Investor Sentiment And Valuation PressureOngoing uncertainty around DISH and EchoStar disputes has weakened investor confidence and led to valuation multiple compression, increasing downside risk.
Lease Payment Risk From DISHNotices from DISH asserting exemption from rent payments create a material risk of lease non-payment that could reduce expected cash flows.
Loss Of Leasing PipelineIf DISH stops new leasing activity, the company could lose a meaningful source of future site leases, pressuring net organic growth expectations.