SF Peninsula Intel Briefing

Our AI-curated weekly breakdown of the most significant luxury real estate activity in SF Peninsula.

Editions before August 2026 carried a model-estimated developer-ROI and teardown score for each listing. We withdrew those figures: the model behind them has not demonstrated a validated predictive edge, so we now publish the recorded lot and structure data and leave the return math to you.

Issue #6August 4, 2026

Peninsula Teardown & Spec-Build Plays — Week of August 04, 2026

Builders are paying about $256/lot-sqft for teardown dirt on the Peninsula. A 1,450 sqft home in San Mateo just sold for $1,950,000 as a land buy, not a house buy. 7 live teardown and spec-rebuild candidates crossed our desk this week, each with the lot, structure and days-on-market figures you'd want before underwriting one. Burlingame is running about 107% sale-to-list with 11 demolition permits filed this period. Inside: the market pulse by city, recent land-buy comps, fresh demolition permits, and this week's screened candidates with their lot-to-structure numbers.

Issue #5July 28, 2026

Peninsula Teardown & Spec-Build Plays — Week of July 28, 2026

Builders are paying about $342/lot-sqft for teardown dirt on the Peninsula — a 1,120 sqft home in Burlingame just sold for $2,300,000 as a land buy, not a house buy. 7 live teardown and spec-rebuild candidates crossed our desk this week, with the lot and structure figures you'd want before underwriting one. Burlingame is running about 107% sale-to-list. Inside: the market pulse by city, recent land-buy comps, fresh demolition permits, and this week's screened candidates.

Issue #4July 21, 2026

Peninsula Teardown & Spec-Build Plays — Week of July 21, 2026

Builders are paying about $383/lot-sqft for teardown dirt on the Peninsula — a 1,580 sqft home in San Mateo just sold for $2,300,000 as a land buy, not a house buy. 7 live teardown and spec-rebuild candidates crossed our desk this week, with the lot and structure figures you'd want before underwriting one. Burlingame is running about 107% sale-to-list. Inside: the market pulse by city, recent land-buy comps, fresh demolition permits, and this week's screened candidates.

Issue #3July 16, 2026

Peninsula Teardown & Spec-Build Plays — Week of July 16, 2026

Builders are paying about $545/lot-sqft for teardown dirt on the Peninsula — a 1,690 sqft home in San Carlos just sold for $3,000,000 as a land buy, not a house buy. 7 live teardown and spec-rebuild candidates crossed our desk this week, with the lot and structure figures you'd want before underwriting one. Burlingame is running about 106% sale-to-list. Inside: the market pulse by city, recent land-buy comps, fresh demolition permits, and this week's screened candidates.

Issue #2July 9, 2026

Peninsula Teardown & Spec-Build Plays — Week of July 07, 2026

Builders are paying about $413/lot-sqft for teardown dirt on the Peninsula — a 1,290 sqft home in San Carlos just sold for $2,480,000 as a land buy, not a house buy. 7 live teardown and spec-rebuild candidates crossed our desk this week, with the lot and structure figures you'd want before underwriting one. Inside: the market pulse by city, recent land-buy comps, fresh demolition permits, and this week's screened candidates.

Issue #1June 23, 2026

Peninsula Teardown & Spec-Build Plays — Week of June 23, 2026

Builders are paying about $478/lot-sqft for teardown dirt on the Peninsula — a 1,550 sqft home in San Carlos just sold for $2,485,000 as a land buy, not a house buy. 7 live teardown and spec-rebuild candidates crossed our desk this week, with the lot and structure figures you'd want before underwriting one. Inside: the market pulse by city, recent land-buy comps, fresh demolition permits, and this week's screened candidates.