The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

Seeking Alpha • Jul 22, 2026

SBA Communications Corporation Sets Date for Second Quarter 2026 Earnings Release

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA” and “Company”) announced it will release its second quarter results on Monday, August 3, 2026 after market close. SBA will host a conference call on Monday, August 3, 2026 to discuss these results. The call may be accessed as follows: When: Monday, August 3, 2026 at 5:00 PM (EDT)     Dial-in Number: 1-202-735-3323     Access Code: 5982682     Conference Name: SBA Second Quarter 2026 Results     Replay Availa.

Business Wire • Jul 16, 2026

Buy The Dip: 2 REITs Getting Way Too Cheap

Most REITs rallied, but rare bargains still dipped. Major transformations are creating overlooked upside. 5%+ yields offer income while waiting for recovery.

Seeking Alpha • Jul 16, 2026

This High-Dividend Real Estate ETF Holds Some Bargains

Even without rate cut assistance from the Federal Reserve, the real estate sector is delivering the goods for investors this year. Count the ALPS REIT Dividend Dogs ETF (RDOG) among the real estate ETFs displaying leadership traits.

ETF Trends • Jul 9, 2026

Top 25 High-Yield Dividend Stocks For July 2026

I present a July 2026 dividend stock watchlist, emphasizing fundamental growth, economic moats, and yields above 2.5%. The top 25 stocks average a 3.09% yield, ~12% undervaluation, and a projected 14.44% future CAGR using dividend yield theory. Accenture, Zoetis, and Cognizant Technology Solutions stand out for high yield, growth, and undervaluation, offering strong forward return potential.

Seeking Alpha • Jul 1, 2026

SBAC Stock Rises 14.8% in Three Months: Will the Trend Last?

SBA Communications climbs 14.8% in three months as tower leasing, colocation demand, expansion and dividend growth support its long-term outlook.

Zacks Investment Research • Jun 24, 2026

Elon Musk's Biggest Threat To REIT Investors?

Starlink is revolutionizing global connectivity, but satellites solve the coverage problem—not the capacity problem. While SpaceX is building the largest communications network in history, towers remain. Cell towers are not the next Blockbuster, unlike video rental stores that were rendered obsolete by streaming, tower REITs provide mission-critical infrastructure. American Tower's moat remains intact with long-term contracts, high switching costs, global scale, investment-grade tenants, and decades-long asset lives create durable competitive advantages that satellites cannot easily replicate.

Seeking Alpha • Jun 21, 2026

SBA Communications: Churn And Refinancing Pressures Are Already Priced In

SBA Communications remains a buy, with the current valuation reflecting industry headwinds and offering upside on potential recovery. Q1 results beat expectations, guidance was raised, and AFFO per share is projected at $11.93–$12.38 for 2026, despite ongoing churn and refinancing pressures. Leverage remains elevated at 6.6x net debt/adj. EBITDA, but management targets investment-grade bond issuance in 2026 and maintains a sustainable dividend payout.

Seeking Alpha • Jun 18, 2026

REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

SBA Communications (SBAC) Down 7.5% Since Last Earnings Report: Can It Rebound?

SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • May 29, 2026