MDH Enters Bay Area with Livermore Industrial Acquisition
Why this matters
Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. San Francisco continues to clear office at the deepest discounts to 2019 basis seen in the cycle, while multifamily fundamentals have stabilized and life sciences in the Peninsula remains active. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
- The 81st San Francisco story tracked on the wire in November 2026. All San Francisco coverage →
Computed from Real Estate Trail’s own tracked coverage
MDH Partners has acquired 5775 Brisa St., a 108,347-square-foot, single-tenant industrial building in Livermore, within the Bay Area’s Tri-Valley submarket. Terms weren’t disclosed. The acquisition is the…
External link. Real Estate Trail does not republish source content.
Related coverage — San Francisco · Industrial
Richmond Absorbs 664,000 SQFT in 2026 as Hayward and Oakland Bleed Industrial Tenants
Richmond has absorbed 664,000 square feet of industrial space so far in 2026, more than any other East Bay submarket, while Hayward and Oakland have together given back more than 650,000 square feet, as low rents and…
Multifamily delinquencies up in October, driven by issues at San Francisco property
The CMBS delinquency rate is now at its highest level since December 2015, posting the largest jump of any property type over the past year, according to Trepp’s Stephen Buschbom.
Hudson Pacific Claims Full Coverage on Rincon Center’s 163,000 SQFT Salesforce-Twilio Roll in San Francisco
Hudson Pacific Properties told investors on its third-quarter call that it is in late-stage talks covering all of the Salesforce and Twilio space rolling at its 530,161-square-foot Rincon Center, but the landlord has…
Pacific Oak Lists 368,000 SQFT Oakland City Center Office Towers Unpriced Against $179.9MM County Assessment
The Pacific Oak-controlled owner of 1300 Clay Street and 505 14th Street has put the two-tower, 368,229-square-foot Oakland City Center office portfolio up for sale through Newmark without pricing guidance, leaving Al…
Swig Company Lands $38MM Prime Finance Loan for 300,000 SQFT 350 California in San Francisco as Occupancy Nears 45%
Three years after buying the nearly empty former Union Bank tower at 350 California Street with nothing but equity, The Swig Company has placed the first mortgage on the 300,000-square-foot Financial District building…
Syufy’s SyRES Properties Challenges Permit Clock on Approved 264-Unit Builder’s Remedy Project at Former Century 24 Dome Site in San Jose
Syufy Enterprises' SyRES Properties has appealed the conditions on its newly approved permit for a seven-story, 264-unit apartment building at 741 S. Winchester Blvd., the former Century 24 domed theater site near San…