San Francisco Real Estate January 2024 Report

Dramatically Improving Economic Indicators Suggest a Brighter 2024 Housing Market

San Francisco Real Estate January 2024 Report

Dramatically Improving Economic Indicators Suggest a Brighter 2024 Housing Market

 In the last 2 months of 2023, the average, weekly, 30-year mortgage interest rate dropped from 7.79% to 6.61%. With the fall in inflation this past year, the Fed is widely expected to begin dropping its benchmark rate, probably in multiple steps, in 2024. The consensus forecast among analysts is for further declines in mortgage interest rates.

 After its end-of-year rally, the S&P Index was up 25% and the Nasdaq up 45% in 2023 (though it has ticked down in early 2024). This plays a major role in Bay Area household wealth.

 On an annual basis, the 2023 median house sales price was down 13% from 2022, while on a quarterly basis, the Q4 price was down less than 1% year-over-year.

The 2023 market was characterized by high interest rates, financial market uncertainty, negative media “doom - loop” narratives (terribly overdone), social/economic issues pertaining to the downtown district, and a low supply of new listings in most neighborhoods – generally much lower for houses than for condos. Total sales volume plunged, while for many prospective sellers, the motivation to move was reduced by the mortgage lock-in effect. With interest rates falling, media coverage turning more positive, AI companies expanding in downtown, and economic conditions and consumer confidence rebounding, the direction is trending positive for San Francisco real estate.

Note: As often seen in recent years, the complex economic, political and social factors affecting interest rates, inflation, consumer confidence, and housing and financial markets can change quickly in unexpected ways. Forecasts and predictions are best guesses based on the interpretation of recent economic data and trends.

“Inflation around the globe is slowing way faster than expected. If economists are right...next year [will see] inflation back to normal levels for the first time in three years. ” Wall Street Journal , 12/24/23, “For Much of the World, Inflation Will Be Normal in 2024 –Finally” “ Consumer sentiment...soared 14% in December [due to] substantial improvements in how consumers view the trajectory of inflation...All age, income, education, geographic, and political identification groups saw gains in sentiment...[2024] inflation expectations plunged from 4.5% last month to 3.1% this month. ” University of Michigan, Consumer Sentiment Index, December 2023 “ Housing starts surged to a six-month high, sales of previously owned homes picked up from a 13- year low and builder optimism boosted by increased interest from prospective buyers. Meanwhile, Americans’ home-buying plans rose this month by the most in more than a year. The bounce back comes as mortgage rates have declined by...the biggest drop over a comparable period since 2009. ” Bloomberg News , 12/20/23 “ The 30-year fixed-rate mortgage remained below 7%...after 17 consecutive weeks above. Lower rates are bringing potential homebuyers who were previously waiting on the sidelines back into the market...Heading into the new year, the economy remains on firm ground with solid growth, a tight labor market, decelerating inflation, and a nascent rebound in the housing market. ” Freddie Mac, 12/21/23 & 12/28/23 Changes in economic indicators didn’t begin to affect market psychology until early-mid November, right before the big holiday slowdown, and the homebuying process takes 30 to 60 days from loan qualification and offer acceptance to closed sale. Significant effects on sales statistics will not begin to show up until early 2024 data starts to become available.

Mortgage Interest Rates in 2023 30-Year Conforming Fixed-Rate Loans, Weekly Average Readings*

10/26/23 7.79%

7.8

7.6

Per Freddie Mac (FHLMC), on December 28, 2023, the weekly average, 30-year interest rate declined for the 9 th week, to 6.61%. (For 15-year loans, the rate was 5.93%.)

7.4

7.2

7.0

6.8

12/28/23 6.61%

6.6

Jan. 2023

6.4

6.2

6.0

*Freddie Mac (FHLMC), 30-Year Fixed Rate Mortgage Weekly Average: https://www.freddiemac.com/pmms. Data from sources deemed reliable. Different sources of mortgage data sometimes vary in their determinations of daily and weekly rates. Data from sources deemed reliable, but may contain errors. All numbers approximate.

San Francisco Median House Prices Median House Sales Price by Year, 1993 – Present*

2021 peak

Median prices are generalities, most useful to discern broad market trends. They can be affected by other factors besides changes in fair market value. San Francisco contains neighborhoods of widely varying values.

House Median Sales Price The median house sales price in 2023 was down about 13% from 2022.

$1,800,000

$1,600,000

$1,400,000

Annual data can disguise significant changes that occurred within the calendar year.

$1,200,000

$1,000,000

2007

$800,000

Mid- 90’s recovery & dotcom boom

Recovery, high-tech & pandemic booms

$600,000

Early 90’s recession after late 80’s boom

Loan standards collapse

Market crash & recession

$400,000

$200,000

$0

*Per CA. Association of Realtors annual historical survey for existing single family dwellings. 2023 an estimate based on sales reported to NorCal MLS Alliance by early Jan. 2024. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales. Various sources of data may calculate median sales prices slightly differently.

San Francisco House Price Trends Median House Sales Prices, 2012 – Present, by Quarter

Q2 2022 Peak

Seasonal fluctuations are common, and it’s not unusual for median sales prices to peak for the year in Q2. Median sales price is that price where half the homes sold for more and half for less. It is a very general statistic that disguises a wide range of prices in the underlying sales.

Year over year, the Q4 2023 median house sales price was down less than 1% from Q4 2022.

$2,000,000

$1,800,000

$1,600,000

$1,400,000

$1,200,000

$1,000,000

$800,000

$600,000

$400,000

As reported to NORCAL MLS® ALLIANCE, per Broker Metrics or Infosparks. All numbers are approximate and subject to revision. Last quarter may change with late reported sales.

San Francisco Median Condo Prices Median Condo Sales Price by Year, 1993 – Present

2021 peak

The 2023 median condo sales price was down about 6% from 2022.

Median prices are generalities, most useful to discern broad market trends. They can be affected by other factors besides changes in fair market value. The city contains condo projects and neighborhoods of widely varying values. Annual data can disguise significant changes that occur within the calendar year.

$1,200,000

$1,100,000

$1,000,000

$900,000

2007

$800,000

$700,000

Mid- 90’s recovery & dotcom boom

$600,000

Recovery, high-tech boom & pandemic

$500,000

Early 90’s recession after late 80’s boom

$400,000

Loan standards collapse

Market crash & recession

$300,000

$200,000

$100,000

$-

Per sales reported to NorCal MLS Alliance by early January 2024. Median sales price is that price at which half the sales occurred for more and half for less. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

Year over year, the Q4 2023 median condo sales price was down about 1% from Q4 2022. Q2 2022

San Francisco Condo Price Appreciation Median Condo Sales Prices, 2012 – Present, by Quarter

Seasonal fluctuations are common. It is not unusual for median sales prices to peak for the calendar year in Q2. Different city districts have been see varying median price trends.

$1,300,000

$1,200,000

$1,100,000

$1,000,000

$900,000

$800,000

$700,000

$600,000

$500,000

As reported to NORCAL MLS® ALLIANCE, per Broker Metrics/Infosparks. All numbers are approximate and subject to revision. Last quarter may change with late reported activity. Does not include new-project condo sales unreported to MLS.

San Francisco Median Condo Prices Median Sales Prices by Year since 2005

Pandemic hits ▼

Downtown/SoMa/Civic Center

Other SF Neighborhoods

$1,300,000

Comparing median condo sales prices between the greater Downtown/South of Market/Civic Center district – hit hardest by negative pandemic economic/social effects – and the rest of San Francisco.

$1,200,000

$1,100,000

$1,000,000

$900,000

2007-08

$800,000

$700,000

$600,000

$500,000

$400,000

$300,000

$200,000

$100,000

$-

Per sales reported to NorCal MLS Alliance. Median sales price is that price at which half the sales occurred for more and half for less. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

San Francisco Median Condo & TIC Prices Median Sales Prices by Year, 2000 – Present

2021

Condo Median Sales Price TIC Median Price

$1,200,000

Median prices are generalities, most useful to discern broad market trends. They can be affected by other factors besides changes in fair market value.

$1,100,000

$1,000,000

$900,000

2007-08

$800,000

Pandemic market

$700,000

$600,000

$500,000

Recovery & high-tech/IPO boom

$400,000

Subprime bubble

Market crash & recession

$300,000

$200,000

$100,000

$-

Per sales reported to NorCal MLS Alliance. Median sales price is that price at which half the sales occurred for more and half for less. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

San Francisco Median $/Sq.Ft. Values Median Home Values by Year since 2005* Median values are generalities, most useful to discern broad market trends. They can be affected by other factors besides changes in fair market value. Values vary widely across submarkets within the county. In San Francisco, condos typically sell for higher $/sq.ft. values than houses, though the difference has been narrowing in recent years.

House Values

Condo Values

$1,100

$1,000

$900

$800

$700

$600

$500

$400

$300

$200

$100

$-

*Per NorCal MLS Alliance Infosparks calculations, for sales reported to MLS. Median value is that value at which half the sales occurred for more and half for less. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

San Francisco Annual New-Listing Volume Number of New Listings Coming on Market by Year, since 2005*

9985

9807

10,000

9274

9138

8988

The number of new listings in 2023 was the lowest in decades.

8882

8792

8242

Subprime bubble

8178

7679

8,000

Pandemic market

7281

7255

7032

6922

6747 6626 6798 6716

Foreclosure crisis & great recession

6233

6,000

Market recovery and high-tech boom

Interest rates soar

4,000

2,000

0

*All attached and detached residential home listings posted to NorCal MLS Alliance per Infosparks calculations in early January 2024. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change due to late-reported activity. Not all listings are posted to MLS. In San Francisco, many new-project condo sales are not posted.

San Francisco Annual Sales Volume Number of Home Sales by Year, since 2005*

2023 sales volume was down about 27% from 2022.

8,000

7663

Annual Sales Sales volume is affected by both buyer demand and the number of listings available to purchase, which are deeply impacted by positive and negative economic conditions. Large shifts can occur within a single calendar year, as occurred in 2022.

7108

7,000

6398

6326

6141

5852

5802

6,000

5710

5645

5552

5489

5474 5370

5361

5331

4975

4866

Subprime bubble

5,000

Pandemic market

4645

Market recovery and high-tech boom

4125

4,000

Interest rates soar

Foreclosure crisis & great recession

3,000

2,000

1,000

0

*All attached and detached residential home sales reported to NorCal MLS Alliance per Infosparks calculations. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, with last year’s total estimated based on available data in early January, and may change due to late-reported sales. Not all sales are reported to MLS. In San Francisco, many new-project condo sales are not reported.

San Francisco Residential Market 2023 Home Sales by Price Segment*

$5,000,000+

$4,000,000 -$4,999,999

2% 2%

.4% of sales were for $10 million+

4%

$3,000,000 -$3,999,999

28%

12%

$2,000,000 – $2,999,999

Under $1,000,000

82% of sales under $1,000,000 were condos, co-ops and TICs.

There were over 4050 home sales in 2023.

$1,500,000 - $1,999,999

19%

$1,000,000 - $1,499,999

Sales by Property Type* • House 47% • Condo 45% • TIC 6% • Co-op 1% • Townhouse 1%

50% of sales of $1m - $1,499,999 were condos, co-ops and TICs.

32%

*Sales reported to NorCal MLS Alliance by 12/22/23. Not all sales are reported to MLS, especially many new-project condo sales. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate. Percentages rounded and may not add up to 100%.

San Francisco: 2023 Market Dynamics by Property Type & Price Average Months-Supply-of-Inventory (MSI) Readings*

Summary 2023 readings*

16

House Market: MSI

Condos, TICs, Co-ops: MSI

20+

14

MSI measures the number of months it would take to sell the listings on market at existing rates of sale: The lower the MSI reading, the stronger the demand as compared to the supply of listings for sale. In San Francisco, demand has been much stronger for houses than for condos, co-ops and TICs, and also stronger in lower compared to higher price segments.

12

10

9.3

8.3

7.9

8

6

4.8

4.6

4.2

4

3.4

2.6

2.5

2

0

Under $1,000,000 $1m - $1,999,999 $2m - $2,999,999 $3m - $4,999,999

$5 Million+

*An average of monthly MSI readings in 2023 through November: Sales reported to SFARMLS, per Broker Metrics. Outlier data adjusted when identified. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate.

San Francisco Annual Sales - $5,000,000+ Number of Luxury Home Sales by Year, since 2005*

199

Sales: $5 Million+

Sales: $10 Million+

200

Sales of higher-price homes are affected by buyer demand, the number of listings available to purchase, and appreciation trends – all of which are impacted by economic and demographic conditions. As appreciation occurs over time, homes that would have sold for under $5 million, then sell for over that price threshold (and vice versa if prices fall).

150

Though home sales of $5 million+ fell in 2023 (from the high sales volumes during the pandemic boom), $10 million+ sales were relatively unchanged from 2022 (though well down from the 2021 peak).

120

Pandemic market

100

92

84

79 78 80

75

71

Interest rates soar

62 62

2007 peak

47

50

37

Great recession

33

Market recovery and high-tech boom

28 27

26

24

28

14

16

16 15

14

13 11

11

10

9

8

7

7

6

5

3 3

3

2

0

*All attached and detached residential home sales reported to NorCal MLS Alliance per Infosparks. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, with last year’s total estimated based on available data in early January, and may change due to late-reported sales. Not all luxury home sales are reported to MLS. In SF, many new-project condo sales are not reported.

San Francisco Luxury HOUSE Market in 2023* House Sales of $4,000,000+, by District, 12 Months Sales

$4m - $4,999,999

$5m - $7,999,999

$8,000,000+

Pacific & Presidio Heights/ Cow Hollow/ Marina (D7)

18

27

23

Noe, Eureka & Cole Valleys/ Ashbury Heights, BV Park (D5)

23

14

1

Sea Cliff/ Lake St./ Jordan Pk/ Richmond District (D1)

7

7

6

St. Francis Wood/ Forest Hill Monterey Heights (D4)

There were 15 house sales of $10 million+ reported to MLS during the 12-month period and 2 listing currently pending sale. 3 sales were reported of $20 million+.*

5

1

Russian, Nob & Telegraph Hills (D8)

2

3

1

Potrero Hill/ Inner Mission Bernal Heights (D9)

3

1

Lower Pacific Heights/ Hayes Valley/ Alamo Sq. (D6)

3

Unit Sales in Price Segment

*12 months sales and pending sales reported to NorCal MLS Alliance by 12/18/23. Not all luxury home sales are reported. Neighborhood groupings correspond to SF Realtor districts, which often include adjacent neighborhoods not listed. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate.

San Francisco Luxury CONDO, CO-OP, TIC & TOWNHOUSE Market in 2023* Sales Prices of $2.5 Million+, by District, 12 Months Sales

$2.5m - $2,999,999 $3m - $3,999,999 $4m - $4,999,999 $5 Million+

Pacific & Presidio Heights/ Cow Hollow/ Marina (D7)

19

14

6

8

South Beach/ SoMa/ Mission Bay/ Y. Buena/ Potrero Hill (D9)

7

7

8

4

Some new-project luxury condo sales are not reported to MLS. These projects are mostly concentrated in the greater South Beach/Yerba Buena/SoMa area.

Russian, Nob & Telegraph Hills/ Financial District (D8)

8

7

4

Hayes Valley/ NoPa/ Alamo Sq./ Lower Pacific Heights (D6) Noe, Eureka & Cole Valleys/ Ashbury & Corona Heights (D5)

96 of these sales were condos, 9 were co-ops, 7 TICs and 2 townhouses.*

8

6

1

There were 2 sales of $10 million+ reported during the 12-month period.

4

Lake Street/ Jordan Park/ Inner Richmond (D1)

2

1

Unit Sales by Price Segment

*12 months sales and pending sales reported to NorCal MLS Alliance by 12/18/23. Not all luxury home sales are reported. Neighborhood groupings correspond to SF Realtor districts, which often include adjacent neighborhoods not listed. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate.

San Francisco Luxury Home Market

Most Expensive Active or Pending Listings*

10 Highest Home Sales in 2023*

Neighborhood

Highest Priced Listing*

Neighborhood

Highest Home Sale*

Pacific Heights

$32,000,000

Presidio Heights

$34,500,000

Pacific Heights

$32,000,000

Pacific Heights

$23,500,000

Presidio Heights

$29,000,000

Sea Cliff

$20,000,000

Sea Cliff

$25,000,000

Sea Cliff

$18,615,000

Pacific Heights

$19,950,000

Presidio Heights

$18,500,000

Pacific Heights (co-op)

$19,900,000

Pacific Heights (condo)

$17,500,000

Sea Cliff – pending sale

$16,500,000

Cow Hollow

$16,375,000

Pacific Heights

$15,900,000

Presidio Heights

$16,300,000

Yerba Buena (condo)

$15,500,000

Presidio Heights

$14,300,000

Pacific Heights

$14,500,000

Cow Hollow

$13,500,000

Highest Sales in Other Selected Neighborhoods

Neighborhood

Highest Sale

Neighborhood

Highest Sale

Clarendon Heights

$9,938,000

Noe Valley

$7,000,000

Russian Hill

$8,000,000

Jordan Park

$6,775,000

Yerba Buena (condo)

$7,750,000

Lake Street

$6,200,000

Potrero Hill

$7,675,000

Cole Valley

$6,144,000

Buena Vista

$7,500,000

South Beach (condo)

$6,100,000

*2023 sales reported to, and active/coming soon/pending listings posted to, NorCal MLS Alliance as of 12/22/23. Data from sources deemed reliable, but may contain errors and subject to revision. New listings and sales are posted constantly. Not all luxury listings and sales are reported to MLS.

San Francisco Homes Market Active & Coming-Soon Listings on 1 st of Month*

Houses, condos, co-ops, TICs, townhouses

1,558

1,536

Of the listings for sale on January 1, 2024, 27% were houses, and 73% were condos, co-ops, TICs & townhouses.*

1,471

1,429

1,400

1,362

1,400

1,310

1,253

1,252

1,223

1,185

1,200

1,144

1,143 1,135 1,142

1,134

1,121

1,082

1,045

1,018

1,000

898

855

The new year begins with an extremely low number of active listings, which should increase rapidly as the market wakes up.

752

752

800

600

400

The # of active listings on a given day is affected by 1) the # of new listings coming on market, 2) how quickly buyers put them into contract, 3) the sustained heat of the market over time, and 4) sellers pulling their homes off the market without selling.

200

0

* Houses, condos, co-ops, TICs, townhouses: Active/Coming-Soon listings posted to NorCal MLS Alliance. Does not include new-project condos not listed on MLS. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate. The # of active listings changes constantly.

Listings Accepting Offers (Going into Contract) San Francisco Market Dynamics & Seasonality

Spring 2021

Monthly Trends

800

March 2022

Monthly accepted-offer activity illustrates the enormous effect of seasonal supply and demand trends on the market. Activity picks up rapidly in the 1 st quarter, to typically peak in spring.

Oct. 2021

Oct. 2020

700

600

500

Spring 2023

Oct. 2023

Jan.

400

Dec.

300

Jan.

The # of listings going into contract measures buyer demand, but is also deeply impacted by the supply of new listings available to buy.

200

Dec.

Jan.

Updated through Dec. 2023

Pandemic hits

100

House, condo, townhouse listings going into contract as reported to NorCal MLS Alliance, per Infosparks. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate. Last month numbers estimated based on available data, and may change with late reported activity.

San Francisco – Speed of Sale Average Days on Market, Annual Readings by Year, since 2005*

90

85

83

Condo Sales

House Sales

79

80

This statistic is an indicator of the strength of buyer demand vs. the supply of homes for sale, measuring – for homes sold – the average time between a listing coming on market and offer acceptance. The market typically sees substantial seasonal variations in this metric, which do not appear in this annual trend chart.

70

69

63

62

65

59

60

63

58

57

50

48

50

Great recession

46

44 44

47

41 40

40

39

44

40

37

35

35

34

37

36

35

34

30

32

31

30

29

28

25

24 25

20

Market recovery & high-tech/IPO boom

Pandemic market

10

0

*Average cumulative days on market: Sales reported to NorCal MLS Alliance per Infosparks calculations. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change due to late-reported sales. Not all sales are reported to MLS.

San Francisco – Overbidding Asking Price Percentage of Sales Over List Price, Annual Readings, since 2005*

82%

81%

House Sales

Condo Sales

80%

79% 79%

79%

80%

77%

77%

76%

75%

74%

70%

69%

70%

66%

66%

63%

61%

60% 59%

59%

Pandemic market

58% 59%

60%

57%

50%

48%

48%

50%

45%

44%

42%

42% 42%

41%

39%

Market recovery and high-tech/IPO boom

40%

Subprime bubble

33%

28%

30%

23% 23%

Generally speaking, the stronger the demand as compared to the supply of homes for sale, the more buyers compete to win the sale by overbidding asking price. Especially since the pandemic, SF overbidding percentages for houses have been much higher than those for condos.

19%

20%

Foreclosure crisis & great recession

10%

0%

*Sales over final list price: All attached and detached residential home sales reported to NorCal MLS Alliance per Infosparks calculations. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate, and may change due to late- reported sales. Not all sales are reported to MLS.

San Francisco: Overbidding & Underbidding Sales Price to List Price Percentage, Annual Readings, since 2005*

100% = an average sales price at the original asking price; 104% = an average sales price 4% above asking; 98% = an average sales price 2% below asking.

House Sales

Condo Sales

115%

115%

115%

114%

115%

114%

Houses typically see much higher overbidding percentages than condos, which sold, on average, slightly below asking price in 2023.

112%

112%

111%

Pandemic market

109%

109%

110%

108%

107%

107%

106%

106%

105%

105%

105%

104%

105%

104%

103%

103%

102%

102% 102%

100%

100%

100%

99%

100%

98%

98%

98%

98%

98%

97%

Market recovery and high-tech/IPO boom

96% 95%

94%

95%

Foreclosure crisis & great recession

90%

85%

*The ratio of sales price to the original list price: sales reported to NorCal MLS Alliance per Infosparks calculations. Data from sources deemed reliable but may contain errors and subject to revision. Percentages rounded. All numbers approximate, and may change due to late- reported sales. Not all sales are reported to MLS.

Annual Median HOUSE Sales Prices since 2012 San Francisco Median Sales Prices in Selected Realtor Districts

Sales reported to NorCal MLS Alliance by 12/31/23

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

$1,800,000

$1,600,000

12 southern neighborhoods clustered around Bayview, Portola, Excelsior, Crocker Amazon, Visitacion Valley

$1,400,000

$1,200,000

$1,000,000

$800,000

$600,000

Bernal Heights, Potrero Hill, Inner Mission

9 neighborhoods including Lake Shore, Lakeside, Ingleside, Oceanview

Sunset & Parkside Districts, Golden Gate Heights

$400,000

$200,000

$-

District 10

District 3

District 2

District 9

Sales reported to NorCal MLS Alliance, per Infosparks. Median Sales Price is that price at which half the sales occurred for more and half for less. It is a general statistic that may be affected by other factors besides changes in fair market value. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

Annual Median HOUSE Sales Prices since 2012 San Francisco Median Sales Prices in Selected Realtor Districts

Sales reported to NorCal MLS Alliance by 12/31/23

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

$5,000,000

Some districts – such as Districts 1 & 4 – contain neighborhoods of very widely varying values. District 7 ’s low number of sales renders its median price more liable to anomalous fluctuation.

$4,500,000

$4,000,000

Noe, Eureka & Cole Valleys; Ashbury, Corona & Clarendon Heights; Glen Park & other neighborhoods

$3,500,000

Inner, Central & Outer Richmond; Lone Mtn; Lake Street; Jordan Park & Sea Cliff

Pacific & Presidio Heights, Cow Hollow & Marina

$3,000,000

16 neighborhoods clustered around St. Francis Wood, Forest Hill, West Portal, Miraloma Park & Sunnyside

$2,500,000

$2,000,000

$1,500,000

$1,000,000

$500,000

$-

District 4

District 1

District 5

District 7

Sales reported to NorCal MLS Alliance, per Infosparks. Not all sales are reported. Median Sales Price is that price at which half the sales occurred for more and half for less. It is a general statistic that may be affected by other factors besides changes in fair market value. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

Annual Median CONDO Sales Prices since 2012 San Francisco Median Sales Prices in Selected Realtor Districts

Sales reported to NorCal MLS Alliance by 12/31/23

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

$1,600,000

In some districts, new condo construction makes year-over-year, apples-to-apples price comparisons difficult. Median sales prices are often affected by factors besides changes in fair market value.

$1,400,000

South Beach, Mission Bay, SoMa, Potrero Hill, Inner Mission, Dogpatch, Bernal

$1,200,000

$1,000,000

Hayes Valley, NoPa, Alamo Square, Lwr Pacific Heights & Western Addition

Russian, Nob & Telegraph Hills; North Beach; & Financial District

Noe, Eureka & Cole Valleys; Corona Heights, Mission Dolores & others

Pacific & Presidio Heights, Cow Hollow & Marina

$800,000

$600,000

$400,000

District 9

District 6

District 8 North

District 5

District 7

Sales reported to NorCal MLS Alliance, per Infosparks. Many new-project condo sales are not reported. Median Sales Price is that price at which half the sales occurred for more and half for less. It is a general statistic that may be affected by other factors besides changes in fair market value. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate, and may change with late-reported sales.

Bay Area Median House Values by County 2 nd Half 2023 Sales: By Bedroom/Bath Count*

4 Bedroom, 3 Bath Houses

5+ Bedroom, 4+ Bath Houses, 3000+ sq.ft.

County In alphabetical order

Median Sales Price

Median Square Footage

Median Dollar per Square Foot

Median Sales Price

Median Sq.Ft./ Median Lot Size

Median Dollar per Square Foot

3825 sq.ft. .24 acre lot 3800 sq.ft. .30 acre lot 4162 sq.ft. .55 acre lot 4579 sq.ft. 1 acre lot 4242 sq.ft. 1.3 acre lot 4242 sq.ft. .09 acre lot 4460 sq.ft. .50 acre lot 3872 sq.ft. .32 acre lot 3757 sq.ft. .54 acre lot 3722 sq.ft. .23 acre lot 3942 sq.ft. 1.4 acre lot

Alameda County

$1,600,000

2226 sq.ft.

$713/sq.ft.

$2,675,000

$679/sq.ft.

Contra Costa

$1,060,000

2341 sq.ft.

$472/sq.ft.

$2,262,500

$579/sq.ft.

Marin County

$2,000,000

2405 sq.ft.

$750/sq.ft.

$3,700,000

$956/sq.ft.

Monterey County

$1,000,000

2213 sq.ft.

$453/sq.ft.

$5,000,000

$928/sq.ft.

Napa County

$1,207,500

2215 sq.ft.

$511/sq.ft.

$3,091,000

$672/sq.ft.

San Francisco

$1,900,000

2162 sq.ft.

$870/sq.ft.

$4,600,000

$1080/sq.ft.

San Mateo County

$2,418,000

2385 sq.ft.

$1006/sq.ft.

$6,200,000

$1375/sq.ft.

Santa Clara County

$2,050,000

2187 sq.ft.

$933/sq.ft.

$4,299,000

$1037/sq.ft.

Santa Cruz County

$1,567,500

2388 sq.ft.

$657/sq.ft.

$2,325,000

$643/sq.ft.

Solano County

$700,000

2203 sq.ft.

$314/sq.ft.

$967,500

$275/sq.ft.

Sonoma County

$965,000

2238 sq.ft.

$436/sq.ft.

$2,240,000

$568/sq.ft.

*Sales reported to NorCal MLS Alliance during the 6 months through mid-December 2023. Counties contain submarkets of widely varying values. Median values fluctuate for reasons besides changes in fair market value. Data from sources deemed reliable, but may contain errors and subject to revision. “Fixer - uppers” excluded. Numbers approximate, and may change with late reported sales. Not all sales are reported to MLS.

Bay Area Median House Values by County 2 nd Half 2023 Sales: By Bedroom/Bath Count*

2 Bedroom, 1-2 Bath Houses

3 Bedroom, 2- 2½ Bath Houses

County In alphabetical order

Median Sales Price

Median Square Footage

Median Dollar per Square Foot

Median Sales Price

Median Square Footage

Median Dollar per Square Foot

Alameda County

$850,000

1049 sq.ft.

$818/sq.ft.

$1,200,000

1484 sq.ft.

$792/sq.ft.

Contra Costa

$635,000

1026 sq.ft.

$613/sq.ft.

$763,000

1571 sq.ft.

$514/sq.ft.

Marin County

$1,350,000

1166 sq.ft.

$1105/sq.ft.

$1,446,500

1723 sq.ft.

$847/sq.ft.

Monterey County

$795,000

1076 sq.ft.

$729/sq.ft.

$850,000

1613 sq.ft.

$528/sq.ft.

Napa County

$799,000

1249 sq.ft.

$700/sq.ft.

$850,000

1568 sq.ft.

$598/sq.ft.

San Francisco

$1,242,500

1220 sq.ft.

$1052/sq.ft.

$1,600,000

1674 sq.ft.

$956/sq.ft.

San Mateo County

$1,337,000

1050 sq.ft.

$1230/sq.ft.

$1,746,000

1570 sq.ft.

$1116/sq.ft.

Santa Clara County

$1,242,500

1070 sq.ft.

$1107/sq.ft.

$1,625,000

1482 sq.ft.

$1107/sq.ft.

Santa Cruz County

$862,500

1039 sq.ft.

$775/sq.ft.

$1,280,000

1584 sq.ft.

$761/sq.ft.

Solano County

$459,000

1255 sq.ft.

$358/sq.ft.

$565,000

1548 sq.ft.

$378/sq.ft.

Sonoma County

$702,500

1212 sq.ft.

$587/sq.ft.

$805,000

1626 sq.ft.

$512/sq.ft.

*Sales reported to NorCal MLS Alliance during the 6 months through mid-December 2023. Counties contain submarkets of widely varying values. Median values fluctuate for reasons besides changes in fair market value. Data from sources deemed reliable, but may contain errors and subject to revision. Numbers approximate, and may change with late reported sales. Not all sales are reported to MLS.

Bay Area Median Condo & Townhouse Values by County 2 nd Half 2023 Sales: By Property Type & Bedroom/Bath Count*

2 Bedroom, 2 Bath Condos

3 Bedroom, 2-3 Bath Townhouses

County In alphabetical order

Median Sales Price

Median Square Footage

Median Dollar per Square Foot

Median Sales Price

Median Square Footage

Median Dollar per Square Foot

Alameda County

$666,000

1080 sq.ft.

$604/sq.ft.

$925,000

1508 sq.ft.

$631/sq.ft.

Contra Costa

$600,000

1130 sq.ft.

$529/sq.ft.

$853,000

1539 sq.ft.

$560/sq.ft.

Marin County

$760,000

1152 sq.ft.

$644/sq.ft.

$929,000

1585 sq.ft.

$577/sq.ft.

Monterey County

$830,000

1175 sq.ft.

$640/sq.ft.

Too few sales

Napa County

$765,000

1154 sq.ft.

$653/sq.ft.

Too few sales

San Francisco

$1,245,000

1194 sq.ft.

$1053/sq.ft.

Too few sales

San Mateo County

$892,500

1148 sq.ft.

$775/sq.ft.

$1,400,000

1611 sq.ft.

$913/sq.ft.

Santa Clara County

$825,000

1150 sq.ft.

$722/sq.ft.

$1,292,500

1555 sq.ft.

$809/sq.ft.

Santa Cruz County

$750,000

1089 sq.ft.

$745/sq.ft.

$940,000

1459 sq.ft.

$659/sq.ft.

Solano County

$385,000

989 sq.ft.

$371/sq.ft.

Too few sales

Sonoma County

$440,000

1041 sq.ft.

$427/sq.ft.

$621,000

1333 sq.ft.

$402/sq.ft.

*Sales reported to NorCal MLS Alliance during the 6 months through mid-December 2023. Counties contain submarkets of widely varying values. Median values fluctuate for reasons besides changes in fair market value. Data from sources deemed reliable, but may contain errors and subject to revision. Numbers approximate, and may change with late reported sales. Not all sales are reported to MLS.

Median Sales Price is that price at which half the properties sold for more and half for less. It may be affected by seasonality, “unusual” events, or changes in inventory and buying trends, as well as by changes in fair market value. The median sales price for an area will often conceal an enormous variety of sales prices in the underlying individual sales. Dollar per Square Foot is based upon the home’s interior living space and does not include garages, unfinished attics and basements, rooms built without permit, patios, decks or yards (though all those can add value to a home). These figures are usually derived from appraisals or tax records, but are sometimes unreliable (especially for older homes) or unreported altogether. The calculation can only be made on those home sales that reported square footage. Statistics are generalities, essentially summaries of widely disparate data generated by dozens, hundreds or thousands of unique, individual sales occurring within different time periods. They are best seen not as precise measurements, but as broad, comparative indicators, with reasonable margins of error. Anomalous fluctuations in statistics are not uncommon, especially in smaller, expensive market segments. Last period data should be considered estimates that may change with late-reported data. Different analytics programs sometimes define statistics – suchas “active listings,” “days on market,” and “months supply of inventory” – differently: what is most meaningful are not specific calculations but the trends they illustrate. Most listing and sales data derives from the local or regional multi-listing service (MLS) of the area specified in the analysis, but not all listings or sales are reported to MLS and these won’t be reflected in the data. “Homes” signifies real-property, single-household housing units: houses, condos, co-ops, townhouses, duets and TICs (but not mobile homes), as applicable to each market. City/town names refer specifically to the named cities and towns, unless otherwise delineated. Multi-county metro areas will be specified as such. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers to be considered approximate. Many aspects of value cannot be adequately reflected in median and average statistics: curb appeal, age, condition, amenities, views, lot size, quality of outdoor space, “bonus” rooms, additional parking, quality of location within the neighborhood, and so on. How any of these statistics apply to any particular home is unknown without a specific comparative market analysis.

Photo use under the Creative Commons License: https://creativecommons.org/licenses/by-sa/2.0/

Compass is a real estate broker licensed by the State of California, DRE 01527235. Equal Housing Opportunity. This report has been prepared solely for information purposes. The information herein is based on or derived from information generally available to the public and/or from sources believed to be reliable. No representation or warranty can be given with respect to the accuracy or completeness of the information. Compass disclaims any and all liability relating to this report, including without limitation any express or implied representations or warranties for statements contained in, and omissions from, the report. Nothing contained herein is intended to be or should be read as any regulatory, legal, tax, accounting or other advice and Compass does not provide such advice. All opinions are subject to change without notice. Compass makes no representation regarding the accuracy of any statements regarding any references to the laws, statutes or regulations of any state are those of the author(s). Past performance is no guarantee of future results.

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