Exploring Supply & Demand Dynamics, Union Square to Suburban Hubs, Experiential Design, and Tenant Demand Drivers

What You’ll Learn:

• Gain insight into the current supply vs. demand dynamics across the Bay Area’s hospitality markets and how the robust convention calendar and the 2026 FIFA World Cup are impacting demand and developments.
• Explore how shifting retail lease rates and vacancy trends from Union Square to suburban hubs are shaping investment strategies, tenant retention, and leasing velocity.
• Learn how design and construction innovations are driving both hotel repositioning and retail renovations — from tenant improvements that enable experiential retail to the $200M in planned upgrades for some of San Francisco’s largest hotels.
• Understand the drivers behind recent retail market shifts, from anchor tenant move-outs at San Francisco Centre to high-profile openings like Zara’s upcoming Union Square flagship, and discover how creative leasing and placemaking are redefining shopping districts.