Insider published articles stating the business reasons and legal reasons for inserting right of first refusal clauses in billboard leases. Insider received this pushback from a landlord/billboard lease holder: I find your article regarding ROFRs to be so landlord unfriendly and completely unnecessary for a billboard company to obtain. I think […]
Seeking Alpha may be calling Landmark Infrastructure a “tech REIT” because 65% of Landmark revenues come from telecom and wireless sites but that hasn’t stopped Landmark from trying to grow the out of home leases and easement portfolio. Here’s Landmark’s latest marketing letter. Insider’s take: Landmark is contacting your […]
Landmark Infrastructure Partners stock is down 22% since the first of the year. Alacran Investments explains why in a bearish article published at Seeking Alpha. Alacran has a short position in Landmark (LMRK) so take the analysis with a grain of salt. The thesis is that Landmark, a purchaser of tower, out […]
Landmark Infrastructure buys of home advertising ground leases. Insider knows someone in the billboard business who owns land under billboards through a separate company. Insider reviewed the landowner’s Landmark Infrastructure file and here are the results: Landmark aggressively contacts landlords. Landmark has approached the landowner 19 times in the past three […]
Last week Landmark Infrastructure, the publicly-traded investor in tower, solar, wind and outdoor leases and easements announced the signing of an agreement purchase 127 assets in 32 states for $60 million. Closing is scheduled for this week. The press release did specify if any of the new assets were outdoor. […]
Seeking Alpha has an article titled “Landmark Infrastructure Is No One Hit Wonder” by Brad Thomas on Landmark Infrastructure. Two charts caught Insider’s eye. Here’s a chart showing Landmark offices (blue) and origination team members (green). You can expect to see lots of Landmark lease and easement activity in markets […]
