Why San Francisco Still Wins

This is not a turnaround play. It's a discounted entry into the nation’s most proven rent growth market.

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SF HAS ALWAYS BEEEN A HARD PLACE TO INVEST - THAT'S THE POINT

The Market Others Avoid — For the Wrong Reasons

Rent control, permitting, tenant protections, and politics noise, keeps capital away

But behind the headlines is one of the strongest multi-family markets in the country, trading at a rare discount.


  • Apartment pricing is still 30–50% below peak


  • Many buildings have rents 20–40% below market


  • Supply is limited — and new construction doesn’t pencil at today’s costs


  • Tech and AI job growth is rebounding fast — demand is returning


If you’ve been waiting to buy in SF, this is the moment.

And most groups aren’t equipped to do it.

The Number Back It Up

Since 1956, SF rents have grown 6.6% annually (2.5% after inflation).

The city leads the country in rent growth and rebounds hardest after each downturn.

We don’t bet on rebounds — we time them.

WE DON'T AVOID RENT-CONTROLLED BUILDINGS - WE LOOK FOR THEM

Rent Control Isn't The Problem. It's The Mechanism.

Rent control creates long-term stability and high upside on turnover. That’s the model.

We buy buildings with below-market tenants in good neighborhoods, wait for turnover, and legally raise rents

while passing through capital improvement costs when allowed.


In most cities, you buy rents at the market.

In SF, you buy them low — and manage to the upside.

We’ve been doing this since the ’90s — through every cycle.

We know the neighborhoods, the inspectors, and the timelines. That local edge means we can:

  • Spot value in buildings others overlook

  • Time buys at the bottom of the curve

  • Operate cleanly, legally, and with margin

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NAVIGATING RENT LAWS, PERMITS, PASS-THROUGHS, POLITICS TAKES EXPERIENCE

Why Most Operators Can't Compete

This Is A Window, Not a Decade

You don’t get to buy well-located, rent-controlled SF buildings at this kind of discount forever. Rates may drop. Tech demand is rising.

548 Market Street, Suite 17237
San Francisco, CA 94104

SF Market Thesis

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