This is just my opinion and I finish my 50th year specializing in the leasing and selling of Eastbay commercial real estate. I’ve been through a number of transitions, when the market either goes up or down, and I still remember in my early days when the office vacancy rate in San Francisco was less…Read More→

“The growth of artificial intelligence and changes in working practices mean businesses are also more susceptible to change”.  As soon as office occupiers get into their space they may find it doesn’t operate the way they thought on paper. One solution is to use modular offices and meeting rooms instead of traditional hard-walled construction. “These are the…Read More→

Is there a dichotomy with AI companies leasing large amounts of the best Class A office space in a number of subregions, while at the same time these firms are promoting use of A1 to dramatically reduce headcount? “Tens or hundreds of millions of square feet of effectively obsolete office space dot the country, unlikely…Read More→

Headlines in the May 21, 2026, SF Registry read “San Francisco captures 80% of all U.S. AI Venture Capital of Office Leasing Snaps Back”, ‘Ai companies have leased 10.6 million square feet of office space in the city since 2019, more than any other market in the world”.   However, the San Francisco office vacancy is…Read More→

“Overall vacancy closed Q1 at 28.7%, marking the largest quarterly decline since Q3 2019. San Francisco recorded its largest quarterly net occupancy gain in more than six years.” Derrick Daniels, Regional Research Director for Colliers International shared with me his latest findings. Currently ter ear 227 companies looking for over 7,500,000 square feet of San…Read More→

I sometimes get swept up in the grand scheme of what AI is doing to make corporations and their processes more efficient, but I saw a recent quote that brought it closer to home for me. n The San Francisco Business Times April 16, 2026, quoting Wen Sang, Co-founder of Genspark AI which had two…Read More→

Headlines from just one page of the San Francisco Business Times April 16, 2026 read as follows: Harvey AI doubles Space in Headquarters; Howard Street is Site of Anthropic Leasing Spree; Large Office Tenants Circle San Francisco Market Again…it appears there are dozens of 100,000 sf plus office prospects currently looking for San Francisco office…Read More→

I have a very good friend who runs an engineering and manufacturing company with less than 200 employees. He recently told me the deeper he gets into the new AI tools the more he is convinced that within the next six months he won’t need half of his current employees. This is in engineering, administration,…Read More→