Seeking Alpha author Bill Zettler joins Cheddar to discuss his position on Uniti Group, a REIT that buys and leases fiber cable. It owns just under 5 million miles of fiber strands. He talks about how critical fiber is in this new communication ecosystem we're seeing in America. The growth of IoT is also a factor. With the rise of 4G, 5G, and streaming, traffic is estimated to grow by more than 40% per year over the next few years. The biggest threat to Uniti Group is that its credit rating is very low, because it's shelled out millions of dollars to buy the assets. However, the lease terms are 15 or 30 years, so the company have many years to pay off debt.