SF February Real Estate Market Report 2026

We are seeing a dramatic rebound across all sectors as we head into what looks to be a very heated spring market.


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Slide 3: Mortgage Interest Rates in 2023-2026 YTD 30-Year Conforming Fixed-Rate Loans, Weekly Average Readings*
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Slide 4: Financial Markets, 2025 – 2026 YTD Percentage Increases in S&P 500 & Nasdaq since 1/2/25
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Slide 6: San Francisco HOUSE Price Trends since 1990 Monthly Median House Sales Prices, 3-Month Rolling
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Slide 7: Median House Sales Price Appreciation San Francisco % Change in Annual Median Sales Price*
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Slide 8: San Francisco CONDO Price Trends since 2005 Median 2-Bedroom Condo Sales Price, 3-Month Rolling
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Slide 9: Median Condo Sales Price Appreciation San Francisco % Change in Annual Median Sales Price*
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Slide 10: San Francisco Value Trends since 2005 3-Month-Rolling, Median Dollar per Square Foot Values*
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Slide 11: San Francisco CONDO Prices: Downtown vs. Non-Downtown 12-Month-Rolling, Median 2-Bedroom Condo Sales Prices since 2005*
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Slide 12: New Listings Coming on Market San Francisco Market Dynamics & Seasonality*
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Slide 13: San Francisco Homes Market Active & Coming-Soon Listings on 1st of Month*
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Slide 14: Number of HOUSES for Sale by Bay Area County, as of 2/1/26*
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Slide 16: Listings Accepting Offers (Going into Contract) San Francisco Market Dynamics & Seasonality
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Slide 17: Percentage of Listings Accepting Offers San Francisco: Absorption Rate by Month
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Slide 18: Monthly Home Sales Volume* San Francisco Market Dynamics & Seasonality
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Slide 19: San Francisco Luxury Home Sales Sales Prices of $5,000,000+
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Slide 20: Price Reductions on Active Listings San Francisco Market Dynamics & Seasonality
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Slide 21: Overbidding List Prices in San Francisco Percentage of Home Sales Closing over List Price
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Slide 22: Average Sales Price to Original List Price Percentage San Francisco Over/Under Bidding: Market Dynamics & Seasonality
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Slide 23: Average Days on Market – Speed of Sale San Francisco Market Dynamics & Seasonality
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Slide 25: Federal Funds Interest Rate since 1981 & Economic Interventions by Federal Reserve Bank*
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Slide 26: Economic Policy Uncertainty Index* By Month since January 2000
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Slide 27: California Population Trends since 2010 U.S. Census Estimates, July 1st to July 1st
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Slide 28: California: Components of Population Change*
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Slide 29: California 2024 Migration Trends*
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Slide 30: San Francisco Bay Area Unemployment Rates Selected Bay Area Counties, since 2019
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Slide 31: Federal Government Employment by Month since January 2012*
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Slide 32: Bitcoin Price By Day since March 7, 2024
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