Crown Castle

CCI

Market cap $42.7B

Dividend growth is a powerful catalyst for REITs. Hike announcements commonly lead to immediate upside. I present 3 undervalued REITs with rapid dividend growth potential.

HOUSTON, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") plans to release its third quarter 2025 results on Wednesday, October 22, 2025, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, October 22, 2025, at 4:30 p.m. eastern time.

Crown Castle Inc. is rated Hold due to recent underperformance, a 32% dividend cut, and ongoing strategic reset after divesting its fiber segment. CCI raised its 2025 outlook, but AFFO payout ratio through 1H'25 remains above 100%, and significant debt maturities loom in 2026 and 2027. Despite long-term potential from focusing on U.S. towers, CCI trades at a premium to peers AMT and SBAC, limiting near-term attractiveness.

U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since 1995, the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in 2013 (16 days) and in 2018 (35 days), markets largely shrugged off the latest Congressional impasse, with investors still anticipating a timely resolution.

CCI's extensive portfolio of towers is poised to benefit from the growing demand for wireless connectivity. Yet, customer concentration and substantial debt burden ail.

Not all REITs can sustain their current dividend. Dividend cuts often lead to sharp declines in share prices. I highlight three popular REITs that are at high risk of cutting their dividend.

Many REITs are still trading at decade-low valuations. But as interest rates are cut, they could strongly recover. I present two blue-chip REITs offering a once-in-a-decade opportunity.

Crown Castle Inc. (NYSE:CCI ) Global Communications Infrastructure Conference September 17, 2025 9:30 AM EDT Company Participants Sunit Patel - Executive VP & CFO Conference Call Participants Jonathan Atkin - RBC Capital Markets, Research Division Presentation Jonathan Atkin RBC Capital Markets, Research Division [Audio Gap] Panel. I'm pleased to -- I'm Jon Atkin with RBC, and I'm pleased to be spending the next 20 minutes of fireside with the Chief Financial Officer of Crown Castle, Sunit Patel.

Some REITs sold off following second quarter results. The market often overreacts to short-term news. We present two great opportunities to buy the dip.

Crown Castle Inc. (NYSE:CCI ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 12:30 PM EDT Company Participants Sunit Patel - Executive VP & CFO Conference Call Participants Joshua Frantz - Goldman Sachs Group, Inc., Research Division Presentation Joshua Frantz Research Analyst Good morning, everyone, and welcome to the final day of the Goldman Sachs Communacopia and Technology Conference. I'm Joshua Frantz.