Morgan Stanley
Macerich Doubles Down on West Coast Trophy Malls While Shedding Underperformers
The Santa Monica REIT’s Q1 2026 results reveal a portfolio strategy splitting Pacific Coast assets into two clear camps: properties worth fighting for...
Northern California Carries Essex as Bay Area Tech Demand Outpaces Seattle, Los Angeles in Q1
The West Coast’s largest multifamily REIT beat expectations as cap rate compression and a $62 million stock buyback signaled a private-public valuation gap....
Silicon Valley Industrial and R&D Markets Post Negative Absorption in Q1 2026 as Deliveries and Large Move-Outs Test Fundamentals
CBRE research shows industrial vacancy climbing to 5.4 percent and R&D vacancy reaching 13.8 percent, though leasing velocity and AI-driven demand signal underlying...
Apple Renews 91,000 SQFT Lease in Sunnyvale’s Kifer Corridor as Silicon Valley Industrial Market Bifurcates
The technology giant’s commitment to its long-held Link Logistics warehouse signals continued demand for Silicon Valley infill space even as older product sheds...
Tesla Anchors 375,000 SQFT Silicon Valley Industrial Expansion, Driving Fremont Vacancy to 2.1%
The automaker’s twin leases in Fremont and San Jose underscore a widening split between modern high-power facilities and aging warehouse stock. Tesla Motors...
Google Plans to Convert 40,000 SQFT at San Francisco’s Hills Plaza into Employee Amenities
The search giant is converting vacant ground-floor restaurant and fitness space into a private amenity hub and community space for Google.org, deepening its...
Rialto Capital Pursues Foreclosure on 35,000 SQFT Mixed-Use Building at 580 Market in San Francisco After $15.7MM Loan Default
Special servicer targets early Q3 2026 completion after Paragon Co. affiliate defaulted on $15.7 million CMBS loan that matured in June 2025, as...
Morgan Stanley Acquires 97,000 SQFT Western Digital-Occupied Fremont Campus for $110MM in Strategic Industrial Play
Investment giant’s real estate arm secures tech complex at 44100-44200 Osgood Road as part of portfolio expansion in Silicon Valley’s hottest industrial submarket...
120 Stockton in San Francisco’s Union Square Seeks More Office Space
Former Macy’s men’s store wins unanimous approval to expand office allocation, signaling confidence in downtown recovery In a unanimous vote that underscores growing...
Skanska Writes Down US Property Values by $63MM as Construction Business Thrives
Swedish construction giant posts 4.2 percent operating margin in Q3 as American operations face tougher comparisons to exceptional 2024 Skanska AB’s US construction...
Intel Sells 37,800 SQFT Industrial Property in Santa Clara for $10MM
By The Registry Staff Intel has offloaded an industrial property in Santa Clara to a Bay Area real estate firm for $10 million,...
KKR Posts Record Quarter as Insurance and Credit Fuel Growth Machine
The investment giant raised $43 billion in its second-largest fundraising quarter ever, driven by its insurance business and expanding credit platform KKR &...
