San Francisco Bay Area’s retail investment volume slipped lower in 2025, as recovery remains uneven
San Francisco slips, East Bay strengthens and San Jose cools with shifting demand
Investment sales of retail properties in the San Francisco Bay Area took a step backward in 2025, with total sales volume falling below $2 billion. The result marks a change in mom...
San Francisco multifamily rent growth resumed positive trajectory in December
Annual growth of 6.1% in 2025 matched the previous peaks in 2015 and 2021
San Francisco’s apartment market ended 2025 on a high note, with rents climbing to unprecedented levels. The metro area posted the nation's fastest annual rent growth, reflecting s...
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
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 bo...
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
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.
East Bay multifamily rents held steady in December amid market stabilization
Modest gains cap a year of recovery as urban submarkets outperform suburban peers
The East Bay’s multifamily market closed 2025 on a note of cautious optimism, with rents largely holding steady in December after a year marked by gradual improvement. Asking rents...
San Francisco employment growth has yet to turn positive, despite a drop in layoffs
Office-using sectors continue to struggle as tech downsizing weighs on recovery
The job market in San Francisco remains lackluster, with total employment levels lower than they were a year ago. However, while hiring remains weak, layoff activity has also decli...
San Jose employers announced more layoffs in the final quarter of 2025
Nearly 3,000 job cuts cap a turbulent year, especially for manufacturing and professional services
Layoffs continued to grow in Silicon Valley in the fourth quarter of 2025. Santa Clara County recorded 2,953 layoffs in the quarter, as measured by work adjustment and retraining n...
East Bay office market challenges persist, as leasing volume drops sharply in the second half of 2025
Healthcare-focused properties and life sciences lead activity amid elevated vacancies
The East Bay’s office market closed 2025 on a less-than-optimistic note, with leasing activity continuing to lag historical norms. Corporate relocations, hybrid work arrangements a...
San Jose multifamily rents held firm in December as vacancies declined
Despite a modest monthly decrease, market remained above the national growth pace
San Jose’s multifamily market ended 2025 on a resilient note, even as rent growth showed signs of moderation. Average asking rents dipped slightly in December to $3,740 per month, ...
San Jose sees large drop in office space up for sublease
Availability of sublease space returns to pre-pandemic levels
San Jose’s office market is continuing its steady recovery as it heads into 2026. A modest increase in leasing volume, combined with fewer tenant move-outs and a decline in new con...
Industrial leasing in San Jose continues to post above-average volume
Flex and logistics segments see sizable new leases, but vacancy rates remain elevated
Leasing activity in San Jose’s industrial market continued to show signs of growth in the third quarter of 2025, with total leasing volume estimated to reach 1.7 million square fee...
Strong leasing triggers the largest quarterly fall in office availability in San Francisco
Plenty of vacant space remains for growing tech companies
San Francisco’s office availability fell by almost 2 million square feet in the past quarter, the largest decrease in a series of four straight reductions. The market’s total avail...
San Jose office leasing increases to three-year high amid tech expansions
AI-driven demand and strategic relocations fuel leasing, but vacancies remain elevated
San Jose’s office market has posted its strongest two consecutive leasing quarters since 2022, reflecting the emergence of a new wave of growth in the region’s tech economy.
Bay Area office sales increase, with tech firms driving volume in San Jose
East Bay and San Francisco also record more transaction activity, despite high vacancies
Commercial real estate investment in the Bay Area office sector has rebounded strongly in 2025. Year-to-date sales volume across San Francisco, San Jose and the East Bay totals rou...
San Francisco industrial leasing slows as flex vacancies remain high
Recent months saw continued softness in demand amid economic headwinds
Leasing activity in San Francisco’s industrial market lost momentum in the third quarter of 2025, signaling persistent demand challenges across both logistics and flex segments. Af...
Bay Area multifamily sales rebound as investors target high-quality assets
San Jose leads in dollar volume, while the East Bay outpaces in transaction count
Multifamily investment activity across the San Francisco Bay Area surged in 2025, signaling renewed confidence after several years of volatility. With a few weeks remaining in the ...
Retail leasing surges in San Jose as lifestyle and entertainment concepts drive demand
The first three quarters of 2025 had the strongest activity in years
San Jose’s retail market posted its highest leasing volume in eight years during the first three quarters of 2025, signaling resilience amid economic headwinds. Leasing activity re...
San Francisco multifamily rents hold steady in November as market momentum persists
Slight monthly dip contrasts with strong annual gains driven by tech-fueled demand
San Francisco’s multifamily market continued to show resilience in November, even as monthly rent growth paused. After months of robust increases, average asking rents edged down b...
East Bay industrial leasing rebounds to the highest level since 2022
Advanced manufacturing drives growth; logistics struggles with port slowdown
Leasing activity in the East Bay industrial market posted a healthy increase in the third quarter of 2025, signaling a pause in the prolonged slowdown that began in 2023.
East Bay multifamily rents dip slightly in November, reflecting fall slowdown
Modest decline follows gains as construction slowdown reshapes market dynamics
East Bay multifamily rents edged down in November, signaling a pause in the recovery that began this year. After two years of negative growth, 2025 has largely been a story of stab...