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San Francisco has all the ingredients.
- Talent.
- Capital.
- Culture of creation and risk taking.
- Tons to do.
- Supportive echosystem of innovation.
- Diversity.
- Natural beauty.
All we are missing is a coherent local government. Once we get our shit together, we will witness another long boom. It's on us, the voters.
I'm optimistic. I believe in San Francisco!
A tidal wave of demand for R&D/Flex/Advanced Manufacturing space is about to hit the San Francisco Bay Area.
Actually it’s already here and accelerating.
Here is the year by year cumulative leasing breakdown for Robotics companies in the Bay Area:
2020 - 455,000 SF across 14 leases
2021 - 2,007,000 SF across 52 leases
2022 - 3,739,000 SF across 89 leases
2023 - 5,188,000 SF across 122 leases
2024 - 6,391,000 SF across 165 leases
2025 - 8,539,000 SF across 227 leases
2026 YTD - 13,254,000 across 312 leases
The above is ONLY robotics. It does NOT include companies in defense, chips, space, or other advanced manufacturing. All of which have also seen an explosion in new VC investment and real estate demand.
The needs of these companies vary widely but usually it’s heavy power, heavy floor load capacity, tall ceilings, good loading. Sometimes a challenging combination.
Most of the best product has been leased.
Many robotics companies are forced into square peg round hole situations where they are leasing buildings that weren’t designed for their work.
For example, we are seeing advanced manufacturing companies lease life sciences buildings or even office buildings.
Sometimes this works just fine. Unfortunately we have seen many companies make costly mistakes leasing facilities only to learn they can’t do certain work because of unforeseen physical constraints, zoning, and other issues.
Making the wrong leasing decision can set your company back.
There are still opportunities out there for advanced manufacturing facilities if you know where and how to look.
Our team at JLL specializes in this type of work.
If you need help finding your advanced manufacturing facilities locally or across the country, feel free to shoot me an email:
[email protected]
Dan S. Johnson retweeted
This is real people! No funding without fixes to the poor way this system is operated. Another $17B won’t change anything without reform first. A NO vote on RTM ensures fixes first. #FixesBeforeFunding.
Dan S. Johnson retweeted
Anthropic could easily afford to pay $1 billion per year for Bay Area transit. Instead, they pay a tiny fraction to a campaign to shift the cost of transit onto low and middle income sales tax payers.
Such a fun project to work on!
@poseidonaero is the real deal
The Bay Area RE market is exploding with Robotics/Defense/Aerospace/Chips demand.
Power/ceiling heights/roll up doors/floor loads are my world now 🤣
Poseidon Aerospace has expanded into our new 110,000 sqft HQ in Alameda, California!
Our new facility is at Alameda Naval Air Station, a former Navy hangar with an incredible history of building and supporting American aviation. We're bringing aerospace manufacturing back to it.
This facility will become the home of Poseidon’s production and manufacturing operations. Over the next few years, a lot of airplanes are going to come out of these doors.
San Francisco taxes are out of control and way too high.
That being said, if tax rates remained at current levels with some reduction of GRT for large companies, I could get behind funneling tax dollars to do this.
The rapid bus lines suck. Want less cars, more bikes, and better bike lanes do this
PS - maybe a few @boringcompany car tunnels as well!
Dan S. Johnson retweeted
Damn, the Chronicle isn’t messing around in its endorsement of Scott Wiener. 🌶️
sfchronicle.com/opinion/edit…
Dan S. Johnson retweeted
Replying to @conniechansf
@conniechansf @JackieFielder_ @myrnamelgarsf What are you doing about this? Aug 26 is International Women's Day. What are you doing about the exploitation of women in SF and the men who prey upon them? @mdbarba
sfchronicle.com/sf/article/w… via @sfchronicle
Dan S. Johnson retweeted
Codex is not like claude code.
if you know the limit is going to end, like last 10 to 8%, give an very long run task, and even after the limit got ever, it will continue to do the task until the task was completed.
Shout out to @OpenAI team.
Dan S. Johnson retweeted
It's literally all Claude eating their lunch. Lagging indicator.
Cracked devs on X are leading indicators. Everyone I know switched to Codex. Give it a month and it will be apparent in revenue numbers.
Dan S. Johnson retweeted
This lady intentionally commits a serious crime, she and her office try to cover it up, she then avoids investigators by claiming a “mental health crisis” and stops going to work (for months), all at the expense of SF residents & businesses.
She is the poster child of socialism.
Embattled lefty SF supervisor Jackie Fielder wants 3 months off after 'mental health' crisis, questions swirl over taxpayer-funded leave trib.al/G6IFVbP
Jackie Fielder is clearly unfit for office and must resign. She literally can’t be relied upon to fulfill her duties.
She should resign partly because she’s in mental health crisis and absent but MOSTLY because she allegedly broke the law by leaking confidential city documents for political reasons.
Are we not going to have simple standards?
Call me old fashioned but I prefer my elected officials to be of sound mind, to show up for work, and to NOT BREAK THE LAW.
She has to go and I hope she’s prosecuted to the full extent of the law for the illegal leaks.
I also hope she gets help, recovers, finds happiness, and a gets less stressful job that suits her.
Before San Francisco Supervisor Jackie Fielder stopped attending meetings and said from a hospital last week that she was considering resigning, her office had become the focus of a city investigation into the leak of a confidential memo, according to a person familiar with the matter. sfchronicle.com/sf/article/s…
San Francisco is on the ups but only because a small number of moderates were elected. The majority is fragile so these races are critical to keep the momentum.
Follow @GrowSF and support @mattdorsey, Manny Yekutiel, and @theoellingtonSF for supervisor in the November election.
We are proud to endorse @MattDorsey (District 6), Manny Yekutiel (District 8), and @TheoEllington (District 10) for Supervisor in the November election.
These are leaders who understand that we need more housing, safer streets, and a city government that delivers results.
Shutting down abundant, clean, and reliable energy is moronic.
This facility should be expanded.
Nuclear is safe, clean, and very environmentally friendly.
OPINION: California’s last remaining nuclear facility, scheduled to be shuttered in four years, provides 17% of California’s clean, carbon-free electricity. sfchronicle.com/opinion/open…
After Richmond disabled its Flock cameras to "protect immigrants," car thefts jumped 33%.
Immigrant shopkeepers begged to bring them back. Last week their city council finally listened.
Opposing safety cameras is a luxury belief.
gli.st/nfolm33i
Dan S. Johnson retweeted
California has increased spending by 75% in six years.
Are your bills 75% cheaper?
Are our schools 75% better?
No.
Because the problem isn’t how much we spend — it’s how we spend it. And I’ll only spend taxpayer dollars on policies that actually make people’s lives better.
Plan out tomorrow. Thanks for the conversation @friedberg!
Dan S. Johnson retweeted
Oregon may ban unfunded affordable housing mandates — because data proves they suppress homebuilding.
When cities require below-market units without offsetting costs, developers build fewer homes, pushing up prices for everyone.
California still uses the same counterproductive approach that Oregon may ban.
sightline.org/2026/03/05/ore…





























