Is the Rivalry Intensifying Among Major Tower Companies? A Look at Recent Events Suggests It Might Be.
In a telling shift, AT&T recently relocated a cell site from an American Tower Corp. (ATC) site to a Crown Castle tower, seemingly to escape
In a telling shift, AT&T recently relocated a cell site from an American Tower Corp. (ATC) site to a Crown Castle tower, seemingly to escape
As we do every year, we like to make predictions about the year ahead. (It’s near the end of March, so you can see we
We examined applications for environmental notice to the FCC for the last month. Here are the companies that have been most active in submitting
As we enter 2024, we thought it might be helpful to summarize what we have been seeing with new leases and existing leases in rural
One of the more disturbing trends in 2021 and early 2022 is the rise of the “5G site marketing companies.” Over the past year, we
Steel in the Air’s 2022 Predictions for Cell Tower Leasing and Valuation While 2021 certainly impacted many industries negatively, the wireless industry wasn’t one of
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.
American Tower announced earnings earlier this week and we reviewed their earnings call transcript to get a better feel about what went right and wrong
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.
During the last half of 2019 and early 2020, SteelTree Partners advised on the sale of several tower portfolios ranging from individual towers to mid-sized