10Y UST4.97%+0.20%30Y MTG6.76%+0.75%SOFR3.64%+0.55%VNQ$93.42-0.72%XLRE$42.81-0.60%FED FUNDS3.63%
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The Registry · Office

Microsoft Renews 66,000 SQFT Office Lease at Drawbridge’s 3201 Scott Boulevard in Santa Clara

Via The Registry · September 16, 2026
Compiled by Real Estate Trail Editorial · September 16, 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: $9.1B across 42 reported transactions. All Office coverage

Computed from Real Estate Trail’s own tracked coverage

Excerpt from The Registry:
Drawbridge Realty has locked in Microsoft as the sole tenant of its fully leased Class A office building in Santa Clara through the next decade, extending an occupancy that dates back nearly ten years and underscoring…
Read the full article at The Registry

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