10Y UST4.67%+0.21%30Y MTG6.66%+0.15%SOFR3.65%+0.27%VNQ$96.11-1.16%XLRE$43.94-1.21%FED FUNDS3.63%
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CRE Daily · New York · Office

Savills Takes Full Floor at Rudin’s Manhattan Office Tower

Via CRE Daily · August 31, 2026
Compiled by Real Estate Trail Editorial · August 31, 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 CRE Daily

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