10Y UST4.83%+0.63%30Y MTG6.76%+0.75%SOFR3.62%-0.55%VNQ$94.81+0.73%XLRE$43.42+0.85%FED FUNDS3.63%
Real Estate Trail
Institutional Press Wire
Commercial Observer · Office

Andreessen Horowitz to Open West Palm Office for Defense-Tech Bets

Via Commercial Observer · September 11, 2026
Compiled by Real Estate Trail Editorial · September 11, 2026

Why this matters

Office continues to trade in two distinct markets: trophy assets in walkable submarkets that are leasing at or near record rents, and commodity Class B and C buildings where the basis is still resetting. Underwriting on the latter has moved toward replacement-cost-minus, with credit underwriting now leaning on tenant covenant and remaining lease term rather than mark-to-market expectations. For LP-positioned capital, the read-through is that the bifurcation is now a structural feature of the sector, not a cycle to wait out.

Editorial analysis · Real Estate Trail Editorial

On the RET wire

  • Disclosed office deal value tracked in September 2026: $7.2B across 32 reported transactions. All Office coverage

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Commercial Observer:
Venture capitalist behemoth Andreessen Horowitz is opening an office in West Palm Beach, Fla., which will focus on defense-tech investments. The firm, also known as a16z , signed a lease at Related Ross ’ CityPlace To…
Read the full article at Commercial Observer

External link. Real Estate Trail does not republish source content.

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