Anthropic
Databricks Expands to 240,000 SQFT at One Sansome as AI-Fueled Leasing Drives Record Absorption in Downtown San Francisco
The data and AI company adds 90,000 square feet to its Financial District headquarters roughly one year after committing to the tower, as...
San Francisco Office Market Posts Record 1.8MM SQFT of Net Absorption in Q1 2026 as AI Demand Surges
AI companies account for 60 percent of leasing activity and 38 percent of total tenant demand, pushing vacancy down two percentage points and...
Madison Capital & PGIM Acquire Debt on Juul’s 387,000 SQFT 123 Mission Tower in San Francisco at Steep Discount From $397MM Purchase Price
A debt sale in the low $90 million range positions new investors to take ownership of a building that was once valued at...
Non-Performing $100MM Loan Secured by 209,000 SQFT Landmark at 301 Battery Street in San Francisco Hits the Market
The distressed debt opportunity tied to the former Federal Reserve Bank building comes as the San Francisco office market shows its strongest leasing...
San Francisco VC Funding Tops $43.8 Billion in Early 2026 After Record $116.94 Billion Year as AI Mega-Rounds Reshape Office Market
OpenAI’s $40 billion raise led the largest deal tally ever recorded while 2026 is already on pace to match prior-year totals, with $43.8...
96,000 SQFT Office Building at 417 Montgomery Hits the Market in San Francisco’s North Financial District
The value-add offering in the heart of San Francisco’s top-performing office submarket arrives as citywide leasing activity surpasses pre-pandemic levels and AI-fueled demand...
Amazon Commits $50 Billion to OpenAI in Landmark AI Partnership, Expanding AWS Cloud Deal by $100 Billion
The multi-year strategic partnership will deliver a jointly developed Stateful Runtime Environment, exclusive cloud distribution for OpenAI Frontier, and customized models to power...
Silicon Valley’s Innovation Engine Roars as Regional Growth Stalls and Inequality Deepens, 2026 Index Finds
Annual report from Joint Venture Silicon Valley reveals a region of stark contradictions: record venture capital and patent activity coexist with rising commercial...
Aronson Family Trust Lists 47,000 SQFT Union Square Office and Retail Building at 100 Post Street in San Francisco
The mixed-use property at the convergence of the North Financial District and Union Square offers a flagship opportunity as the San Francisco office...
AI Fears Hammer Commercial Brokerage Stocks in Multi-Day Sell-Off
Analysts at Keefe, Bruyette & Woods argue the market rout overstates the immediate threat artificial intelligence poses to labor-intensive real estate advisory work,...
Tech and AI Tenants Drive 9.6MM SQFT Demand Surge as San Francisco Office Market Posts Strongest Leasing Since 2019
AI companies account for 49 percent of all active requirements while trophy space scarcity creates a two-tier market with asking rates nearly double...
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...
