Sign up to save your podcasts
Or
Share Tower Infrastructure Keeps Adding "Gizmo" Revenue
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Tower Infrastructure Keeps Adding "Gizmo" Revenue
Towers are the digital infrastructure that make modern connectivity possible. As demand for wireless connectivity surges, towers are becoming more valuable, while at the same time an increasing number of “gadgets” are being added to tower sites to serve the needs of proliferating digitally-enabled services.
In this episode of Cool Vector, David Snow chatted with Omar Jaffrey, Founder and Managing Partner of Palistar; David Bacino, CEO of Symphony Towers; Yannis Macheras, CEO of Harmony Towers; and Andrej Danis, TMT Partner at AlixPartners to unpack why tower infrastructure is an increasingly relevant asset class and some of the most durable assets in digital infrastructure. Highlights from the discussion include:
• Why communication towers function as highly defensible assets, with zoning and permitting creating natural barriers to entry that favor collocation over duplication; once built, adding a second or third tenant is far easier than approving a new tower next door.
• How the tower business has shifted from carrier-owned “tower farms” to independent infrastructure providers, allowing mobile network operators to redirect capital toward network upgrades rather than steel in the ground.
• Why scale matters: owning or operating thousands of sites dramatically improves operating efficiency and unlocks EBITDA growth that smaller portfolios simply can’t achieve.
• How disciplined site selection determines whether a tower becomes a long-term cash-flow engine or a missed opportunity.
• Why demand is expanding beyond the big mobile carriers, as new entrants like fixed wireless providers, connected vehicles, aviation connectivity, and IoT platforms increasingly rely on zoned communication sites.
• How towers are becoming a core piece of long-duration infrastructure portfolios, valued for their durability, predictable cash flows, REIT-friendly structures, and resilience through economic cycles.
As device counts grow from millions to tens of billions, towers remain the physical backbone of the wireless revolution.
Follow Cool Vector on LinkedIn: https://www.linkedin.com/company/cool-vector-media/
#coolvector #towers #wirelessinfrastructure #digitalrealestate #connectivity #infrastructure
View all episodes
By david95a
5
33 ratings
Towers are the digital infrastructure that make modern connectivity possible. As demand for wireless connectivity surges, towers are becoming more valuable, while at the same time an increasing number of “gadgets” are being added to tower sites to serve the needs of proliferating digitally-enabled services.
In this episode of Cool Vector, David Snow chatted with Omar Jaffrey, Founder and Managing Partner of Palistar; David Bacino, CEO of Symphony Towers; Yannis Macheras, CEO of Harmony Towers; and Andrej Danis, TMT Partner at AlixPartners to unpack why tower infrastructure is an increasingly relevant asset class and some of the most durable assets in digital infrastructure. Highlights from the discussion include:
• Why communication towers function as highly defensible assets, with zoning and permitting creating natural barriers to entry that favor collocation over duplication; once built, adding a second or third tenant is far easier than approving a new tower next door.
• How the tower business has shifted from carrier-owned “tower farms” to independent infrastructure providers, allowing mobile network operators to redirect capital toward network upgrades rather than steel in the ground.
• Why scale matters: owning or operating thousands of sites dramatically improves operating efficiency and unlocks EBITDA growth that smaller portfolios simply can’t achieve.
• How disciplined site selection determines whether a tower becomes a long-term cash-flow engine or a missed opportunity.
• Why demand is expanding beyond the big mobile carriers, as new entrants like fixed wireless providers, connected vehicles, aviation connectivity, and IoT platforms increasingly rely on zoned communication sites.
• How towers are becoming a core piece of long-duration infrastructure portfolios, valued for their durability, predictable cash flows, REIT-friendly structures, and resilience through economic cycles.
As device counts grow from millions to tens of billions, towers remain the physical backbone of the wireless revolution.
Follow Cool Vector on LinkedIn: https://www.linkedin.com/company/cool-vector-media/
#coolvector #towers #wirelessinfrastructure #digitalrealestate #connectivity #infrastructure