You are thinking either to flee the office sector entirely or to double down on trophy assets. Five years into the pandemic-accelerated transformation of workplace patterns, a more nuanced truth is emerging.
The real opportunity in today’s office market lies not in choosing sides, but in recognizing when quality assets have served their strategic purpose within a portfolio, even when they are performing well. This is not about distress or capitulation. It is about something more fundamental: understanding concentration risk in any single property type — no matter how well selected — eventually becomes a liability that patient capital must address proactively.
To find out more about U.S. office market read “Hold or fold” by Matthew Schol in the January 2026 of Institutional Real Estate America
