In recent years, real estate investment trusts (REITs) have notably underperformed compared to broader market indices, largely due to elevated interest rates. High interest rates place significant pressure on REIT share prices for two primary reasons.

REITs have crashed, but their dividends have kept growing. Some of them are growing their dividends at a very rapid pace. Here are 4 REITs with >10% annual dividend growth rates.

REITs are still priced at historically low valuations. But not for much longer. The recovery has finally begun, and I think that it will continue.

SBA Communications' (SBAC) Q2 results reflect a year-over-year site-leasing revenue growth on healthy leasing activity.

SBA Communications Corporation (NASDAQ:SBAC ) Q2 2024 Earnings Call Transcript July 29, 2024 5:00 PM ET Company Participants Mark DeRussy - VP of Finance Brendan Cavanagh - CEO Marc Montagner - CFO Conference Call Participants David Barden - Bank of America Simon Flannery - Morgan Stanley Jim Schneider - Goldman Sachs Michael Elias - TD Cowen Richard Choe - JPMorgan Ric Prentiss - Raymond James Jon Atkin - RBC Michael Rollins - Citi Nick Del Deo - MoffettNathanson Brandon Nispel - KeyBanc Matt Niknam - Deutsche Bank Brendan Lynch - Barclays Ari Klein - BMO Capital Markets Jonathan Chaplin - New Street Batya Levi - UBS David Guarino - Green Street Operator Ladies and gentlemen, thank you for standing by. Welcome to the SBA Second Quarter Results Conference Call.

The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.29 per share, beating the Zacks Consensus Estimate of $3.28 per share. This compares to FFO of $3.24 per share a year ago.

Treasuries offer higher yields than REITs. But REITs are still much better investments. I explain why and highlight some of our top picks.

Beyond analysts' top -and-bottom-line estimates for SBA Communications (SBAC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2024.

SBA Communications' (SBAC) Q2 earnings are likely to have benefitted from the secular growth trends of the wireless industry, though high interest rates may have hurt it.

REITs are priced at near their lowest valuations in 16 years. But the window of opportunity could be closing soon. I highlight 3 REITs that could enjoy 50%+ upside potential.

REITs are finally surging! Interest rates are expected to be cut significantly in the near term. I explain why I think that this is just the beginning of the rally.