10Y UST4.77%-0.42%30Y MTG6.71%+0.75%SOFR3.65%-0.27%VNQ$96.29+0.28%XLRE$44.10+0.38%FED FUNDS3.63%
Real Estate Trail
Institutional Press Wire
Globest · New York · Office

Manhattan Office Leasing Remains at Best Pace in Decades Despite Late Summer Slump

Via Globest · September 8, 2026
Compiled by Real Estate Trail Editorial · September 8, 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

Read the full article at Globest

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