Bay Area
Small Business Optimism Slips in January as Hiring Plans Ease, Sales Outlook Hits 2025 High
Wells Fargo Economics says labor market remains in “a state of malaise” despite firmer revenue expectations Business sentiment often shifts before hard economic...
Data Center Sales Push U.S. CRE Transactions to Highest Level Since 2022
Wells Fargo Economics points to falling rates and a single outsized deal as key drivers behind a $186B fourth-quarter rebound After two years...
U.S. Coworking Reaches 159MM SQFT in Q4 2025 as Growth Concentrates in Core Markets
Coworking expands by scale rather than sprawl, with California and coastal metros anchoring demand Office tenants are still adjusting to hybrid work, but...
U.S. Home Prices Rise 0.4% in November as Regional Gaps Continue to Widen
Wells Fargo Economics points to modest but durable appreciation amid supply limits and affordability pressure After a period of cooling that stretched through...
Pacific Northwest Multifamily Markets Navigate Divergent Paths
Seattle Attracts Surging Investment While Portland Struggles; Regional Performance Splits on Development and Demand Fundamentals The Pacific Northwest’s two largest multifamily markets delivered...
January Hiring Seen at 80,000 as Labor Market Shows Signs of Gradual Cooling
Wells Fargo Economics expects steady unemployment, softer wage pressure, and downward revisions to 2025 job growth After several years in which the labor...
U.S. Population Growth Slows to 0.5% in 2025 as Net Immigration Drops 54% to 1.3MM
Wells Fargo Economics says reduced foreign inflows, not domestic moves, drove the nationwide deceleration After several years in which migration reshaped regional economies,...
Construction Spending Flat Since August as Private Outlays Fall 1.9% and Data Centers Rise 19%
Wells Fargo Economics says September-October saw a 0.1 percent dip overall, with public works up 2.1 percent year over year and single-family housing...
U.S. Home Builders Enter 2026 With Sentiment Slipping as Demand Falters
NAHB index falls to 37 in January as 65 percent of builders rely on incentives despite easing mortgage rates The U.S. housing market...
Small Business Optimism Climbs to 99.5 as Economic Uncertainty Falls to Seven-Month Low
Policy clarity and monetary easing drive nine-point jump in near-term outlook despite persistent labor challenges American small business owners closed out 2025 with...
Trump Administration Unveils Housing Market Interventions to Address Affordability Crisis
New policies target institutional investors and mortgage rates, though implementation details remain sparse The Trump administration launched two major housing policy initiatives this...
Labor Market Treads Water as Job Growth Stalls in Final Month of 2025
December payrolls rose just 50,000 while unemployment edged down to 4.4 percent, leaving Fed likely on hold for January meeting The U.S. labor...
