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Lev Team / August 20, 2026

Data Center Financing in 2026: How Lenders Underwrite the AI Infrastructure Boom

Data centers financed $92 billion in debt in 2025, and 2026 underwriting has shifted: capital is no longer the constraint. Power is.

Data Center Financing in 2026: How Lenders Underwrite the AI Infrastructure Boom

Data centers financed $92 billion in debt in 2025, and 2026 underwriting has shifted meaningfully: capital is no longer the constraint. Power is.

How these deals are structured

Most data center construction financing runs through a special purpose vehicle (SPV), with lenders underwriting projected cash flows backed by long term hyperscaler leases rather than the sponsor's balance sheet. That structure supports leverage of 60% to 80% loan to cost, which is high for commercial real estate, while ring fencing risk away from the sponsor's other assets.

Typical deal terms

FeatureTypical range
Construction loan term12 to 36 months
Leverage (loan to cost)60% to 80%, preleased
Interest structureInterest only during draw; term loan post CO
Common structureSenior debt + mezzanine or preferred equity

The real underwriting bottleneck

Power access, not capital availability, is now the single most scrutinized risk factor in 2026. Electrical grid interconnection can take up to four years in some markets, pushing sponsors toward "bring your own power" solutions and forcing lenders to underwrite documented utility commitments and realistic energization schedules before anything else.

Deal sizes are wildly skewed

The average committed data center loan ran $1.2 billion in 2025, but the median was just $40 million, meaning a small number of hyperscale deals are pulling the average far above what most borrowers actually see. A recent example: DataBank secured a $2.0 billion construction loan in April 2026, led by MUFG Bank, for three preleased buildings on a Dallas area campus already backed by an investment grade tenant.

Where the capital comes from

Bank led syndicated facilities remain the cost efficient default, but private credit and infrastructure debt funds are increasingly active on construction and mezzanine tranches, offering speed and flexible draw schedules at a higher price. Stabilized, cash flowing portfolios are also reaching the CMBS and ABS markets for takeout financing.

How Lev helps

Lev connects data center sponsors and developers to construction lenders, mezz providers, and takeout capital sized to power status, tenant credit, and leverage needs.

Data: PeerSense, S&P Global, Foley & Lardner, DataBank. As of Q1 to Q2 2026.

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