Core Viewpoint - The article suggests that adding real estate investment trusts (REITs) to an investment portfolio can help mitigate volatility while potentially enhancing long-term growth and net gains [2][4]. REIT Overview - REITs are traded like stocks but focus on revenue-generating real estate, including various property types such as apartments, hotels, and office buildings [3]. - They are capital-intensive but are well-suited for reliable dividend payments, as they must distribute at least 90% of net profits to shareholders, avoiding corporate-level taxation on this income [4]. Performance Comparison - Over the past 10 years, the S&P 500 has averaged an annual net gain of 11.1%, while the FTSE Nareit All Equity REIT Index has only achieved 7.2% [6]. - In the last five years, the S&P 500's average total return is 15.3%, significantly outperforming the FTSE Nareit's 5.5% [6]. - However, over periods exceeding 20 years, the FTSE Nareit All Equity REIT Index has historically outperformed the S&P 500 [7]. Recommended REITs Realty Income - Realty Income owns over 15,500 retail properties with a market-leading occupancy rate of 98.7% and has paid monthly dividends for 55 years, increasing its quarterly payout for 28 consecutive years [9][11]. - Current market cap is $54 billion, with a dividend yield of 5.54% [10]. American Tower - American Tower operates approximately 42,000 tower sites in the U.S. and generated $2.7 billion in revenue during Q3 2025, marking a 7.7% year-over-year increase [13]. - The market cap is $79 billion, with a dividend yield of 4.04% [14]. Digital Realty Trust - Digital Realty Trust focuses on data centers, including those for artificial intelligence, and reported a 10% revenue increase to $1.6 billion in Q3 [17]. - The company is projected to grow significantly, with the data center infrastructure industry expected to expand at an average annual rate of 13.4% through 2034 [18]. - Current market cap is $54 billion, with a dividend yield of 3.08% [19].

American Tower Corporation ( AMT ), a REIT that mainly owns cell towers (but also some data centers), has come down recently and looks like it could be at the bottom of a range. This is a steady compounder-type business withI prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating ...

Company Overview - American Tower Corporation (AMT) is a Real Estate Investment Trust (REIT) primarily focused on owning cell towers and some data centers [1] Investment Perspective - The company has recently experienced a decline in stock price, suggesting it may be at the bottom of a trading range [1] - AMT is characterized as a steady compounder-type business, appealing to investors looking for growth at a reasonable price (GARP) [1] Investment Strategy - The investment approach does not adhere to a specific time horizon; investments are maintained as long as the underlying thesis remains valid [1] - The company utilizes market-beating algorithms developed with Python to identify attractive investment opportunities within its portfolio [1] Market Engagement - The company has experience in market analysis and news writing, which aids in understanding market trends and investor interests [1] - There is a focus on providing accurate and useful information, addressing misinformation prevalent in the market [1]

On Dec. 29, 2025, a landmark SoftBank deal spotlights digital infrastructure’s role in AI growth and tests shareholder resolve.NYSE : DBRGDigitalBridge GroupToday's Change( 9.63 %) $ 1.34Current Price$ 15.26Key Data PointsMarket Cap$2.5BDay's Range$ 15.25 - $ 15.3252wk Range$ 6.41 - $ 15.55Volume87MAvg Vol4.6MGross Margin91.03 %Dividend Yield0.29 %DigitalBridge Group (DBRG +9.63%), a global digital-infrastructure investor-operator, closed Monday at $15.27, up 9.7%. DigitalBridge Group IPO'd in 2014 and has ...

Core Viewpoint - Crown Castle (CCI) has improved its 2025 outlook due to increased efficiency and demand for its assets, despite facing challenges from the pending fiber sale and Sprint cancellations [3][12]. Financial Performance - CCI owns over 40,000 cell towers and approximately 105,000 small cells, generating revenue from long-term contracts with major wireless carriers [1]. - The company raised its full-year guidance by $10 million in site rental revenue and reduced expected interest expenses by $15 million, contributing to a stronger financial outlook [5]. - The current 2025 AFFO outlook is projected between $1.845 billion and $1.895 billion, translating to $4.23 to $4.35 per share [4]. Operational Insights - The pending fiber sale is classified as "discontinued operations," which affects the AFFO calculation, making it appear artificially low until the sale closes [4]. - Management anticipates that the fiber sale will close in the first half of 2026, which will provide cash for debt reduction or share repurchase [4]. Growth Metrics - CCI uses "organic contributions" for growth measurement, which may include revenue from new assets not present in the previous period, making it less comparable to the "same-property" metric used by other REITs [7][10]. - The organic growth rate, excluding Sprint cancellations, is approximately 5% year-to-date, but including cancellations drops it to around 0% [11]. Market Reaction - The market responded positively to CCI's Q3 2025 update, with the company's share price outperforming peers despite broader sector declines [3][12].

Core Insights - Crown Castle Inc. will present at the UBS Global Media and Communications Conference on December 9, 2025, at 1:30 p.m. Eastern Time, featuring CEO Chris Hillabrant and CFO Sunit Patel [1] Company Overview - Crown Castle owns and operates approximately 40,000 cell towers and around 90,000 route miles of fiber, supporting small cells and fiber solutions across major U.S. markets [2] - The company's infrastructure connects cities and communities to essential data, technology, and wireless services, facilitating the flow of information and innovations [2]

Core Insights - American Tower Corp. is a real estate investment trust focused on wireless and broadcast communications infrastructure, including cell towers and data centers [1] Financial Performance - The company is set to report its Q4 2025 earnings on February 24, with Wall Street analysts predicting an EPS of $1.87, a decrease from $2.32 in the same period last year [2] - Quarterly revenue is expected to reach $2.68 billion, an increase from $2.55 billion a year earlier [2] - For Q3 2025, American Tower reported FFO of $2.78, exceeding the consensus estimate of $2.58, and revenues of $2.72 billion, surpassing the consensus of $2.65 billion [3] Growth and Market Demand - The company experienced mid-to-high single-digit growth in revenue and Adjusted EBITDA, with double-digit growth in AFFO per share [4] - The demand for digital infrastructure is driven by rapid global data growth, with robust leasing activity in both U.S. and international markets as carriers invest in network coverage and capacity [4] Dividend Information - American Tower's dividend yield stands at 3.79%, with a total of $6.81 per share paid in dividends over the last 12 months [2] - To generate an income of $100 per month from dividends, an investment of approximately $31,662 is required, based on the current dividend yield [5][6] Future Expectations - For the full year 2025, the company anticipates AFFO per share to be in the range of $10.60 to $10.72 [5]

Core Insights - Crown Castle Inc. reported strong Q3 2025 earnings with FFO of $1.12, exceeding the consensus estimate of $1.02, and revenues of $1.07 billion, surpassing the consensus of $1.05 billion [2][3] - The company has increased its full-year 2025 outlook, now expecting AFFO per share of $4.29 at the midpoint, up from the previous estimate of $4.20 [3] Company Overview - Crown Castle Inc. is a real estate investment trust that specializes in shared communications infrastructure, primarily focusing on cell towers and fiber networks [1] - The stock price has fluctuated between $84.20 and $115.76 over the past 52 weeks, with a current dividend yield of 4.71% [1] Dividend Information - Crown Castle paid $4.25 per share in dividends over the last 12 months [1] - To generate an income of $100 per month, an investment of approximately $25,477 is required, based on the current dividend yield [4][5]

Financial Performance - Array Digital Infrastructure, Inc. reported total operating revenues of $47.1 million for Q3 2025, an increase from $25.7 million in Q3 2024, representing an 83% year-over-year growth [1][13] - Net income attributable to Array shareholders for Q3 2025 was $108.8 million, compared to a loss of $95.9 million in the same period last year, resulting in diluted earnings per share of $1.25 versus a loss of $1.12 [1][14] - Site rental revenue increased by 79% year-over-year, driven by a new Master Lease Agreement (MLA) with T-Mobile that commenced on August 1, 2025 [2][9] Spectrum Monetization - Array has made significant progress in monetizing its spectrum, having closed or signed agreements to monetize 70% of its spectrum portfolio [2] - Additional agreements with T-Mobile for 700 MHz spectrum licenses and AWS are expected to yield $178 million in proceeds, pending regulatory approvals [2][9] Leadership Transition - Anthony Carlson will succeed Doug Chambers as President and CEO of Array, effective November 16, 2025, marking a new phase in the company's leadership [5][9] Operational Highlights - As of September 30, 2025, Array owned approximately 4,449 towers and had a tower tenancy rate of 1.02, indicating a strong demand for its infrastructure [11] - The company reported capital expenditures of $7.9 million for Q3 2025 [11] Cash Flow and Financial Position - Array's cash and cash equivalents increased to $325.6 million as of September 30, 2025, up from $159.1 million at the beginning of the period [15] - The company generated $402.9 million in cash from operating activities, with a significant portion attributed to discontinued operations [15]

Core Viewpoint - BMO Capital maintains a "Buy" rating on Crown Castle Inc. (CCI) with a price target of $114, driven by strong Q3 performance and strategic execution [1][2] Financial Performance - Crown Castle reported a net income of $323 million for Q3, up from $303 million year-over-year, despite a 5.1% decline in site rental revenue due to Sprint cancellations [2] - Adjusted EBITDA for the quarter was $718 million, with AFFO per share at $1.12 [2] - The company raised its 2025 guidance, indicating expectations for higher revenues, lower operating costs, and reduced interest expenses, which are anticipated to enhance profitability [2] Business Operations - Crown Castle focuses on owning, operating, and leasing approximately 40,000 cell towers and 90,000 route miles of fiber, facilitating small cells and broadband connectivity across the U.S. [3]