10Y UST4.79%+0.84%30Y MTG6.66%+0.15%SOFR3.66%-0.54%VNQ$95.78-0.54%XLRE$43.73-0.70%FED FUNDS3.63%
Real Estate Trail
Institutional Press Wire
Markets · CA

San Francisco

The epicenter of the office reset, now stabilizing on AI-driven leasing demand, while multifamily and retail in the core work back from cyclical lows.

State of the Market

San Francisco at a glance

Updated continuously
Tracked items
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Most active: Multifamily
10Y UST+0.84%
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30Y MTG+0.15%
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SOFR−0.54%
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Analyst’s read

The San Francisco commercial real estate market is navigating a complex landscape characterized by shifting demand dynamics and evolving tenant preferences. While certain sectors face headwinds, particularly in office space, others, such as logistics and life sciences, continue to attract interest from investors seeking resilience. Capital flows are increasingly cautious, with lenders adopting a more selective approach, reflecting broader economic uncertainties and a recalibration of risk appetites among allocators.

Most active sectors
  • Multifamily11
  • Office5
  • Industrial4
  • Hospitality3
  • Capital2
  • Land1
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News Wire — San Francisco

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PR Newswire · San Francisco

Prologis Declares Quarterly Dividend

SAN FRANCISCO, September 2, 2026 /PRNewswire/ -- The Board of Directors of Prologis, Inc. (NYSE: PLD) declared a regular cash dividend for the quarter ending September 30, 2026, on the following securities: A dividend…

12h ago
Connect CRE · San Francisco · Multifamily

Vivmark Merger Triggers $742M in Bay Area Apartment Acquisitions

The mega-merger of AvalonBay Communities and Equity Residential triggered the purchases of at least seven apartment complexes in the South Bay and East Bay, the Mercury News reported . Affiliates of Vivmark Residentia…

Aug 28
Hospitality Net · San Francisco · Hospitality

U.S. hotel results for week ending 22 August

U.S. hotels posted their 19th straight week of positive year-over-year results for the week of 16-22 August, with RevPAR up 4.4% to $106.12; San Francisco and St. Louis led gains.

Aug 28
Connect CRE · San Francisco · Industrial

Northpoint Pays $88M for Fully Leased Benicia Industrial Portfolio

CBRE has arranged the $87.5-million sale of a nine‑building, 534,550‑square‑foot industrial portfolio located in the Benicia Industrial Park in the San Francisco Bay Area to NorthPoint Development. Included in the sal…

Aug 27