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Hudson Pacific Rides Bay Area AI Surge to Best Leasing Year Since 2019
The largest public REIT office landlord in the region signed a 20-year deal with San Francisco and posted 2.5 million square feet of...
Blackstone’s $315B Real Estate Machine Pivots Hard to Data Centers as Traditional Portfolio Treads Water
The world’s largest alternative asset manager is betting its real estate franchise on AI infrastructure while waiting for logistics and multifamily to rebound...
Five Point Posts Q1 Loss, Launches $40MM Buyback as California Land Sales Slide to Back Half
The Irvine developer is holding fire on major land deals until the third and fourth quarters, betting that patience preserves pricing power in...
DRA Advisors, Blue Rise Ventures List 636,000 SQFT Fremont and Milpitas Industrial Portfolio Along 880 Corridor
The eight-building package is 88 percent leased with in-place rents 25 percent below market and sits amid concentrated institutional ownership from Prologis, Blackstone,...
Macerich’s 2025 Annual Report Signals a Bifurcated Retail Market as REIT Reshapes West Coast Portfolio
The Santa Monica-based mall operator’s 10-K highlights record leasing, healthy retailer demand and the widening gap between fortress centers and lower-tier malls The...
Aether Biomachines Leases 11,000 SQFT at Healthpeak’s Edgewater Campus in South San Francisco
The AI-designed protein company takes space at 280 Utah Avenue as venture funding cools and Bay Area life sciences vacancy hits 28.8 percent....
950,000 SQFT Return at Former VMware HQ Reshapes Stanford Research Park R&D Market
A 13-building Palo Alto campus at 3401 Hillview drives the San Francisco Peninsula’s Q1 2026 net absorption to negative 1.3MM SQFT and pushes...
Kaiser Permanente Plans 623,000 SQFT, 14-Story Hospital at Geary and Divisadero in San Francisco
The Oakland-based health system’s first new San Francisco hospital in more than seven decades would nearly double its footprint in the Anza Vista...
Alum Rock School District Files Permits for 78-Unit Teacher Housing in East San Jose, Scaling Up Design
The Mayfair project, first proposed in 2024, has grown from two-story to three-story buildings and is now pursuing SB 35 streamlining with half...
San José Opens Public Review of 2040 General Plan as Housing Crunch Meets Office Glut
The third 4-Year Review of Envision San José 2040 takes aim at urban villages, missing middle housing and a jobs-housing ratio that has...
Macerich Bets $140MM NOI Lift on Anchor Overhaul and Gen Z-Driven Merchandising Strategy
The Santa Monica-based mall REIT is executing a two-year repositioning that has pushed leasing volume up 85 percent and committed replacements for all...
Bay Area Swallows Q1 Venture Capital as Seattle and Los Angeles Fall Further Behind
OpenAI, Anthropic and xAI concentrate $221.1 billion in Northern California while Southern California and the Pacific Northwest scrape single-digit billions in a market...
