Message Font: Serif | Sans-Serif
 
No. of Recommendations: 3
I have been wondering about how 5G will affect American Tower (AMT). 5G requires a higher concentration of cells than 4G. From what I have found on the internet, it looks as if all three cell tower REITS (AMT, CCI, and SBAC) will benefit from 5G.

The REIT with the largest concentration of small cells is CCI. AMT does have some and Taiclet (CEO of AMT) states that they will be looking to add more. Interestingly, ATT and Verizon have chosen a very small player, Tillman infrastructure, to build out their increasing cell density for 5G. They claim this will be a cost saving measure.

Overall, it looks like 5G will benefit AMT over the long haul, however, in ten years it could be a different set of players serving the overall 5G market.

The following are references that I used in this summary:
https://www.reit.com/news/podcasts/american-tower-ceo-says-r...
https://seekingalpha.com/article/4126977-implications-5g-tra...
https://www.forbes.com/sites/bradthomas/2018/07/05/becoming-...
https://seekingalpha.com/article/4194140-cell-tower-reits-hu...

Harry
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.