Core Viewpoint - American Tower (AMT) has faced significant challenges in its growth prospects due to operational difficulties in India and Latin America, leading to a decline in share performance and concerns over future profitability [1][2][6]. Group 1: Financial Performance and Market Impact - AMT's shares have declined by 16.1% over the past three months, underperforming both the Zacks REIT and Equity Trust - Other industry and the S&P 500 composite [3]. - The company incurred a $1.2 billion loss from exiting the Indian market, primarily due to a $1.1 billion cumulative translation adjustment [6]. - In Latin America, AMT is facing a $36 million hit to EBITDA and a $33 million decline in AFFO due to issues with Colombian carrier WOM [7]. Group 2: Operational Challenges - The exit from the Indian market highlights the difficulties in achieving profitability and managing operational complexities in the region [6]. - Ongoing challenges in Latin America include issues with Oi, potential market consolidation, and foreign exchange fluctuations, which are constraining growth expectations [8]. - High customer concentration and consolidation in the wireless industry, both domestically and internationally, remain concerns for AMT [8]. Group 3: Dividend and Investment Outlook - Despite setbacks, AMT's solid dividend payouts are a key attraction for REIT shareholders, although the company has paused dividend hikes for the year [9]. - The Federal Reserve's hawkish stance indicates prolonged macroeconomic normalization and higher borrowing costs, which are expected to impact capital investment and growth prospects for AMT [10][15]. - AMT's forward 12-month price-to-FFO ratio is 18.16X, higher than the REIT industry average of 14.71X but below its one-year median of 19.52X, indicating a relatively high valuation compared to peers [12][16]. Group 4: Estimate Revisions and Valuation - Estimate revisions for AMT's adjusted funds from operations (AFFO) per share have remained unchanged for 2024, while estimates for 2025 have decreased [11]. - The lack of positive trends in estimate revisions and the high valuation suggest that it may be prudent for investors to refrain from buying AMT stock at this time [16][17].

Data centers account for over 13% of the equity REIT universe in the U.S. and now ranks as the largest property sector. Recently, data centers overtook both industrial REITs and cell tower REITs as the largest categories.Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM either through stock ownership, options, or other derivatives. I wrote this article mysel ...

In most of cases, when we invest in dividend-paying stocks, we choose between high yield with weak growth and low yield with strong growth.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE ...

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iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It pays to be patient, especially when it comes to income stocks. That’s because being able to layer in at lower prices translates into a higher dividend yie ...

If you're an investor looking to grow your long-term passive income prospects, the five stocks in this article could be perfect to add to your portfolio before 2025.Whether you prefer high-yield dividend payers like American Tower (AMT -4.35%), The Hershey Company (HSY -2.91%), and Public Storage (PSA -4.30%) or quickly growing payouts like those from MTY Food Group (MTYF.F -2.59%) or Zoetis (ZTS -2.21%), these businesses offer the potential for a lifetime of passive income.Currently down between 24% and 41 ...

Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real est ...