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Home Commercial VTS Lifts 2026 San Francisco Office Leasing Forecast 13% to 14.5MM SQFT as AI Demand Converts to Signed Leases
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VTS Lifts 2026 San Francisco Office Leasing Forecast 13% to 14.5MM SQFT as AI Demand Converts to Signed Leases

September 18, 20262 Mins read1.2k
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Sustained artificial intelligence demand is converting into signed office leases in San Francisco faster than VTS expected, pushing the firm to raise its 2026 leasing forecast for the market by 13 percent even as it warns that a narrow group of well-funded tenants now carries the recovery.

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