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AMP Capital

22 September 2021

AMP Capital’s Global Infrastructure Equity team establishes Telecom Infrastructure Partners

22 September 2021: AMP Capital’s Global Infrastructure Equity team has created a new company focused on acquiring and aggregating telecom site leases globally, in partnership with Eric Overman. Telecom Infrastructure Partners (TIP) will acquire, own, and manage long-term lease contracts underlying mobile telecom sites, with an initial focus on Europe and Latin America. AMP Capital will invest up to US$350 million to fund future growth, on behalf of investors in its Global Infrastructure Fund II (GIF II).

Mobile telecom sites are a key part of mission critical wireless infrastructure. Telecom site growth and densification will support the roll-out of 5G and quality of service improvements in more mature markets, as well as continued 4G penetration and internet access in more nascent markets. Ground lease operators of telecom infrastructure assets receive a rental rate to occupy the underlying property interest from the relevant tenant, and TIP’s lease aggregation business model is a platform which can be scaled up to a global, diversified portfolio of mobile telecom sites.

Eric Overman was the founder and previous CEO of APWireless, a pioneer in this sector, and successfully grew APWireless into a company with c.6,000 site leases across 19 countries. The global opportunity for ground and rooftop lease aggregation remains enormous, with c.5 million sites and less than 10,000 non-United States cell site lease buyouts to date representing <0.2% penetration.

Headquartered in London, TIP seeks to capture opportunities in the most attractive markets globally, initially commencing operations in Europe and Latin America.

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22 September 2021

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