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Capital Required โš ๏ธ Medium Risk

Target: $500 / Month

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

Sector
Retail REIT
Estimated Capital Needed (Today)
$100,000
to generate $500 monthly immediately

๐Ÿ’ฐ Net: approx. $423 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $100,000. But if SPG grows its dividend by 4.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $3,846
$96,154
Wait 3 Y Save $11,100
$88,900
Wait 5 Y Save $17,807
$82,193
Wait 10 Y Save $32,444
$67,556

*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$106,000+$530/mo
Year 3$119,102+$596/mo
Year 5$133,823+$669/mo
Year 10$179,085+$895/mo

Real Life Impact

๐Ÿš— Car payment? Gone. You're effectively driving for free.

Analysis Breakdown

Introduction

Is your goal to generate $500.00 every month passively? By investing about $100,000.00 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 $100,000.00 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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