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  1. #1
    Registered User Semi Pro Member
    Posts
    270

    Cell Towers?

    Now that all the carriers are offering family affordable unlimited data, does this mean the real estate end of the business -- cell towers -- will become more valuable?


  2. Cell Towers?
  3. #2
    Registered User Junior Member
    Posts
    33
    Who knows. Maybe people won't actually end up using more data overall, just pay for more available data to avoid the occasional overage. In which case, we won't need cell tower expansion.

    Maybe any new towers will be more expensive to install, and earn lower returns.

    Maybe the switch to 5G will decrease the number of needed towers. Or require a large investment in capex by tower owners that will not pay off.

  4. #3
    Registered User Semi Pro Member
    Posts
    301
    Aren't these part of REITs? If you have a REIT ETF, you already have probably the right amt of exposure here.

  5. #4
    Registered User Semi Pro Member
    Posts
    270
    If I buy a REIT fund, I also get to buy a bunch of regional mall owners. And that does not move the needle for me.

  6. #5
    Registered User Junior Member
    Posts
    26
    A lot of useful information, write more)

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