Electrify America and Simon Property Group surpass 500 Hyper-Fast chargers milestone

ExecSum

Electrify America and Simon have surpassed 500 Hyper-Fast DC chargers deployed across 105 stations at Simon shopping destinations in 27 U.S. states and two Canadian provinces. Since launching in 2018, the partnership has delivered over 189 million kWh and powered more than 549 million electric miles, turning retail centers into high-utility charging hubs.

Why this matters

Retail landlords are no longer passive hosts—they’re strategic infrastructure partners. By embedding ultra-fast charging into high-traffic destinations with long natural dwell times, Simon and Electrify America have created a utilization model that outperforms standalone highway plazas. Shoppers charge while they eat, browse, or run errands, converting otherwise-idle parking into revenue-generating assets. For Electrify America, this boosts network utilization and brand visibility. For Simon, it drives foot traffic, extends visits, and positions properties as EV-friendly destinations. For investors, it demonstrates how retail real estate can unlock predictable, infrastructure-backed cash flows.

Key insights

• 500+ chargers across 105 stations: Network spans 27 U.S. states and 2 Canadian provinces, concentrated in premium Simon properties with high tenant quality and strong foot traffic
• 189M kWh delivered, 549M miles powered: Cumulative energy throughput validates the utilization thesis—drivers are choosing retail-anchored charging over standalone stops
• Large-format flagship sites: Fashion Valley in San Diego features 20 Hyper-Fast chargers—demonstrating how retail can support hub-scale deployment with amenities already in place (food, restrooms, climate control)
• Up to 350 kW charging: Hyper-Fast chargers deliver meaningful range in ~20 minutes, aligning session times with typical shopping visits and supported by Plug & Charge and app-based payment for seamless UX

Our take

The Electrify America–Simon partnership has quietly become one of the most successful retail-infrastructure integrations in the U.S. charging market. By co-locating ultra-fast chargers with everyday destinations, they’ve solved the utilization problem that plagues standalone charging plazas: drivers are already there, so incremental charging demand is high and predictable. This model monetizes dwell time that would otherwise go unmonetized, while giving EV drivers a reason to choose one mall over another. The economics compound as EV adoption grows—more drivers means higher utilization, which justifies expanding station capacity and adding more locations. For Simon, charging infrastructure becomes a tenant amenity and competitive differentiator in an industry under pressure from e-commerce. For Electrify America, it provides stable, high-visibility sites with lower customer acquisition cost than highway corridors. And for other retail landlords, it’s a blueprint: invest in charging, capture EV traffic, extend visit duration, and create new revenue streams from parking assets. As this model scales, expect retail-anchored charging to rival highways as the primary public fast-charging network in metro markets—because it’s not just convenient, it’s already embedded in daily routines.