This REIT is BETTER Than American Tower (AMT Stock)

American Tower is a cell tower REIT that has grown its dividend and outperformed the market for a long time. But the company has gotten very big. Is now the time to sell? Will inflation eat into its profits? Is it one of the best stocks to buy now? Will new property acquisitions allow it to keep hiking its dividend? Is AMT Stock a Sell? Is the American Tower dividend sustainable? I answer these questions in this american tower stock analysis.

CCI REIT, on the other hand, is a similar cell tower REIT with a great track record, but it is still smaller in size. Is Crown Castle a better REIT than American Tower? Should you sell American Tower to Buy Crown Castle REIT instead? I answer these questions in this CCI stock analysis.

Image sources: CCI, AMT, NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: Leonberg Capital holds positions in CCI and O. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.

#reits #dividend #passiveincome

[askjussi]

What do you think about American Tower? Let me know below.
Thanks for all your support. All your "likes" really help me a lot to grow this channel. Thank you so much!
Jussi

[davidwysocki]

Thanks, JUssi, for another thoughtful REIT video presentation. Good stuff! And CCI looks like a good "turnaround" candidate paying a very nice dividend.

[rudygoofysrh]

I like CCI. I’m a check out AMT and it’s numbers before I invest. Your channel is awesome 👏🏽!!!

[robdex]

Thank you Jussi for another amazing video!Regarding CCI aren't you concerned by the high level of debt of Verizon and At&t and the impact on future CCI's growth?thanks for your reply

[MrRoom]

Great video Jussi🙌🏽 Currently starting with my REIT- Portfolio. Main reason is to build a second income next to my business income. Do you think a starter portfolio of Realty Income, American Tower & ProLogis is a good starter portfolio?

[samy]

I’d love to hear your perspectives on EQIX and DLR. Thanks!

[ukikiki]

Is cci still worth it? Or better change to adc or nnn?

[BelleDividends]

I would like a comparison of Realty Income, Agree Realty, NNN and Cibus.

[sibasispanda]

Thanks for the video Jussi. I added to my position last week and the yield seems too good to pass on.

[Nemo-ynsp]

I try to buy another CCI each time it drops $5 below my last price. The dividend is a nice perk while waiting for the share price to recover. Thanks!

[tushi]

The comparison seems justified from the perspective of how they are valued but as for the pillars of growth they or what will drive the next leg of ROIC, you haven't considered how AMT is diversifying into data centers while CCI has chosen to stay out of it.
Do you think that will lead to any material difference in what the future holds for these two. ?

[kookiebush]

Jussi. New subscriber here. Great content. Do you know the name of the Act or Bill that requires reits to pay 90% of profits? And what year it was signed? Thanks.

[sdavidleigh]

Nice and thx. How will satellites affect these REITs I wonder

[nordinvest]

Great video! Would love to see a comparison between self storage REITs like CUBE, NSA and PSA.

[jonathantaylor]

Great video. I just started a position in CCI and I actually hope the price stays historically low for now.

[blktester]

I don't care to make choices like this. As a result I have bought positions in both.

[IPQ-sjzs]

But what is CCI's catalyst for EPS growth? Decompression of valuations is not likely to impact EPS...

[wernerschonenberger]

Great insight! Thanks 👍💪 ... what happened with TELEPHONE AND DATA SYSTEMS yesterday? Up 85%? Meme stock 🤪?

[alanyu]

Two questions: Any concerns with cash payout to shareholder is not well covered due to higher yield? Also any concern with the health of the balance sheet? The debt seems really high

[DefenderfDead]

I been waiting and debating in pulling the trigger on cci