REITs: A Regime Change Is Needed

02:03pm, Tuesday, 24'th Mar 2026
REITs were rolling out of the gates in early-2026, coming back into favor amid a HALO trade (Heavy Assets, Low Obsolescence) after a half-decade of rate headwinds and unfavorable narrative. The oil pr
Nordea Investment Management AB lifted its holdings in shares of SBA Communications Corporation (NASDAQ: SBAC) by 5.4% during the fourth quarter, according to the company in its most recent Form 13F f

3 REITs To Buy Before Their Dividends Are Hiked

07:15am, Thursday, 19'th Mar 2026
Some REITs may cut dividends, but most are still growing. A few overlooked REITs have unusually low payout ratios. That could lead to major dividend hikes ahead.
Bamco Inc. NY decreased its position in SBA Communications Corporation (NASDAQ: SBAC) by 95.8% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commis
SBA Communications maintains a Buy rating, with valuation remaining attractive despite near-term AFFO pressure and refinancing risks. SBAC faces headwinds from DISH and Sprint churn, international ope
Capital International Investors reduced its holdings in shares of SBA Communications Corporation (NASDAQ: SBAC) by 46.4% in the undefined quarter, according to the company in its most recent disclosur
SBA Communications Corporation (SBAC) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript
SBA Communications Corporation (SBAC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Focus Partners Advisor Solutions LLC increased its holdings in shares of SBA Communications Corporation (NASDAQ: SBAC) by 285.0% in the undefined quarter, according to the company in its most recent f
SBA Communications Corporation (SBAC) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
SBA Communications Corporation (SBAC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
SBAC misses Q4 AFFO estimates on higher costs and interest, even as revenues rise. The company increases its dividend 12.6% amid active site acquisitions.
We initiated a position in cloud-based web services company Wix.com as shares fell on concerns surrounding Generative AI. We initiated a position in Alexandria Real Estate Equities, the largest owner
FFO per Share: $3.19 in Q4 2025.Cash Dividend: $1.11 per share, a 13% increase compared to Q4 2024.Domestic New Leases and Amendment Billings: Approximately $1
SBA Communications Corporation (SBAC) Q4 2025 Earnings Call Transcript
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