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SBA Communications Corporation

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The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

SBA Communications: The Turnaround Setup Is Getting More Interesting

Seeking Alpha · Thu, 17 Sep 2026 00:04:40 -0400

SBA Communications remains a Buy after a major refinancing, trading at a discount that offers a solid margin of safety. SBAC's refinancing secured $3.5 billion in investment-grade bonds at a 5.113% blended rate, improving its debt profile and flexibility. Guidance for 2026 AFFO per share was raised to $11.95–$12.40, with churn expected to decline sharply post-2027, supporting long-term recovery.

SBA Communications Corporation to Speak at RBC Capital Markets 2026 Global Communications and Infrastructure Conference

Business Wire · Mon, 14 Sep 2026 10:34:00 -0400

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at RBC Capital Markets 2026 Global Communications and Infrastructure Conference, Tuesday, September 29, 2026, at 3:20 PM ET. The conference will be held at The Fairmont in Chicago, IL. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is.

Everyone Is Avoiding These REITs: That's The Opportunity

Seeking Alpha · Sun, 13 Sep 2026 07:15:00 -0400

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.

Market information is provided for research and visualization and is not investment advice.