AI Tenants Push San Francisco Trophy Office Rents Toward $180 as ‘Flight to Experience’ Takes Hold

On the latest episode of CBRE's The Weekly Take podcast, Presidio Bay founder Cyrus Sanandaji and CBRE's Conor Famulener argued that San Francisco's office market has split in two, with AI-driven demand, record large-tenant activity and hospitality-heavy buildings such as The Spear and 301 Battery pulling away from a still-elevated citywide vacancy rate.