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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: SPG โ€ข Yield: 6.0% โ€ข Growth (5yr): 4.0%

Sector
Retail REIT
Estimated Capital Needed (Today)
$600,000
to generate $3,000 monthly immediately

๐Ÿ’ฐ Net: approx. $2,538 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $600,000. But if SPG grows its dividend by 4.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $23,077
$576,923
Wait 3 Y Save $66,602
$533,398
Wait 5 Y Save $106,844
$493,156
Wait 10 Y Save $194,661
$405,339

*Assumes constant dividend reinvestment is NOT included, only dividend growth.

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โ˜ƒ๏ธ The Snowball Effect (10-Year DRIP)

Reinvesting all dividends with constant yield:

YearTotal ValueMonthly Income
Year 1$636,000+$3,180/mo
Year 3$714,610+$3,573/mo
Year 5$802,935+$4,015/mo
Year 10$1,074,509+$5,373/mo

Real Life Impact

๐Ÿš€ Financial Freedom approaching! You can quit the rat race.

Analysis Breakdown

Introduction

Is your goal to generate $3000.00 every month passively? By investing about $600,000.00 in Simon Property Group (SPG), you could theoretically hit that mark. This figure assumes the yield holds steady at 6.00%.

About SPG

Simon Property Group (SPG) is a key player in the Retail REIT sector. It is generally viewed as a stable income generator.

Investment Context

Why SPG? Because at $600,000.00 capital, yield stability becomes your best friend.

Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.

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