San Francisco’s AI gold rush is turning housing into a high-stakes trading pit, and a select club of landlords and capital allocators are quietly writing the next chapter of the real-estate cycle in the Bay Area and beyond. For investors, the story…
Hudson Pacific Properties (HPP) and InterGroup (INTG) recently delivered the kind of quarterly pairing Wall Street quietly enjoys: one West Coast office-and-studio landlord tightening its belt and nudging guidance higher, the other a niche hotel-and-real-estate operator finally trading red ink for black…