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John Cumbelich & Associates

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Salad Days

By John Cumbelich October 5, 2026 – True Food Kitchen files for bankruptcy. Is anyone shocked by the news that yet another salad...

Aerial view of Main Street Cupertino residential and commercial neighborhood in San Francisco Bay Area, California
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Hashi Market Opens 21,000 SQFT Cupertino Store as Bay Area Asian Grocery Race Heats Up

After more than a year of delays, New York-based Japanese grocer Hashi Market opened its first West Coast store on Oct. 9 in...

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Watch Rents Rise

By John Cumbelich Our firm recently completed a Q2 survey of the region’s 25 flagship Power Centers, in which we reported that occupancy...

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Oakland Retail Occupancy Climbs to 92% in Q2 as Rockridge, Grand Lake Outrun Bay Area Rivals

Oakland's three marquee retail corridors tightened again in the second quarter of 2026, lifting combined occupancy to 92.48 percent even as Montclair Village...

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Bay Area Regional Shopping Center Occupancy Hits 93.86%, a 4-Year High as Large-Format Retailers Return

Occupancy across the Bay Area's flagship power centers reached its strongest level since early 2022 during the second quarter, propelled by East Bay...

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Bay Area Retail Occupancy Holds at 93.7% in Q1 as Large-Format Deals Continue to Anchor Demand

Regional shopping centers remain near peak occupancy levels, with limited large blocks of space and selective big-box transactions shaping the quarter Retail fundamentals...

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Downtown Walnut Creek Retail Vacancy Falls to 6.74% as Dining Brands Drive Second Consecutive Quarter of Positive Absorption

John Cumbelich & Associates' Q1 2026 report shows new restaurant and lifestyle tenants offsetting closures of legacy operators in the East Bay's premier...

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Mission Shopping Center Listed at $15MM for 25,400 SQFT Retail Property in Fremont

Fully leased East Bay neighborhood center tests investor appetite for stabilized retail Retail investment activity across the East Bay has been shaped by...

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Oakland Retail Submarkets Close 2025 at 93.5% Occupancy Despite Montclair Vacancy Pressure

Rockridge and Grand Lake remain near full occupancy as neighborhood retail leasing activity offsets late-year vacancies Neighborhood-serving retail continues to show durability across...

Historic Buildings of Downtown Tracy California
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Balboa Retail Sells 65,000 SQFT Pacheco Plaza Shopping Center in Novato for $50.35MM

Nugget Market-anchored Pacheco Plaza, purchased for $42.8 million in 2022, sells to Terramar Retail Centers at $777 per square foot A retail property...

Historic Buildings of Downtown Tracy California
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Walnut Creek Retail Market Stabilizes as Leasing Activity Offsets Declining Inventory

Downtown vacancy drops to 6.99 percent in fourth quarter as new tenants fill 23,293 square feet Downtown Walnut Creek's retail market ended 2025...

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Bay Area Retail Power Centers Close 2025 With Strongest Occupancy Since 2023

East Bay gains and North Bay supply constraints drive regional shopping centers to 93.74 percent occupancy San Francisco Bay Area regional shopping centers...

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