San Francisco Real Estate Market Update 2025 & What's Ahead In 2026
Episode 32:
February 2, 2026
In this episode of The Bay Insider, San Francisco Market Update 2025 and What's Ahead in 2026, Amanda Martin and Ying He discuss how the San Francisco real estate market wrapped up the year and what buyers and sellers should actually be paying attention to heading into what’s next.
They break down the single-family home and condo markets, why competition for houses remains intense, and where the condo market is beginning to find its footing, particularly in areas like South Beach and Downtown. They also get into the realities facing condo buyers right now, from rising HOA fees and special assessments to new regulations like SB 721, SB 326, and potential sprinkler retrofit requirements and how all of this is influencing value and confidence.
On the higher end, they unpack the idea of a so-called “mansion shortage,” looking at district-level pricing and what’s really driving demand. They wrap with thoughts on interest rates, buyer strategy, the Compass merger, a conversation about private listings and why broad market exposure still matters.
You can access the data file here: San Francisco Real Estate Market Update 2025 & What's Ahead In 2026 Presentation