Will Satellites Replace Cell Towers? Unpacking Black Dot’s Claims.
Recently, Black Dot (a cell tower lease optimization company) has been contacting landowners with a new slick produced video where they claim that cell towers
Recently, Black Dot (a cell tower lease optimization company) has been contacting landowners with a new slick produced video where they claim that cell towers
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.
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.
What is “future consent” you might ask? It is when a tower company asks for consent before they actually need it. In this case, Crown
American Tower has two cell towers on a piece of property in Batavia, IL. A home developer appears to have put together a plot plan
Verizon’s site acquisition agent reached out to our client to propose a “swap of (9) existing radios with (9) new radios”. They suggested to the
One of our municipal clients has a water tower with T-Mobile and Sprint on it. T-Mobile has proposed to add antennas and equipment with Band
Coupled with low cost of capital and their recent conversions to REITs, tower companies have every incentive to convert leases (long term operating expense) to easements (upfront capital expenditure).
If you have followed our musings over the years, you know that we don’t like the lease renegotiation industry. In the past we have observed
One of our clients received a proposal from a tower company that included a revenue share clause. Generally, revenue shares are not proposed by wireless