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The Macerich Company (MAC) investor relations material
The Macerich Company BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary9 Sep, 2025
Opening remarks and leadership introductions
Leadership team introduced, highlighting roles in leasing, finance, and portfolio management.
Progress on the strategic Path Forward Plan is ahead of schedule or on track, with significant de-risking achieved.
Strategic plan progress and operational performance
Path Forward Plan focuses on business simplification, operational improvement, and leverage reduction, with a mid-2026 inflection point targeted.
Leasing is a core driver, with 4.3 million square feet signed by Q2, ahead of schedule for 2025–2026 targets.
New lease deal completion is at 66%, with a large pipeline of LOIs, aiming to exceed 70% by year-end.
SNOW pipeline reached $87 million, on track to surpass $100 million by year-end and $130 million ultimate potential.
Asset sales, acquisitions, and portfolio management
$1.2 billion in mall sales completed, with recent sales including Lakewood and Valley Mall.
Remaining $500–$600 million in dispositions include out parcels and non-enclosed assets, with $120 million already sold or under contract for 2025.
Acquisition of Crabtree Mall for $290 million provides a strong entry into a high-growth market, with plans to boost occupancy to 90% by 2028.
Retailers are highly receptive to the new ownership at Crabtree, with proactive interest in lease extensions and expansions.
How did asset management empowerment boost leasing?
Crabtree acquisition: How does it support deleveraging?
What's the long-term strategy for anchor boxes & Gen Z?
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Next The Macerich Company earnings date
Q3 20255 Nov, 2025
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Q3 20255 Nov, 2025
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Frequently asked questions
Shopping malls and Commerical Spaces
Macerich is an American real estate investment trust (REIT) specializing in the ownership, development, and management of retail properties, primarily focusing on high-end shopping malls. The company’s properties are usually strategically located in densely populated and affluent areas. Macerich's strategy involves not only traditional retail operations but also a focus on transforming mall spaces into mixed-use developments, incorporating elements like residential units, offices, and entertainment facilities. The company is headquartered in Santa Monica, California, and its shares are listed on the NYSE.
Macerich is an REIT
A Real Estate Investment Trust (REIT) is a company that owns, operates, or finances income-generating real estate. These types of companies make it possible for individual investors and institutions to earn dividends from real estate investments without having to buy, manage, or finance any properties themselves. To qualify as a REIT, a company must comply with certain IRS regulations, including paying at least 90% of its taxable income in dividends to shareholders, which provides a regular income stream for investors. Similar companies to Macerich that also operate as REITs include Simon Property Group, Regency Centers, and Brixmor Property.
The History of Macerich
Macerich was established in 1964 by Mace Siegel and Richard Cohen, whose names served as inspiration for the name of the company. It started as a small real estate management and over the years it evolved into a major player in the shopping mall industry. In 1994, Macerich took a significant step by going public as a REIT, which enabled larger-scale investments and growth. The company expanded its portfolio through strategic acquisitions, including notable purchases like the acquisition of Westcor in 2002 and Wilmorite in 2005, significantly expanding its presence in the retail property sector.
The Business Model
Macerich's business model revolves around investing in, developing, and managing high-end retail properties, primarily focusing on upscale shopping malls. The company strategically selects locations in densely populated, affluent areas, aiming to attract premium retailers and upscale consumers. Additionally, Macerich has been adapting its business model by incorporating mixed-use elements into its properties. This includes adding residential units, office spaces, and leisure facilities in order to diversify its tenants and sources of revenue.
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