Core Insights - American Tower Corporation (NYSE:AMT) is recognized as one of the 13 most undervalued dividend stocks according to Wall Street analysts [1] - JPMorgan has lowered the price target for AMT from $255 to $250 while maintaining an Overweight rating, citing concerns related to Dish Wireless [3] Company Overview - American Tower Corporation specializes in owning, acquiring, and developing communications real estate, including cell towers and data centers, both domestically and internationally [2] - The company generates revenue primarily by leasing space on its properties to wireless carriers and enterprise clients [2] Financial Performance - AMT reported strong Q3 results and raised its outlook, although management noted a notice from Dish Wireless claiming to be excused from its contractual obligations [3] - Despite challenges, AMT has increased its dividends for 16 consecutive years, currently offering a quarterly dividend of $1.70 per share with a dividend yield of 3.8% as of October 29 [4]

Core Viewpoint - Brookfield Infrastructure offers an attractive yield and a solid business model, making it a compelling option for long-term income investors [2][10]. Group 1: Business Structure and Investment - Brookfield Infrastructure operates as a complex business under Brookfield Asset Management, which is one of Canada's largest asset management firms with a focus on global infrastructure investments [3][4]. - Investors in Brookfield Infrastructure are essentially partnering with Brookfield Asset Management, benefiting from its institutional knowledge and growth plans, which include doubling its asset management business by 2030 [4][5]. Group 2: Income Generation - Brookfield Infrastructure Corporation has a dividend yield of 4.2%, while Brookfield Infrastructure Partners offers a distribution yield of approximately 5.2%, both representing the same business [6][7]. - The distribution for Brookfield Infrastructure Partners has increased at an annualized rate of 9% from 2009 to 2025, indicating strong growth potential [7][8]. Group 3: Asset Portfolio - Brookfield Infrastructure owns a diversified portfolio of cash-generating infrastructure assets across various sectors, including utilities, transportation, energy, and technology, with a global presence [9][10]. - The company is positioned as a foundational investment for dividend portfolios, especially as its units are currently trading about 25% below their 2022 peak, presenting a potential buying opportunity [11].