Telecom towers as an investment opportunity

A view through the lens of the Global Listed Infrastructure Organisation

Read this article to learn:

  • Why telecom towers are fundamental to any infrastructure allocation
  • Why towers are being transferred from MNO to independent tower company balance sheets
  • How mobile data consumption growth correlates growing demand for tenancies and towers
  • Tracking the excellent performance of listed towercos compared with global infrastructure and global equities

The Global Listed Infrastructure Organisation (GLIO) is a representative industry body for the listed infrastructure sector, valued at US$2-5 trillion (depending on the definition used). Founder Fraser Hughes created the GLIO to attract investors into the asset class by helping them understand what is core and what is opportunistic in an infrastructure allocation, and Fraser…

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