What Institutional Owners Are Facing

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Many existing carrier agreements were negotiated years ago under entirely different market conditions.

Common issues include:

• Below market revenue share structures
• Lack of escalation controls
• Limited operational SLAs
• Inadequate infrastructure commitments
• No meaningful upgrade obligations
• Weak exclusivity language
• No smart building integration strategy
• Minimal ownership protections
• Poor resident experience metrics
• No competitive procurement process

Most ownership groups are materially under-monetizing broadband infrastructure.