Right here’s Why SBA Communications (SBAC) Has Promising Natural Development Prospects

TCW funds, an funding administration firm, launched its “TCW International Actual Property Fund” third-quarter 2025 investor letter. A duplicate of the letter might be downloaded right here. The fund (I Share) returned +2.37% within the quarter in comparison with +4.50% for the S&P International REIT Index. The obese allocation in Diversified Actual Property Actions had a good influence on the fund’s relative efficiency within the quarter, whereas the obese in Telecom Tower REITs had a destructive impact. As well as, please verify the fund’s high 5 holdings to know its greatest picks in 2025.

In its third-quarter 2025 investor letter, TCW International Actual Property Fund highlighted shares akin to SBA Communications Company (NASDAQ:SBAC). SBA Communications Company (NASDAQ:SBAC) is an unbiased proprietor and operator of wi-fi communications infrastructure. The one-month return of SBA Communications Company (NASDAQ:SBAC) was 2.14%, and its shares misplaced 5.27% of their worth during the last 52 weeks.  On December 26, 2025, SBA Communications Company (NASDAQ:SBAC) inventory closed at $192.60 per share, with a market capitalization of $20.524 billion.

TCW International Actual Property Fund acknowledged the next concerning SBA Communications Company (NASDAQ:SBAC) in its third quarter 2025 investor letter:

“Our two worst performing securities had been SBA Communications Company (NASDAQ:SBAC) (SBAC; 4.79%**; Telecom Tower Reits) and American Tower Company (AMT; 6.32%**; Telecom Tower Reits).

SBA Communications Company (NASDAQ:SBAC) is just not on our record of 30 Most In style Shares Amongst Hedge Funds. In line with our database, 35 hedge fund portfolios held SBA Communications Company (NASDAQ:SBAC) on the finish of the third quarter, in comparison with 41 within the earlier quarter. Whereas we acknowledge the potential of SBA Communications Company (NASDAQ:SBAC) as an funding, we imagine sure AI shares provide larger upside potential and carry much less draw back threat. For those who’re searching for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.