AI wealth is creating intense demand for luxury homes, particularly around San Francisco and affluent Peninsula communities.
All-cash purchases are becoming unusually common as wealthy tech buyers compete for limited inventory.
San Francisco’s supply is tightening, while nearby markets such as San Jose and Santa Clara are showing more mixed conditions.
Buyers looking beyond the luxury segment may find better opportunities in neighborhoods where inventory and seller expectations have softened.
Why I’d Be Watching the Bay Area Right Now

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