Latest news
Latest news
DeepSeek hasn't changed core of data center narrative, but some have more questions and hype is fading
Major sponsor added to issuer roster as banks show increased confidence in the asset class.
Standardized, granular rent rolls would help investors better assess data center risks
More articles
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A Carlyle CMBS and OLB's Dutch RMBS complete this week's primary line-up
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PE firm brings diversification to a sponsor set that has been dominated by Blackstone
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Data center operator raises $2.4bn but only after DeepSeek news had disturbed bookbuild
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Latest Sequoia deal set to net strong pricing after Finance Ireland impresses
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Salesforce Tower-backed deal tightens spreads while Uber's San Francisco office also up for grabs
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Long term structural demand remains despite AI disruptions, but issuers could change funding preferences
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IPTs out for $352m VCC 2025-1, which contains mix of residential and commercial loans but will mostly draw RMBS buyers
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Both deals comfortably covered as bankers report strong market conditions
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Lower rates could incentivize data center companies to use CMBS rather than ABS, say bankers