commercial real estate
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →
Everything said about commercial real estate, oldest first
Aug 12, 2026 neutral
Kedrosky: Financiers evaluate AI data centers like multi-tenant apartment buildings
“The way that I try to analogize this loosely, and this is very loose, is that data centers from the context of many capital providers are real estate. They're really just multi-tenant apartment buildings. It just so happens there's no humans in the apartment b…”