Alexandria Real Estate Equities is a major owner of specialized lab and office space. American Tower is a global leader in telecommunications infrastructure.
Two years of persistent rate-driven pressure on commercial and residential real estate markets appeared to be easing in early 2024, but firming inflation has again muddied the outlook. Expectations of "Higher for Longer" have merely shifted to "High for Long." Many private equity funds and some highly-levered REITs were ill-prepared for a period of sustained 4-5%+ benchmark rates. Private marke...
American Tower Corporation investors saw a sequential reduction in quarterly dividends recently. Despite that, dip-buyers have returned, potentially helping AMT to bottom out. American Tower's 5G investment cycle growth is expected to decelerate.
AMT offers an improved margin of safety after the recent pullback, as the market digests the lowered quarterly dividend payouts on a QoQ basis. However, we believe that the moderated AFFO payout ratio is prudent during an elevated interest rate environment, since it allows the management to deleverage its balance sheet. In addition, AMT has offered a promising FY2024 guidance, further demonstra...
American Tower recently cut its dividend, but it's not a cause for concern as the company remains in a strong position for growth. The company has a resilient infrastructure with a large portfolio of towers and data centers, providing stable revenue streams. Analysts predict accelerating growth for American Tower after 2024, backed by favorable secular growth trends like IoT.
BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) announced that its Board of Directors (the “Board”) has elected Neville R. Ray as a director. Mr. Ray most recently served as T-Mobile's President of Technology until 2023. Mr. Ray joined T-Mobile (then VoiceStream) in April 2000, and from December 2010 to November 2019, served as its Chief Technology Officer. Prior to that, Mr. Ra...
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