Wednesday, June 10, 2026
Family Office Briefing on research byKidder Matthews·Jan 7, 2026

SAN FRANCISCO RETAIL MARKET REPORT - 4th Quarter 2025

San Francisco retail vacancy decreased to 6.5% in 4Q25 — family offices should consider co-GP opportunities with disciplined operators.

2025

Key Metrics

MetricValue
Vacancy Rate6.5%
Average Asking Rents/SF/Yr33.84$
Average Sales Price/SF537$
Average Cap Rate6.4%

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.