Secure your pass

Speakers

Veronica Huang

Vice President - Senior Analyst, Structured Finance Group, Moody's Ratings

Veronica

Veronica Huang

Vice President - Senior Analyst, Structured Finance Group, Moody's Ratings

Veronica Huang is a Vice President – Senior Analyst at Moody’s Ratings, where she has been a key member of the CMBS New Ratings team since 2017. She leads the ratings analysis of conduit/fusion and large loan CMBS transactions, specializing in deals backed by complex and esoteric assets, including data centers. Veronica also leads Moody’s CMBS data center team and plays a pivotal role in developing the firm’s approach to data center CMBS and ABS ratings.

Previously, Veronica was a lead analyst on Moody’s RMBS Surveillance team, monitoring a portfolio of complex legacy RMBS transactions. She holds a Master of Science in Finance from the University of Rochester’s Simon Business School and graduated summa cum laude with a Bachelor of Science degree in Finance and Accounting from Drake University. Veronica is also a CFA charterholder.

View full profile and related articles

Richard	Choe

Richard Choe

Vice President, Equity Research, J.P. Morgan

Stabilized data center assets are often seen as the “safe bet” in the investment landscape, offering predictable cash flows and lower risk profiles. However, beneath the surface of stability lie critical challenges such as lease expirations, renewal risks, and the need for ongoing capital expenditures to remain competitive. As long-term leases approach maturity, investors face increasing uncertainty around tenant retention, re-leasing in non-prime locations, and the costs of modernization. How can investors navigate these challenges to maintain and enhance asset value?

Attendees will gain insights into:

  • Lease expiration risks: How can investors assess and manage the risks related to lease expirations, tenant retention, and re-leasing in non-prime locations?
  • Managing modernization costs: How can operators balance modernization costs with returns to keep facilities competitive in a fast-evolving market?
  • Long-term asset value strategies: What proactive measures can investors take to ensure stabilized assets remain attractive and profitable as leases mature and market conditions evolve?