Northern California's East Bay retail leasing market finished 2025 with an estimated 1.75 million square feet of new lease activity, the highest volume since 2019. The total was boosted by an estimated 418,000 square feet signed in the fourth quarter, up from 306,000 square feet in the third quarter, signaling a modest rebound after midyear softness.
East Bay retail leasing volume increases in 2025 as small-format demand offsets big-box struggles
Restaurants, grocers, off-price retailers drive activity; malls and power centers face higher vacancies
By Nigel Hughes
CoStar AnalyticsJanuary 21, 2026 | 9:28 P.M.
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