Mission Bay
San Francisco Captures 80% of U.S. AI Venture Capital as Office Leasing Snaps Back
AI tenants leased 10.6 million square feet in San Francisco since 2019, equivalent to roughly 15 Salesforce Towers, pushing net absorption to 3.2...
JLL Forecasts Bay Area Rent Surge and Robotics Boom as VC Investment Captures 79% of US Total
JLL research director Alexander Quinn told East Bay leaders that an AI-fueled investment wave is driving record rents, a manufacturing revival and a...
UCSF Greenlights 150,000 SQFT Bakar Ear & Hearing Institute, Deepening Mission Bay Bet in San Francisco
The five-story research and clinic building at Fifth and Nelson Rising Lane is slated for late-2026 groundbreaking and 2029 completion, extending UCSF’s run...
Union Square Retail Vacancy Slides to 15% as San Francisco’s Downtown Comeback Gathers Momentum
Luxury tenants expand footprints and lease deals proliferate, but a 28 percent office vacancy and Grosvenor’s Bay Area retreat underscore the fragility of...
AI Boom Drives Equity Residential’s San Francisco Portfolio to Top Performer in Q1 2026
The REIT’s 11,569-unit San Francisco footprint posted 6.5 percent revenue growth as downtown demand surged and concessions vanished from the company’s most strategic...
Kairos Lists 193,000 SQFT 550 Kearny in San Francisco as AI Recovery Reignites Value-Add Bets
Irvine investor flips to disposition mode less than two years after seizing the North Financial District tower at a steep loan-purchase discount, betting...
KKR Completes $600MM Refinancing of 750,000 SQFT Mission Bay Complex in San Francisco
The New York-based investment giant replaced its original $600 million acquisition loan on the four-building Icona campus — purchased for $1.08 billion in...
Alexandria Pivots Bay Area Pipeline Toward AI Tenants As Biotech Demand Stalls
Mission Bay flagship advances while REIT signals South San Francisco repositioning amid 30 percent regional vacancy. The San Francisco Bay Area’s life science...
Kaiser Permanente Plans 623,000 SQFT, 14-Story Hospital at Geary and Divisadero in San Francisco
The Oakland-based health system’s first new San Francisco hospital in more than seven decades would nearly double its footprint in the Anza Vista...
Berkshire Residential Investments Acquires Four-Property San Francisco Loft Portfolio for $134.15MM
The Boston-based investment manager’s roughly 300-unit purchase across SoMa and Potrero Hill, rebranded “The Grid Collection,” signals renewed institutional confidence in a rental...
330 & 340 Townsend Hit The Market: CIM Group Lists 181,000 SQFT SoMa Creative Office Portfolio in San Francisco Across From Caltrain
CBRE National Office Partners is marketing the two-building, fully leased portfolio with 188 parking stalls and Central SoMa CMUO zoning allowing up to...
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....
