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)
Quarterly Updates - Q1 2021
American Tower announced Q1 2021 earnings, updated on organic tenant billings growth by region including its 2021 outlook, and gave details on its M&A.
Cellnex announced its Q1 2021 earnings, updates on leasing wins for its towers, its short- and medium-term outlook to 2025, and growth through acquisitions.
Equinix announced Q1 2021 earnings, provided updates on its data center development plan, including xScale joint venture, and its full-year 2021 guidance.
Digital Realty announced Q1 2021 earnings and updated on its data center leasing activity noting Asia-Pacific, M&A transactions, and development pipeline.
Mergers & Acquisitions - Key Transactions
Digital Colony, Colony Capital's private equity fund, agreed to acquire Landmark Dividend, the sponsor of Landmark Infrastructure Partners (NASDAQ: LMRK).
Helios Towers agreed to acquire 2.9k tower sites from Omantel, the largest wireless carrier of Oman in the Middle East, for an enterprise value of $615m.
Diamond Communications and Sculptor Capital Management, investing out of Sculptor Real Estate, agreed to acquire Melody Wireless Infrastructure's towers.
American Tower announced that Caisse de dépôt et placement du Québec (CDPQ) will acquire a 30% stake in ATC Europe for €1.6bn to help fund its Telxius deal.
Cordiant Digital Infrastructure made two acquisitions, being Ceské Radiokomunikace (CRA) in the Czech Republic, from Macquarie, and a Norway fiber network.
Switch, Inc a retail colocation provider focused on the enterprise data center segment, is acquiring Data Foundry, a Texas data center operator, for $420m.