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Cell tower REITs (SBAC, AMT, CCI) now trade at 12-year low multiples, reflecting trough earnings and fully baked-in Dish and satellite risks. Starlink's entry is unlikely to threaten macro towers; instead, it could drive incremental leasing and revenue upside for tower REITs. I've increased cell tower REIT allocation to 10.7%, citing 6-7% projected AFFO/share growth in 2027–2028 and attractive risk-reward.
Digital Realty Trust (NYSE: DLR - Get Free Report) and Crown Castle (NYSE: CCI - Get Free Report) are both large-cap real estate companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation. Profitability This table compares Digital
American Tower and Crown Castle both raised guidance and cut dividend checks this month, but the coverage math behind those payouts tells a story that should make income investors look twice before treating them as equals.
Jupiter Topco LLC bought a new position in shares of Crown Castle Inc. (NYSE: CCI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 56,942 shares of the real estate investment trust's stock, valued at approximately $4,310,000. Other hedge funds and other
SpaceX NASDAQ: SPCX formally outlined ambitions to challenge telecom giants with Starlink Mobile, while competitors race to get their own satellite arrays ready for consumer availability.
HOUSTON, Aug. 28, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that Kris Hinson, Crown Castle's Executive Vice President and Chief Commercial Officer, is scheduled to present on Thursday, September 10, 2026 at 10:30 a.m. Eastern Time at the Bank of America 2026 Media, Communications & Entertainment Conference. The presentation will be broadcast live over the Internet and is expected to last approximately 40 minutes. The live audio webcast link and presentation for the conference will be available on Crown Castle's website at www.crowncastle.com, where it will also be archived for replay.
Crown Castle remains a Buy, with valuation underestimating its recovery potential and macro tailwinds supporting a re-rating. CCI delivered strong AFFO growth, raised 2026 guidance, and maintains a 5.56% dividend yield after strategic debt repayment and buybacks. Satellite competition is not a near-term threat; 5G/6G, edge computing, and AI-driven data growth reinforce ground tower demand.
Forecasts suggest an earnings recovery for cell tower REIT Crown Castle despite temporary hiccups. Recent concerns about Gaming & Leisure Properties and other casino stocks appear exaggerated.