As carriers modernize RAN, scale 5G and 5G Advanced, and optimize portfolios, the relationship between tower companies and carriers is increasingly defined by amendment velocity, colocation economics, power and upgrade scope, and how master lease agreements translate into speed to market.
This session brings together tower company leaders, carrier siting and real estate executives, and investors to explore what is driving tower value in the current deployment cycle. Topics include amendment and upgrade pipelines, portfolio optimization and site rationalization trends, and how commercial structures such as master lease agreements, commercial frameworks, and terms are evolving to support faster and more efficient network delivery.
Panelists will share practical perspectives on portfolio strategy, capital alignment, and collaboration models that improve outcomes for both sides, with a focus on execution realities that matter in 2026. These include power readiness, permitting and deployment timelines, and sustaining long-term value through disciplined and repeatable execution.