From Union Square’s Revival to Major Tenant Expansions, Leasing Strategy and Experiential Retail Growth Across the Bay Area

What You’ll Learn:

• Understand where retail demand is strengthening across the Bay Area, which submarkets are seeing real leasing momentum, and how location performance is diverging between downtown and suburban corridors.
• Get an inside look at TMG’s partnership around the Union Square Macy’s property and what it signals about timing, risk, and long-term opportunity in San Francisco’s next retail cycle.
• Hear directly from leading retail and restaurant brands on how consumer resilience, margin pressure, and shifting foot traffic patterns are shaping expansion decisions today.
• Learn how owners and developers are optimizing retail footprints, redesigning spaces, and recalibrating unit economics to make projects pencil in a high-cost market.
• Explore how mixed-use integration, placemaking, and curated tenant mix are being used to drive engagement, dwell time, and long-term asset performance.
• Identify how retailers, landlords, and developers are structuring more strategic partnerships in a selective, flight-to-quality environment.