Many infrastructure stocks have sold off recently. I detail two proven income-generating opportunities that I think are compelling buys on the dip. They yield 7-8% and pay out monthly dividends.
American Tower (AMT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.
BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) announced that its Board of Directors has elected Kristen M. Ludgate as a director. Ms. Ludgate most recently served as Chief People Officer of HP Inc., a global technology company, from 2021 to 2025, where she led culture, talent and organizational strategies to accelerate the company's transformation and worked closely with HP's chief executive officer and board of directors on succession, compensation and corporate strategy. Pri.
American Tower is rated a Strong Buy, trading near 52-week lows with a dividend yield close to a decade high. AMT's resilient business model, long-term leases, and growing data center segment underpin reliable cash flow and strong dividend coverage. Temporary headwinds: higher rates, Dish lease exit, and refinancing costs are largely priced in, with growth expected to reaccelerate in 2027.
Some of the most hated REIT sectors may offer the biggest upside. European REITs trade at unusually steep NAV discounts. Life science and tower REITs could recover as sentiment turns.
American Tower NYSE: AMT President and CEO Steve Vondran said the company is positioning for a series of demand catalysts across its tower and data center businesses, with management focused on organic growth, margin expansion and disciplined capital allocation.
American Tower NYSE: AMT CFO Rod Smith said the company expects 2026 to represent a trough year for organic tenant billings growth, with growth expected to accelerate in 2027 as customer churn moderates and wireless-network investment catalysts emerge.
High-yielding investments that pay out cash flow monthly can be powerful passive income machines. When they are on sale and have a track record of total return outperformance, they are even more compelling. I detail two of these opportunities that are on sale right now.
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Host Hotels (HST) and American Tower (AMT). But which of these two stocks is more attractive to value investors?