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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

Multifamily’s Evolution

With the current housing shortage in California, coupled with recent regulatory changes, multifamily development is robust throughout the state. Perhaps the most consequential recent change is the reform of the California...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

Rebuilding After Wildfires: The Role of the California Coastal Commission

For property owners in California’s coastal zone hoping to rebuild after the wildfires in the Los Angeles area, including the Pacific Palisades and Malibu, obtaining building permits from their local government may not be...more

Forget Tempered Optimism – Industrial’s Outlook is Positive

The industrial development pipeline in Northern California shows a notable uptick in the next 12 months, highlighting continued strength in the sector there, particularly for last-mile delivery and AI-driven facilities....more

Inflation and Rising Costs Won’t Slow Multifamily Momentum

Vacancy rates across the state are showing improvement, particularly in San Francisco, which reflects California’s housing shortage. Demand also remains strong, and supply is growing, suggesting confidence in the sector...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

Despite Limited Success for Housing Bills in the 2020 Legislative Session, 2021 Should Present Opportunities For Developers

For the past five years or so, two words have become commonplace in Sacramento and throughout California: “housing crisis.” Everyone seems to acknowledge that we have one. Most people agree that we should try to address it....more

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