CMBS Exposure to AI & Data Centers
See which CMBS deals include data centers in the collateral pool or name AI-industry office tenants — read from public SEC filings, deal by deal, with a machine-readable endpoint and a tool to check funds or CUSIPs against the CMBS coverage index.Data-center and AI-tenant demand is reshaping commercial real estate, and that exposure sits inside CMBS deals. DealCharts reads it straight from the disclosure: which deals include data centers in the collateral pool, and which name AI-industry office tenants — tech giants, cloud and SaaS providers, software leaders, and chip manufacturers. Everything here surfaces what the filings show, tied back to the deal it came from. It is a metadata-first map, not a risk score or a rating.
Three ways in:
AI-exposed deals
Check a fund or CUSIP
What the filings disclose
The exposure themes are read from tenant and collateral disclosure in deal documents and SEC filings — not modeled or scored:
- Data centers — at least one data center in the collateral pool
- Tech giants — Google, Microsoft, Apple, Amazon, or Meta named as tenants
- Cloud and SaaS — IBM, Oracle, Salesforce, or Snowflake named as tenants
- Software leaders — Tesla or Palantir named as tenants
- Chip manufacturers — NVIDIA, Intel, Broadcom, Qualcomm, or TSMC named as tenants
Alongside these themes, each deal page carries the full picture the filings support — property-type and geographic concentration, tenant and industry mix, servicer and party list — so you can trace a theme back to the underlying loans. Sources are SEC EDGAR filings and deal prospectuses; see the disclosures page for the full note.
Machine-readable output
The coverage snapshot is available as JSON — no login, no API key. Pass a single CUSIP, comma-separated CUSIPs, or a fund ID:
GET https://dealcharts.org/.netlify/functions/exposure_to_tech?input=065923AY0
The response returns theme counts, tech tenants when available, peer fund counts, the unique deals behind the CUSIPs, and per-CUSIP detail — each figure traceable to its deal. It does not return risk scores, ratings, or verdicts. Full examples and the interactive version live on the AI & Data-Center Exposure Tool.