Aziz Khatri

Anthropic’s expansion along Howard Street is quickly becoming a strong signal of how artificial intelligence is reshaping San Francisco’s office market. The company first moved into 500 Howard St. in 2023, taking over space previously occupied by Slack. Since then, it has steadily expanded across nearby buildings. Recent deals at 400 and 405 Howard, along with a full-building lease at 300 Howard for its future headquarters, show how quickly its footprint has grown in a concentrated area....

The transformation of the El Cerrito Plaza BART station from a sprawling sea of asphalt into a vibrant residential and commercial hub is more than just a local construction project; it is a blueprint for the future of the Bay Area. By converting roughly 6.5 acres of surface parking into 734 new homes and fresh retail space, BART is signaling a major pivot in how we value land. For a long time, suburban transit stations were defined by their parking lots, built for a world where everyone drove...

California’s commercial office market entered 2026 showing clearer signs of stabilization, though performance remains uneven across its major metros. While the national office vacancy rate declined 150 basis points year-over-year to 18.2% in January, California continues to reflect a more complex recovery shaped by technology exposure, asset quality, and shifting tenant preferences. Northern California remains the most challenged region, despite measurable improvement. San Francisco recorded...