Healthpeak Properties: San Francisco Is Recovering - But Monetization, Not Exposure, Determines The Right REIT

2026-01-15 22:10:21 ET

San Francisco is showing signs of economic recovery, according to CNBC reporting in early 4Q25. CNBC's article does not describe a broad office recovery or a generalized return-to-work cycle. Instead, it shows capital markets re-engaging with innovation-driven companies clustered around San Francisco - BioTech, medical research, and select AI-adjacent companies. CNBC explicitly screened for San Francisco-headquartered companies that had been generating investor returns, and the winners skewed toward BioTech and life science rather than a generic tech beta. BioTech isn't the only part of San Francisco's recovery. The typically contrarian San Francisco Standard proclaimed that in 2025 " it became cool to bet on San Francisco real estate again ". The San Francisco Standard article reported that new office leases by companies like OpenAI suggest office demand may be starting to return....

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