10Y UST4.57%+0.44%30Y MTG6.55%+0.92%SOFR3.62%-0.55%VNQ$100.02-0.05%XLRE$45.42-0.09%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: Office
10Y UST+0.44%
0.00%
30Y MTG+0.92%
0.00%
SOFR−0.55%
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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
  • Office7
  • Capital4
  • Retail2
  • Multifamily1
Coverage velocity

Items added to the wire per week · last 12 weeks

Latest activity

News Wire — San Francisco

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Connect CRE · San Francisco

Contractor Taps Port of Brownsville for $3.2B Military Contract

A drone-boat startup plans to use the Port of Brownsville as its base for a $3.2 billion military contract. Saronic Technologies Inc. was selected over a competitor in the Bay Area of California. The company bills it…

Jul 16
The Registry · San Francisco

Quanta Computer Leases 210,000 SQFT Prologis Building in Fremont

AI server maker’s bet on Prologis-built space highlights how power capacity, not just square footage, is now driving Silicon Valley’s manufacturing real estate boom Quanta Computer Inc. is locking down more ground in…

Jul 16
PR Newswire · San Francisco

Lexar Products Now Available at Best Buy

Consumers can now shop Lexar's high-performance memory storage solutions in-store and online at Best Buy. SAN JOSE, Calif., July 16, 2026 /PRNewswire/ -- Lexar, a global leader in memory and storage solutions, today a…

Jul 16
PR Newswire · San Francisco · Capital

Prologis Reports Second Quarter 2026 Results

Second quarter results show momentum building across the business Raises 2026 guidance for the second time; leasing hits record SAN FRANCISCO, July 16, 2026 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) raised its 2026 g…

Jul 16
PR Newswire · San Francisco · Office

Shorenstein Acquires 550 Allerton in Downtown Redwood City

Acquisition Expands Shorenstein's Growing Portfolio of High-Quality Bay Area Office Assets SAN FRANCISCO, July 16, 2026 /PRNewswire/ -- Shorenstein Investment Advisers ("Shorenstein" or the "Company"), an owner and op…

Jul 16
PR Newswire · San Francisco

GPU.ai Named Official Title Sponsor of AGI Summit SF 2026

SAN FRANCISCO, July 16, 2026 /PRNewswire/ -- GPU.ai today announced that it has been named the Official Title Sponsor of AGI Summit SF 2026, one of the Bay Area's largest AI gatherings, expected to bring together more…

Jul 15