TIAA REAL ESTATE ACCOUNT 8-K

What Happened

• TIAA Real Estate Account filed a Current Report on Form 8-K on February 23, 2026, disclosing that it intends to post Market Commentary Documents on or after that date at www.tiaa.org. The documents, described as economic analysis and a market outlook for the U.S. commercial real estate market, are furnished as Exhibit 99.1 to the 8-K under Item 7.01 (Regulation FD Disclosure).

Key Details

• Filing date: February 23, 2026 (Form 8-K, Accession No. 0000946155-26-000007).
• Disclosure type: Item 7.01 — Regulation FD Disclosure; Market Commentary Documents to be posted online.
• Exhibit: 99.1 — “TIAA Real Estate Account 2026 Outlook Commentary” is furnished with the filing.
• Item 9.01 notes no financial statements or other items (items 9.01(a)-(c) marked Not Applicable).

Why It Matters

• For investors, this 8-K is informational: it provides TIAA Real Estate Account’s economic analysis and outlook for U.S. commercial real estate, not earnings, management changes, or material contracts. The commentary may offer insight into the Account’s market views and conditions affecting commercial real estate, which can help investors assess market trends and strategy without presenting new financial statements or regulatory filings.