Digital Infrastructure News
What Is Digital Infrastructure?
We discuss precisely why Digital Infrastructure is "Real Estate 2.0" and how it will re-shape the future of real estate as we know it.
Cellular towers are critical for the 5G network to function properly - but who owns them? We compare American Tower, Crown Castle, and SBA Communications.
Whether a datacenter or data center, the data center stocks, REITs and operations are becoming more prevalent, including a new data center ETF market.
Dark Fiber and Enterprise Fiber providers enable the connectivity for internet traffic globally, connecting networks of towers, data centers, and offices.
Fiber broadband is bringing consumers gigabit internet speeds to their home, making it a formidable competitor to cable broadband.
Small Cells and Distributed Antenna Systems (DAS) networks are being deployed across the U.S. to augment towers. What are they? What do they do?
Digital Infrastructure News (cont'd)
American Tower's Q2 2021 earnings updated on Germany and Spain for growth, minority sales in ATC Europe to CDPQ and Allianz, and a new market of Australia.
Crown Castle announced Q2 2021 earnings, updated its full-year 2021 outlook, and provided return on invested capital (ROIC) yields for its towers and fiber.
Equinix announced its Q2 2021 earnings, provided updates on its IBX data center portfolio, interconnections, and its development plan, including xScale.
Digital Realty announced Q2 2021 earnings and updated on colocation and hyperscale data center leasing and geographic expansion, including in South Korea.
Mergers & Acquisitions - Key Transactions
GTT Communications has entered an agreement with its debt holders for a restructuring of the company’s balance sheet, via the Chapter 11 bankruptcy process.
Landmark Infrastructure Partners will be acquired by Landmark Dividend, owned by DigitalBridge (Digital Colony), for $16.50 per common unit, beating Melody.
DigitalBridge, via its Investment Management unit, is acquiring a stake in tower company Vertical Bridge, from Goldman Sachs’ Jordan Company and Stonepeak.
Lumen Technologies will sell its incumbent local exchange carrier (ILEC) operations in 20 states, comprising copper and fiber, to Apollo Global for $7.5bn.
I Squared Capital, a private equity firm, via its ISQ infrastructure funds, will acquire KIO Networks, a data center operator in Mexico and Central America.
Green Mountain AS, a data center operator in Norway, will be 100% acquired by Azrieli Group, an Israeli real estate company, for $850m USD from Smedvig.