Mission Bay
AI Demand Propels San Francisco Office Leasing to Strongest Quarter Since 2014 as Market Absorbs Excess Supply
Subheading: Artificial intelligence firms led by OpenAI, Anthropic, and Databricks drove 3.8 million square feet of leasing activity in Q1 2026, though availability...
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...
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...
OpenAI Completes 280,000 SQFT Sublease at 1800 Owens Street, Pushing San Francisco Footprint Past 1 Million SQFT
The ChatGPT maker’s takeover of former Dropbox space at The Exchange in Mission Bay cements the AI giant’s dominance as the city’s largest...
Tech and AI Tenants Drive 9.1MM SQFT Demand Surge as San Francisco Office Market Posts Strongest Leasing Since 2019
AI companies account for 53 percent of all active requirements while trophy space scarcity creates a two-tier market with asking rates approaching $125...
OpenAI Signs 10-Year Lease for 439,000 SQFT Mountain View Campus
The ChatGPT maker secures former Symantec headquarters with right of first refusal to purchase, deepening its commitment to the South Bay office market...
Dropbox Completes Sublease and Exits Remaining Space at 750,000 SQFT Mission Bay HQ at 1800 Owens in San Francisco
The cloud storage company expects to generate approximately $97 million in future cash payments through 2033 as it vacates its San Francisco campus...
Housing Handcuffs
As AI startups lease luxury apartments and offer proximity bonuses to keep workers steps from their desks, San Francisco’s hottest perk is starting...
The Morning After and How The Cycle Turned While You Were Sleeping
After two years of paralysis, capital is clearing its throat and deal volume is stirring — but this cycle rewards scalpels, not sledgehammers....
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...
SKS Partners Lists 133,000 SQFT Samsara HQ at 1 De Haro for Sale in San Francisco’s Showplace Square
California’s first multi-story cross-laminated timber building hits the market amid a surge of institutional and corporate investment in the Showplace Square submarket, setting...
Amazon Advances 710,000 SQFT San Francisco Delivery Facility Five Years After $202MM Land Purchase
E-commerce giant begins environmental review for Showplace Square project that faced regulatory moratorium on parcel delivery sites Amazon.com Inc. is pressing ahead with...
