10Y UST4.96%30Y MTG7.03%+1.15%SOFR3.87%VNQ$91.79+0.38%XLRE$41.97+0.31%FED FUNDS3.88%
Real Estate Trail
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Connect CRE · Boston · Office

Return to Lender: Week of Sept. 24, 2026

Via Connect CRE · September 24, 2026
Compiled by Real Estate Trail Editorial · September 24, 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. Boston life sciences absorption has moderated from its 2021-2022 pace, and the market is working through a meaningful Cambridge sublease overhang. Multifamily and trophy office remain durable. 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:
A 32-story downtown Boston office tower is scheduled for a foreclosure auction Oct. 20 by Wells Fargo, the Boston Business Journal reported. The tower at 100 Summer St. is owned by Boston private equity firm Rockpoint…
Read the full article at Connect CRE

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