Dashboard
San Francisco
Data last updated —
CERTIFIED
—
CERTIFIED BREAKDOWN
A10 Certified—
A11 Certified—
Peak Cert Year (by SF)—
TDR AT SOURCE
—
AT SOURCE BREAKDOWN
Sources w/ Supply—
Orphaned >10yr—
Fresh <2yr—
HELD BY BUYERS
—
floating · unconsumed sf
—
MARKET ACTIVITY · CONSUMED VOL
3yr Volume (22–24)—
Peak Year—
2024 Volume—
Runway~7 yrs
CONSUMED
—
CONSUMPTION BREAKDOWN
At Dev Sites—
Transactions—
Largest—
Pipeline Need269K sf
UTILIZATION
Available Supply (excl. CH)1.37M sf
Supply/Demand5.1×
Latent Capacity2.61M sf
Market Runway~7 yrs
Peak Year (TDT)—
Largest Dev—
TOP SOURCES · BY TDR MOVED
1,092K
War Memorial
War Memorial · 1.09M sf
19 transfers · Largest source
→ Flower Mart (359K)
→ 598 Brannan (178K)
→ 88 Bluxome (44K)
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314K
Rincon Annex
Rincon Annex · 314K sf
7 transfers
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277K
Met Life Pac.
Met Life Pacific · 277K sf
Exhausted · 2 transfers
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268K
Old U.S. Mint
Old U.S. Mint · 268K sf
Exhausted · 2 transfers
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187K
St. Patrick's
St. Patrick's · 187K sf
Exhausted · 4 transfers
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TOP DEVELOPMENTS · BY TDR CONSUMED
377K
301 Mission
301 Mission · 377K sf
Millennium Tower area · 4 sources
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359K
Flower Mart
SF Flower Mart · 359K sf
Kilroy · Single bulk transfer
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264K
560 Mission
560 Mission · 264K sf
Hines · 5 sources
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253K
5M Project
5M Project · 253K sf
Old U.S. Mint source
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240K
555 Mission
555 Mission · 240K sf
JP Morgan · 9 sources
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OPTION CALCULATOR
OPTION ECONOMICS
Option Premium$4/sf
Upfront Cost$200K
Total Acq. Cost$44/sf
MELLO-ROOS COMPARISON
TDR Cost (Flip)$80/sf
Mello-Roos NPV~$132/sf
Savings vs Mello$52/sf (39%)
Total Savings$2.6M
PRICE INTELLIGENCE
Last Known ›—
Market Range$22–38/sf
Distress Price$18–22/sf
Illiquidity Premium2–3×
Source: 601K float + ~1.5M at source (excl. City Hall)