10Y UST5.00%+0.60%30Y MTG6.76%+0.75%SOFR3.64%+0.55%VNQ$93.48-0.66%XLRE$42.81-0.60%FED FUNDS3.63%
Real Estate Trail
Institutional Press Wire
Connect CRE · Office

Nearwater Capital Exits One Vanderbilt for Redeveloped 245 Park Ave.

Via Connect CRE · 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 Connect CRE:
Specialty finance company Nearwater Capital is relocating from SL Green Realty Corp.’s One Vanderbilt into a 37,563-square-foot lease for the entire 28th floor at 245 Park Ave., SL Green’s newly redeveloped office tow…
Read the full article at Connect CRE

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