Victor Leung
Victor Leung
Speaker
Senior Vice President, Sector Lead, Project Finance

Morningstar DBRS

Canada

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Digital Infrastructure Forum

Looking Up: Tower Infrastructure

Spencer Zakarin
Principal,
Palistar Capital
William Parry
Director, Infrastructure Investments,
Fengate
Noah Tulsky
Partner,
Sidewalk Infrastructure Partners
Victor Leung
Senior Vice President, Sector Lead, Project Finance,
Morningstar DBRS
Moderator
David Strauss
Principal,
Broadband Success Partners

Telecom and tower infrastructure has typically not been seen as a “core” infrastructure asset in years past - it seems this is changing as more traditional infrastructure funds take part in the space. 

  • What are the key trends in valuations for the towers space? What types of investors continue to lead the pack? 
  • As carriers and ISPs reevaluate capex spend, how can private investors get creative in how they partner with service providers to build infrastructure?
  • Looking ahead, what will the buildout of wireless network infrastructure look like over the next 5-10 years? Will we see more new builds of towers, small cell infrastructure, a mix of both?