Replit Opens First International Office in London
Why this matters
Capital markets activity continues to be defined by the rotation from bank balance sheets to non-bank lenders. Private credit funds have raised record dry powder; banks have tightened CRE underwriting standards for the sixth consecutive quarter. The result is a market where well-sponsored deals clear, and marginal credit pays a meaningful spread to do so. 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. For LPs, the allocation conversation has shifted decisively toward real estate debt, with equity allocations being deployed more selectively into operator-led platforms.
Editorial analysis · Real Estate Trail Editorial
On the RET wire
- The 40th San Francisco story tracked on the wire in September 2026. All San Francisco coverage →
- Disclosed capital deal value tracked in September 2026: $3.1B across 9 reported transactions.
Computed from Real Estate Trail’s own tracked coverage
Growing demand from individuals, small businesses and enterprises drives global expansion Partners with The Lord Mayor's Appeal Charity to provide upskilling for NEET LONDON and SAN FRANCISCO, Sept. 8, 2026 /PRNewswir…
External link. Real Estate Trail does not republish source content.
Related coverage — San Francisco · Capital
Joint Venture Picks Up 50-Building Silicon Valley R&D Portfolio
A joint venture of TMG Partners, Grove Real Estate Partners and an affiliate of Lone Star Real Estate Fund VII acquired a 2.2 million-square-foot portfolio of R&D assets spread across six campuses in Silicon Valley. C…
SFF Realty Partners Buys AllianceBernstein’s 154,000 SQFT 2390 Mission College Blvd. in Santa Clara for $44.25MM
The 153,549-square-foot Class A tower that AllianceBernstein seized from PCCP in a 2025 foreclosure has traded for $44.25 million, roughly doubling the lender's basis and handing a newly capitalized Bay Area fund its…
East Bay Jewish Community Campus Appoints Robert Wise as Executive Director
Marking a new chapter as the Campus develops as a shared civic home for Jewish life OAKLAND, Calif., Sept. 1, 2026 /PRNewswire/ -- As the East Bay Jewish Community Campus opens its doors and moves into its next growth…
U.S. hotel results for week ending 29 August
U.S. hotels posted their 20th straight week of year-over-year gains, with RevPAR up 1.7% to $100.69; San Francisco led Top 25 Markets on Pokémon World Championships demand.
Tishman Speyer Sells 138,000 SQFT Downtown Mountain View Office Building to Spear Street Capital for $121.5MM
Tishman Speyer has cashed out of one of its longest-held Silicon Valley assets, handing 400 Castro Street to Spear Street Capital at a price that ranks among the strongest per-foot outcomes the Mountain View office ma…
SFO Taps W.E. O’Neil–Nibbi Joint Venture for $132MM Overhaul of 421,000 SQFT Superbay Hangar
San Francisco International Airport has awarded the W.E. O'Neil–Nibbi Joint Venture a roughly $132 million progressive design-build contract to modernize its Superbay Hangar, a 1969-era maintenance facility that must…