The industry's own research.
227 items
showing 1–60 of 227
JLL research lead Alexander Quinn says Bay Area office-job demand and San Francisco AI leasing are both climbing sharply, cutting against fears that artificial intelligence is gutting the region's white-collar workforce. The post AI Now Fills 10% of San Francisco Office Supply as Bay Area Job Postings Jump 45%…

Developers are integrating artificial surf parks into mixed-use resort, retail, and residential projects across Southern California.

Los Angeles office market shows divergent recovery patterns across sectors, with creative industries stalling recovery while finance and law sectors drive growth in Westside and Century City submarkets.

Defense and aerospace spending is driving demand in Los Angeles' South Bay industrial market.

The San Francisco Bay Area's beleaguered life science market posted positive net absorption and a rebound in venture funding in the second quarter, according to Newmark, even as record vacancy, falling rents and a frozen construction pipeline showed how far recovery remains. The post Bay Area Life Science Market…

Retail rent and concessions are easing, not disappearing. CompStak lease data from the Bay Area shows free rent as a […] The post Retail Concession Trends: What CompStak Data Shows in the Bay Area appeared first on CompStak .

Explores the tension between data center development demands and community/environmental protection concerns.

Voit Real Estate Services examines how rising operational costs and tenant demand for higher-quality spaces are driving speculative office suite development in San Diego.

Analysis of Southern California's medical office market evolution and its emergence as a primary investment category for real estate investors.

West transforms a long-isolated civic area into a residential, office, and retail district designed to restore pedestrian connections and support San Diego’s ongoing evolution at its core.

The San Francisco Bay Area was conspicuously missing from a national ranking of the strongest apartment markets for first-half 2026 net absorption, an absence that reflects the region's rock-bottom vacancy and thin construction pipeline rather than any weakness in renter demand. The post Why the San Francisco Bay…
By John Cumbelich Our firm recently completed a Q2 survey of the region’s 25 flagship Power Centers, in which we reported that occupancy levels across the Northern California region reached their highest levels in 4+ years. Across a 13 million square foot cross section of the region’s top retail assets, occupancy…

An analysis of San Diego's housing market dynamics examining policy impacts, demand shifts, and design trends affecting the multifamily and affordable housing sectors.

Analysis of economic and neighborhood development factors expected to influence San Diego's real estate market dynamics.

Analysis of San Diego's hotel market conditions at the start of 2019, noting strong fundamentals alongside potential overbuilding risks.

Bisnow reports on the drivers sustaining San Diego's retail market, highlighting population growth and mixed-use development activity.
San Francisco's office market logged its fourth straight quarter of positive absorption at midyear 2026, as a revival of large space requirements, an artificial-intelligence hiring wave and fierce competition for view-rich floors pushed demand to a level the city has not matched in six years, according to research…

A resurgent apartment market across Silicon Valley’s core submarkets is delivering the strongest rent growth in years, reviving transaction velocity and drawing institutional buyers back off the sidelines even as owners contend with higher interest rates, soaring insurance and the looming threat of new rent-control…

U.S. office leasing has surpassed pre-pandemic norms, driven by AI demand, premium buildings, tighter supply, and a sharp San Francisco rebound. The post The Office Market Is Finally Posting Numbers That Look Like 2019 appeared first on Propmodo .

As electric vehicle adoption accelerates, developers explore how underused commercial properties can become the next generation of neighborhood infrastructure.

Northern California recorded 68 hotel sales in the first half of 2026, but dollar volume fell 15.7 percent to $641.8 million as steep declines in San Francisco and Alameda counties overwhelmed gains in Sonoma and Sacramento. The post Northern California Hotel Sales Slide 16% to $642MM as San Francisco and Alameda…

Silicon Valley’s industrial market has split into two economies — one defined by artificial intelligence, data centers and an insatiable appetite for power, the other by older, irreplaceable Class B and C buildings that are steadily vanishing — leaving the region tight, low on vacancy and firmly in landlords’…

Silicon Valley’s industrial and research-and-development markets both firmed in the second quarter of 2026 as artificial intelligence and advanced manufacturing tenants absorbed large blocks, pushed vacancy lower and pulled the region’s commercial real estate fundamentals back toward pre-downturn norms. The…

Highland Park, IL and Overland Park, KS round out the top three. Demand from highly compensated employees of the San Francisco Bay Area’s AI companies earns Noe Valley the No. 7 spot among Redfin’s hottest luxury neighborhoods this year. Strong demand, despite elevated costs, is outpacing supply in many high-end…

Northern California’s commercial real estate developers are betting on an artificial-intelligence-fueled rebound in San Francisco and Silicon Valley, but persistent cost and interest-rate uncertainty is keeping shovels in the ground everywhere except multifamily and retail. San Francisco and Silicon Valley have…
Colliers’ Q2 2026 report found Bay Area office vacancy fell to 20 percent and sublease space hit its lowest level since early 2020, as a surge in AI-driven venture funding — $162.2 billion into San Francisco companies so far this year — pushed leasing volume toward the strongest annual pace of the current cycle.…

It was 50 years ago that the famed blind taste test of Napa and French wines known as the Judgement of Paris crowned the California valley’s vineyards victorious. Overnight, Napa became a global destination synonymous with the world’s best wine. Now, Napa appears poised for another transformative moment. Just an…

Sacramento’s office market posted its strongest quarter in years during the second quarter of 2026, absorbing nearly 200,000 square feet and driving vacancy down toward the 20 percent threshold, though a widening gap between trophy and commodity space left much of the recovery concentrated in a handful of…

Report examining operational and community impacts of data center development in California as artificial intelligence infrastructure demand drives energy consumption concerns.

Colliers’ Q2 2026 report shows the Bay Area’s office construction pipeline has shrunk to just 636,000 square feet, with 89 percent of it concentrated in two build-to-suit Santa Clara campuses fully leased to Nvidia and Arista Networks — a sign that developers are refusing to break ground without a committed AI-era…

California’s commercial real estate market is stabilizing as developers adapt to a prolonged higher-rate environment, according to the Summer 2026 Allen Matkins/UCLA Anderson Forecast California Commercial Real Estate Survey released Wednesday. Although financing costs, construction expenses and broader economic…

Oakland’s three marquee retail corridors tightened again in the second quarter of 2026, lifting combined occupancy to 92.48 percent even as Montclair Village continued to nurse a trio of empty storefronts, according to a new John Cumbelich & Associates report. Oakland’s premier retail districts extended their run…

Tuolumne County, CA, in the Yosemite foothills, lost more residents than any other fire-prone U.S. county in 2025. It was followed closely by Sutter County, also in rural Northern California. Just one-third of the country’s 308 fire-prone counties lost more residents than they gained, while the other two-thirds…

Summary and analysis of Oakland’s current economic and office real estate market conditions.

Summary and analysis of Sacramento’s current economic and office real estate market conditions.

Summary and analysis of San Diego’s current economic and office real estate market conditions.

Summary and analysis of Silicon Valley’s current economic and office real estate market conditions.

Summary and analysis of East Bay 680 Corridor’s current economic and office real estate market conditions.

Summary and analysis of North Bay’s current economic and office real estate market conditions.

Summary and analysis of San Diego’s current economic and industrial real estate market conditions.

Summary and analysis of Inland Empire’s current economic and industrial real estate market conditions.

Summary and analysis of San Francisco Mid-Peninsula’s current economic and industrial real estate market conditions.

Summary and analysis of San Francisco Mid-Peninsula’s current economic and office real estate market conditions.

Summary and analysis of Los Angeles’ current economic and industrial real estate market conditions.

Summary and analysis of Silicon Valley’s current economic and industrial real estate market conditions.

Summary and analysis of North Bay’s current economic and industrial real estate market conditions.

Summary and analysis of East Bay’s current economic and industrial real estate market conditions.

Summary and analysis of Central Valley’s current economic and industrial real estate market conditions.

Summary and analysis of Sacramento’s current economic and industrial real estate market conditions.

Although Florida and Texas are touted as the strongest magnets for in-migration, South Carolina and Delaware actually set the pace last year, Placer.ai says in a new white paper. With the exodus from coastal markets seen during the pandemic having cooled, no state recorded net inflows or outflows exceeding 0.7% of…
New York's single-tenant retail market delinquency rate is more than double Los Angeles's. But the real story isn't how much distress exists, but what kind of distress it is. The New York City metropolitan statistical area (MSA) carries an 18.5% delinquency rate, compared with 8.0% in Los Angeles, the…
Solid Gains In Silicon Valley San Jose multifamily regained its strength during the spring leasing season, with most fundamentals on track to outperform last year. Average advertised asking rents were up 0.8%, on a trailing three-month basis through May, to $3,414. That was 50 basis points ahead of the U.S.…

J.P. Morgan provides a market update on multifamily real estate conditions in the San Francisco region.

Occupancy across the Bay Area’s flagship power centers reached its strongest level since early 2022 during the second quarter, propelled by East Bay absorption and a wave of large-format retailers—led by Korean grocer H Mart—reclaiming space that vanishing open-air centers can no longer offer. The Bay Area’s…
Rents Accelerate, Supply Winds Down San Francisco’s multifamily market entered full recovery mode in the spring leasing season, with most fundamentals improving, according to the latest San Francisco multifamily market report. Average advertised asking rents were up 0.8%, on a trailing three-month basis through…
In a market where finding a development opportunity is akin to “finding a needle in a haystack,” and existing policy can “break the backs” of developers who want to build housing, it follows that a majority of the development community has “redlined” it to curtail future investment. It’s no surprise to hear that…

The Walnut Creek office market posted its first quarter of positive net absorption in more than two years during the second quarter of 2026, pulling vacancy off its cycle peak as tenants chased higher-quality space across the North I-680 Corridor. Net absorption in the Walnut Creek office market swung to a positive…
Leasing Season Thaws Area Fundamentals Sacramento multifamily fundamentals displayed a spring pickup, primarily in asking rents, but year-over-year performance remained in the red, according to the latest Yardi Matrix Sacramento multifamily market report. Average advertised asking rents rose 0.4%, on a trailing…

Los Angeles is once again the outlier in the national office recovery. While vacancy tightened in more than half of major U.S. markets in Q2, LA’s rate climbed to 25.8%, driven by steep emptying in Downtown and Hollywood even as Century City pulls...

Softening tenant demand and mounting move-outs pushed the Walnut Creek and North I-680 industrial market to its highest vacancy of the cycle in the second quarter, even as landlords held the line on asking rents and a wave of new construction prepared to test the market’s absorption capacity. Industrial vacancy…