San Francisco Rents Are Up 22% And We’re Capitalizing On It

San Francisco rents are up 22%.

Over the last few years, the consensus trade was:

• Leave San Francisco
• Work remotely
• Move to Austin, Miami, Nashville, etc.

But the companies creating the most value in AI are disproportionately concentrated in the Bay Area.

OpenAI.
Anthropic.
And hundreds of startups you’ve never heard of.

Those companies are creating wealth, hiring aggressively, and competing for a limited housing stock.

One of the most interesting opportunities today isn’t necessarily ground-up development.

It’s acquiring older housing stock, renovating it to modern standards, and delivering it back to market.

Local operators who understand neighborhood-by-neighborhood dynamics are uniquely positioned to capitalize on this trend.

That’s one of the reasons we’ve invested alongside Alex Wall at Echo Valley Real Estate

He is THE GUY when it comes to sub institutional real estate in San Francisco.

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San Francisco Rents Are Up 22% And We’re Capitalizing On It

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