Bonds financing Meta's Louisiana Hyperion AI data center, held off balance sheet by Beignet Investor LLC, fell to about 91 cents on the dollar on Oct. 7 as investors weighed 2049 maturities against Meta's four-year initial lease. The Wall Street Journal reports Oracle is in talks with Apollo and Goldman Sachs on a similar off-balance-sheet chip lease-back for a 1 GW data center. For CRE lenders and landlords, how long a hyperscale tenant is really committed now matters as much as its credit rating.
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