• Alex Pettee, CFA

Cell Tower REITs: 5G Is Here

  • Throughout the coronavirus pandemic, the high-flying cell tower sector has thrived. Cellular network usage has surged as businesses, schools, and individuals stay connected via virtual interaction

  • 5G Is Here. Apple's upcoming iPhone 12 launch represents the true "arrival" of 5G, the much-anticipated next-generation mobile network that promises to usher in a new era of technological innovation.

  • Cell Tower REITs will be the “hub” of these 5G networks, augmented by higher-speed small cells. High-power macro towers provide the most economical mix of wide coverage and capacity.

  • Fixed wireless broadband – using a cell network for home broadband - will be 5G’s true “killer app” and will fundamentally disrupt the telecommunications space, likely to the benefit of consumers.

  • Cell tower REITs continue to benefit from favorable competitive positioning within the telecommunication sector. While these REITs are priced for perfection, low supply and high demand should translate into continued pricing power for cell tower REITs.

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Disclosure: A complete list of holdings and Real Estate and Housing Index definitions and holdings are available at HoyaCapital.com. Hoya Capital Real Estate advises an Exchange Traded Fund listed on the NYSE. Hoya Capital is long all components in the Hoya Capital Housing 100 Index.

Additional Disclosure: It is not possible to invest directly in an index. Index performance cited in this commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.

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