Wednesday, July 29, 2026
Family Office Briefing on research byKidder Matthews·Oct 15, 2025

PENINSULA/SAN MATEO INDUSTRIAL MARKET REPORT - 3rd Quarter 2025

Peninsula industrial market shows a direct vacancy rate of 7.0% in 3Q25 — family offices should consider co-GP opportunities with disciplined operators.

2025

Key Metrics

MetricValue
Direct Vacancy Rate7.0%
Total Availability Rate8.6%
Direct Asking Lease Rate1.98$/SF
Leasing Activity113,094SF
Sales Volume268,337SF
Net Absorption131,528SF

Metrics extracted from the source report and independently fact-checked. Method →

Building a thesis around this market? Share it confidentially with the Thesis Exchange — we pair you anonymously with family offices running adjacent real estate strategies.

Peer Network · By Invitation

The Thesis Exchange

Share an investment thesis in confidence. We pair you anonymously with up to two other family offices running adjacent strategies. Reviewed by Gallium's editorial team. No vendor pitch.