ materially from those indicated by these forward-looking statements due to a variety of risks, uncertainties and other factors. Such factors include, but are not limited to: our ability to meet debt service requirements, the availability and terms of financing, changes in our credit rating, changes in market rates of interest and foreign exchange rates for foreign currencies, changes in value of investments in foreign entities, the ability to hedge interest rate and currency risk, risks associated with the acquisition, development, expansion, leasing and management of properties, general risks related to retail real estate, the liquidity of real estate investments, environmental liabilities, international, national, regional and local economic climates, changes in market rental rates, trends in the retail industry, relationships with anchor tenants, the inability to collect rent due to the bankruptcy or insolvency of tenants or otherwise, risks relating to joint venture properties, costs of common area maintenance, intensely competitive market environment in the retail industry, risks related to international activities, insurance costs and coverage, terrorist activities, changes in economic and market conditions and maintenance of our status as a real estate investment trust. We discuss these and other risks and uncertainties under the heading "Risk Factors" in our annual and quarterly periodic reports filed with the SEC. We may update that discussion in our periodic reports, but otherwise we undertake no duty or obligation to update or revise these forward-looking statements, whether as a result of new information, future developments, or otherwise. We hope you find this Supplemental Package beneficial. Any questions, comments or suggestions should be directed to: Shelly J. Doran, Vice President of Investor Relations, Simon Property Group, P.O. Box 7033, Indianapolis, IN 46207. Telephone: (317) 685-7330; e-mail: [email protected] 5 SIMON PROPERTY GROUP Overview Reporting Calendar Results for the next three quarters will be announced according to the following