Reader · no content
No body text on file.
Open the original to read the full piece.
Author @rohindhar identifies the last San Francisco housing bull market as…
Brief
San Francisco median single-home prices: @rohindhar traces a 20-year pattern, calling 2012–2022 the last ten-year bull market and arguing local cycles are 6–8 year booms followed by two-year corrections. As of 2026-05-02 he asserts we are in year one of a new up‑market, fueled by pending AI IPOs, startup growth, and scarce new housing supply.
Why it matters
Author @rohindhar identifies the last San Francisco housing bull market as 2012–2022, a ten-year run.
Key details
- He says San Francisco historically cycles through 6–8 years of rapid price escalation followed by a roughly two-year correction — 'massive boom, medium bust' — and claims a one-year boom is unprecedented.
- As of 2026-05-02, he argues we are only in year one of a new bull market driven by pending AI-company IPOs and many startups, coupled with virtually no new housing supply and little developer interest despite eye-popping rents and prices.