10Y UST5.24%+1.35%30Y MTG7.03%+1.15%SOFR3.90%VNQ$90.53-0.07%XLRE$41.34-0.02%FED FUNDS3.88%
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Connect CRE · New York · Office

Boutique Union Square Offices Refinanced for $66M

Via Connect CRE · September 29, 2026
Compiled by Real Estate Trail Editorial · September 29, 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. New York continues to bifurcate sharply: trophy office leasing at record rents, commodity Class B in conversion discussions or court-supervised processes. Rent-stabilized multifamily remains supply-constrained and tightly held. 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

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
Newmark arranged a $66.5-million loan on behalf of ZG Capital Partners to refinance 836–838 Broadway, a boutique, fully leased mixed-use office property in Manhattan’s Union Square neighborhood. J.P. Morgan provided t…
Read the full article at Connect CRE →

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