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News · ■ Mixed · 1 source confirmed · 2026-09-21 15:50 UTC

WATCH: The AI boom is giving the office a surprising second act. In Lower Manhattan, office leasing has more than doubled from a year ago, putting the market on track for its strongest first half since 2019. But will higher interest rates threaten that comeback? https://t.co/VLFv

Why now

Thesis: AI-driven office leasing rebound supports CRE, but rates threaten financing

Catalyst to watch: Rate path or leasing data updates

Main risk: Higher rates choke CRE financing comeback

Why it matters

AI-driven office leasing rebound supports CRE demand, but higher rates threaten the financing that underpins it.

Details

WATCH: The AI boom is giving the office a surprising second act. In Lower Manhattan, office leasing has more than doubled from a year ago, putting the market on track for its strongest first half since 2019. But will higher interest rates threaten that comeback? https://t.co/VLFvY4d9gQ

Related assets & topics

Interest RatesReal EstateReal Estate ETF · XLREReal Estate Index · IYR

Sources

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