What happened, and who moved.

Tempo signed a headquarters lease in San Diego to support industrial electrification operations.

Tesla signed a lease for manufacturing space in Oakland as East Bay cities experience increased industrial demand from tech and AI companies.

Archer Aviation leased a 501,000 square-foot tech campus near San Jose.

Cybersecurity company Illumio signed a 120,000 square foot office lease in Santa Clara and relocated its headquarters from San Francisco.

Kilroy Realty's Oyster Point development in Southern California has achieved 50% lease occupancy in its second phase amid softer demand for life sciences space.
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…

Brixton Capital, a vertically integrated owner and operator of retail and multifamily properties, has secured a lease with La La Land Café to occupy the mezzanine terrace and café space at its upscale Del Mar Plaza retail destination. La La Land will occupy 1,168 square feet of interior space, with additional…

Illustrating the strong demand among artificial intelligence hardware companies for Silicon Valley manufacturing space even before it’s built, a unit of Taiwan-based MiTAC Holdings Corp. has committed to the second phase of the new Campus at Bayside, a nearly 470,000-square-foot development in Fremont, reported the…
Global investment management firm Capital Group is taking space for an additional office in New York City. Capital Group, which is based in Los Angeles and oversees $3.6 trillion in assets, signed a 10-year lease for the entire 70,400-square-foot fourth floor of Rudin’s 345 Park Avenue in Midtown, according to the…
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…

CBRE has arranged a 7,000‑square‑foot retail lease for Vietnamese beauty retailer Hasaki at Cudahy Plaza in Cudahy, marking the brand’s first U.S. store. Hai T. Dang with CBRE’s San Jose office represented the tenant. The landlord is Excel Realty Partners, LP. Cudahy Plaza, located at 7903–8017 South Atlantic…

Software and computing giant Qualcomm is expanding its Austin footprint. The chipmaker filed plans to build out an additional floor of office space at Parmer 4.1, a 188,000-square-foot office building at 13929 Center Lake Drive. The 70,000-square-foot expansion brings the San Diego-based company’s footprint at the…

TUSTIN, CALIF. — USA Properties Fund, in partnership with Irvine Co., has started construction on Terracina at Tustin Legacy, a 338-unit affordable housing community located southeast of Anaheim in Tustin. The community sits within a 1,600-acre master-planned development that is transforming a former Marine Corps…

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…

Quick-service restaurant chain Qdoba is relocating its headquarters to a historic office building in San Diego.

Amazon renews its 300K SF lease at 525 Market St. and plans additional growth in San Francisco office and robotics spaces.
An international advertising agency is more than doubling its office footprint with a new headquarters lease in El Segundo, Calif. Innocean USA signed the 101,000-square-foot deal at Hackman Capital Partners’ creative office campus in the small enclave just south of Los Angeles International Airport. The agency…

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…

Google has doubled down on its office footprint in Sunnyvale by leasing two properties, signaling a commitment to reverse a trend of shedding office space in the post-pandemic era. The tech giant confirmed it has signed lease renewals for Moffett Place on Borregas Avenue and Moffett Gateway on Crossman Avenue in…

Colliers has been awarded the exclusive leasing assignment for 25 buildings within the recently acquired North Market Industrial Park, a 28-building industrial portfolio. Vice chair Mark Demetre, VP Michael Hoo, and senior associate Nathan Miller will lead the leasing efforts and strategy on behalf of the owner,…

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…

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…

A pharma company shifts to crypto and relocates from Cali to West Palm Beach to slash costs.

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…

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…

Wood Investment Companies, Inc. (WICo) announced the opening of a new 149,655‑square‑foot Target at Plaza de Perris, located at 1688 N. Perris Blvd. in Perris. The store opening marks a significant milestone for the center and the surrounding Inland Empire communities, according to WICo.. Target now occupies the…

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…

The second phase of Kilroy Realty's sprawling Oyster Point life sciences campus in South San Francisco is climbing uphill in a bid to fill space as the lab leasing market languishes. Although the first phase of the 865K SF campus is 100% leased, the...

The Swig Company has leased 44,000 square feet at The Mills Building to artificial intelligence platform Clay. The lease was announced two weeks after Swig refinanced the circa-1891 property at 220 Montgomery St. in San Francisco’s Financial District. “The Mills Building continues to attract companies seeking a…

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…

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…

Industrial investor and developer CapRock Partners announced that Building 1 at CapRock Central Point III in Visalia has been fully leased to an undisclosed global corporate tenant. The 1,270,750-square-foot commitment ranks among the largest industrial lease transactions completed in California’s Central Valley in…
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…

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 .
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…

Fashion Nova is expanding its Southern California logistics side with another industrial lease in Santa Fe Springs. The Los Angeles-based fast-fashion retailer signed a lease to take over the 132,888-square-foot warehouse at 12301 Hawkins Street, according to CoStar. It increases Fashion Nova’s warehouse footprint…

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 .