Episode Details

Two separate markets just sent the same signal.

Law firms are anchoring the premium office market, 21.7% of all leases above $100 PSF in Q1 2026. Meanwhile, San Francisco apartment rents are surging 7.7% year-over-year, with South of Market up 19.2% and Mission Bay up 15.8%. Quality assets are separating from everything else. Capital knows where to go. It's going to quality. It's going to scarcity. It's going to assets with pricing power. If you own mediocre real estate, you're in trouble. If you own quality real estate in a supply-constrained market, you're printing money. This is the conversation happening in the rooms that matter.

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