TowerXchange spoke with TMT heavyweights David Martin and Julian Cunningham-Day about the changing face of European tower investors, the pressures on MNOs over 5G rollout and where towercos might face competition for a share of urban neutral host infrastructure. Having taken part in some of the biggest deals in tower history, we were delighted to have a chance to pick their brains about how the market will change over the next few years.
TowerXchange: Please introduce Linklaters, your telecoms infrastructure practice and your global footprint.
David Martin, Corporate Partner, Linklaters:
We are seeing that traditional infrastructure investors have been pushed further along the spectrum as new investors, most notable Asian pension funds, are willing to invest in infrastructure at lower returns.
