The transfer of telecom tower assets from MNO-captive to independent towercos is driving multi-billion dollar capital flows and creating a new, highly investible asset class of infrastructure management specialists: towercos. Towercos now own 2,044,286, or just over 60%, of the world’s 3.3mn telecom towers. This change is also having a transformational effect on the supply chain as towercos become the new king buyers of passive infrastructure equipment and services. In this article, TowerXchange Founder and CEO Kieron Osmotherly highlights his top ten trends for the tower industry in 2016… Sorry, make that eleven top trends!
Ten tower industry trends for 2016
