Latest news
Latest news
DeepSeek hasn't changed core of data center narrative, but some have more questions and hype is fading
Standardized, granular rent rolls would help investors better assess data center risks
Although oversubscription levels are down, any widening in spreads should be moderate and most predict sideways moves
More articles
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Long term structural demand remains despite AI disruptions, but issuers could change funding preferences -
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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Lower rates could incentivize data center companies to use CMBS rather than ABS, say bankers
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Billion dollar triple-As on 'cream of the crop' Galleria deal already more than twice oversubscribed
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Returning sources of capital could enable sponsors to push on standards, say investors, but phenomenon could manifest itself in subtle ways
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Technical picture favors spread compression as CMBS shakes off stigma and looks attractive versus other ABS
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Borrowers and servicers set to spar on already modified loans
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Four live deals for now, but activity will pick up with investors hungry for recovering sector
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CMBS has bounced back after shaking off the stigma of office exposure, among other negative headlines, taking advantage of a more stable rates environment to post impressive returns and issuance volumes. There is confidence that an even stronger 2025 is in store, writes Nick Conforti
