The nation's largest educator pension fund posted its strongest annual investment gain in years, strengthening a long-delayed march toward full funding even as its commercial property holdings sit below target in a still-recalibrating market. The post CalSTRS Clinches 13.9% Return, Lifts Funded Ratio to 79% as Real…

Capital MarketsUnited States

Updated 2 days agoPublished Aug 14, 2026

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The Registry

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 MarketsOfficeUnited StatesSan Francisco

Updated 2 days agoPublished Aug 14, 2026

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The Registry

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 SciencesUnited StatesSan Francisco

Updated 3 days agoPublished Aug 13, 2026

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The Registry

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 MarketsMultifamilyUnited StatesSan Francisco

Updated 5 days agoPublished Aug 11, 2026

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The Registry

Watch Rents Rise

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…

Capital MarketsRetailUnited StatesCalifornia

Updated 6 days agoPublished Aug 10, 2026

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The Registry

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 7 days agoPublished Aug 7, 2026

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Image published by The Registry Northern California Real Estate with the article “Government and Healthcare Carry Sacramento Office Market as Vacancy Falls to 15.7% and Leasing Drops 28%” — Image: The Registry Northern California Real Estate

The RegistryNews

Government and Healthcare Carry Sacramento Office Market as Vacancy Falls to 15.7% and Leasing Drops 28%

Sacramento’s office vacancy declined and absorption turned positive in the second quarter, but every one of the market’s five largest leases went to a government or healthcare tenant, leaving the sector’s recovery resting on public-sector demand as private companies continue to sit on the sidelines, according to…

Capital MarketsOfficeUnited StatesSacramento

Updated 7 days agoPublished Aug 7, 2026

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Image published by The Registry Northern California Real Estate with the article “Grocers, Medtail and Coffee Chains Turn Silicon Valley Retail Into a Landlord’s Market” — Image: The Registry Northern California Real Estate

The RegistryNews

Grocers, Medtail and Coffee Chains Turn Silicon Valley Retail Into a Landlord’s Market

Silicon Valley’s retail landscape has shifted into a landlord’s market, where ethnic grocers, medical users and drive-thru coffee chains are competing over a shrinking supply of well-located, high-infrastructure space even as single-tenant net-lease investment sales slide for a second consecutive year. Silicon…

Capital MarketsRetailUnited StatesSan Jose

Updated 7 days agoPublished Aug 7, 2026

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The Registry

Silicon Valley Multifamily Rebounds as Rent Growth Outruns Rising Costs and Sales Top $2 Billion

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…

MultifamilyCapital MarketsUnited StatesSan Jose

Updated 7 days agoPublished Aug 6, 2026

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The Registry

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 7 days agoPublished Aug 5, 2026

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The Registry

AI and Power Demand Drive Silicon Valley Industrial as Tenants Chase Scarce High-Tech Space

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’…

Industrial & LogisticsData CentersUnited StatesSan Jose

Updated 7 days agoPublished Aug 5, 2026

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The Registry

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 12 days agoPublished Aug 4, 2026

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The Registry

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 12 days agoPublished Aug 3, 2026

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The Registry

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 13 days agoPublished Aug 3, 2026

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The Registry

Sacramento Office Market Absorbs Nearly 200,000 SQFT in Q2 as Vacancy Falls Toward 20%

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…

Capital MarketsOfficeUnited StatesSacramento

Updated 16 days agoPublished Jul 31, 2026

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The Registry

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 16 days agoPublished Jul 30, 2026

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The RegistryNews

Essex’s Northern California Apartments Lead the Portfolio as Q2 Revenue Climbs 4.4%

Essex Property Trust’s Northern California apartments outperformed every other region in its portfolio during the second quarter of 2026, as tightening Bay Area rents and falling operating costs drove the strongest income growth of the company’s West Coast markets. Same-property revenue across Northern California…

Capital MarketsMultifamilyUnited StatesCalifornia

Updated 17 days agoPublished Jul 29, 2026

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The RegistryNews

D.R. Horton’s Affordability Play Runs Into California’s $843,000 Median as Q3 Margins Hold

D.R. Horton’s affordability-first strategy collides with a Northern California market where the typical home costs more than twice the statewide median and far beyond the builder’s average sale price, even as analysts flag the tech-driven Bay Area as a pocket of national strength. The most expensive corner of the…

Capital MarketsUnited StatesCalifornia

Updated 18 days agoPublished Jul 29, 2026

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The Registry

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 19 days agoPublished Jul 28, 2026

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Image published by The Registry Northern California Real Estate with the article “San Francisco’s Record $16.9B Budget Rests on Commercial Real Estate’s Fragile Rebound” — Image: The Registry Northern California Real Estate

The RegistryNews

San Francisco's $16.9B Budget and Commercial Real Estate Rebound

San Francisco’s largest-ever budget quietly wagers its balance on a commercial property recovery that is gathering speed but remains far from complete, tying City Hall’s fiscal fate to deal flow, downtown office demand and a business-tax overhaul now phasing in. The San Francisco Board of Supervisors on July 21…

Capital MarketsOfficeUnited StatesSan Francisco

Updated 20 days agoPublished Jul 27, 2026

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The RegistryNews

World Cup Lifts Downtown San Jose Hotel RevPAR 42%

San Jose says six weeks of World Cup soccer drew one million visitors to its downtown and pushed hotel revenue per available room up 42.3 percent year-over-year, handing the city fresh evidence for its long-running wager on a downtown sports-and-entertainment district. The city measured the payoff Friday, tallying…

Capital MarketsHospitalityUnited StatesSan Jose

Updated 20 days agoPublished Jul 27, 2026

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The Registry

Wells Fargo: Higher Rates Anchor AI Data Center Construction

Wells Fargo's latest U.S. outlook warns that stubborn inflation and a more hawkish Federal Reserve will keep borrowing costs elevated into 2027, sustaining the affordability squeeze on housing and traditional commercial property even as the artificial intelligence buildout keeps data center and power construction…

Capital MarketsData CentersEconomyUnited States

Updated 21 days agoPublished Jul 25, 2026

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Image published by The Registry Northern California Real Estate with the article “CEQA Overhaul Measure Lands 73% Support in New PPIC Poll, Handing California Developers an Early Tailwind” — Image: The Registry Northern California Real Estate

The RegistryNews

CEQA Overhaul Measure Gets 73% Support in PPIC Poll

A new statewide survey shows commanding, cross-partisan support for a November ballot measure that would impose hard deadlines on California’s landmark environmental review law, a shift that would reshape the entitlement calculus for housing and infrastructure developers across the state. Proposition 45, the most…

Capital MarketsUnited StatesCalifornia

Updated 23 days agoPublished Jul 24, 2026

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The Registry

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 25 days agoPublished Jul 22, 2026

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The Registry

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 26 days agoPublished Jul 21, 2026

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Image published by The Registry Northern California Real Estate with the article “Napa And Solano Office Vacancy Eases As Landlords Slash Rents” — Image: The Registry Northern California Real Estate

The RegistryNews

Napa and Solano Office Vacancy Eases as Landlords Slash Rents

The Napa and Solano Counties office market clawed back occupancy in the second quarter of 2026, but landlords paid for the gains by cutting asking rents to their lowest level in years. Office vacancy across the two-county market fell to 12.7 percent in the second quarter, down 150 basis points from the prior…

Capital MarketsOfficeUnited States

Updated 26 days agoPublished Jul 21, 2026

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Image published by The Registry Northern California Real Estate with the article “San Francisco Leads Nation in Rent Growth as Institutional Capital Floods Multifamily, Colliers’ Dolby Says” — Image: The Registry Northern California Real Estate

The RegistryNews

San Francisco Leads Nation in Rent Growth as Institutional Capital Floods Multifamily

San Francisco’s apartment market has moved from bottom to boom in two years, with citywide rents rising 15 percent and institutional buyers now dominating a sector that mom-and-pop owners controlled as recently as 2024. San Francisco’s multifamily market has staged a recovery emphatic enough that its lead broker…

Capital MarketsMultifamilyUnited StatesSan Francisco

Updated 26 days agoPublished Jul 20, 2026

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The Registry

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 26 days agoPublished Jul 20, 2026

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The Registry

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 26 days agoPublished Jul 20, 2026

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Image published by The Registry Northern California Real Estate with the article “California’s Share of U.S. Export Trade Slips to 8% as Real Shipment Value Falls” — Image: The Registry Northern California Real Estate

California's U.S. Export Trade Share Falls to 8%

California shipped $16.735 billion in merchandise abroad in May while the rest of the country surged ahead, dropping the state’s share of national export trade to 8 percent and raising fresh questions about demand for the warehouse and port infrastructure built to serve it. The Golden State’s exporters posted a…

Capital MarketsIndustrial & LogisticsUnited StatesCalifornia

via The RegistryUpdated 1 month agoPublished Jul 13, 2026

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