Winners and Losers: A Heat Map of San Francisco’s Neighborhoods

I’m back!  (More on this later….)

I’m so excited to present this heat map of San Francisco neighborhoods, which I believe may be the first of its kind.  The idea for this started around a year ago:  thank you Claude, and a shout-out to my son, too, who helped me bring this coding part of this project to fruition.

Be sure to click on the “fullscreen” button on the map below to expand it. We will get into the qualifications shortly, but what jumps out at me is how the biggest price increases are broadly located across SF’s traditionally most expensive neighborhoods for single family homes — Pac and Presidio Heights, Sea Cliff, Cow Hollow and the Marina — while SF’s more modest neighborhoods, geographically located in the southeast of the city and the far west,  have faired the worst.  Areas in the center of the city are a mixed bag.  In essence, this is the “K” economy in action in San Francisco residential real estate. ...  Additional Details

SF Real Estate Heats Up as the Weather Cools Down

Generated with Claude.ai using a photo taken by Misha Weidman
Image Generated with Claude.ai

In my last post, I wrote that San Francisco’s residential market, fueled by the booming economics of local AI companies, was bucking the trend of most Bay Area counties by showing clear signs of strength while other counties stayed flat or faltered.  Recent data suggests that this trend could be accelerating.

In Contract, Pendings, Sales Volume All Up

First, let’s recall that the music stopped in Spring, 2022, when the Fed started aggressively raising the Fed funds rate to cool economic activity and accelerating inflation after having kept interest rates near zero during the Covid Pandemic. ...  Additional Details

The San Francisco Residential Real Estate Update: An Ai Generated Glimmer of Hope?

AI generated imaged
An AI Generated Glimmer of Hope

Back in May 2018, when pundits everywhere delighted in sounding the death-knell for SF’s residential market due to a host of local challenges including lack of affordability and rampant homelessness, I suggested they might be a bit premature. In the summer of 2020, months into the Covid pandemic, Zillow published data suggesting that SF was again on the skids.  Again, I suggested that “this too shall pass.”  Condo and home prices proceeded to hit record highs until 2022 when higher interest rates brought the real estate party to a stop, leaving a hangover from which much of the Bay Area — indeed the country as a whole — has yet to recover. ...  Additional Details