The American Tower Playbook: Building Infrastructure Before Demand Peaks
- Lisa Wright
- Dec 2, 2025
- 2 min read
There's a proven model for what we're building - it just comes from a different industry.
While everyone focused on getting cell service into cities, American Tower went across the nation securing land options for cell towers. They built infrastructure ahead of the demand curve, creating a ninety billion dollar market cap REIT in the process.
The Asset-Light Approach
We're applying that same infrastructure-first methodology to electric aviation. Rather than purchasing land outright or locking into expensive leases before the market matures, we're securing options on properties across North America. This keeps us asset-light while establishing our network footprint.
The economics work because we're not asking landowners for upfront capital. We find the funding to build the vertiport infrastructure and energy systems. Once we're operational, we share revenue with the property owner. They get participation in this emerging market without bearing the construction costs or technology risk.
Why Now Matters
People often ask whether we're too early. The answer is emphatically no, but the window for securing prime locations is limited.
Electric aircraft will proliferate the same way electric vehicles did. That market went from 5,000 vehicles on the road to 250,000 being manufactured annually in just five years. The aviation trajectory will likely be even faster because the applications are more urgent and the technology is already proven.
When that proliferation happens, operators will fly to locations that are already built and permitted. Each region will need vertiport infrastructure - but typically only one primary location within a 12-25 mile radius. The first-mover advantage is real.
The Real Estate Opportunity
For property owners, this represents a new asset class. Vertiports increase last-mile logistics capabilities, enhance amenity offerings for tenants, improve property inspection capabilities, and simply increase property values through enhanced connectivity.
Companies in rural locations are already exploring how vertiport infrastructure can position them for the electric future. They're setting themselves up to be equipment providers for electric aircraft the same way they currently are for traditional equipment.
That kind of forward thinking wins markets.
Portfolio-Scale Thinking
We're particularly interested in connecting with property owners who have portfolios we can analyze. Whether that's retail locations, logistics facilities, agricultural properties, or existing airports and helipads—the opportunity is clearest when we can evaluate multiple sites and build complementary network coverage.
A single vertiport is useful. A network of vertiports creates exponential value.
The companies that recognized the cell tower opportunity early didn't just lease one location - they built regional and national networks. The same logic applies to electric aviation infrastructure. The value is in the connected system, not the isolated site.
We're building North America's largest ground network for electric aviation, focusing on markets others are overlooking. The American Tower playbook worked because they identified where infrastructure would be needed before that need became obvious to everyone else.
That's exactly what we're doing - just at a different altitude.
Explore partnership opportunities at landings.co


