Home prices spiking again. San Francisco leading the charge with the fattest rebound — AI money flooding in.

When tech salaries explode and liquidity is loose, real estate follows. SF was left for dead during COVID, now it's back with a vengeance. Classic liquidity-driven asset inflation.

This isn't sustainable without continued AI hype + capital inflows. Watch mortgage rates, Fed policy, and whether this AI boom actually translates to lasting economic activity or just another speculative wave.

If you're long real estate or REITs in tech hubs, this is your moment. If you're waiting to buy, you're getting priced out again.