{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Commercial Real Estate Investment Conference Podcast (CREIC)","title":"AI Infrastructure vs. Forced Sales","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2e7a643b\"></iframe>","width":"100%","height":180,"duration":333,"description":"There are two completely different realities happening in commercial real estate right now.\nOn one side, traditional CRE is facing a forced workout phase with $875B in loans maturing in 2026. Office delinquencies are at record levels. The extend-and-pretend era is over. But on the other side, institutional capital is flooding into AI data center infrastructure. KKR just launched Helix Digital Infrastructure with over $10B in committed capital, partnering with Nvidia, the Kuwait Investment Authority, and Vistra. Long-duration contracts. Creditworthy tenants. Structural demand. These aren't cyclical assets. These are essential infrastructure for the AI economy. The people winning right now are the ones who understand.\nSponsor: Rise 48 Equity - Vertically integrated multifamily investing. rise48.com","thumbnail_url":"https://img.transistorcdn.com/PkdcFoklt6Pt1rv3cF5LhC5NMbLiO82QPyaLOkUVqc8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lOTZm/YmE3MTkwMDcyMGI2/ZTZiOGE3MmYzZThk/ZjE3Ni5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}