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Bay Area industrial investment put out mixed signals in 2025

Marquee deals pushed San Francisco volume to the highest level in years, while the East Bay saw a decline
CoStar Analytics
January 20, 2026 | 4:27 P.M.

After falling for four years, the Bay Area’s industrial investment market posted a modest recovery in 2025, though overall sales remain well below pre-interest-rate-rise highs.

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