Industry Contributors & Editorial
Blackstone’s Strategic Bay Area Grocery Portfolio Acquisition Valued at $633MM
Blackstone Real Estate's $4 billion acquisition of Retail Opportunity Investments Corp. significantly impacts the Bay Area commercial market, encompassing 1.4 million square feet...
San Francisco’s Supes Ditch Retail Ban for Van Ness Corridor, Where Vacancy Signs Outnumber Customers
San Francisco's Board of Supervisors has lifted the formula retail ban on Van Ness Avenue, where the vacancy rate reached 53%. This move...
McNellis’ Easter Tale: Countering Expectations
By John McNellis I probably shouldn’t put this in print, but here goes: we counter every offer we get. Even if we’re thrilled...
Monterey Musings: The Retail Reunion That Matters
By Billy the Broker (I just want to stay anonymous) Retail conferences are a lot like high school reunions — you go expecting to be...
McNellis: Bad Settlements Beat Good Lawsuits
By John McNellis This is a true story. A well-to-do investor—let’s call him Sam—owns a charming three-story brick office building in a city that...
What is California Forever Really Building?
By Billy the Broker (I just want to stay anonymous) In a startling pivot that raises more questions than it answers, California Forever – the...
America’s Housing Crisis: When the 1% Could Buy Us All Out
By Billy the Broker (I just want to stay anonymous) In a staggering illustration of America’s wealth gap, recent data from Redfin reveals that the...
Why Returning to the Office Is Worth It—Even If It’s a Little Messy
By Billy the Broker (I just want to stay anonymous) The return-to-office (RTO) debate has been one of the most hotly discussed topics in the...
Deserted by the Majors: Oakland’s Sports Exodus
By John Cumbelich Much has been written recently about the genuinely heartbreaking decision of John Fisher to move the Oakland A’s to Sacramento,...
JCPenney Leaves San Bruno, Allbirds Exits Jackson Square: A Retail Reckoning
By Billy the Broker (I just want to stay anonymous) JCPenney and Allbirds, two retailers with starkly different beginnings, now find themselves in oddly similar...
Election, Inflation, and Rate Cuts: CRE Market Outlook for 2025
The closing months of 2024 were marked by significant events — including a presidential election, Federal Reserve rate cuts, and shifting economic trends....
Kingbird Sees a “Once-in-a-Generation” Opportunity for Multifamily Investment, Akin to Post-GFC
By Mark Pasierb, president of Kingbird Investment Management Looking ahead into 2025, there are many opportunities in commercial real estate—specifically in the resilient...
