CMBS Deals with AI Exposure
Discover commercial mortgage-backed securities (CMBS) deals with exposure to the AI industry, either through data centers or major AI office tenants. Find curated listings to inform your investment decisions.
Overview
The intersection of real estate and AI is transforming the commercial mortgage-backed securities (CMBS) landscape. This page highlights CMBS deals featuring collateral pools that include data centers or office tenants recognized as leaders in the AI industry. Using a metadata-first approach, this curated list surfaces intriguing opportunities for exploration, providing a starting point to identify potential trends and market dynamics.
While the methodology is based on publicly available data and is not exhaustive, it offers valuable insights for both human analysis and AI-driven investment strategies. Explore these listings to uncover new perspectives, assess opportunities, and refine your approach to navigating the evolving CMBS market.
Chip Manufacturers
NVIDIA, Intel, Broadcomm, Qualcomm and TSMC listed as tenants.
Cloud and SaaS
IBM, Oracle, Salesforce, and Snowflake listed as tenants.
Software Leaders
Tesla and Palantir listed as tenants.
Data Centers
At least one Data Center included in the collateral pool.
Tech Giants
Google, Microsoft, Apple, Amazon and Meta listed as tenants.