10Y UST4.66%+0.43%30Y MTG6.66%+0.15%SOFR3.64%VNQ$97.26-0.40%XLRE$44.42-0.54%FED FUNDS3.63%
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Connect CRE · Office

Office Leads Pricing Gains as RCA CPPI Inches Up in July 2026

Via Connect CRE · August 28, 2026
Compiled by Real Estate Trail Editorial · August 28, 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 August 2026: $16.9B across 65 reported transactions. All Office coverage

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
U.S. commercial property prices edged higher in July as the RCA CPPI US National All-Property Index posted its slowest annual gain since January 2025, MSCI Real Assets reported. The index increased 0.2% from a year ea…
Read the full article at Connect CRE

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