Enterprise Real Estate Portfolio REITs sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Enterprise Real Estate Portfolio REITs
1.1 - About Enterprise Real Estate Portfolio REITs sector
Companies in Enterprise Real Estate Portfolio REITs own, develop, and operate income‑producing properties and digital infrastructure at scale. They lease towers, fiber, retail centers, offices, and healthcare housing to creditworthy tenants, providing secure access, reliable connectivity, and professionally managed facilities. Customers gain nationwide coverage, flexible leasing, and capital‑efficient expansion supported by institutional balance sheets and proven operating platforms.
Typical capabilities span leasing wireless towers and small cells to support 5G and edge deployments, operating wholesale fiber backbones for carriers and hyperscalers, and delivering managed network services with secure access controls. They also provide site development and zoning expertise to accelerate permitting, run full-service property management and tenant services, operate retail centers with guest Wi‑Fi and video analytics for traffic insights, manage senior living communities, and acquire net‑lease portfolios for stable cash flows.
They primarily serve wireless carriers and network operators, national retailers and restaurant brands, and healthcare and senior living operators. Outcomes include faster network rollouts and broader coverage, reduced capital expenditure through long‑term leasing, improved property performance and customer experience via professional management, and predictable access to well‑located real estate that supports growth, compliance and resilient operations across markets.
2. Buyers in the Enterprise Real Estate Portfolio REITs sector
2.1 Top strategic acquirers of Enterprise Real Estate Portfolio REITs companies
American Tower
HQ: United States
Website
- Description: Provider of communications real estate and digital infrastructure solutions, offering a nationwide portfolio of towers, rooftops, DAS, Wi-Fi, private networks, data centers, edge facilities, new tower development, backup power and related services that enable mobile network operators, broadcasters, government agencies and other customers to expand, densify and maintain 5G and other wireless networks across the United States.
- Key Products:
- Digital Infrastructure Deployment: Constructs and manages telecommunications towers and related sites that host carrier equipment, delivering secure, reliable connectivity for mobile and broadband networks globally
- 5G & Edge Support Solutions: Provides infrastructure optimized for 5G, edge and cloud computing, enabling operators to expand capacity, lower latency and launch advanced services
- Digital Communities Program: Establishes technology-equipped community spaces offering connectivity, digital literacy and skills training, improving access for underserved populations
- Sustainability & Land Stewardship: Runs environmental initiatives such as large-scale reforestation and responsible site management to reduce ecological impact and advance stakeholders’ ESG objectives.
- Rationale: Provider of Digital Infrastructure Deployment towers, 5G & Edge Support Solutions for capacity, and Sustainability & Land Stewardship advancing connectivity.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.2 - Strategic buyer groups for Enterprise Real Estate Portfolio REITs sector
M&A buyer group 1: Telecom Infrastructure
51 companies
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Description: Companies in Telecom Infrastructure Deployment & Leasing Services design, build, operate, and lease physical and digital assets that underpin carrier and broadband networks. They deliver towers, small cells, fiber backbones, and managed connectivity that expand coverage, capacity, and reliability while accelerating time-to-market for 5G and high-speed internet. Strategic buyers in this category monetize infrastructure through long-term leases, wholesale transport, and turnkey deployment programs.
MasTec
- Type: N/A
- Employees: ●●●●●
- Description: Provider of engineering, construction, installation, maintenance and upgrade services for communications, energy, utility and transportation infrastructure across North America, delivering wireless and wireline/fiber networks, power delivery and clean energy facilities, pipelines, heavy civil works such as roads, bridges and rail, and offering environmental remediation solutions.
- Key Products:
- Last Mile Fulfillment & Installation: Utilizes over 3,000 SmartConnect technicians to deliver, install and support video
- IoT, security and connected devices for residential and commercial customers, assuring timely, high-quality installations and satisfaction
- Smart Home Technology Services: Provides structured wiring, access control
- Wi-Fi, network design and installation, partnering with top brands to create always-on connected environments for homes and businesses
- OneStep Smart Technology Installation Platform: Online portal letting consumers and businesses order SmartConnect products and schedule Smart Tech Experts who deliver and install thousands of entertainment, consumer electronics and smart home products in a single step
- Smart City & Industrial IoT Deployment: Offers product deployment, provisioning and program management for municipalities, installing LED lighting retrofits, energy monitoring, traffic controls and water management to enable smart city transformations.
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●● companies
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms in Enterprise Real Estate Portfolio REITs sector
3.1 - Buyout funds in the Enterprise Real Estate Portfolio REITs sector
2.2 - Strategic buyer groups for Enterprise Real Estate Portfolio REITs sector
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4 - Top valuation comps for Enterprise Real Estate Portfolio REITs companies
4.2 - Public trading comparable groups for Enterprise Real Estate Portfolio REITs sector
Valuation benchmark group 1: Telecom Tower Leasing Companies
5 companies
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Description: Companies in this group own and operate telecom towers and related wireless infrastructure, leasing space to mobile carriers and broadcasters under long‑term, inflation‑linked contracts. Many also provide DAS, small cells, fiber backhaul, and broadcast transmission services. They are grouped as public trading comparables because their revenues are tenancy‑driven, portfolios are capital‑intensive, and cash flows are highly recurring, enabling consistent valuation benchmarks across geographies.
American Tower
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of broadband, video, and mobile communications services, offering converged solutions through fiber-based and 5G networks, and investing in infrastructure, content, and technology ventures.
- Key Products:
- Broadband Services: High-speed internet through fiber-rich networks
- Mobile Services: Mobile communication including 5G networks
- Video Services: Advanced TV and entertainment platforms
- Fixed-Line Telephony: Home telephony solutions
- Infrastructure Investment: Investments in cutting-edge technology ventures.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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