Panel: Making Towers Sexy Again: Why Investors May Be Missing the Next Infrastructure Opportunity

10 Feb 2027
Last Mile Stage
Tower and Wireless Summit

As AI, fibre and power capture investor attention, are towers being overlooked? This session explores why wireless infrastructure may be poised for a comeback, driven by FWA, edge deployments and network densification. It also examines how ABS, private credit and evolving capital structures could unlock growth, valuations and long-term value.

 

  • Have towers become the most undervalued asset class in digital infrastructure, and what is the market missing about their long-term growth potential?
  • Can FWA, edge infrastructure, small cells and network densification create a new wave of demand and value creation for tower operators?
  • How are financing tools such as ABS, private credit and institutional debt helping tower companies optimise capital and fund the next phase of growth?