Market Reports

AI Now Fills 10% of San Francisco Office Supply as Bay Area Job Postings Jump 45%

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%…

Capital MarketsOfficenationalUnited States

Updated today·Published Aug 14, 2026

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Voit Real Estate Services

Bay Area Life Science Market Turns a Corner in 2Q26 as Absorption Swings Positive and Venture Funding Rebounds

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…

Capital MarketsLife SciencesnationalUnited States

Updated 1 day ago·Published Aug 13, 2026

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CompStak

Retail Concession Trends: What CompStak Data Shows in the Bay Area

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 .

OfficeRetailnationalUnited States

Updated 1 day ago·Published Aug 7, 2026

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Data Centers: Finding a Balance Between Meeting Digital Needs and Protecting the Public

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

Data CentersSan FranciscoCalifornia

Updated 1 day ago·Published Jul 30, 2026

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Voit Real Estate Services

Rising Costs and Flight to Quality Fuel Spec Suite Momentum

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.

OfficeSan FranciscoCalifornia

Updated 1 day ago·Published Jul 9, 2026

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CBRE

Retail Markets in Focus: San Francisco

CBRE analysis of retail market conditions and trends in the San Francisco market.

RetailSan Francisco

Updated 1 day ago·Published Jan 11, 2024

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Why the San Francisco Bay Area Is Missing From the 2026 Apartment Absorption Leaderboard

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…

Capital MarketsMultifamilynationalUnited States

Updated 3 days ago·Published Aug 11, 2026

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Bisnow

Job Growth, Neighborhood Revitalization To Drive San Diego Real Estate This Year

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

EconomySan FranciscoCalifornia

Updated 4 days ago·Published Unknown

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Bisnow

Population Growth, Mixed-Use Development Keep San Diego Retail Humming

Bisnow reports on the drivers sustaining San Diego's retail market, highlighting population growth and mixed-use development activity.

RetailUnited StatesCalifornia

Updated 4 days ago·Published Unknown

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San Francisco Office Demand Hits Highest Level Since 2019 as AI Drives 42% of 2026 Leasing

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…

Capital MarketsOfficeUnited StatesSan Francisco

Updated 6 days ago·Published Aug 7, 2026

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Propmodo

The Office Market Is Finally Posting Numbers That Look Like 2019

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 .

OfficeUnited StatesSan Francisco

Updated 6 days ago·Published Aug 5, 2026

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Northern California Hotel Sales Slide 16% to $642MM as San Francisco and Alameda Volumes Tumble

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…

HospitalityCapital MarketsUnited StatesCalifornia

Updated 6 days ago·Published Aug 5, 2026

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Silicon Valley Industrial Hits Cycle-High Leasing as R&D Market Turns the Corner in 2Q26

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…

Capital MarketsIndustrial & LogisticsLife SciencesUnited StatesSan Jose

Updated 10 days ago·Published Aug 4, 2026

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Brooklyn’s Park Slope Tops Redfin’s Hottest Luxury Neighborhoods of 2026

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…

HomebuildersEconomyUnited StatesSan Francisco

Updated 10 days ago·Published Aug 4, 2026

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AI Momentum Powers San Francisco and Silicon Valley in Summer 2026 Allen Matkins Survey, Yet Bay Area Developers Hold Back

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…

Capital MarketsMultifamilyRetailUnited StatesCalifornia

Updated 11 days ago·Published Aug 3, 2026

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Bay Area Office Recovery Broadens as Vacancy Falls to 20% and Sublease Space Hits Six-Year Low

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.…

Capital MarketsOfficeUnited StatesSan Francisco

Updated 11 days ago·Published Aug 3, 2026

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The Real Deal

Summer spotlight: Napa Valley, where brokers are prepping for the Bay Area wealth tsunami

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…

Capital MarketsRetailNet LeaseUnited StatesCalifornia

Updated 12 days ago·Published Aug 2, 2026

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Bay Area Office Construction Pipeline Shrinks to 636,000 SQFT, Led by Preleased Silicon Valley Campuses

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…

Capital MarketsOfficeUnited StatesSan Francisco

Updated 15 days ago·Published Jul 30, 2026

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Connect CRESubscription required

UCLA Allen Matkins Survey: California Developers Grow Increasingly Selective

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…

Capital MarketsOfficeRetailUnited StatesCalifornia

Updated 15 days ago·Published Jul 29, 2026

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Oakland Retail Occupancy Climbs to 92% in Q2; Rockridge, Grand Lake Outrun Bay Area Rivals

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…

Capital MarketsRetailUnited StatesSan Francisco

Updated 17 days ago·Published Jul 28, 2026

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Oakland Office Market Dynamics

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

Capital MarketsOfficeGlobalSan Francisco

Updated 18 days ago·Published Jul 8, 2026

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Silicon Valley Office Market Dynamics

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

Capital MarketsOfficeGlobalSan Francisco

Updated 18 days ago·Published Jul 8, 2026

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East Bay 680 Corridor Office Market Dynamics

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

Capital MarketsOfficeGlobalSan Francisco

Updated 18 days ago·Published Jul 8, 2026

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North Bay Office Market Dynamics

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

Capital MarketsOfficeGlobalSan Francisco

Updated 18 days ago·Published Jul 7, 2026

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San Francisco Mid-Peninsula Industrial Market Dynamics

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

Capital MarketsIndustrial & LogisticsGlobalSan Francisco

Updated 19 days ago·Published Jul 10, 2026

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San Francisco Mid-Peninsula Office Market Dynamics

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

Capital MarketsOfficeGlobalSan Francisco

Updated 19 days ago·Published Jul 15, 2026

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Silicon Valley Industrial Market Dynamics

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

Capital MarketsIndustrial & LogisticsGlobalSan Francisco

Updated 19 days ago·Published Jul 23, 2026

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East Bay Industrial Market Dynamics

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

Capital MarketsIndustrial & LogisticsGlobalSan Francisco

Updated 19 days ago·Published Jul 23, 2026

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San Jose Multifamily Market Report – July 2026

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.…

MultifamilyOfficeUnited StatesSan Jose

Updated 22 days ago·Published Jul 23, 2026

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J.P. Morgan

San Francisco Multifamily Market Update

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

MultifamilySan FranciscoCalifornia

Updated 22 days ago·Published Unknown

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Bay Area Regional Shopping Center Occupancy at 4-Year High

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…

Capital MarketsRetailSan FranciscoCalifornia

Updated 23 days ago·Published Jul 22, 2026

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San Francisco Multifamily Market Report – July 2026

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…

MultifamilyOfficeUnited StatesSan Francisco

Updated 23 days ago·Published Jul 22, 2026

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Stock photograph illustrating “Single-Family & Multifamily Rents in Face of an Onslaught of New Supply & Fading Population Growth” — Photo by Phát Trương / Pexels on Pexels

Wolf Street

Single-Family & Multifamily Rents Under Pressure From New Supply & Slowing Population Growth

The gap between single-family rents and multifamily rents has widened massively. A look at 14 big markets.

EconomyMultifamilySingle-Family RentalUnited StatesNew York

Updated 23 days ago·Published Jul 21, 2026

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Walnut Creek Office Market Absorption Turns Positive

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…

Capital MarketsOfficeUnited StatesSan Francisco

Updated 24 days ago·Published Jul 21, 2026

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RICS

North America Commercial Property Monitor Q4 2025

RICS quarterly survey of commercial property market conditions across North America for Q4 2025.

OfficeRetailIndustrial & LogisticsUnited StatesCanada

Updated 25 days ago·Published Jan 30, 2026

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RICS

North America Global Commercial Property Monitor Q3 2025

RICS quarterly survey of commercial property market sentiment and activity across North America.

OfficeRetailIndustrial & LogisticsUnited StatesCanada

Updated 25 days ago·Published Oct 24, 2025

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Walnut Creek Industrial Vacancy at Cycle High

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…

Capital MarketsIndustrial & LogisticsUnited StatesSan Francisco

Updated 25 days ago·Published Jul 20, 2026

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BusinessWorld — Property (Philippines)

San Francisco Peninsula Office Market: Fourth Consecutive Quarter of Gains Amid AI Demand

The San Francisco Peninsula office market extended its recovery into the second quarter of 2026 with a fourth consecutive quarter of positive net absorption, as artificial intelligence tenants drove demand, vacancy edged lower and the region’s first new speculative construction in years advanced in San Mateo. The…

Capital MarketsOfficeUnited StatesSan Francisco

Updated 25 days ago·Published Jul 20, 2026

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Bay Area office vacancies near 40% amid market slowdown

NEARLY 40% of office space in the Bay Area remained vacant in the first quarter, reflecting continued weakness in one of Metro Manila’s largest office districts following the exit of Philippine Offshore Gaming Operators (POGOs), according to Savills Philippines. Office vacancy in the district rose to 39.3% in the…

OfficePhilippinesManila

Updated 5 days ago·Published Jun 1, 2026

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Cushman & Wakefield

Global Cities Retail Guide 2026

This is a global retail market report published by Cushman & Wakefield in April 2026 covering major cities including London, New York, Los Angeles, San Francisco, Chicago, and Dallas-Fort Worth. The report addresses retail sector conditions alongside office, industrial, and data center markets at national and global levels.

OfficeIndustrial & LogisticsRetailGlobalLondon

Updated 26 days ago·Published Apr 21, 2026

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Marcus & Millichap

San Francisco 2026 Multifamily Investment Forecast

San Francisco multifamily posted a triple-digit basis-point drop in vacancy in 2025, with Class A rents up nearly 10% and SoMa exceeding 10% year-over-year rent growth.

MultifamilySan FranciscoCalifornia

Updated 27 days ago·Published Jan 1, 2026

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Avison Young

US Life Sciences Market H1 2025

Market data on life sciences leasing activity in the first half of 2025, showing below-pre-pandemic levels with regional variations in recovery.

Life SciencesUnited StatesBoston

Updated 27 days ago·Published Unknown

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DeloitteSubscription required

US Capital Markets Figures—Q1 2025

CBRE publishes capital markets transaction data and figures for the first quarter of 2025 across US real estate.

Capital MarketsMultifamilyOfficeUnited StatesNew York

Source CBRE·Updated 27 days ago·Published May 6, 2025

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Wolf Street

Home Prices in 33 Big Expensive U.S. Cities: 25 Down Year-over-Year in June, 2 at New Highs

And 28 were down from their peaks in prior years, led by Austin -27% and Oakland -25%.

EconomyHomebuildersUnited StatesAustin

Updated 27 days ago·Published Jul 18, 2026

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CBRESubscription required

North America Data Center Trends H1 2025 — Silicon Valley

This is a market report published by CBRE in September 2025 covering data center trends in the first half of 2025, with focus on Silicon Valley and the San Francisco Bay Area within a national context.

Data CentersSan FranciscoCalifornia

Updated 27 days ago·Published Sep 8, 2025

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Student Housing Market Report—July 2025

This is a market report published by Yardi Matrix in July 2025 covering the student housing sector, with focus on San Francisco, California and national markets.

Student HousingSan FranciscoCalifornia

Updated 27 days ago·Published Jul 31, 2025

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April 2025 Matrix Self Storage National Report

This is a national self-storage market report published by Yardi Matrix in April 2025 covering multiple U.S. markets including Washington D.C., Chicago, San Francisco, New York, and Boston. The report presents data and figures on the self-storage sector.

Self StorageWashington, DCUnited States

Updated 27 days ago·Published Apr 29, 2025

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CBRESubscription required

Global Life Sciences Atlas - San Francisco Bay Area Market

This is a market report published by CBRE in April 2025 covering the life sciences sector in the San Francisco Bay Area. The report provides analysis of the regional life sciences real estate market with national context.

Life SciencesSan FranciscoCalifornia

Updated 27 days ago·Published Apr 11, 2025

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Newmark

San Francisco Bay Area Life Science Market Overview, 1Q25

This is a market report published by Newmark in the first quarter of 2025 covering the life science sector in the San Francisco Bay Area.

Life SciencesSan FranciscoCalifornia

Updated 27 days ago·Published Unknown

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Cushman & Wakefield

San Francisco Hotel Market

Cushman & Wakefield research examining trends and considerations for the San Francisco hospitality market.

HospitalitySan FranciscoCalifornia

Updated 27 days ago·Published Jul 23, 2024

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ColliersSubscription required

Oakland I-80 / I-880 Corridor Industrial Market Report

Colliers reports on industrial market conditions in Oakland's I-80/I-880 corridor, highlighting declining vacancy and supply constraints affecting tenant competition.

Industrial & LogisticsGlobalCalifornia

Updated 27 days ago·Published Jul 16, 2026

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ColliersSubscription required

San Francisco Peninsula R&D Market Report

Colliers analysis of Peninsula R&D market conditions showing early stabilization signals and life sciences activity recovery.

Life SciencesGlobalSan Francisco

Updated 27 days ago·Published Jul 15, 2026

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ColliersSubscription required

San Francisco Peninsula Office Market Report

Colliers reports continued positive office absorption on the San Francisco Peninsula through the fourth quarter.

OfficeGlobalSan Francisco

Updated 27 days ago·Published Jul 15, 2026

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ColliersSubscription required

San Francisco Peninsula Industrial Market Report

Colliers reports on San Francisco Peninsula industrial market conditions, noting stability and accelerating activity amid mixed conditions.

Industrial & LogisticsGlobalSan Francisco

Updated 27 days ago·Published Jul 15, 2026

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Trepp

San Francisco Recovery Debate

Disclaimer: This is an excerpt from Trepp's "Is It Time to Proclaim San Francisco Is Back?" paper. Click here to access it . After five years of headlines declaring San Francisco commercial real estate uninvestable, the narrative is beginning to shift. Leasing activity is accelerating, institutional capital is…

CMBSDebt & FinancingCapital MarketsUnited StatesSan Francisco

Updated 29 days ago·Published Jul 15, 2026

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Adaptive Reuse in San Francisco: Vacant Offices to Opportunity

By Michael Strong, Vice President-Project Executive, Skanska USA Across the San Francisco Bay Area, adaptive reuse has shifted from a niche idea to a practical construction solution. With high office vacancies, evolving community needs, and increasing pressure to deliver projects faster and more responsibly,…

Capital MarketsOfficeAlternativesUnited StatesSan Francisco

Updated 1 month ago·Published Jul 13, 2026

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U.S. Home Prices at All-Time High; San Francisco and West Palm Beach Surge

Prices rose 2.2% year over year in June to a record high, mainly because of growing demand. Existing U.S. home sales ticked up to a seasonally adjusted annual rate of 4.4 million, the highest level since 2022, and pending home sales reached their second-highest level since 2023. Wealthy Bay Area and South Florida…

HomebuildersEconomyUnited StatesSan Francisco

Updated 1 month ago·Published Jul 13, 2026

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OpenAI and Anthropic Employees' Potential Home-Buying Power in San Francisco

A new Redfin analysis takes a look at how much Bay Area real estate OpenAI and Anthropic employees could hypothetically purchase with their IPO earnings, in the wake of two massively valuable AI companies filing confidentially to go public. OpenAI employees could buy 20% of all homes in San Francisco, or 15% of all…

HomebuildersEconomySingle-Family RentalUnited StatesSan Francisco

Updated 1 month ago·Published Jul 9, 2026

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