News
The day at a glance · 3 min read
Mood · Risk-On
+65
Sentiment, −100 to +100
CCI Q1 2026 Net Income
$151 millionvs -$464M loss
Cell Tower Infrastructure
CCI EPS
$0.34
Cell Tower Infrastructure
INVH Price
$27.93-15.4% 1Y
Residential & Housing
Key driverData center REITs attracting high-conviction calls amid AI and cloud infrastructure buildout demand
Daily briefReal Estate· Money365.Market AI ·

Data Center REITs Lead as Infrastructure Demand Surges

Digital infrastructure names gain analyst backing while residential REIT Invitation Homes faces valuation pressure after 15% annual decline

Digital Infrastructure

Bullish
AMTEQIXDLR
American Tower ($AMT) has emerged as a top pick for data center exposure according to analyst commentary, with data center REITs delivering sector-leading and consistent outperformance.
Equinix ($EQIX) faces environmental scrutiny in Cape Town, where objections have been lodged over planned data center construction without full disclosure of water, power, and environmental impact.
$EQIX's Dutch division has expressed concerns about losing ground amid growing space requirements for global colocation networks.
Digital Realty ($DLR) was highlighted in analyst notes describing top-tier U.S. data center markets, even as investors weigh concerns over power delays, community pushback, and supply chain constraints surrounding buildouts.

Cell Tower Infrastructure

Bullish
CCI
Crown Castle ($CCI) reported a significant turnaround in its Q1 2026 financial results, delivering net income of $151 million, or $0.34 per diluted share, compared to a net loss of $464 million in Q1 2025. The recovery positions $CCI among the best large cap stocks trading under $100, reflecting improved operational performance in the cell tower infrastructure segment. The company's return to profitability marks a substantial shift from prior-year losses as 5G deployment and tower lease revenue dynamics continue to evolve.

Residential & Housing

Neutral

INVH 1-Month

+3.3%

INVH YTD

+0.8%
INVH
Invitation Homes ($INVH) is trading at $27.93 after declining 15.4% over the past year, prompting investor reassessment of valuation grounds and potential upside. The residential REIT has posted gains of 3.3% over the past month and 0.8% year to date, but declined 2.8% over the last week amid broader residential real estate trends. Recent coverage has focused on how broader residential trends affect the single-family rental operator's performance trajectory.

Healthcare & Gaming REITs

Bullish
WELLVICI
Welltower ($WELL) meets the Minervini Trend Template with strong technical momentum and accelerating earnings growth, trading near its 52-week high with a perfect technical rating. The healthcare REIT demonstrates high growth momentum according to technical analysis frameworks.
VICI Properties ($VICI) has come under pressure recently but is viewed as attractively valued in the gaming and experiential real estate segment, with options strategies being employed to generate monthly cash flow.

Average Bond Allocation

8%vs 40% traditional

60/40 Model Outdated View

42%
O
The traditional 60% stocks and 40% bonds portfolio model is facing skepticism, with 42% of Americans believing the mix is outdated according to Charles Schwab's Modern Wealth Survey 2025. Bond allocations now make up just 8% of the average portfolio, with sharper skepticism among younger investors where 46% of Gen Z and 46% of Millennials agree the model no longer works. This shift in portfolio construction may have implications for REIT positioning as investors reconsider fixed income alternatives, with Realty Income ($O) mentioned in coverage of portfolio allocation trends.

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