AI, RTO, and 2026 Market Update!

About this episode

Rob discusses the evolving real estate market in San Francisco, highlighting trends from 2025 and predictions for 2026.

From doom loop to boom loop - San Francisco’s real estate market is rewriting its story. In this special episode of On Location, Rob recaps the key trends of 2025 and looks ahead to 2026. We cover the city’s cleanup wins, the AI boom, return-to-office momentum, and what these shifts mean for buyers, sellers, and investors. Plus, why upcoming AI IPOs could supercharge luxury demand—and a commercial conversion opportunity you won’t want to miss. Music by Melody Lutique! Links & Resources: https://sfpublicworks.org/services/cleancorridorssf https://www.webpronews.com/san-franciscos-ai-boom-drives-rebound-29b-vc-surge-and-rising-rents/ Return-to-Office Momentum – Placer.ai SF City Employees Back 4 Days – SF Standard https://www.ctol.digital/news/zoom-towns-face-housing-market-crash/ Crunchbase – IPO Predictions for 2026

People in this episode

Host: Rob

Topics covered

• real estate
• market trends
• AI
• return to office
• investment opportunities

Keywords

• San Francisco real estate
• AI boom
• return to office
• market update
• luxury demand

Mentioned in this episode

Organizations: Placer.ai, SF Standard, Crunchbase

Books & works: On Location

Places: San Francisco