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Q2 2026 Office Market Report

Page 1

RALEIGH-DURHAM Q2 2026

OFFICE

MARKET REPORT


02

EXECUTIVE SUMMARY Q2 2026 MARKET Raleigh/Durham office market entered mid-2026 in a state of gradual stabilization, but not yet a 01 The broad recovery. Q2 reversed Q1’s positive absorption, although overall vacancy remains modestly below year-ago levels.

forward-looking indicators improved: leasing activity accelerated, sublease inventory 02 Several declined, asking rents remained relatively stable, and virtually no new competitive supply is being added.

market is best characterized as active but highly selective. Tenants are signing leases, particularly 03 The below 10,000 SF, but relocations, contractions, and delayed occupancies are still preventing leasing activity from translating into sustained positive absorption.

CL ASS A MARKET INVENTORY SNAPSHOT

35.94MM 16.6%

936K (65.6K)

TOTAL INVENTORY SF

VACANCY RATE

SUBLEASE SF

5.96MM

$33.16 FS

DIRECT VACANT SF

AVG ASKING RENT

= CHANGES BASED ON QOQ

NET ABSORPTION

Source: CoStar 2026


03

OUTLOOK & STR ATEGIC INSIGHT S KEY TRENDS TO WATCH

1.

2.

LEASING ACTIVITY VS OCCUPANCY GROWTH

SMALL-TENANT DEMAND AND LARGE-BLOCK EXPOSURE

Transaction activity accelerated during Q2, but relocations, contractions and delayed occupancies continue to prevent leasing volume from translating into sustained positive absorption.

The market has a healthy pool of smaller users, while demand above 30,000 SF remains extremely limited; buildings with divisible floorplates, existing buildouts and move-in-ready suites should therefore outperform assets dependent on large users.

3. SUPPLY-SIDE STABILIZATION Declining sublease inventory and virtually no new construction provide meaningful structural support. These factors should allow vacancy to tighten as demand improves, but elevated existing availability means landlord pricing power has not yet returned.

LOCAL BROKERAGE INSIGHTS INVESTOR TAKEAWAYS • Well-located, appropriately capitalized office assets have an opportunity to capture demand during a period of virtually no new competitive supply. • Elevated Class A vacancy and limited large -user demand create potential acquisition opportunities, but successful execution will depend heavily on basis, leasing capital and the ability to subdivide oversized vacancies. • Asking rents remain relatively stable, but face rates likely overstate effective economics due to free rent, TI allowances and other concessions. • Owners should prioritize occupancy, engage existing tenants for renewal early and maintain flexibility on concessions while preserving face rental rates where possible.

Tenants remain active and willing to transact, but they continue to prioritize move -in-ready space, flexibility and compelling overall economics with a focus on minimizing out of pocket upfit costs

Leasing activity is stronger than absorption suggests, with Q2 transaction volume increasing 59% year over year. However, nearly 89% of transactions remain below 10,000 SF, highlighting the continued scarcity of large requirements capable of materially reducing major vacancies.

Buildings offering divisible floorplates, quality second-generation space and well-designed spec suites are best positioned to capture the market’s most active segment of demand.


04

R ALEIGH-DURHAM MARKE T MARKET OVERVIEW - CLASS A ANNUAL NET ABSORPTION - 2026 YTD 2,500,000

METRIC

CURRENT

QoQ

YoY

2,000,000

VACANCY RATE

16.6%

+20 bps

-30 bps

DIRECT SF AVAILABLE

5,957,345 SF

+65,612 SF

-430,533 SF

NET ABSORPTION

-65,612 SF

-291,264 SF

-392,059 SF

AVG ASKING RENT

$33.16

-$0.20

+$0.30

SUBLEASE AVAILABILITY

935,507 SF

-40,062 SF

-147,145 SF

# OF NEW LEASES

45

+8

+10

3,000,000

1,500,000 1,000,000 500,000

160,040

0

(84,271)

-100,000

-200,000

2016

2017

2019

2020

2021

2022

2023

2024

2025

2026

CLASS B&C

350,000+ SF

VACANCY 18%

16.6%

16% 14% 12% 10%

8.3%

8% 6%

TOTAL SF BY QUARTER

CLASS A

2018

250,000 SF

2%

2026

0 2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

2026

2025

45

33

31 41

35

200,000 SF 150,000 SF 100,000 SF 50,000 SF 0 SF

4%

37

300,000 SF

Q1

Q2

Q3

Q4

NEW CLASS A FULL SERVICE LEASES SIGNED - 2026 vs. 2025 Source: CoStar 2026


05

Q2 2026 T O P T R A N S A C T I O N S LEASES

1.

2.

3.

4.

5.

SALES C R A BT R E E O V E R LO O K 2 3 01 S U GA R B U S H R D SUBMARKET: Glenwood/Creedmoor TENANT: Marsh McLennan TYPE: Renewal SQUARE FOOTAGE: 33,652 SF

REGENCY CREEK I 12 0 4 0 R E G E N C Y P K W Y SUBMARKET: Cary TENANT: Garmin TYPE: Renewal SQUARE FOOTAGE: 27,668 SF

17 0 0 P E R I M E T E R 17 0 0 P E R I M E T E R PA R K D R SUBMARKET: RTP/RDU TENANT: PlayMetrics TYPE: New SQUARE FOOTAGE: 26,341SF

B LO C 8 3 B L D G 2 6 21 H I L L S B O R O U G H S T SUBMARKET: West Raleigh TENANT: RapidScale TYPE: Sublease SQUARE FOOTAGE: 27,210 SF

MAIN DISTRIC T - NORTH HILLS 4 3 5 0 L A S S I T E R A T N O R T H H I L L S AV E SUBMARKET: Six Forks/Falls of Neuse TENANT: Couchbase TYPE: New SQUARE FOOTAGE: 19,463 SF

1.

2.

3.

4.

5.

CONCOURSE LAKESIDE I & II 2 8 01 & 2 8 0 3 S L AT E R R D , M O R R I S V I L L E CITY: Morrisville SELLER:TD Bank BUYER: Glidewell SQUARE FOOTAGE: 158,256 SF PURCHASE PRICE: $10,575,000 ($67/SF) PA R K W E S T O N E & T W O 15 4 01 & 15 5 01 W E S T O N P K WAY, C A RY CITY: Cary SELLER: Adler Real Estate Partners BUYER: CityPlat SQUARE FOOTAGE: 94,880 SF PURCHASE PRICE: $10,300,000 ($109/SF) 3 515 G L E N W O O D 3 515 G L E N W O O D AV E , R A L E I G H CITY: Raleigh SELLER: Oak Street Real Estate Capital BUYER: Schmier Property Group SQUARE FOOTAGE: 72,930 SF PURCHASE PRICE: $26,750,000 ($367/SF) RDU CENTER I 3000 RDU CENTER DR, RALEIGH CITY: Raleigh SELLER: RealOp Investments BUYER: James & Lynn Sears SQUARE FOOTAGE: 60,083 SF PURCHASE PRICE: $6,200,000 ($103/SF) MEADOWMONT CROSSING BLDG C 400 MEADOWMONT VILLAGE CIR, CHAPEL HILL CITY: Chapel Hill SELLER: SITE Centers BUYER: Woodside Health SQUARE FOOTAGE: 39,041 SF PURCHASE PRICE: $11,050,000 ($283/SF) Source: CoStar 2026


06

SUBMARKET BREAKDOWN P R I M A RY C O S TA R O F F I C E R A L E I G H S U B M A R K E T S 85

5.66M

WEST RALEIGH

147

540

3.89M

CARY

40

2.87M

DOWNTOWN RALEIGH

440

540 264

4.48M

RTP/RDU

1

40 70

4.63M

SIX FORKS FALLS OF NEUSE

1.67M

GLENWOOD/CREEDMOOR

WEST RALEIGH CARY

1.20M

ROUTE-1

0M

1M

DOWNTOWN RALEIGH

2M

3M

4M

5M

EX IST ING INV ENTO R Y ( TOTAL RBA)

RTP/RDU SIX FORKS FALLS OF NEUSE GLENWOOD/CREEDMOOR ROUTE-1

P R I M A RY C O S TA R O F F I C E D U R H A M S U B M A R K E T S

Source: CoStar 2026

RESEARCH TRIANGLE

4.72M

RESEARCH TRIANGLE

DOWNTOWN DURHAM SOUTH DURHAM

3.53M

DOWNTOWN DURHAM

ORANGE COUNTY

SOUTH DURHAM

85 85

1.36M

501

ORANGE COUNTY

0M

147

1.35M 1M

2M

3M

4M

EX IST ING INV ENTO R Y (TOTAL RBA)

5M

40

440

540 64

1

Source: CoStar 2026


07

R ALEIGH CL ASS A SUBMARKET PERFORMANCE EXISTING INVENTORY

CLASS A PRIMARY SUBMARKETS

# Bldgs

West Raleigh

VACANCY

LTM NET ABSORP.

LTM DEL.

UNDER CONST SF

QUOTED RATES

Total RBA

Sublet SF

Direct SF

Vac %

50

5,655,430

130,934

823,082

14.6%

8,914

-

-

$32.66

Cary

43

3,889,644

24,211

502,476

12.9%

108,234

-

-

$29.95

Downtown Raleigh

14

2,886,908

51,082

655,766

22.7%

53,618

-

-

$36.03

RTP/RDU

38

4,477,044

467,178

809,696

18.1%

(51,878)

-

-

$30.10

Six Forks Falls of Neuse

35

4,631,265

30,005

893,078

19.3%

352,183

-

-

$41.08

Glenwood/Creedmoor

17

1,671,738

21,545

208,143

12.5%

52,395

-

-

$35.59

Route-1

12

1,201,996

23,077

131,668

11.0%

71,044

-

-

$36.36

C L AS S A D I R E C T VAC A N CY BY S U B M A R K E T 24%

22.7%

22.0%

22%

VACANCY

20% 18% 16% 14%

17.5%

18.1%

19.3%

16.7%

16.2% 14.8%

14.6%

15.3%

16.2%

12.9%

12.5%

12%

11.0%

10% Q2 2026 Q2 2025

0%

WEST RALEIGH

CARY

DOWNTOWN RALEIGH

RTP/RDU

SIX FORKS/FALLS OF NEUSE

GLENWOOD/ CREEDMOOR

ROUTE 1

Source: CoStar 2026


08

DURHAM CL ASS A SUBMARKET PERFORMANCE EXISTING INVENTORY

CLASS A PRIMARY SUBMARKETS

# Bldgs

Research Triangle

VACANCY

Total RBA

Sublet SF

Direct SF

Vac %

LTM NET ABSORP.

LTM DEL.

UNDER CONST SF

QUOTED RATES

42

4,718,961

80,329

823,332

17.4%

(182,108)

-

-

$30.58

Downtown Durham

23

3,533,063

40,862

425,390

12.0%

11,719

-

-

$37.97

South Durham

15

1,357,902

5,036

387,716

28.6%

(24,598)

-

-

$27.32

Orange County

16

1,345,548

-

243,055

18.1%

32,768

-

-

$34.99

C L AS S A D I R E C T VAC A N CY BY S U B M A R K E T 28.6% 24%

23.3%

22%

VACANCY

20% 18%

18.1% 16.7%

17.4%

16% 14% 12%

12.1%

13.4% 12.0%

10% Q2 2026 Q2 2025

0%

RESEARCH TRIANGLE

DOWNTOWN DURHAM

SOUTH DURHAM

ORANGE COUNTY

Source: CoStar 2026


09

ECONOMIC DRIVERS POPULATION & JOB GROWTH RALEIGH

DEMOGRAPHICS

Population Growth Unemployment Office Jobs Growth

DURHAM

DEMOGRAPHICS

Population Growth Unemployment Office Jobs Growth

CURRENT LEVEL

LTM CHANGE

10-YEAR CHANGE

FORECAST (5 YRS)

Metro

U.S.

Metro

U.S.

Metro

U.S.

Metro

U.S.

1,616,650

342,433,219

1.6%

0.2%

2.2%

0.6%

1.3%

0.3%

3.5%

4.5%

0.3%

0.2%

-0.1%

0.0%

0.0%

0.0%

851,595

170,451,438

0.3%

-0.1%

2.2%

0.7%

0.8%

0.1%

CURRENT LEVEL

LTM CHANGE

10-YEAR CHANGE

FORECAST (5 YRS)

Metro

U.S.

Metro

U.S.

Metro

U.S.

Metro

U.S.

634,593

342,433,219

1.0%

0.2%

1.3%

0.6%

0.7%

0.3%

3.7%

4.5%

0.4%

0.2%

-0.1%

0.0%

0.0%

0.0%

324,595

170,451,438

0.2%

-0.1%

1.3%

0.7%

0.3%

0.1%

Source: CoStar 2026

R ALEIGH NAMED

#22 BEST PLACE TO LIVE IN AMERICA & #2 TO LIVE IN NC NICHE | MAY 2026

DIX PARK NAMED #5 BEST CITY PARK IN THE U.S. USATODAY | APRIL 2026

DURHAM-CHAPEL HILL #2 AND RALEIGH-CARY #7 AMONG THE MOST EDUCATED U.S. METRO AREAS WALLETHUB | JUNE 2026


ABOUT FOUNDRY P L A T F O R M O V E R V I E W Foundry Commercial began as CNL Commercial Real Estate in 2007, when 12 former Trammell Crow partners set out to build a different kind of real estate company – one that serves as a local service provider, operating partner, and a sophisticated investment platform. With 120+ brokers operating in the office, industrial, multifamily, retail, healthcare, and religious/notfor-profit verticals, Foundry’s platform offers brokerage, property management, facilities management, project management, and asset identification. Additionally, Foundry leverages our investment platform to help clients and investment partners execute their investment strategies in office, industrial, and retail real estate. Explosive growth during the firm’s first eight years sparked a management-led buyout and rebrand to Foundry Commercial in September 2015. In early 2020, Foundry’s partners acquired majority ownership of the company, which has grown to become a regional real estate services and operating company with over 460 real estate professionals, more than 78 million square feet of projects in 13 offices throughout the southeast.

Foundry Staffed Services Foundry Ongoing Activity

13 M A R K E TS S E R V E D

460+ 78 M SF A S S O C I AT E S

O F L E A S I N G & M A N AG E M E N T


R A L E I G H - D U R H A M

O F F I C E

AG E N C Y

T E A M

JANE DOGGETT, PARTNER, MARKET LEADER 919.625.8828 jane.doggett@foundrycommercial.com

PATRICK BLACKLEY, SENIOR VICE PRESIDENT 919.274.9323 patrick.blackley@foundrycommercial.com

MEGHAN HURLEY, MARKETING ASSOCIATE 919.271.9557 meghan.hurley@foundrycommercial.com

Although the information contained herein was provided by sources believed to be reliable, Foundry Commercial makes no representation, express or implied, as to its accuracy and said information is subject to errors, omissions or changes.


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