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Cell Tower Valuation and Brokerage

Is Verizon Selling Towers?

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

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Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses

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.

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