Steel in the Air’s 2022 Predictions for Cell Tower Leasing and Valuation While 2021 certainly impacted many industries negatively, the…
We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed…
American Tower announced earnings earlier this week and we reviewed their earnings call transcript to get a better feel about…
American Tower has two cell towers on a piece of property in Batavia, IL. A home developer appears to have…
Coupled with low cost of capital and their recent conversions to REITs, tower companies have every incentive to convert leases…
Previously, we wrote about Tillman Infrastructure, a tower company that has expanded significantly to build towers near existing towers to encourage…
Yesterday, in a surprise press release by Verizon, Verizon indicated that it had formed a joint venture with AT&T and…
We are currently working on a bespoke research project for a client where we examine the overlap between Sprint and…
Implications for TowerCos and Construction Companies Tickers: CMCSA, COMM, MTZ, DY, CCI, AMT, SBAC Tags: Ken Schmidt, Wireless infrastructure Background:…
FirstNet Award to AT&T Confirmed: Checks Confirm Amendment Activity before Official Announcement Tickers: T, AMT, CCI, SBAC Tags: Ken Schmidt,…