Anthropic Subleases 30,000 SQFT From Meta at 181 Fremont as AI Firm Files for Record-Setting IPO
Anthropic now leases space in six South of Market buildings, and its latest sublease from Meta leaves just one 14,000-square-foot block open at...
Foundry Robotics Moves Into 126,000 SQFT Former Life Sciences Building in Emeryville
With more than $19 million in seed funding and 25 open roles, Foundry joins a group of robotics and AI manufacturers filling Emeryville...
TMG Partners, KKR Secure $232MM County Loan at 3.8% for $271MM Skyport Plaza Overhaul in San Jose
Santa Clara County is acting as both landlord’s lender and tenant at a vacant former Qualcomm campus near San Jose’s airport. It is...
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...
Muller and Cigna Put 104,000 SQFT 550 Winchester Office Building Beside Santana Row on the Market in San Jose
The Muller Company and Cigna Investment Management are marketing 550 Winchester, the six-story office building they bought beside Santana Row in 2019 and...
Prologis Flags Bay Area’s Tight Occupancy, 5% to 6% Rent Growth Pace on Q3 Call
San Francisco-based Prologis used its third-quarter 2026 earnings call to single out the Bay Area as one of the country's standout logistics markets,...
RingCentral Renews 84,000 SQFT Belmont Headquarters Lease With The Raiser Organization as Its AI Bet Gains Traction
Cloud communications company RingCentral has renewed its 84,148-square-foot headquarters lease with The Raiser Organization at 20 Davis Drive in Belmont, extending a decade-long...
Eli Lilly Expands by 82,000 SQFT at Alexandria’s 279 E Grand Avenue in South San Francisco, Peninsula’s Largest Q3 R&D Lease
Eli Lilly expanded its South San Francisco footprint by 82,232 square feet at Alexandria Real Estate Equities' 279 E Grand Avenue, the largest...
SummerHill Reworks Hillsdale Inn Redevelopment Into 277 Homes, Leaning Into Two-Bedroom Units in San Mateo
SummerHill Apartment Communities has filed a third set of plans in nine months for the shuttered Hillsdale Inn site beside Highway 101, trimming...
178-Townhome Site at Swenson’s 496-Unit Village on the Green in Aptos Hits the Market
More than eight years in the making, the 496-unit Village on the Green would exceed the county’s own 430-unit estimate for the site...
Roxborough Group Pays $109.4MM for 246-Unit Bidwell Park Apartments in Fremont
A San Francisco private equity firm has paid more than $100 million for a 1970s garden apartment complex in Fremont. The price is...
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...
Prologis Flags Bay Area’s Tight Occupancy, 5% to 6% Rent Growth Pace on Q3 Call
San Francisco-based Prologis used its third-quarter 2026 earnings call to single out the Bay Area as one of the country's standout logistics markets,...
Three Markets, Three Funding Stories: Bay Area Life Science VC Holds at $8.3B as San Diego and Seattle Slide
Bay Area life science companies raised $8.3 billion through the third quarter while San Diego and Seattle funding fell by a third and...
San Francisco Down to 35 Office Blocks of 100,000 SQFT as Tech Chases Record Year of Large Deals
San Francisco's supply of contiguous 100,000-square-foot office blocks has dropped to 35, down from a peak of 58 three years ago, while 26...
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...
Brightshore’s Tom Shapiro: Rate Shock Sours Housing as Data Centers Lift Industrial
Brightshore Capital founder Tom Shapiro told CNBC that a September rate hike and 30-year mortgages near 7.5 percent have soured both the for-sale...
Santana Row’s Real-Time Reels Show How Retail Landlords Are Turning Instagram Into Placemaking
Federal Realty's in-house team at San Jose's Santana Row is among four operators profiled by ICSC that have stopped using Instagram as a...
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,...
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Anthropic Subleases 30,000 SQFT From Meta at 181 Fremont as AI Firm Files for Record-Setting IPO
Anthropic now leases space in six South of Market buildings, and its latest sublease from Meta leaves just one 14,000-square-foot block open at...
San Francisco Class B Office Effective Rents Jump 15%, Outpacing Class A as Mid-Tier Space Leads Q3 Absorption
Mid-tier office buildings outran San Francisco's top towers in the third quarter, with Class B effective rents climbing 15 percent year over year...
T&T Supermarket Sets Nov. 5 Opening for 50,000 SQFT Store at Acadia’s San Francisco City Center, Filling Former Best Buy Box
T&T Supermarket will open its first San Francisco store on Nov. 5 in a roughly 50,000-square-foot third-floor space at Acadia Realty Trust's City...
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.
Rancho Cordova Weighs $185MM Support Package for KozPure’s 7,500-Seat Downtown DOVA Arena District
Rancho Cordova's City Council is set to decide whether to back KozPure Development and Alpha One Sports and Entertainment Group's Downtown DOVA, a...
San Jose Council Rejects Appeal, Clears Menlo Equities’ 20 MW Data Center Conversion at Nvidia-Leased 300 Holger Way
The San Jose City Council unanimously rejected a labor-backed environmental appeal of Menlo Equities' plan to convert the Nvidia-leased research building at 300...
Mahan Seeks Permanent Easement on 565 Hillside Acres Around Former IBM Almaden Campus Ahead of Blackstart Data Center Deal
San Jose Mayor Matt Mahan and District 10 Councilmember George Casey are pressing for a legally binding conservation easement over roughly 565 acres...
Three 17-Story Towers, 752 Units Proposed on Diocese of Monterey Land Along Highway 68 Under Builder’s Remedy
A builder's remedy application seeking 752 apartments in three 17-story towers on Diocese of Monterey land at Highway 68 and Laureles Grade is...
Three Markets, Three Funding Stories: Bay Area Life Science VC Holds at $8.3B as San Diego and Seattle Slide
Bay Area life science companies raised $8.3 billion through the third quarter while San Diego and Seattle funding fell by a third and...
Blackstone Doubles Down on AI-Fueled San Francisco as Q3 Real Estate Marks Slip 3.2%
Blackstone's third-quarter results showed rising interest rates eroding values in its opportunistic real estate funds, yet the only U.S. property acquisition the firm...
San Francisco Down to 35 Office Blocks of 100,000 SQFT as Tech Chases Record Year of Large Deals
San Francisco's supply of contiguous 100,000-square-foot office blocks has dropped to 35, down from a peak of 58 three years ago, while 26...
Former Coca-Cola 336,350 SQFT Beverage Plant Hits the Market in American Canyon
Built in 1995 for Pokka and bought by Coca-Cola in 2003, the shuttered American Canyon bottling plant comes to market with turnkey power,...
