Who it's for
For teams that lend to, hold or trade AI infrastructure debt.
Find your seat. Here is the question Marden answers for it.
Private credit and BDCs
Is this loan still worth what we say it is?
A Marden model price next to every fund mark
The record to cite at valuation committee
The site behind each loan
Construction loan, Site 14Gap 9.4 pts
Marden model · Modeled scenario, valued Oct 23Fund marks · fund filings, Sep 30
The record behind the moveOct 13 Gas supply date moved to Feb 1, 2027F
#This weekMarden modelNext milestone
1Construction loan, Site 1489.6Nov 18 · gas lateral hearing
2GPU-backed note, issuer B79.4Nov 14 · quarterly filing due
3Term loan, Site 795.1Nov 23 · air permit decision
Marden model prices · Modeled scenario, valued Oct 23M
CLO and loan managers
Which loans are about to lose value?
A weekly list of names likely to reprice
The record that put each one there
Alerts on the names you follow
Banks and arrangers
What happens to the loans we kept if the tenant walks away?
Months to lease deadline
Stress by tenant, end user or power delay
Who else holds the loan
Months to deadline
−2 moM
Finishes after the tenant can walkIf tenant cut to BB+
−14.2 ptsM
Marden model 89.6 → 75.4, range 72.9 to 77.9Modeled scenario, valued Oct 23Lender group · 21
Bank A 18%Bank B 14%Bank C 12%Bank D 10%17 others 46%
Tenant A · senior notesPays rent on 6 sites
Site 14 · TX2.4 GWBroken
Site 7 · TX1.4 GWStrained
Site 3 · WI0.9 GWStrained
Site 5 · MI1.4 GWHolding
Insurers and IG investors
What is actually behind this bond?
Every site an issuer pays for
Exposure by tenant and end user
Downgrade stress in one click