Become A Virtual Landlord: Own A Slice Of The 'Tech Trifecta'
I'm bullish on the tech-enhanced real estate sectors—cell towers, data centers, and industrial REITs—driven by e-commerce and AI growth. My top picks are American Tower, Prologis, and Equinix, forming the 'APE' tech-trifecta for strong returns. Each REIT offers attractive valuations, robust growth prospects, and solid balance sheets, with forecasted annualized returns of 16-20%.
American Tower: Continued Upside Is Justified
American Tower remains a soft 'buy' due to its industry stability, steady growth, and strong cash flows despite premium valuation. Recent results show modest revenue growth, with data centers and services offsetting flat property revenue and regional currency headwinds. Leverage is lower than peers, and management's guidance points to continued solid cash flow and EBITDA for 2025.
American Tower Stock Rises 18.7% YTD: Is it Too Late to Buy?
AMT rallies 18.7% YTD as its data center push and focus on developed markets fuel investor confidence.
American Tower Corporation (AMT) Presents at Mizuho Technology Conference Transcript
American Tower Corporation (NYSE:AMT ) Mizuho Technology Conference Call June 11, 2025 9:45 AM ET Company Participants Rodney M. Smith - Executive VP, CFO & Treasurer Conference Call Participants Jennifer Fritzsche - Unidentified Company Jennifer Fritzsche Terrific.
Should You Hold Onto American Tower Stock in Your Portfolio for Now?
AMT gains from 5G and data center demand, but Sprint churn and high debt weigh on near-term growth.
American Tower Corporation (AMT) CEO Steven O. Vondran Hosts Nareit REITweek: 2025 Investor Conference (Transcript)
Call End: American Tower Corporation (NYSE:AMT ) Nareit REITweek: 2025 Investor Conference June 04, 2025 11:00 AM ET Company Participants Steven O. Vondran - President, CEO & Director Conference Call Participants Richard Hamilton Prentiss - Raymond James & Associates, Inc., Research Division Richard Hamilton Prentiss All right.
uniQure's AMT-130 Gene Therapy Warrants An Upgrade
uniQure recently divested from its Lexington facility to Genezen and freed $25 million while significantly reducing its operating costs. At the same time, AMT-130 has received the FDA's Breakthrough Therapy, RMAT, Fast-Track, and Orphan Drug status with Accelerated Approval via cUHDRS. Similarly, QURE is building MRI-guided infusion centers, payer-access teams, and a US Center of Excellence network. All of these moves prove management's high confidence in AMT-130.
American Tower Stock Up 11.8% in 3 Months: Will It Rise Further?
AMT to gain from increased investments by wireless carriers in 4G and 5G networks. Solid business fundamentals and strategic capital allocation are add-ons.
2 Infrastructure-Focused CEFs Delivering Monthly Distributions
Infrastructure is essential to everyday life for most of civilization, which can provide stability and predictable cash flows. We are looking at two different closed-end funds that provide diversified exposure to the rather broad infrastructure space. Both invest in infrastructure and even include global weightings; however, the strategies employed still differ, which can make them complementary holdings.
American Tower Corporation (AMT) Annual JPMorgan Global Technology, Media and Communications Conference (Transcript)
American Tower Corporation (NYSE:AMT ) Annual JPMorgan Global Technology, Media and Communications Conference May 13, 2025 10:50 AM ET Company Participants Steve Vondran - President and CEO Conference Call Participants Richard Cho - JPMorgan Richard Cho Hi. My name is Richard Cho.
American Tower's Quiet Phase May Be Ending - Why It Still Has Legs To Run
American Tower benefits from strong secular trends in mobile data demand, 5G infrastructure expansion, and edge computing, driving robust top-and-bottom-line results. Despite recent sluggish stock performance, AMT's Q1 report highlights resilience with solid property revenues and AFFO growth, overcoming forex headwinds and the Sprint churn. AMT's dividend profile is impressive, with consistent growth and solid interest coverage, despite a modest yield compared to the sector median.
American Tower Stock Gains on Q1 AFFO Beat, Revenues Rise Y/Y
AMT's Q1 results reflect a year-over-year rise in revenues, led by property and service operations segment revenues. Strong organic tenant billing growth aids results.
