#5GInvesting

2개의 글

June 4, 2026

SBAC SBA Communications Stock Outlook 2026: Pure-Play Tower REIT With a Latin America Bet

SBA Communications (SBAC) is a pure-play cell tower REIT with deep US and Latin America exposure. Explore the ground-lease tower cash flow model, buyback strategy, competitive positioning against AMT and CCI, and key 2026 risks.

SBAC SBACommunications TowerREIT

June 4, 2026

CCI Crown Castle Stock Outlook 2026: Fiber Spin-Off Catalyst and Tower REIT Revaluation

Crown Castle (CCI) is America's largest cell tower and small cell REIT now undergoing a strategic fiber review. Analyze the tower cash flow model, 5G densification thesis, competitive landscape, and risk matrix for 2026.

CCI CrownCastle TowerREIT