Will management address macro‑economic factors (e.g., interest rates, inflation) that could influence the valuation of telecom real‑estate assets?

Short answer:

The news release does not specify the exact agenda or talking points for the upcoming presentations, so we cannot definitively say whether management will explicitly address macro‑economic factors such as interest rates or inflation. However, given the nature of the events and the topics that typically dominate discussions of telecom‑infrastructure (real‑estate) valuations, it is very likely that these issues will be covered—either directly by the speakers or indirectly through the broader discussion of the company’s financial outlook and growth strategy.

Why macro‑economic factors are usually on the table in these settings

What the upcoming events are likely to cover

Both forums attract analysts, investors, and industry executives who are keenly interested in how macro‑economic headwinds or tailwinds affect the sector. Consequently, speakers from American Tower—typically the CFO, CEO, or senior operating executives—will be expected to:

1. Discuss the current interest‑rate environment (e.g., Federal Reserve policy, credit‑spread outlook) and its impact on the company’s debt‑issuance strategy and tower‑valuation multiples.
   
2. Address inflation trends (materials, labor, equipment) and any steps the company is taking to mitigate cost‑inflation exposure (e.g., longer‑term contracts, hedging, pricing escalators).
   
3. Explain how these macro variables feed into the valuation of its tower portfolio—for instance, by influencing discount‑rate assumptions in NAV models or affecting the cash‑flow coverage ratios that underpin dividend sustainability.
   
4. Provide forward‑looking guidance that incorporates macro‑economic assumptions, often presented as a “macro outlook” slide or a “financial outlook” segment of the presentation.

How you can verify the content

• Webcast Replay & Presentation Materials: Once the live webcast is posted (the release says a replay will be available from the “Investor Re…”), you can review the slide deck or transcript. Companies usually include a “Macro‑Economic Outlook” slide or a “Capital Structure & Financing” section that directly references interest rates, inflation, and related macro variables.
• Management Q&A Session: In most conference calls, analysts will probe management on macro‑economic impacts. Listening to the Q&A can confirm whether the topic is addressed and what the management’s stance is.
• Press Release Follow‑Up: After the events, American Tower often issues a brief “Highlights” note summarizing key points. Those follow‑up releases sometimes mention macro‑economic themes if they were a focal point of the discussion.

Bottom line

• The press release itself does not list macro‑economic topics as part of the agenda.
  
• Given the investor‑focused nature of the two conferences—especially a “Technology Leadership Forum” and a “Communications Infrastructure Summit”—management is very likely to discuss how interest rates, inflation, and related macro‑economic factors influence the valuation of telecom‑real‑estate assets, either as a dedicated macro‑outlook segment or woven into broader financial commentary.
  
• To know for sure, you’ll need to review the webcast/replay, the accompanying slide deck, or any post‑event summary that American Tower publishes.
  

If you have access to the webcast or the slide deck after the events, you can confirm the exact treatment of macro‑economic factors and extract any specific guidance or assumptions the company provides.