Welcome back to The Real San Francisco Podcast.

In this Summer 2026 Market Signals episode, Alexander Fromm Lurie and Baxter Smith explore the forces shaping San Francisco right now—and why the city feels more dynamic than it has in years.

From the rise of AI and the return of office culture to tightening inventory, rising rents, and renewed confidence in the city, we unpack what’s driving today’s market and what it means for buyers, sellers, homeowners, and anyone paying attention to San Francisco’s next chapter.

Whether you’re actively considering a move or simply trying to understand where the city is headed, this conversation offers an insider perspective on the trends, psychology, and opportunities emerging across the market.

In this episode:

• Why San Francisco feels different right now
• How AI, job growth, and return-to-office policies are influencing housing demand
• Why single-family homes remain one of the most competitive segments of the market
• Where we still see value and opportunity across the city
• What buyers should be doing now to prepare for the second half of the year
• The strategies helping successful buyers and sellers navigate today’s market

The Real San Francisco Podcast explores the people, neighborhoods, ideas, and market forces shaping one of the world’s most fascinating cities.

Subscribe for market insights, conversations with local leaders, and stories from the front lines of life in San Francisco.