Mission Bay
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....
AI Giants and Retail Heavyweights Fuel 9.6MM SQFT Demand Surge in San Francisco Office Market
Tech and AI companies drive more than half of tenant activity as Q1 2026 leasing hits second-highest quarterly total in three decades. San...
San Francisco Tenant Office Demand Holds Above 2019 Peak at 7.5MM SQFT as AI Expansion Reshapes the Market
Active requirements remain elevated even after a record quarter of deal-making that saw nine leases exceed 100,000 square feet, with artificial intelligence companies...
BridgeBio Pharma Subleases 95,000 SQFT at Icona Labs in San Francisco’s Mission Bay
Palo Alto-based genetic disease drugmaker expands footprint at former Dropbox headquarters as AI and biotech tenants fuel record-high net absorption across San Francisco...
