American Tower Poised To Outperform Crown Castle

American Tower stands out as the superior tower REIT, offering better value and fundamentals than Crown Castle post-carrier consolidation. AMT's AFFO/share growth resumes in 2026 as Sprint churn ends, with projections for 30% growth to $13.82 by 2030. With three major carriers remaining, AMT's organic billings growth is expected to exceed 5% annually, supporting high margins and steady returns.

Seeking Alpha • an hour ago

Crown Castle and AT&T Tumble While Coca-Cola Rises as Dividened Stocks Take a Breather

It's been a fantastic 2026 for most dividend stocks so far this year, but most dividend-payers took a break last week.

24/7 Wall Street • Feb 23, 2026

5 Infrastructure REITs Quietly Powering AI While Getting No Credit for It

While Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stock surged 34.9% over the past year and the S&P 500 gained 12.2%, the infrastructure REITs powering AI's physical backbone have been left behind.

24/7 Wall Street • Feb 19, 2026

REIT Replay: Office REIT Stocks Plummet In Recent Week Amid Growing AI Fears

REIT Replay: Office REIT Stocks Plummet In Recent Week Amid Growing AI Fears

Seeking Alpha • Feb 18, 2026

The London Company Mid Cap Portfolio Q4 2025: Who Moved The Needle

The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Dollar Tree, Inc. was a top performer after completing the divestiture of the Family Dollar business, removing a long-standing drag on growth. AerCap Holdings shares performed well all year after reporting solid quarterly results as the company owns the largest portfolio of aircraft.

Seeking Alpha • Feb 16, 2026

Crown Castle: Upgrading To Buy As The Risk-Reward Shifts, Turnaround Advances

Crown Castle is upgraded to Buy as valuation and yield become more attractive amid restructuring and debt reduction efforts. CCI's cost-saving initiatives, including a 20% workforce reduction and $7 billion in debt repayment, while trying to offset the DISH-related headwinds. AFFO is expected to recover to a normalized $2.1 billion per year post-2026, supporting a 5.25% dividend yield despite near-term churn from contract terminations.

Seeking Alpha • Feb 10, 2026

New Strong Sell Stocks for February 10th

GGAL, FMC and CCI have been added to the Zacks Rank #5 (Strong Sell) List on February 10, 2026.

Zacks Investment Research • Feb 10, 2026

REIT Replay: U.S. REIT Indexes Climb During 1st Week Of February

Indexes for US equity real estate investment trusts climbed during the first week of February, outperforming the S&P 500. The Dow Jones Equity All REIT index closed the recent week up 2.32%, while the MSCI US REIT (RMZ) index increased 3.09% over the recent week. The industrial and retail REIT indexes logged the largest increases, up 4.42% and 3.99%, respectively, followed by the healthcare REIT index, up 3.89%.

Seeking Alpha • Feb 9, 2026

Crown Castle Q4 AFFO & Sales Beat Estimates, Services Revenues Rise

CCI's Q4 AFFO beats estimates, fueled by stronger services revenue growth, partly offset by lower site rental income and higher costs.

Zacks Investment Research • Feb 5, 2026

Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks With Over 5% Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga • Feb 5, 2026