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
As we do every year around this time, we provide our predictions for what we expect to happen in the upcoming year. Some of our
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
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).
A number of our clients have ground leases with Crown Castle that contain revenue sharing clauses. They contacted us recently to ask why their lease
