That’s why, at the beginning of the year, I explained how we were overweight in data center and cell tower REITs. Today, based on continuing data, we’re much more bullish on Crown Castle thanks to its simpler and solid commitment to U.S. exposure, not to mention its higher – yet stable – dividend yield. This cell tower REIT owns one of the largest collections of telecom towers. One of the things I like most about Crown Castle (as well as American Tower) is the fact that its towers are incredibly scalable. Using FastGraph data, Crown Castle should grow by 7% in 2019 – whereas American Tower is expected to shrink -3.0%.
Source: Forbes May 02, 2019 12:45 UTC