AI Boom Reshapes CRE — Inside Blackstone’s $3.46B Data Center Deal

📘 SLIDE 1 — Cover Slide

Headline:
AI Boom Fuels a Record-Shattering $3.46B Data Center Deal

Sub-Headline:
Blackstone & QTS redefine CRE as digital infrastructure surges in 2025.

Visual Suggestions:

Photo of QTS Suwanee, GA data center
AI-themed graphic overlay (circuit lines, servers, or glowing nodes)
Add your branding: Recardo Laidford | Industrial CRE Advisor

📘 SLIDE 2 — The Headline Story

Title:
A $3.46B CMBS Deal — The Largest Data Center Financing Ever

Body:
Blackstone refinanced 10 QTS data centers across six states, signaling massive lender confidence in AI-powered infrastructure.

$3.46B CMBS loan
10 data centers
94% occupancy
214.9 MW built capacity

Visual Suggestions:
Map showing key markets: GA, TX, VA, NJ, CA, FL
or
Image of server racks with bold text call-outs

📘 SLIDE 3 — Surging Values & AI-Driven Fundamentals

Title:
Data Center Values Jump 18% — As AI Demand Blows Past Forecasts

Body:
Portfolio value rose from $4.75B → $5.62B since 2021.
Cap rates compressed from 7.50% → 7.32%, now trading like core real estate.
Some markets saw triple-digit growth:

+218% Princeton
+182% Fort Worth
+63% Northern Virginia

Visual Suggestions:
Bar chart showing % appreciation
Bold “AI = Demand. Demand = Value.” tagline

📘 SLIDE 4 — But Not All Markets Win

Title:
Atlanta & California Saw Value Declines — Capacity Constraints Matter

Body:
While AI hubs surged, some markets softened:

Atlanta: –9.5%
Suwanee, GA: –14.6%
Santa Clara: –12.9%

Declines reflect:

Power availability
High land & construction costs
Market saturation

Visual Suggestions:
Split graphic: “Winners vs. Losers”
Map highlighting declining markets

📘 SLIDE 5 — What It Means for Industrial CRE

Title:
Industrial & Data Infrastructure Are Converging Fast

Body:
For Investors:

Power, zoning, and fiber = the new “location, location, location.”
Digital infrastructure is now a core CRE asset class.

For Tenants:

Expect tighter competition for tech-enabled industrial space.
Watch emerging Georgia data corridors for opportunities.

Call to Action:
“If you’re exploring industrial expansion or evaluating high-load facilities, I can help you navigate Atlanta’s shifting CRE landscape.”