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4/ $EQR NotesSFO - "most challenged market", escalating concessions Occ 93%, DT SFO=87% DT SFO 5% discount to Oakland vs 15% premium pre-Covid South Bay threatened by new supply Slight uptick in Oct renewals

2/70% of the concessions offered were in NYC/SFO/BOS Most applicants in these markets are "deal seekers" ie, in-market tenants seeking lower rents Suburban market concessions rare, pricing generally flat Their tenants still have jobs, just don't want to live in urban core now

$EQR call notes: 70-75% of new leases in NYC and DT SFO getting 2 months free rent. Q2 occupancy ~flat w some concession increase Turnover up materially in Aug & Sept put pressure on occupancy and rents Oct - modest uptick in renewals an applications Too soon to call a bottom

Looking back on his career Tadesse, an immigrant from Ethiopia who arrived at SFO 30 years ago, said “when you come to this country everyone has some kind of dream, but I have achieved more than I could have thought.”​

Alright, I’m back at sea level (.500) on the year so far in my @BetTheBoardPod  picks. My math LOVES the Chargers today, but the next time they cover a big number will be the first since Dan Fouts left… GBP -3.5 @ HOU DET +2.5 @ ATL CAR +7.5 @ NOR NEP -1.5 vs SFO LAC -7.5 vs JAX

INFORMATION WARFARE. HACKERS from Russia in last 5 yrs breached -our power grid -water treatment facilities -nuclear power plants (including one in KS) -Wi-Fi systems at SFO and at least 2 other airports in March in bid to find 1 unidentified traveler

Looking back on his career Tadesse, an immigrant from Ethiopia who arrived at SFO 30 years ago, said “when you come to this country everyone has some kind of dream, but I have achieved more than I could have thought.”​

Looking back on his career Tadesse, an immigrant from Ethiopia who arrived at SFO 30 years ago, said “when you come to this country everyone has some kind of dream, but I have achieved more than I could have thought.”​

New: Russian unit hacking state/ local systems hacked SFO's Wifi last March in search of one person. “They're calling in the pros — the A Team — who is used to operating in sensitive critical infrastructure where you want to keep quiet until you don’t."

Officials say Russian hacking group Energetic Bear breached the system that SFO staff and travelers use to access the airport's Wi-Fi, in an attack in March@nicoleperlroth  / New York Times)

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Google cofounder Sergey Brin at SFO protest: "I'm here because I'm a refugee." (Photo from Matt Kang/Forbes)

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At SFO security, stepping out of the body scan thingy. TSA: I need to check your pocket. me: ok but it’s empty TSA: now I need you to turn two and a half times me (confused): wait what? TSA: (grins slyly) me: oh, I get it. Let me warm up first

You can take BART to all kinds of weekend events - also, direct service to SFO is running great right now.

News of @ACLU  victory/emergency stay reaches #SFO  #MuslimBanprotest 

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The first "unmanned" Southwest flight on a 737 MAX 8! All-female Crew pic taken before flying STL - SFO.

Huge protest reports coming in from MSP Terminal 1, SFO, Kansas City, Boston City Hall, BDL, at John Glenn in Columbus and Detroit Metro 4pm

My staff & I are closely monitoring SFO & airports across country. Urge DHS/CBP to follow injunction to stop unconstitutional #MuslimBan .

There are easily about 400 people here at SFO now protesting Trump's #muslimban 

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Boeing 777 crashed at SFO while landing. FAA says.

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