Commercial Real Estate Investor and Developer | Founder of Frontline Realty Capital | Value-Add | Development | Industrial | Retail | Contrarian Officefrontlinerealtycap.com San Francisco, CAJoined January 2023
Just wrapped up Reconvene 2025 — a truly unique conference. Huge thanks to @moseskagan & @SimranKagan for curating such an inspiring gathering of ideas, conversations, and people. Grateful to have been part of it...see you all next year!
This is exactly what we’re seeing on the ground.
Leasing momentum is real, and San Francisco’s office market is bouncing faster than most expected.
We believed in the San Francisco recovery early and started buying. Grateful we did—just wish we bought more.
The momentum is real!
The San Francisco Business Times just published a new CRE article that has a few interesting stats:
1) San Francisco office leasing volume increased 62.8% year-over-year, the fastest nationwide.
2) AI firms have leased 6 million square feet in San Francisco and are currently
@KenjiCapital Thanks!—Oaklandish is one of our favorite tenants at 1440 Broadway too. They've built something truly original and rooted in the spirit of Oakland. Proud to have them in the building and part of the community.
We acquired 1440 Broadway in Oakland. Excited to bring more life to this property. Thanks to the great team I have on this, we have several new leases in motion. We will be buying more distressed office in San Francisco Bay Area.
Another discounted Oakland office sale is afoot — and the price is a dramatic drop from what Tidewater bought it for in 2018. bizjournals.com/sanfrancisco/n…
Warren Buffett said this weekend:
“In 60 years, we’ve made most of our money on 8 or 9 great ideas.”
“You only need a few—if you’re patient.”
We’ve been patient.
San Francisco office is finally resetting — and recovering.
We’re executing our plan to acquire quality office buildings at a low basis.
This window won’t stay open forever.
Like Buffett, we’re not chasing everything.
We’re focused on the few deals that matter.
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