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Industrial’s Positive Momentum

Across California, the industrial sector is moving in a positive direction, with demand growing faster than supply in both Northern and Southern California. Even tariffs or the threat of tariffs have not dampened enthusiasm,...more

Veering in the Direction of a Turnaround

There hasn’t been much good news for the office sector for several years, but positive sentiment is picking up. While there are a few California markets with a negative outlook, there has been marked improvement in San...more

Retail’s Flight to Quality

With investors expressing optimism, the retail sector is steady or improving across California. Residential-serving retail is a key bright spot, with specialty stores and restaurants potentially entering a new growth cycle,...more

Office is Not Dead. Office is Alive.

As the industry continues to recover, new development is low, further reflecting a slowdown driven by shifting workforce patterns, such as hybrid or fully remote models. Limited new development is likely to lead to a future...more

Doubling Down on Retail

With vacancy rates somewhat stable across the state, retail, residential, and other commercial functions are blending together, driven by consumer demand for convenience and offerings beyond traditional shopping. While malls...more

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