WeWork Report: San Francisco Members Up 8%, Enterprises Up 11% as AI Fuels Flex Demand
WeWork's mid-year analysis of its global membership found San Francisco added member companies faster than any other major market in its network, with...
BizLink Group Expands With 27,000 SQFT Lease at 668 Mission Court in Fremont as Power Becomes the Deciding Factor
Electronics manufacturer BizLink Group has taken another 27,000 square feet at 668 Mission Court in Fremont's Mission Corporate Center, staying inside the same...
Natera Leases 16,000 SQFT at 191 Industrial Road in San Carlos, Its Third Peninsula Lease of 2026
Natera has signed for 15,600 square feet at 191 Industrial Road in San Carlos, its third Peninsula lease of 2026, as the Austin-based...
Sutter Health Drops 325-Bed Emeryville Hospital Plan Over CEQA Risk, Pivots to Outpatient Campus
Sutter Health has dropped plans for a 330-foot hospital tower at the former Emery Yards campus. It will build outpatient care on the...
AI Firms Have Leased 10MM SQFT in Silicon Valley and the Peninsula Since 2020 as South Bay AI Demand Jumps 67%
Artificial intelligence companies have leased about 10.0 million square feet across Silicon Valley and the San Francisco Peninsula since 2020, and the pipeline...
Sobrato Set to Break Ground in November on 427,000 SQFT Fremont Advanced Manufacturing Campus, City Official Says
The Sobrato Organization will start construction next month on a three-building advanced manufacturing campus along Warm Springs Boulevard in Fremont, a city official...
San Joaquin County Pension Sets $180MM Real Estate Budget for 2027, Targets Retail Shortfall
The San Joaquin County Employees' Retirement Association plans to commit $180 million to real estate next year, pairing a $50 million follow-on with...
Eames Institute Files Master Plan to Turn 88.5-Acre Former Birkenstock Campus in Novato Into Global Design Museum
The Eames Institute of Infinite Curiosity has filed a master plan with Novato to convert the former Birkenstock headquarters it bought for $36...
Prologis Breaks Ground on Fully Preleased 203,000 SQFT Bayside 55 in Fremont
Prologis has started construction on a 203,120-square-foot industrial building on Bayside Parkway in Fremont that a confidential tenant leased in full before the...
Menlo Equities’ Proposed Data Center on Western Digital Campus in South San Jose Targets Late 2029 Opening
Menlo Equities’ plan to replace a 165,000-square-foot building on a site used for technology since 1957 comes as Silicon Valley data center rents...
Home Sales Push Santa Clara County Roll to $760.1B as Commercial Appeals Hit $153.6B
Santa Clara County's taxable property base climbed to a record $760.1 billion for 2026-27, a 4.7 percent gain powered by home sales that...
Hacienda Edges Vacancy Below 18% as Pleasanton Campus Builds Momentum Into Year-End
Hacienda, Northern California’s largest mixed-use development, continued to demonstrate steady leasing performance during the third quarter of 2026, supported by declining vacancy, positive...
WeWork Report: San Francisco Members Up 8%, Enterprises Up 11% as AI Fuels Flex Demand
WeWork's mid-year analysis of its global membership found San Francisco added member companies faster than any other major market in its network, with...
AI Firms Have Leased 10MM SQFT in Silicon Valley and the Peninsula Since 2020 as South Bay AI Demand Jumps 67%
Artificial intelligence companies have leased about 10.0 million square feet across Silicon Valley and the San Francisco Peninsula since 2020, and the pipeline...
Home Sales Push Santa Clara County Roll to $760.1B as Commercial Appeals Hit $153.6B
Santa Clara County's taxable property base climbed to a record $760.1 billion for 2026-27, a 4.7 percent gain powered by home sales that...
Silicon Valley Office Splits in Two as CMBS Delinquency Hits 12.16% and a $208.9MM Local Loan Sours
Even as Silicon Valley's office leasing rebound gathers pace, rising loan distress, a 10-year Treasury above 5.2 percent and tighter lending terms are...
San Francisco VC Hits $283.9B in 2026 on Fewer Deals as AI Firms Capture 36% of Global Funding
Venture investors have poured $283.9 billion into San Francisco companies so far in 2026, more than double last year's total on roughly 500...
North Natomas Sublet Availability Hits 13.44%, Pushing Submarket’s Total Availability Past 30%
Sublease listings now account for close to half of all available office space in Sacramento's North Natomas submarket, a concentration that sets the...
Northern California Commercial Real Estate News
Hacienda Edges Vacancy Below 18% as Pleasanton Campus Builds Momentum Into Year-End
Hacienda, Northern California’s largest mixed-use development, continued to demonstrate steady leasing performance during the third quarter of 2026, supported by declining vacancy,...
Continue ReadingWeWork Report: San Francisco Members Up 8%, Enterprises Up 11% as AI Fuels Flex Demand
WeWork's mid-year analysis of its global membership found San Francisco added member companies faster than any other major market in its network, with...
Source Foundry, $5B Chip-Equipment Startup Taking On ASML, Leases 116,000 SQFT Warehouse in South San Francisco
Source Foundry, a stealth semiconductor-equipment startup backed by Sequoia Capital and Leopold Aschenbrenner's Situational Awareness, signed the Peninsula's largest industrial lease of the...
Walnut Creek Office Vacancy Falls to 22.3% in Biggest Quarterly Drop Since 2015 as Owner-Users and Flight to Quality Fuel Rebound
The North I-680 office market cut its vacancy rate by 210 basis points to 22.3 percent in the third quarter, its steepest one-quarter...
Savills: Silicon Valley Office Leasing Hits Post-Pandemic High of 4.9 Million SQFT
Silicon Valley office leasing more than doubled year over year to 4.9 million square feet in the third quarter of 2026, with Sunnyvale...
Savills: Silicon Valley Office Leasing Hits Post-Pandemic High of 4.9 Million SQFT
Silicon Valley office leasing more than doubled year over year to 4.9 million square feet in the third quarter of 2026, with Sunnyvale...
Thornberg Warns Bay Area Housing Faces ‘Bust Side’ as Mortgage Rates Climb Past 7%
Speaking at Star One Credit Union's third annual Bay Area Real Estate Forecast in Campbell, Beacon Economics founder Christopher Thornberg argued that an...
Meridian Commercial’s James Schultz Earns Basin Street Properties’ Q3 Broker of the Quarter Honor
Basin Street Properties names Meridian Commercial’s James Schultz its Q3 2026 Broker of the Quarter for his North Bay leasing work.
Skyline Construction Taps Google and Qualcomm Campus Builder Steve Dunne to Lead Northern California Growth
Employee-owned general contractor Skyline Construction has brought veteran Silicon Valley builder Steve Dunne aboard as senior project executive, adding nearly four decades of...
RCG Ventures Taps Brixton Capital’s Michael McFadden as Western Region Director of Acquisitions
Atlanta-based shopping center investor RCG Ventures has hired Michael McFadden away from Brixton Capital as director of acquisitions for its Western Region, adding...
JLL Names Capital Markets Chief Mark Gibson Its First U.S. Country CEO, Taps Kevin MacKenzie as Successor
JLL has elevated Mark Gibson, the former HFF chief who has run its Americas capital markets business for seven years, into a newly...
HR&A Advisors Adds Former Biden White House Aide David Eichenthal to Sharpen Public Budget Practice
HR&A Advisors has brought on David Eichenthal, a veteran of the Biden White House, the U.S. Treasury and city finance offices from New...
Salad Days Are Over: Why Protein and Caffeine Are Winning the Restaurant Real Estate Race
By John Cumbelich October 5, 2026 – True Food Kitchen files for bankruptcy. Is anyone shocked by the news that yet another salad...
Dinked: Have We Hit Peak Pickleball?
The Picklr’s Chapter 11 filing, driven by lease guarantees on roughly 40 franchise locations, may be the first sign that indoor pickleball’s real...
McNellis: Real Estate Beyond the Basics
A mortgage broker heard our talk to Menlo College students and wrote back with a sharper point: in commercial real estate, the real...
The Exit for the Rent-Capped Building
Prop 13 keeps him in. Rent control starves him. Prop 19 took away the ending he was counting on. There's a third door,...
The First Footprints in the Snow
AI's hit to jobs looks like a rounding error—until you see who's in the oven: gutted call centers and vanishing entry-level work. Narrow...
McNellis: Economists vs. Flipping Coins
Economist: {noun}: someone good with numbers but without enough personality to be an accountant.
Silicon Valley Office Splits in Two as CMBS Delinquency Hits 12.16% and a $208.9MM Local Loan Sours
Even as Silicon Valley's office leasing rebound gathers pace, rising loan distress, a 10-year Treasury above 5.2 percent and tighter lending terms are...
Cooler Depot Leases 100,000 SQFT Warehouse at 2345 S Watney Way in Fairfield
Cooler Depot has taken nearly all of a 1985-vintage distribution building at 2345 S Watney Way in Fairfield, signing the largest notable industrial...
San Francisco VC Hits $283.9B in 2026 on Fewer Deals as AI Firms Capture 36% of Global Funding
Venture investors have poured $283.9 billion into San Francisco companies so far in 2026, more than double last year's total on roughly 500...
North Natomas Sublet Availability Hits 13.44%, Pushing Submarket’s Total Availability Past 30%
Sublease listings now account for close to half of all available office space in Sacramento's North Natomas submarket, a concentration that sets the...
Santa Clara County Opens $470MM, 207,000 SQFT Psychiatric Hospital With First Public Youth Beds in San Jose
Santa Clara County is opening a 77-bed, 207,000-square-foot psychiatric hospital at Santa Clara Valley Medical Center in San Jose, giving the county its...
Essex Property Trust Buys 474-Unit Lincoln Landing in Hayward for More Than $200MM, Doubling Down on the East Bay
Essex Property Trust closed on a 2022-built, 474-unit East Bay community for more than $200 million, a property research by The Registry identifies...
Old Waterfront Lists 15,000 SQFT 560 Commercial Street as Small San Francisco Office Buildings Trade Above $1,000 Per SQFT
Old Waterfront LLC has listed 560 Commercial Street, a 14,605-square-foot office building from 1907 on the edge of Jackson Square, joining a set...
Raintree Partners Pays $100.8MM for Pacific Urban’s 254-Unit View at Marin in San Rafael
Dana Point-based Raintree Partners paid $100.8 million for View at Marin, Pacific Urban Investors' 254-unit hillside apartment community in north San Rafael, backing...
