Verizon is a typical example of a large scale telecoms player that is looking for growth in new places, like fibre. The acquisition of Frontier is a massive deal for Verizon, but will it inject some energy into a story that has been largely disappointing on a total return basis?
Use the podcast player below to listen to our discussion on American Tower and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 1 December 2022) In the US, the REIT sector has numerous examples of companies that aren’t traditional property businesses. American Tower falls into this category, leasing out telecommunications infrastructure rather than shopping malls or office buildings. With a global footprint and an extraordinary history of growing dividends, a cursory glance would suggest that American Tower is an obvious underpin to any portfolio. A closer look raises a few concerns about whether the company’s best days [...]
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