The industry's own research.
116 items
showing 61–116 of 116
Colliers analysis of San Francisco office market conditions, examining leasing activity and demand patterns across tenant segments.
CBRE publishes quarterly figures on the Bay Area life sciences real estate market.
JLL analysis of office market conditions and trends in Los Angeles.
Analysis of office market recovery trends across different regions of the United States.
Oxford Economics examines the relationship between macroeconomic conditions and real estate investment performance across major U.S. metropolitan areas.
Analysis of Silicon Valley's industrial real estate market examining divergent performance and characteristics across different industrial property subtypes.
Newmark's third-quarter 2024 report covering capital markets activity and investment trends across major U.S. real estate sectors.
Thought leadership piece examining the Bay Area's role as a hub for artificial intelligence innovation and development.
As of May 2026, the national office vacancy rate reached 17.6 percent. Read the latest Yardi Matrix Office Market Outlook. Report highlights San Francisco leads vacancy recovery As of May, the national office vacancy rate reached 17.6 percent—180 basis points lower year-over-year. Manhattan recorded the lowest rate…
More than half of homes are selling above asking price in Newark, San Francisco, San Jose and Nassau County, making them the most competitive markets in the nation. The AI boom is leading to bidding wars in the Bay Area, and in the Northeast, many metros are seller’s markets. The least competitive markets are in…
ULI-backed strategies helped this coastal California locale build its economic base on industry. Now, a proposed AI-era manufacturing building and a massive new housing plan are poised to test that strategy—and reshape the town.
Nearly half of U.S. home sellers gave concessions to buyers in May, the highest May share in our records Concessions were most common in Nashville, the nation’s strongest buyer’s market, where three-quarters of sellers handed out concessions to attract buyers. They were least common in the Bay Area and other…
This is a quarterly market report published by Colliers in March 2026 covering the industrial sector in the San Jose-Silicon Valley region of California.
Kidder Mathews' Q1 2026 Silicon Valley office market report shows leasing volume of 2.1 million square feet (down 48.2% year-over-year), a vacancy rate holding at 16.5%, and asking rents averaging $4.16 per square foot, with activity concentrated among large strategic tenants rather than broad-based recovery. The market saw office investment sales of 615,000 square feet across 11 transactions at $546.1 million total dollar volume, while availability tightened to 16.6%, and Santa Clara County's unemployment rate was 4.0% in December 2025.
This is a data report published by CBRE on March 31, 2026 presenting Q1 2026 research and development figures for Silicon Valley, covering the office and life-sciences sectors across San Jose, San Francisco, California, and national markets.
This is a market report published by JLL in March 2026 covering office sector dynamics in Silicon Valley during the first quarter of 2026. The report covers geographic areas including San Jose, San Francisco, California, and national markets.
This document is a landing page for Cushman & Wakefield's Silicon Valley MarketBeat reports covering Q1 2026 across office, industrial, retail, and R&D property sectors. The page presents first-quarter 2026 vacancy rates: office at 18.8%, industrial at 6.4%, retail at 4.9%, and R&D at 13.0%, along with links to detailed reports on each sector and related Bay Area life sciences and investment market data.
Silicon Valley's industrial market in first quarter 2026 experienced total leasing activity of 2.0 million square feet, down 7.6% quarter-over-quarter and 9.9% year-over-year but remaining 12.1% above its five-year average, with industrial vacancy rising to 7.4% due to new deliveries including 174.7K SF in Sunnyvale and negative net absorption of 524.2K SF. The region's economy outperformed national trends, with the San Jose–Sunnyvale–Santa Clara MSA unemployment rate falling to 4.0% in January 2026 and nonfarm payroll employment growing 0.7% year-over-year, while industrial-using sectors led growth with Mining and Construction expanding 6.0% and warehouse leasing accounting for 57.2% of total activity anchored by a 267.1K SF Tesla Motors lease in Fremont.
Silicon Valley's industrial market in first quarter 2026 shows divergent trends between industrial and warehouse segments, with industrial direct vacancy falling 60 basis points to 4.3% while warehouse vacancy rose 60 basis points to 5.6%, the highest in over three years. Asking lease rates for industrial properties declined 5.8% year-over-year to $1.80 per square foot, while warehouse rates rose 0.6% to $1.57, with both remaining above five-year averages; industrial leasing activity increased 4.3% year-to-date, but warehouse leasing declined 57.0%, reflecting uneven recovery concentrated in advanced manufacturing and technology-adjacent users rather than broad-based demand.
Sacramento's office market posted negative net absorption of 37,000 square feet in Q1 2026 as tenants continued rightsizing, with overall vacancy declining to 14.2% from 15.6% a year earlier and average asking rent at $2.15 per square foot. Major leasing activity included a 121,000-square-foot new lease by the Sacramento County District Attorney Downtown, while capital markets remained limited with seven transactions totaling $30.6 million at an average price of $103 per square foot, reflecting a shift toward higher-quality institutional assets.
This is a data report published by CBRE on March 31, 2026 presenting industrial sector figures for the first quarter of 2026 covering Silicon Valley and related geographic areas including San Jose, San Francisco, California, and national markets.
This is a data report published by CBRE on March 31, 2026 presenting office market figures for the first quarter of 2026, covering Silicon Valley and related geographies including San Jose, San Francisco, California, and national markets.
This is a market research report published by Colliers in Q4 2025 covering the research and development real estate sector in the San Jose-Silicon Valley area. The report addresses office and life-sciences sectors and includes geographic coverage of San Jose, California, the broader San Francisco region, and national context.
This is a market research report published by Colliers on December 31, 2025, covering the office sector in the San Jose-Silicon Valley area. The report addresses Q4 2025 data and includes geographic scope covering San Jose, California, and broader national markets.
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Silicon Valley's office market recorded 1.5 million square feet of leasing activity in Q4 2025, declining from 2.3 million square feet in Q3 2025 due to a concentration of major tech deals in the prior quarter, though full-year 2025 leasing volume reached 7.0 million square feet, the highest post-pandemic level and a 26 percent increase from 2024. Future leasing momentum is expected to improve based on expansion plans from AI and tech tenants, including OpenAI's reported search for approximately 500,000 square feet in Mountain View.
This is a quarterly market report on the industrial real estate sector in the San Jose-Silicon Valley area, published by Colliers at the end of 2025. The report covers industrial market conditions and conditions in the San Jose, California region as of the fourth quarter of 2025.
Silicon Valley's office market recorded more than 481,000 square feet of positive net absorption in the third quarter of 2025, marking the fourth consecutive quarter of growth, while overall vacancy fell 170 basis points to 16.8%. Major transactions from Netflix and Databricks anchored leasing activity despite office-using employment continuing to decline due to ongoing cost optimization in the tech sector.
San Francisco's office market achieved historic first-quarter 2026 results, with leasing activity of 4.2 million square feet (second-strongest quarter on record) and net absorption of 1.5 million square feet (highest ever recorded), while vacancy dropped 390 basis points year-over-year to 27.9%. Artificial intelligence and technology companies drove demand, representing just over half of current tenant demand at 9.7 million square feet, with major leases signed by Anthropic (484,000 square feet), OpenAI (282,000 square feet sublease), and other tech firms, while average direct asking rents rose modestly to $67.77 per square foot.
This is a quarterly data report published by CBRE on March 31, 2026, presenting office sector figures for the San Francisco Peninsula market in the first quarter of 2026.
The SF Bay Area Life Sciences MarketBeat Q1 2026 report covers the region's life sciences real estate market, documenting 113,700 employed positions, a 28.5% overall vacancy rate, asking rents of $5.71 per square foot, and $1.4 billion in venture capital funding during the first quarter. Key findings include eight large-scale projects totaling approximately 2.0 million square feet completed in 2025, overall leasing activity of 664,755 square feet in Q1 2026, and projections that sublease availability will increase while venture capital funding remains critical to market recovery.
The San Francisco Bay Area life science market recorded negative net absorption of 453,685 square feet in Q1 2026, with overall vacancy rising to 29.0% and total availability at 32.3%, while major transactions included Gladstone Institutes' 108,082-square-foot lease and the $600 million sale of Gateway Commons campus. Life science employment declined 7.6% from its 2023 peak to 107,610 workers in Q3 2025, venture capital funding fell to $1.7 billion across 79 deals in Q1 (down from $2.7 billion and 92 deals in Q4), and average asking rents decreased to $5.57 per square foot as the market contended with elevated vacancy and soft leasing conditions.
San Francisco's retail market improved in Q1 2026 with overall vacancy declining to 6.3% (down 70 basis points year-over-year) while asking rents held firm, supported by median household income of $160,900, retail sales growth of 4.4% year-over-year, and expanded leasing activity across fitness, entertainment, food and beverage sectors. Union Square specifically showed stronger recovery with vacancy falling to 20.0%, though the San Francisco Centre mall closed in January 2026 for multi-year redevelopment following years of declining occupancy and anchor tenant losses.
San Francisco's office market in Q1 2026 experienced significant improvement, with overall vacancy declining 110 basis points to 31.6%, net absorption reaching 896,000 square feet year-to-date, and asking rents rising to $69.16 per square foot, driven by record venture capital activity and strong leasing demand concentrated in artificial intelligence and tech sectors. Leasing activity reached 3.7 million square feet with AI companies accounting for nearly 50% of new deals, while notable transactions included Anthropic's 480,000-square-foot headquarters lease and the Transamerica Pyramid sale for $691 million, indicating initial signs of market stabilization despite elevated vacancy in lower-quality space.
This is a data-figures report published by CBRE on March 31, 2026, presenting industrial sector metrics for the San Francisco Peninsula in the first quarter of 2026.
This is a first-quarter 2026 industrial sector data report for San Francisco published by CBRE covering figures and metrics for that market.
This is a data-figures report published by CBRE on March 31, 2026, presenting office sector figures for San Francisco in the first quarter of 2026.
This is a market report published by CBRE in December 2025 covering the office sector in San Francisco, California. The report provides a snapshot of conditions and metrics for the San Francisco office market as of the fourth quarter of 2025.
The San Francisco office market showed improving fundamentals in first quarter 2026, with leasing activity totaling 3.4 million square feet—the sixth consecutive quarter exceeding 2.0 million square feet—and net absorption of 855,000 square feet representing the strongest total since 2019, though overall vacancy remained elevated at 28 percent and asking rents increased 3.4 percent year-over-year to $48.70 per square foot. High-profile tenant expansions by AI-focused firms including OpenAI's 222,000-square-foot lease and Anthropic's combined 626,000 square feet across three properties demonstrated confidence in San Francisco as an innovation center, while demand concentrated in newer, well-located buildings with amenities reinforced a widening performance gap between high-quality and older inventory.
This is a market report published by Colliers in March 2026 covering the office sector in San Francisco, California.
This is a market report published by Colliers on March 31, 2026 covering the office sector in the San Francisco Bay Area during the first quarter of 2026.
Rising costs, insurer exits, and climate-risk modeling are reshaping some property values, lending decisions, and resilience investment in the state’s real estate markets.
Q3 2025 US life science conditions: early stabilization as leasing and tenant demand modestly improved across Boston, San Diego and the Bay Area.
Metro-level Cushman medical office data: San Diego Q2 2025 rents up 5.9% YoY (Class A +9.8%); Mid City submarket led rent growth at +11.3%.
CBRE talent trends: US life sciences employment hit a record 2.1M in March 2025; Boston-Cambridge and SF Bay Area lead talent rankings. Substantial data shown free on page.
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Bay Area Q1 2025 life sciences market: vacancy, leasing and rent trends across the region's lab clusters.
CBRE annual US life sciences outlook: Q4 lab leasing up 28% YoY, positive net absorption, ~8M sq ft of new lab space due in 2025, rising concessions in Boston and the Bay Area.
Cushman & Wakefield Q4 2024 medical office market report for San Diego (metro-level fundamentals, rents and absorption).
Examines how AI and machine learning firms concentrate in the Bay Area, New York and London, with AI leasing remaining strong across San Francisco and Manhattan's AI leasing already surpassing all of 2025.
A thematic report on how the technology industry drives the U.S. office market, tracking tech talent and corporate expansion beyond the San Francisco Bay Area into emerging hubs.
Savills reports San Francisco's strongest leasing quarter since 2014 at 3.8 million square feet in Q1 2026, driven largely by AI and advanced technology firms.
Avison Young reports U.S. office leasing of 61.7 million square feet in Q1 2026, with availability declining for a seventh straight quarter to 22.2% and gateway markets San Francisco and Manhattan near pre-COVID volumes.
The San Francisco edition covers the AI-driven recovery in the office market, with leasing momentum concentrated in higher-quality, amenity-rich buildings.
The January 2026 VTS Office Demand Index reports tech sector office demand surged in 2025 to become the primary national growth driver, with Seattle and San Francisco each posting year-over-year VODI gains near 50 percent, up 46 and 45 percent respectively.
The October 2025 VTS Office Demand Index reports San Francisco became the top US office market with a VODI of 123, up 112 percent annually, versus New York at 78. Nationally, demand rose 16 percent year over year while declining 4 percent quarter over quarter.
The July 2025 VTS Office Demand Index reports a sharp divergence in second quarter office demand across major US markets, with some experiencing strong gains and others a steep deceleration.
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Life sciences venture capital funding reached 20.8 billion dollars in the first half of 2025, equal to 44.9 percent of the 2024 total. High rents in Boston-Cambridge, the Bay Area and San Diego pushed companies toward lower-cost markets.