Uniti Group Inc at NAREIT Institutional Investor Forum Transcript

Jun 07, 2022 / 12:00PM GMT
David William Barden - BofA Securities, Research Division - MD

All right. Well, good morning, and welcome to 2022 Nareit, everybody. Thank you for coming to join us. My name is David Barden. I'm the communications infrastructure analyst for Bank of America based here in New York. And I'm super pleased, once again, to have the honor to welcome Kenny Gunderman, CEO and Chair of Uniti Group.

And I've done this a number of years in a row, Kenny. And we always start off with kind of a blend, tell us about Uniti question. But I thought what I wanted to do this time was going to start off with a little bit more nuanced version of this.

The communications infrastructure group has become a big part of the REIT world. And the thing that the REIT community, I think, likes and also is concerned about is it has a technology-like exposure. And for me, what I think is interesting about communications infrastructure in the REIT world is that the kinds of things that REIT investors worry about, the decentralization of work -- remote work, remote learning, online sports betting, telehealth, all these

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot