Robotics Sector Emerges as Major Bay Area Industrial Tenant as AI Integration Accelerates Space Demand
Autonomous vehicle and drone companies drive industrial absorption to 7.63 million square feet as specialized facility requirements and venture funding fuel rapid expansion...
Developers Prepare to Break Ground on New Bay Area Office Buildings as Premium Space Shortage Emerges
Flight to quality drives absorption of 7.4 million square feet in newer buildings while construction activity resumes after four-year drought as AI infrastructure...
Walnut Creek Office Market Ends 2025 With Flat Vacancy and Steady Leasing Activity
Q4 data shows stabilization across the North I-680 Corridor despite ongoing tenant rightsizing After several quarters defined by cautious occupier behavior, the Walnut...
Tidewater Capital Lists 62,000 SQFT Infill Industrial Warehouse at 435 Du Bois in San Rafael
The fully leased, multi-tenant property in Marin County’s supply-constrained 101 Corridor hits the market as the North Bay industrial sector navigates rising vacancy...
San Francisco AI Boom Drives 2MM SQFT of Office Leasing as Sector Reshapes Vacancy Outlook
Mid-sized artificial intelligence firms scale rapidly while vacancy is forecast to decline 100 basis points in 2026, marking inflection point for office market...
San Francisco Jumps Six Spots to 3rd Place in CBRE Investor Rankings as Bay Area Fundamentals Improve
Gateway market climbs to third most attractive destination for commercial real estate capital as investors bet on recovery from pandemic-era challenges San Francisco...
Essex Property Trust Posts 4.2% Revenue Growth in Northern California, Leads Company Performance
REIT invests heavily in Silicon Valley and Peninsula markets as supply constraints tighten, Santa Clara County leads with 5.2 percent revenue growth Essex...
San Francisco Affordable Housing Construction Surges 111% in Five Years
City delivers 7,132 income-restricted units as affordable apartments reach 34 percent of all new development San Francisco completed 7,132 affordable apartments between 2020...
U.S. Coworking Reaches 159MM SQFT in Q4 2025 as Growth Concentrates in Core Markets
Coworking expands by scale rather than sprawl, with California and coastal metros anchoring demand Office tenants are still adjusting to hybrid work, but...
Federal Realty Sells 212-Unit Misora in San Jose for $148.5MM
(EDITOR’S NOTE: According to sources with knowledge of the transaction details, the property was sold for $148.5 million, or around $700,472 per unit....
N17 & Allrise Capital Clear Environment Review for 395-Unit Residential Tower at 598 Bryant in San Francisco
Developer N17 advances major residential project utilizing California State Density Bonus Law to deliver 395 apartments in 33-story tower, adding to SoMa’s housing...
Hacienda Celebrates a Year of Innovation, Growth, and Tenant Achievements
Pleasanton, Calif. – Hacienda, Northern California’s largest mixed-use development, closed out December with stable fundamentals, maintaining 6,586,529 square feet of occupied space. Tenant...
Robotics Sector Emerges as Major Bay Area Industrial Tenant as AI Integration Accelerates Space Demand
Autonomous vehicle and drone companies drive industrial absorption to 7.63 million square feet as specialized facility requirements and venture funding fuel rapid expansion...
Developers Prepare to Break Ground on New Bay Area Office Buildings as Premium Space Shortage Emerges
Flight to quality drives absorption of 7.4 million square feet in newer buildings while construction activity resumes after four-year drought as AI infrastructure...
Walnut Creek Office Market Ends 2025 With Flat Vacancy and Steady Leasing Activity
Q4 data shows stabilization across the North I-680 Corridor despite ongoing tenant rightsizing After several quarters defined by cautious occupier behavior, the Walnut...
San Francisco AI Boom Drives 2MM SQFT of Office Leasing as Sector Reshapes Vacancy Outlook
Mid-sized artificial intelligence firms scale rapidly while vacancy is forecast to decline 100 basis points in 2026, marking inflection point for office market...
San Francisco Jumps Six Spots to 3rd Place in CBRE Investor Rankings as Bay Area Fundamentals Improve
Gateway market climbs to third most attractive destination for commercial real estate capital as investors bet on recovery from pandemic-era challenges San Francisco...
San Francisco Affordable Housing Construction Surges 111% in Five Years
City delivers 7,132 income-restricted units as affordable apartments reach 34 percent of all new development San Francisco completed 7,132 affordable apartments between 2020...
Hacienda Shows Stabilization and Leasing Momentum Early in 2026
Pleasanton, Calif. – Hacienda, Northern California’s largest mixed-use business development, showed signs of stabilization by the end of 2025 following earlier occupancy...
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Enliven Partners Buys 30-Unit Apartment Community in San Rafael for $9MM
$9.15 Million Transaction Will Create a Combined Community of Over 100 Units in San Rafael’s Terra Linda Neighborhood SAN FRANCISCO–Enliven Partners LLC, a...
Vanderbilt University to Establish Full-Time Academic Campus in San Francisco
Vanderbilt University today announced plans to establish an academic campus in San Francisco beginning in 2027, subject to necessary regulatory approvals. This is a significant...
California Forever and Labor Unions Sign Major 40-Year Construction Agreement in Solano County
California Forever has announced what it calls the largest construction labor agreement in history, signing a 40-year deal alongside the Napa/Solano Building Trades...
Jodi Contreras Appointed to IREM’s Northern California Board
Belmont, CA; February 2, 2026 –Woodmont Real Estate Services’ Jeff Bosshard, CPM,®President, Multifamily Operations, announced that Jodi Contreras, CPM,®ARM,® and Regional Vice President, was appointed to IREM’s...
Kidder Mathews Welcomes Industrial Team of John Kovaleski, David Buchholz, and Alex Kovaleski in Silicon Valley
San Jose, Calif. (January 28, 2026) – Kidder Mathews is pleased to welcome John Kovaleski, David Buchholz, SIOR, and Alex Kovaleski to the firm’s Silicon Valley office....
Avenue5 Residential Promotes Key Operations and Client Strategy Leaders in Northern California and Northern Nevada Regions
Wray and Goulas Will Support Client Success and Optimize Asset Performance in Avenue5’s Growing San Francisco Bay Area, Reno, and Sacramento Markets Seattle,...
Coblentz Patch Duffy & Bass LLP CEO Retiring, New Chief Operating Officer Joining
San Francisco, CA (January 13, 2026) – San Francisco-based law firm Coblentz Patch Duffy & Bass LLP is pleased to announce that Chris Boyd has...
Denis Melnichenko Joins Woodmont Real Estate Services as Regional Property Manager
Belmont, CA; January 12, 2026 –Woodmont Real Estate Services’ Jeff Bosshard, CPM,®President, Multifamily Operations, announced that Denis Melnichenko has joined the company as...
The Great Nashville-San Francisco Switcheroo
By Billy the Broker (I just want to stay anonymous) If you need proof that God has a sense of humor, consider this: Oracle can’t...
Vanderbilt’s Choice: A Win for San Francisco and the Bay Area
By Vladimir Bosanac, publisher of The Registry The hand-wringing over Vanderbilt University’s decision to establish its West Coast campus in Showplace Square rather...
San Francisco’s Commercial Real Estate Market: A 2025 Comeback Sets the Stage for 2026
By Hans Hansson, President of Starboard CRE After years of turbulence marked by pandemic-driven vacancies and economic uncertainty, San Francisco’s commercial real estate...
3D Printed Houses and Other Fairy Tales
By Billy the Broker (I just want to stay anonymous) The prophecy was always that technology would save us. And here we are in 2026,...
The $200 Billion Question: Where Does Your Tariff Tax Go?
By Billy the Broker (I just want to stay anonymous) The Trump administration is crowing about collecting $200 billion in tariff revenues this year. Customs...
McNellis on CMBS: “Commercial Mortgage BS”
By John McNellis This essay is taken from John’s forthcoming 3rd edition of Making it in Real Estate. I was leaning against the bar...
Labor Market Shows Persistent Weakness as Job Openings Slide to Lowest Level Since 2021
Hiring remains sluggish while layoff warnings mount, raising concerns about employment stability The American labor market continues to show signs of strain as...
Bay Area Multifamily Rents Climb 6% as Tight Occupancy Fuels Suburban Expansion
Strong income growth and construction constraints position rental market for continued appreciation as occupancy nears record levels and landlords gain pricing power across...
Tech Employment Stabilizes as AI Hiring Counters Broader Layoffs, Reshaping Bay Area Office and Housing Markets
Technology workforce holds at 224,000 jobs while physical office occupancy surges 10 percent and population growth forecast signals renewed housing demand across the...
Hines & Oaktree Put on the Market Tesla-Leased 267,000 SQFT Fremont Industrial Facility
Newly delivered advanced manufacturing property targets institutional investors as Silicon Valley industrial vacancy climbs to 6.5 percent Cushman & Wakefield has brought to...
Developer Proposes Adding Up to 2,800 Units to Treasure Island Neighborhood
Treasure Island Development Plans Major Housing Expansion Amid San Francisco’s Building Slowdown San Francisco’s Treasure Island is preparing to significantly expand its housing...
Washington Holdings Lists Four-Building 94,000 SQFT Mission Park Business Center in Santa Clara
Long-held R&D campus near Mission Park Marketplace hits market amid shifting Silicon Valley industrial fundamentals Washington Holdings has brought its Mission Park Business...
Presidio Bay Ventures Unveils Plans for 412,000 SQFT Former USGS Campus with Up to 1,000 Housing Units
Developer Behind Springline Project Proposes Mixed-Use Development Following $137MM Acquisition in Menlo Park Details are emerging about Presidio Bay Ventures’ ambitious plans for...
Long Market Property Partners, DRA Advisors List 49,560 SQFT Google Lab Building at 40 Jessie in San Francisco
Six-story property 100 percent leased to tech giant through 2030 returns to market three years after $17.6 million acquisition Long Market Property Partners...
