U.S. towers: ride the coming wave of spectrum deployments

Domestic gross organic growth forecast to increase by 150-200bps in 2018 and 2019 for AMT, SBA and CCI

Read this article to learn:

  • Mapping the slowdown and recovery of organic growth in the domestic U.S. tower market
  • Deploying new spectrum, including FirstNet, to almost double amendments
  • A conservative model of incremental revenue
  • Forecasting gross organic growth acceleration – why this has a significant impact on AFFO

After over two years of declining organic growth for U.S. tower companies, we are finally coming out of the trough in new leasing activity. New Street Research see an onslaught of amendment activity on the horizon as U.S. carriers rapidly deploy four new spectrum bands, beginning in earnest in the latter part of 2017. We…

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