REITs Excel, Earnings Swell, Fed Rebels

09:00am, Sunday, 03'rd May 2026
U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looke
SBAC beat Q1 estimates as international leasing revenues surge 32.6%, helping lift full-year 2026 guidance despite rising costs.
Site Leasing Revenue: Increased full year outlook due to outperformance in Q1.Cash Flow: Positive outlook with plans to use free cash flow to pay down credit f
SBA Communications Corporation (SBAC) Q1 2026 Earnings Call Transcript
The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Stre
SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.01 per share, beating the Zacks Consensus Estimate of $2.86 per share. This compares to FFO of $3.16 per share a yea
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (Nasdaq: SBAC) ("SBA" or the "Company") today reported results for the quarter ended March 31, 2026. Highlights of the first quarter i
SBAC heads into Q1 earnings results with revenue growth anticipated, but AFFO per share is expected to fall as higher churn and interest expenses weigh on results.
On April 21, 2026, SBA Communications Corp (SBAC) shares fell 3.3% today, closing at $213.10. This decline comes amidst a 52-week range where the stock has trad
REIT ETFs look low yielding, but they can hide better income opportunities underneath. Some underfollowed REITs still offer 6 to 7% yields with room for growth. A few discounted picks could deliver bo
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA” and “Company”) announced it will release its first quarter results on Wednesday, April 29, 2026 after ma

2 New REIT Buyout Targets

07:15am, Tuesday, 14'th Apr 2026
Private equity is circling REITs as discounts to asset value remain unusually wide. Some beaten-down infrastructure names may still have meaningful upside despite recent rebounds. We think two REIT ta
REIT headwinds are finally fading after years of pressure. Valuations remain deeply discounted despite improving fundamentals. Three powerful catalysts could now drive a REIT recovery.
REIT ETFs look low-yield, but they are skewed by growth-heavy holdings. Higher income exists, but only with selective, active REIT picking. Some overlooked REITs offer ~6% yields with strong fundament
SBA Communications stock has surged on takeover interest, but analysts warn a potential deal could cap valuations across the tower industry.
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