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Real Estate Trail
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LinkedIn · Office

West Asia crisis slows office leasing in Q1FY27, vacancy falls as GCC and flex demand holds up- Moneycontrol.com

Via LinkedIn · August 26, 2026
Compiled by Real Estate Trail Editorial · August 26, 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: $15.6B across 58 reported transactions. All Office coverage

Computed from Real Estate Trail’s own tracked coverage

Read the full article at LinkedIn

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