JLL
Robotics Sector Emerges as Major Bay Area Industrial Tenant as AI Integration Accelerates Space Demand
Autonomous vehicle and drone companies drive industrial absorption to 7.63 million square feet as specialized facility requirements and venture funding fuel rapid expansion...
Developers Prepare to Break Ground on New Bay Area Office Buildings as Premium Space Shortage Emerges
Flight to quality drives absorption of 7.4 million square feet in newer buildings while construction activity resumes after four-year drought as AI infrastructure...
Tidewater Capital Lists 62,000 SQFT Infill Industrial Warehouse at 435 Du Bois in San Rafael
The fully leased, multi-tenant property in Marin County’s supply-constrained 101 Corridor hits the market as the North Bay industrial sector navigates rising vacancy...
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...
Bay Area Multifamily Rents Climb 6% as Tight Occupancy Fuels Suburban Expansion
Strong income growth and construction constraints position rental market for continued appreciation as occupancy nears record levels and landlords gain pricing power across...
Tech Employment Stabilizes as AI Hiring Counters Broader Layoffs, Reshaping Bay Area Office and Housing Markets
Technology workforce holds at 224,000 jobs while physical office occupancy surges 10 percent and population growth forecast signals renewed housing demand across the...
DNA Research Pioneer Natera Leases 63,000 SQFT at 1091 Industrial in San Carlos
Life sciences leasing activity surged on the San Francisco Peninsula in Q4 2025 Burlingame – February 4, 2026 – Premia Capital, Prince Street Partners and CBRE...
Roblox Leases 325,000 SQFT at Bay Meadows, Assembling 1MM SQFT Campus in San Mateo
Gaming giant commits to two new buildings for 6,000 employees as high-end Peninsula offices dominate leasing despite 20 percent vacancy Roblox Corp. has...
Tiger Global Management Signs Record-Breaking $300-Plus Per SQFT Lease at Transamerica Pyramid in Resurgent San Francisco Market
Venture capital tenant takes 44th-floor space as trophy tower achieves highest office rents on West Coast Tiger Global Management will be leasing approximately...
Carta Extends 83,000 SQFT Global HQ Lease Through 2035 at 333 Bush Street
Private capital software developer secures 83,245-SQFT renewal at Tishman Speyer tower as San Francisco office market posts first positive absorption quarter in six...
JLL Data Shows 51% of San Francisco Tenants Pursued Expansion in 2025, Signaling Potential Turning Point for Office Sector
San Francisco office market shifts from downsizing to growth as AI companies drive expansion San Francisco’s office market is experiencing a fundamental shift...
Anthropic Leases 480,000 SQFT at 300 Howard in Downtown San Francisco
AI Startup’s 13-Year Commitment to 480,000-Square-Foot Tower Validates Investors’ Bet on San Francisco’s Downtown Recovery Artificial intelligence company Anthropic has signed a lease...
