The Cell Site Insights podcast, brought to you by Cell Site Appraiser (CSA), focuses on helping property owners increase cell tower value and protect their property rights. CSA, led by founder Clarence McDowell, emphasizes that knowledge is power in cell site leasing.

The current report highlights that the wireless infrastructure market is experiencing rapid acceleration in network investments and consolidation, creating a strong market for landlords.

Key Developments (October 18-28, 2025):

• Major carriers (AT&T, Verizon, T-Mobile) are increasing capital expenditure (CAPEX) for 5G expansion, signaling robust demand for tower sites.
• American Tower reported strong leasing momentum and unprecedented demand for data center co-location driven by AI.
• Tower consolidation accelerated with Vertical Bridge acquiring Verizon towers and Crown Castle focusing exclusively on its core tower business.
• Landlords with Boost Mobile/Dish tenants must monitor their leases due to Boost's transition to a hybrid network model, which carries potential decommissioning risks.
• FCC efforts to streamline permitting are expected to accelerate infrastructure deployment and increase project frequency.

Actions for Landlords: Landlords should review leases, document current installations, verify tenant stability, and consider professional representation to capitalize on strong market conditions during renewals or amendments. CSA advises landlords not to agree to sign anything without their involvement.

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