What happened, and who moved.

The permanent closure of Plank after nearly 12 years marks the latest departure in a widening tenant exodus at Oakland’s Jack London Square, intensifying scrutiny of landlord CIM Group as the waterfront district struggles with vacancies, thin foot traffic and a stalled hotel project. Plank, the sprawling…

American power-electronics startup Heron Power has committed to a 286,000-square-foot building at 850 Jarvis Drive in Morgan Hill for Heron Factory One, its first large-scale U.S. plant, capping a ten-month site search that spanned multiple states. The post Heron Power Leases 286,000 SQFT in Morgan Hill for First…
A data center company has taken over an entire Santa Clara research-and-development building, adding to the intense competition for space in a city that has become ground zero for the Bay Area’s data center and AI infrastructure expansion. ECL has leased the full 75,810-square-foot building at 2175 Mission College…

Sacramento’s industrial developers are betting big on scale even as the broader market works through a supply hangover, with Buzz Oates now marketing the largest speculative building underway in the region’s most established logistics park. Titan Logistics Center, a 558,134-square-foot Class A industrial building…

The robotics startup, backed by Nvidia and Microsoft, is abandoning a cramped 10,000-square-foot Mission District office for six times the space in Burlingame's North Rollins industrial corridor, betting that proximity to Silicon Valley's data-center supply chain will fuel a hiring surge. The post Bright Machines…

TikTok's move to end hybrid work for most U.S. employees in September will send its Mountain View and San Jose staff back to their desks full time, adding a jolt of demand to a Silicon Valley office market already on the mend. The post TikTok Mandates Five-Day Office Return, Refilling Its Silicon Valley Desks…
A metal additive manufacturing company has secured a sizable Fremont research-and-development footprint, joining a roster of advanced-manufacturing tenants that drove Silicon Valley’s R&D leasing during the second quarter. Velo3D has signed a direct lease for 81,394 square feet at 2710 Lakeview Court in Fremont’s…

Two historic Embarcadero warehouse piers slated for a full renovation are being offered for long-term lease to major credit tenants, positioning up to 279,876 square feet of San Francisco waterfront space for occupancy in late 2029. The post Pacific Cornerstone Brings 280,000 SQFT Piers 38 & 40 Waterfront…

Sacramento’s industrial market posted its strongest leasing quarter since the 2021 building boom stalled, with vacancy edging down, sublease space contracting for the first time in five years, and tenants increasingly favoring Class A warehouse space despite a single West Sacramento move-out still weighing on…

Wismettac Asian Foods, the century-old Asian food importer and distributor, has committed to 174,578 square feet of warehouse and distribution space at BlackRock's The Crossings @ 880 in Fremont, one of the marquee Class A logistics addresses along the Interstate 880 corridor. The post Wismettac Asian Foods Leases…

A server-manufacturing unit of Taiwan's MiTAC Holdings Corp. has committed to the final three buildings at Fremont's Campus at Bayside, taking control of the entire 473,250-square-foot complex as artificial intelligence hardware demand pushes the city's industrial vacancy to roughly 2 percent. The post MiTAC Locks…
Fresh off its first billion-dollar quarter, the San Jose fuel-cell maker is moving to expand its Fremont manufacturing base — reportedly through a Prologis-owned building on Encyclopedia Circle — as hyperscalers race for on-site power the grid cannot deliver fast enough. The post Bloom Energy Eyes 159,000 SQFT…
Jeff Bezos’ stealth AI startup has landed in West Oakland just as East Bay industrial landlords report renewed demand from the exact category of tenant the submarket has been courting: technology and advanced manufacturing users spilling north from Silicon Valley. A West Oakland manufacturing campus that has spent…

Costco’s big-and-bulky delivery arm has recommitted to West Sacramento, renewing 150,798 square feet at LogistiCenter at Southport and taking slightly more space than it originally leased nearly five years ago. Costco Innovel Solutions extended its lease at 3520 Carlin Drive in the second quarter, according to…

Mochila Fulfillment has committed to staying put in West Sacramento, renewing 165,342 square feet at Southport Business Park in a quarter when renewals did more to stabilize Sacramento’s industrial market than any new deal. A third-party logistics operator extended its lease at 2935 Ramco Street, according to…

Wholesale tile distributor MIR Mosaic is trading its longtime San Jose base for a larger building at Morgan Hill's Butterfield 5 industrial park, joining a wave of manufacturers and advanced-technology tenants staking out room to grow at the southern edge of Silicon Valley. The post MIR Mosaic Relocates…

Nine months after acquiring a shuttered West Sacramento bottling plant that had put more than 350 people out of work, Redwood Beverage Group has leased an entire 236,716-square-foot distribution building nearby, signaling that the private-equity-backed co-packer intends to operate at a scale well beyond the plant…

Amazon has agreed to a multi-year extension of its roughly 300,000-square-foot lease at 525 Market St., adding about 30,000 square feet even as the company shutters its downtown artificial general intelligence lab and pares back its office footprint elsewhere in San Francisco. The post Amazon Renews 300,000 SQFT…

Ryder Integrated Logistics has committed to an entire Class A distribution building on the former Aerojet Rocketdyne campus in Rancho Cordova, delivering Sacramento’s largest industrial lease of the second quarter and handing the Highway 50 Corridor its strongest absorption showing in years. A Miami-area logistics…

Hudson Pacific Properties anchored the busiest leasing quarter in its history with a 24-year commitment from the City and County of San Francisco at its 1455 Market tower, even as the real estate investment trust accelerated a Northern California disposition program that has already cleared buildings in North San…

Alexandria Real Estate Equities captured twice its market share of San Francisco Bay Area leasing in the second quarter, its strongest regional showing, as advanced technology users supplied nearly 30 percent of companywide volume and the REIT closed a $163 million Palo Alto sale to a residential developer. The…

Alexander's Mobility Services has extended its lease on a roughly 101,805-square-foot freestanding distribution building at 3528 Arden Road in Hayward, keeping the Atlas Van Lines agent anchored at the foot of the San Mateo Bridge even as East Bay industrial vacancies push higher. The post Alexander’s Mobility…

Cryptocurrency payments firm Ripple has renewed its lease on the entire 600 Battery Street building in San Francisco’s Jackson Square, keeping one of the city’s highest-profile technology tenants in place and signaling continued confidence in the downtown office recovery. A 123,547-square-foot renewal was among the…
Chip-equipment maker Multibeam more than doubled its Sunnyvale footprint and staffed up past 75 workers just as it secured a federal letter of intent worth as much as $140 million, betting on physical expansion at a moment when Silicon Valley’s R&D market is contracting. Multibeam, the semiconductor equipment…

Silicon Valley office leasing has surged to its strongest level since 2019 as AI-driven tenants chase scarce Class A space, brokers say. The post Silicon Valley Office Leasing Roars Back to Post-Pandemic High as Class A Space Tightens appeared first on The Registry Northern California Real Estate .
The real estate investment trust said active tenant demand in San Francisco has topped 10 million square feet for the first time since 2019, with the recovery broadening from the city's core into SoMa, the Peninsula and its South San Francisco life science campus. The post Kilroy Says San Francisco Demand Tops 10MM…
A San Jose-based optical networking company has anchored the quarter’s Silicon Valley R&D leasing with a major South San Jose commitment, the largest research-and-development transaction of the period in a market showing renewed signs of life. Infinera Corporation has signed a direct lease for 102,280 square feet…

One of the world’s largest contract electronics manufacturers has expanded again in Newark, adding another sizable block to a Silicon Valley footprint that has grown rapidly as demand for AI server production accelerates. Quanta Computer has signed a direct lease for 143,086 square feet at 7411 Central Avenue in…
The Menlo Park Planning Commission voted unanimously to let The Sobrato Organization split its long-approved Bayfront development into independently timed apartment and townhome phases, clearing the way to build 316 rental units near Meta while the for-sale townhome parcel is marketed to a specialist builder. The…

A rack-scale infrastructure specialist serving the artificial intelligence buildout has secured a major Newark footprint, adding to a wave of AI-driven hardware demand that has turned the East Bay submarket into one of Silicon Valley’s busiest industrial markets. Hyve Solutions has signed a direct lease for 161,280…
Think Surgical signs a 10-year Milpitas R&D lease, halving its footprint as it exits manufacturing to focus on design. The post Think Surgical Signs 10-Year Lease for 35,000 SQFT Milpitas R&D Office, Halving Its Fremont Footprint appeared first on The Registry Northern California Real Estate .

Labor and employment law firm Martenson, Hasbrouck & Simon LLP signed a new 11,110-square-foot lease at 455 Capitol Mall, planting a flag on Downtown Sacramento’s premier office corridor even as the district’s vacancy rate sits well above the regional average. Martenson, Hasbrouck & Simon LLP has committed to…

A Los Angeles ownership group has put its half-empty Novato medical and office building on the block, pitching buyers on a discounted basis and the pull of an adjacent hospital campus in one of the Bay Area’s tightest medical office markets. An entity affiliated with Los Angeles-based Pinnacle Capital Management…

Law firm Hanson Bridgett has recommitted to Downtown Walnut Creek, renewing its 13,474-square-foot office footprint at 1676 N California Blvd as tenants press their advantage in a soft corridor market. The renewal keeps one of the region’s established legal tenants anchored in the heart of the North I-680…

A global logistics operator has doubled down on Newark, renewing and enlarging its footprint in one of Silicon Valley’s most active industrial submarkets as tenants compete for well-located space along the East Bay’s logistics spine. Transpak has renewed and expanded its lease to 163,786 square feet at 38503 Cherry…

Palo Alto Networks has locked in its Santa Clara headquarters for another generation, extending leases across its 940,564-square-foot campus through mid-2040 in the single largest office lease recorded anywhere in the San Francisco Bay Area during the second quarter of 2026. A cybersecurity giant agreed to a…

The world’s most valuable chipmaker has planted a major new industrial flag in South San Jose, signing the second-largest Silicon Valley industrial lease of the second quarter as it races to build out the physical backbone of the artificial intelligence boom. Nvidia has leased 302,722 square feet at 5853 Rue…

AI-powered go-to-market platform Clay has committed to 44,000 square feet at The Swig Company’s historic Mills Building, adding another marquee technology name to a downtown San Francisco office market that artificial intelligence firms have pulled back from the brink. The Swig Company has signed a…
Industrial Realty Group has leased its entire half-million-square-foot manufacturing and distribution complex at 2201 Cooper Avenue in Merced to a regional agricultural manufacturer, absorbing one of the Central Valley’s largest rail-served industrial assets in a single stroke. Industrial Realty Group, LLC (IRG),…

Acclaim Companies will start construction on Aug. 11 on one of Palo Alto’s largest apartment communities, a seven-story, 368-unit mixed-use project that is the first to advance under the city’s new Housing Focus Area zoning. Acclaim Companies will hold a groundbreaking ceremony on Tuesday, Aug. 11, for a 368-unit…

The U.S. General Services Administration signed a 52,147-square-foot lease at 10730 International Drive in Rancho Cordova, the largest office transaction in the Sacramento region during the second quarter of 2026 and a sign that federal demand is anchoring a recovery in the market’s highest-vacancy corridor. The…
Global flexible-workspace operator Mindspace has committed to 54,000 square feet at the Transamerica complex, nearly tripling its San Francisco footprint and betting on a downtown office market that is recovering faster than any other in the nation. Mindspace has signed a 54,000-square-foot lease at Two…
Healthcare artificial intelligence company Hippocratic AI has committed to 30,857 square feet at Kilroy Realty’s 4300 Bohannon Drive in Menlo Park, one of a pair of leases Colliers said pushed AI-fueled demand into the Peninsula’s 101 Corridor. Hippocratic AI signed a direct lease for 30,857 square feet at 4300…

Homebuilder Discovery Homes takes 19,528 square feet of sublease space at 5060 Forni Dr as Concord industrial vacancy hits a cycle high. The post Discovery Homes Subleases 20,000 SQFT of Industrial Space at 5060 Forni Dr in Concord appeared first on The Registry Northern California Real Estate .
Generative artificial intelligence company Luma AI has picked up 25,450 square feet of sublease space from ad-tech firm Moloco at 601 Marshall Street in Downtown Redwood City, adding to a run of AI leases that defined the Peninsula’s second quarter. Luma AI subleased 25,450 square feet from Moloco at 601 Marshall…

Amazon’s commitment to fully occupy one of the three towers securing Jay Paul Company’s $770 million Moffett Towers mortgage removes the single largest cloud hanging over a loan that Morningstar DBRS had flagged for mounting vacancy risk after Google walked away. Amazon has leased an entire 317,000-square-foot…
Artificial intelligence coding platform Replit has taken over 52,642 square feet of Exabeam’s Foster City space, adding to a headquarters footprint it expanded just months earlier and delivering the San Francisco Peninsula its single largest office lease of the second quarter. Replit, the AI-powered software…

CapRock Partners has fully leased the first building at its Central Point III development in Visalia to an unnamed global corporate occupier, a 1.27-million-square-foot commitment that ranks among the largest industrial deals struck in California’s Central Valley in years and that local officials have publicly tied…
Home-robotics startup Matic Robotics has leased 34,350 square feet at 1020 Marsh Road in Menlo Park, a deal Colliers cited as evidence that surging AI demand is spilling out of the Peninsula’s core and into its secondary office corridors. Matic Robotics signed a direct lease for 34,350 square feet at 1020 Marsh…
Robotics developer Sunday AI has committed to 51,550 square feet at 305 Walnut Street in Downtown Redwood City, a direct lease that injects fresh demand into one of the Peninsula’s most vacant submarkets. Sunday AI signed a direct deal for 51,550 square feet at 305 Walnut Street, a Menlo Equities-owned building in…

Brex takes all 200,000 SQFT at 270 Brannan St in a nearly 10-year San Francisco lease, reversing its earlier remote-first retreat. The post Brex Leases Entire 200,000 SQFT Building at 270 Brannan St in San Francisco appeared first on The Registry Northern California Real Estate .

Hacienda, Northern California’s largest mixed-use development, continued to strengthen its market position during the second quarter of 2026, supported by improving occupancy, positive net absorption, and continued leasing activity across a broad range of tenant sizes. Building on the momentum established earlier…

A reversal from Google’s 2023 sublease push, the renewal lands as Silicon Valley vacancy hits a Bay Area low and Amazon, OpenAI and General Motors move into space tech tenants once abandoned Google is putting its money back into the same Sunnyvale office campuses it was trying to shed just two years ago, renewing…
The lease extends a pattern Apple has repeated across its recent Sunnyvale buying spree — occupy first, then acquire — as the South Bay office market posts its third straight quarter of improving vacancy The post Apple Leases 125,800 SQFT Sunnyvale Office Building from Peery Arrillaga appeared first on The Registry…

A metal-finishing operator has planted a direct-lease flag in one of the few East Bay industrial submarkets still posting positive momentum this year. Electro Coatings, an industrial metal-finishing and coatings firm, has committed to 17,500 square feet at 661 Garcia Ave in Pittsburg, California, in a direct lease…

Travelers Insurance has committed to 46,219 square feet at 1390 Willow Pass Road in Concord, the single largest office lease signed anywhere in the North I-680 Corridor during the second quarter. The direct lease, struck at a moment when the East Bay’s suburban office market is showing its first real signs of life…

Wells Fargo has committed to 15,608 square feet at 2033 N Main St in Downtown Walnut Creek, folding operations into a single office footprint as the corridor logs its first occupancy gains in more than two years. The banking giant’s consolidation lands in the North I-680 Corridor’s marquee submarket at a moment…

The Wine Group, one of the world’s largest wine producers, has signed a 20,852-square-foot office lease at Hacienda Terrace in Pleasanton, a deal that adds to a run of leasing momentum reshaping the Tri-Valley’s largest business park after two years of contraction. The Livermore-based vintner leased the space from…

Amazon has committed to the full 317,000-square-foot tower at 1000 Enterprise Way in Jay Paul Co.’s Moffett Towers campus, absorbing space Google spent more than two years trying to shed and deepening the e-commerce giant’s standing as one of Silicon Valley’s largest office occupiers. Amazon.com has leased the…

Roche is decommissioning the specialized clinical testing laboratory it inherited from its 2015 Ariosa Diagnostics acquisition and moving all 45 employees roughly nine miles north to a purpose-built 11,300-square-foot lab on its Santa Clara campus, a consolidation triggered by a lease expiration and executed…