John Cumbelich & Associates
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...
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...
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...
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...
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...
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...
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...
Dollar Tree Secures Decade-Long Lease for 15,000 SQFT at Fremont Plaza
Discount retailers navigate mixed Bay Area retail market Dollar Tree has locked in a strategic foothold in the East Bay with a 10-year...
RH Outlet Takes 45,000 SQFT at Arden Fair as Sacramento Mall Fills Nordstrom Void
Luxury furniture discounter’s lease signals continued demand for outlet retail in tight Sacramento market Sacramento’s Arden Fair Mall is filling one of its...
Walnut Creek Downtown Vacancy Climbs to 7.82% as Pinstripes Closure Offsets Neighborhood Center Recovery
Suburban retail market adds 23,458 square feet in net negative absorption during Q3 2025 Walnut Creek’s retail landscape continues to reflect the broader...
Balboa Retail Lists 64,800 SQFT Pacheco Plaza Shopping Center in Novato
Nugget Market-anchored Pacheco Plaza purchased for $42.8 million in 2022, now carries $21.3 million PGIM loan A retail property in Marin County could...
Report: Bay Area Retail Centers Hit Two-Year High in Occupancy, Led by East and North Bay Gains
Regional shopping centers report two-year high occupancy rates, with submarkets ranging from 88 to 98 percent After several years of uneven recovery, the...
