The TreppWire Podcast: A Commercial Real Estate Show 305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories
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Jan 31, 2025 Dive into the fascinating impacts of Chinese AI startup DeepSeek on data center demand and tech markets. Explore how the Fed's steady interest rates affect the economy and Trump's federal worker buyout offer reshapes office space needs. Discover Amazon's record-breaking lease in Miami and key loan value reductions across multiple states, like New York and Chicago. The conversation also highlights ongoing multifamily transactions in Arizona, Florida, and Colorado, capturing the shifting dynamics in commercial real estate.
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Data Center Demand Concerns
- DeepSeek's emergence shook tech markets, raising data center demand concerns.
- The AI-driven rally's sustainability and data center demand are now uncertain.
Data Center Outlook
- John Gray (Blackstone) remains bullish on data centers despite DeepSeek.
- DeepSeek's breakthrough may reset data center pricing, but demand likely persists.
Investment Sector Diversification
- Consider multifamily, self-storage, senior housing, hotels, and office for investment.
- Plow capital into sectors needing more attention if DeepSeek impacts data centers.