I'd look carefully at where VZN is in its small cell deployment in that market. They are pulling off of a lot of the higher priced real estate in areas where the small cell network is complete.
On Wed, Apr 8, 2020 at 11:23 AM Mark Radabaugh <m...@amplex.net> wrote: > The tower companies are getting squeezed hard by the cell carriers. If > American can’t cut back what they are charging Verizon it's pretty likely > Verizon will move off the site. That might be hard to do but big > companies often fail to look at what it will cost them to replace it at any > given site. They may very well have a blanket contract with another tower > provider that says they can order them up where they want and it’s the > other companies problem to figure out how to do it. > > As far as buyout or renegotiate - really depends on the owner and what > they value more. Stable income, or a one-time payout. Plenty of > municipalities can’t resist the up front cash since it makes the current > politicians look good and don’t worry about the fact that they screwed the > taxpayers for the next 100 years. The other party will be in power by the > time the money is spent so I guess it doesn’t matter. > > Mark > > > On Apr 8, 2020, at 12:15 PM, Seth Mattinen <se...@rollernet.us> wrote: > > > > On 4/8/20 9:04 AM, Kurt Fankhauser wrote: > >> Both those offers are less than what the current lease payments are, > the one time buyout will break even in 15-20 years. So what I'm wondering > here is American Tower trying to pull their bluff on saying they will "look > for alternative sites" ? > >> I don't really see them going through all the hassle to build another > site close to this one just to get a $400 cheaper/per month payment. > Verizon really needs this site downtown because there are no other towers > close to it and the city zoning is so strict that no new towers can be > built. > >> Any tips for dealing with the tower owner? > > > > > > Offer it to Verizon if ATC wants out of the lease? It seems unlikely > that ATC is going to pay all of VZ's costs to move everything. > > > > -- > > AF mailing list > > AF@af.afmug.com > > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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