Tenant exposure
Amazon in CMBS
The trusts' filings name Amazon among the three largest tenants at properties securing 17 public CMBS loans with $1.5B outstanding. It is the largest tenant at 16 of them. 1 of those loans (8.6% of the balance) is delinquent or with a special servicer.
Every loan
| Property | Location | Type | Balance | Rate | Matures | DSCR | Occ. | Status |
|---|---|---|---|---|---|---|---|---|
| Moffett Towers - Buildings E,f,g | Sunnyvale, CA | Office | $284.0M | 4.131% | Oct 2028 | 3.51x | 100% | Current |
| 525 Market Street | San Francisco, CA | Office | $160.0M | 2.95% | Feb 2030 | 2.17x | 70% | Current |
| Moffett Towers II - Building 1 | Sunnyvale, CA | Office | $158.6M | 3.894% | Apr 2028 | 2.23x | 100% | Current |
| Moffett Towers II - Building 2 | Sunnyvale, CA | Office | $153.1M | 3.619% | Dec 2027 | 2.76x | 100% | Current |
| The Towers at Cupertino City Center | Cupertino, CA | Office | $145.0M | 6.442% | Mar 2031 | n/a | n/a | Current |
| 188 Spear Street | San Francisco, CA | Office | $125.0M | 3.57% | Jun 2029 | 3.57x | 97% | With the special servicer |
| 9th & Thomas | Seattle, WA | Office | $96.0M | 3.60% | Oct 2030 | 2.27x | 100% | Current |
| 410 Tenth Avenue | New York, NY | Office | $80.0M | 2.592% | Jan 2028 | 1.75x | n/a | Current |
| 150 West Jefferson | Detroit, MI | Office | $63.4M | 4.603% | Dec 2027 | 3.89x | 84% | Current |
| Amazon @ Atlas | Seattle, WA | Office | $48.4M | 2.405% | Feb 2031 | 5.82x | 100% | Current |
| Corporate Research Center | Hayward, CA | Mixed use | $44.5M | 2.54% | Oct 2031 | 4.51x | 90% | Current |
| Amazon Distribution Livonia | Livonia, MI | Industrial | $34.0M | 3.73% | May 2029 | 3.79x | 100% | Current |
| Amazon Port of Savannah | Port Wentworth, GA | Industrial | $28.7M | 3.557% | Jan 2031 | n/a | n/a | Current |
| Amazon at the Foundry | Belgrade, MT | Industrial | $12.0M | 5.63% | Nov 2030 | n/a | n/a | Current |
| 2000 Composite Drive | Dayton, OH | Industrial | $10.4M | 3.64% | Feb 2030 | 2.33x | 100% | Current |
| 2 Boston Post Road | Orange, CT | Industrial | $10.0M | 3.51% | Mar 2031 | 4.03x | 100% | Current |
| Amazon - Hazleton, PA | Hazleton, PA | Industrial | $8.3M | 3.86% | Feb 2031 | 1.78x | 100% | Current |
Where Amazon is the largest tenant: lease end dates
| Property | Lease ends | Loan matures | Balance |
|---|---|---|---|
| 188 Spear Street | Jan 2027 | Jun 2029 | $125.0M |
| 150 West Jefferson | Oct 2027 | Dec 2027 | $63.4M |
| 525 Market Street | Jan 2028 | Feb 2030 | $160.0M |
| Moffett Towers II - Building 1 | Apr 2028 | Apr 2028 | $158.6M |
| Moffett Towers II - Building 2 | Apr 2028 | Dec 2027 | $153.1M |
| Amazon @ Atlas | Apr 2029 | Feb 2031 | $48.4M |
| 2000 Composite Drive | Jul 2029 | Feb 2030 | $10.4M |
| Amazon - Hazleton, PA | Aug 2029 | Feb 2031 | $8.3M |
| Moffett Towers - Buildings E,f,g | Jun 2030 | Oct 2028 | $284.0M |
| 2 Boston Post Road | Sep 2030 | Mar 2031 | $10.0M |
| Corporate Research Center | Feb 2031 | Oct 2031 | $44.5M |
| Amazon Port of Savannah | Jul 2032 | Jan 2031 | $28.7M |
| Amazon Distribution Livonia | Sep 2032 | May 2029 | $34.0M |
| 9th & Thomas | Jul 2033 | Oct 2030 | $96.0M |
| Amazon at the Foundry | Apr 2035 | Nov 2030 | $12.0M |
| 410 Tenth Avenue | May 2037 | Jan 2028 | $80.0M |
Red: the lease ends before the loan matures, the rollover a refinancing lender will look at hardest.
Filed names grouped here: AMAZON; Amazon; Amazon.com; Amazon.com, Inc. From each trust's ABS-EE filing (largest, second and third largest tenant fields). Pro will alert you when any of these loans changes.