Gladstone Institutes
San Francisco’s 4.1MM SQFT First Quarter Shatters Three Decades of Leasing Records as AI Rewrites the City’s Office Playbook
Only Q2 2014 posted stronger activity in the past 30 years as vacancy plunges, absorption surges, and sublease inventory evaporates at record pace....
AI Giants and Retail Heavyweights Fuel 9.6MM SQFT Demand Surge in San Francisco Office Market
Tech and AI companies drive more than half of tenant activity as Q1 2026 leasing hits second-highest quarterly total in three decades. San...
San Francisco Tenant Office Demand Holds Above 2019 Peak at 7.5MM SQFT as AI Expansion Reshapes the Market
Active requirements remain elevated even after a record quarter of deal-making that saw nine leases exceed 100,000 square feet, with artificial intelligence companies...
BridgeBio Pharma Subleases 95,000 SQFT at Icona Labs in San Francisco’s Mission Bay
Palo Alto-based genetic disease drugmaker expands footprint at former Dropbox headquarters as AI and biotech tenants fuel record-high net absorption across San Francisco...
Gladstone Institutes Leases 105,000 SQFT at Alexandria’s 1450 Owens Street in San Francisco’s Mission Bay
The biomedical research nonprofit plans to hire 300 scientists and build 30 new labs as it expands its AI-driven drug discovery programs despite...
