Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed its peers, American Tower (AMT) and SBA Communications (SBAC). While the underperformance is clear, I also think that Elliott’s analysis omits to give proper credence to the opportunity that fiber/small cells may provide to Crown Castle that its peers will miss.
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses Read More »
AT&T Terminated 630 Cell Sites in 2019
AT&T (via BlackDot), is contacting tower owners and landowners and trying to convince them to renegotiate their leases. If you
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What We Found Most Interesting in American Tower’s Q1 2020 Earnings Call.
American Tower announced earnings earlier this week and we reviewed their earnings call transcript to get a better feel about
What We Found Most Interesting in American Tower’s Q1 2020 Earnings Call. Read More »
Who is Octagon Towers, LLC?
Some landowners with AT&T towers on their property are being contacted by Octagon Towers. Octagon Towers asks the landowner to either extend the AT&T lease or consent to assignment by AT&T to Octagon. Read further to know what you should do about these requests.
Who is Octagon Towers, LLC? Read More »
What Do 2020 Tower Buyers Look For?
During the last half of 2019 and early 2020, SteelTree Partners advised on the sale of several tower portfolios ranging
What Do 2020 Tower Buyers Look For? Read More »
Our Wireless Forecasts For 2020
As we do every year around this time, we provide our predictions for what we expect to happen in the
Our Wireless Forecasts For 2020 Read More »
GAO Report Say AT&T’s FirstNet Ahead of Schedule, but User Experience Varies
In terms of deliverables for FirstNet, AT&T seems to be ahead on most accounts. The chart below shows their progress
GAO Report Say AT&T’s FirstNet Ahead of Schedule, but User Experience Varies Read More »
Do Not Give Future Consent to Crown Castle (or any tower company)
What is “future consent” you might ask? It is when a tower company asks for consent before they actually need
Do Not Give Future Consent to Crown Castle (or any tower company) Read More »
American Tower and Home Developer Can’t Come to An Agreement Regarding Two Cell Towers
American Tower has two cell towers on a piece of property in Batavia, IL. A home developer appears to have
American Tower and Home Developer Can’t Come to An Agreement Regarding Two Cell Towers Read More »
Pros and Cons of Having A Cell Tower on Your Property
Have you been approached to place a cell tower on your property, or have you recently acquired a property that
Pros and Cons of Having A Cell Tower on Your Property Read More »