Recent news reports have confirmed that Verizon has engaged a third-party advisor to evaluate the sale of its remaining cell towers. Verizon is rumored to
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
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
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).
Previously, we wrote about Tillman Infrastructure, a tower company that has expanded significantly to build towers near existing towers to encourage wireless carriers to move from
Yesterday, in a surprise press release by Verizon, Verizon indicated that it had formed a joint venture with AT&T and Tillman Infrastructure to develop “hundreds”
We are currently working on a bespoke research project for a client where we examine the overlap between Sprint and T-Mobile cell sites. The merger
