Nick Beauregard
Nick Beauregard
Speaker
Managing Director

Principal Asset Management

United States

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Idea lab (limited, register, Chatham house): Nightmare scenario: Data center credit if demand breaks

Nick Beauregard
Managing Director,
Principal Asset Management

  • Inventorying the collateral if demand breaks: land, interconnection, empty shell
  • Valuing BTM kit, cooling plant and GPU residual
  • What happens to the gas, solar and storage built on a campus if demand falls away?
  • Testing hedges that survive a bust
  • Quantifying haircuts to 2026 LTVs and DSCRs
  • Accounting for water and wastewater left on the site