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123 reports
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Life sciences real estate market reaches bottom as capital returns to the sector, with San Diego highlighted as a key market.

San Francisco's new family zoning plan has enabled initial housing projects to proceed, though construction cost barriers are constraining pipeline momentum.

Bay Area life-sciences landlords are converting lab space amid inventory surplus, with conversion costs proving significant.

Bay Area hotel market shows recovery signs despite ongoing distress concerns in the sector.

San Francisco's AI-driven leasing momentum is prompting Oakland landlords to prepare office space in anticipation of tenant spillover from the Bay Area's tight market.

Bay Area senior housing development pipeline exhibits a split between market-rate and affordable project activity.

San Francisco multifamily rents are rising to new highs, driven by AI hiring and constrained supply, while the broader U.S. apartment market stalls.
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%…

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…

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 .

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.

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

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…

Market activity and planned speculative industrial development in San Diego responding to strong tenant demand.

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

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 .

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…

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…

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…

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…
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.…
BELMONT, CALIF. — Voya Financial has provided a $22 million permanent loan for an undisclosed multifamily community in the Bay Area city of Belmont. Keystone arranged the financing at a fixed interest rate of 5.47 percent. Additional details of the transaction were not released. The post Voya Financial Provides…

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…

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…
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…

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…
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…

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…

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…

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

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

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

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

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

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

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

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

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

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…
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…

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

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…
RICS quarterly survey of commercial property market conditions across North America for Q4 2025.
RICS quarterly survey of commercial property market sentiment and activity across North America.

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…

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…

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…

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…
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.

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.

Market data on life sciences leasing activity in the first half of 2025, showing below-pre-pandemic levels with regional variations in recovery.
CBRE publishes capital markets transaction data and figures for the first quarter of 2025 across US real estate.
And 28 were down from their peaks in prior years, led by Austin -27% and Oakland -25%.
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.
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.

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.
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.
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.