Jenna Kronenfeld, Head of Acquisitions at EOS Investors, spoke on a ULI Council panel examining investment activity and recovery trends in the San Francisco market. The discussion focused on active capital across office, multifamily, retail, and hospitality, and the underwriting considerations shaping investment decisions.
As an early buyer of hotels positioned to capture the San Francisco recovery, EOS shared perspectives on capital structures, buyer profiles, and hospitality debt dynamics, along with repositioning strategies amid shifting demand. The panel also addressed pricing dislocation, competitive activity, and the factors driving the city’s continued stabilization.