We recently published a list of 10 Best REIT Stocks to Buy According to Billionaires. In this article, we are going to take a look at where Crown Castle Inc. (NYSE:CCI) stands against other best REIT stocks to buy according to billionaires.
Although the spring housing season started off with more sellers and increasing homes for sale as pointed out by the chief economist at Realtor.com, Danielle Hale, home buyers are still facing a high cost of buying in addition to economic concerns thereby suggesting a rather ‘sluggish response from buyers in early spring’.
With regards to the tariff impact on real estate, the announcement of the new Trump tariffs resulted in a sell-off and a sharp drop in mortgage rates while homeowners and home buyers seized the moment, with mortgage applications moving to a six-month high. Realtor.com suggests that tariffs often translate into higher costs for the consumer. In the case of housing, the new tariffs could result in increased construction costs for homebuilders considering the fact that 10% of the building materials utilized in residential construction tend to be imported. Realtor.com Senior Economist Joel Berner emphasized the downside of these tariffs as he talked about many homebuyers being sidelined in case of a small rise in costs and stated:
“The US faces a supply gap of nearly 4 million homes, and the only long-term solution to this problem is to build them, but the implementation of these tariffs will make it more costly to do so, putting a question mark on whether they can be built at the lower price points that are most undersupplied”
Although many economists still think that tariffs could lead to a recession which typically results in lower mortgage rates, another concern looming over real estate is that tariffs could keep inflation higher for longer which might lead to the Federal Reserve reversing or reducing future cuts to its policy rate which would keep mortgage rates higher for longer.
To compile our list of the best REIT stocks to buy according to billionaires, we used Insider Monkey’s exclusive database of billionaire stock holdings. Firstly, we shortlisted the most prominent REIT stocks using a stock screener and ETFs. Then, we selected the top 10 REIT stocks based on the highest number of billionaire investors, updated as of Q4 2024. For the stocks with the same number of billionaire holdings, we have used the total value of billionaire holdings as a secondary metric to rank the stocks.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Number of Billionaires: 12
Number of Hedge Fund Holders: 54
Crown Castle Inc. (NYSE:CCI) serves as the largest provider of shared communications infrastructure in the United States. The REIT offers a nationwide footprint of towers, small cells, and fiber to help businesses and organizations connect to technologies and innovations.
Crown Castle Inc. (NYSE:CCI) has a comprehensive infrastructure portfolio comprising 40,000 cell towers, nearly 105,000 on-air or under-contract small cell nodes, and nearly 90,000 route miles of fiber. CCI has a presence in every major US market and is set to benefit from the long-term US wireless data demand growth. The REIT offers the US wireless carriers the prime real estate they require to run their networks. For emerging markets such as 5G, smart city technologies, and the Internet of Things which are to stay, the REIT’s infrastructure solutions are crucial. Crown Castle Inc. (NYSE:CCI) recently transitioned into a pure-play, public US tower company by announcing its agreement to sell its Fiber segment to EQT and Zayo. The firm believes that such a focused US tower business would be in a unique position to benefit from the expected consistent growth in mobile data demand.
Overall, CCI ranks 2nd on our list of best REIT stocks to buy according to billionaires. While we acknowledge the potential of the best REIT stocks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CCI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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