200 Industrial Way

 

FOR SUBLEASE · BRISBANE

200 Industrial Way

Brisbane, CA
Sale Price
Not offered for sale — sublease only
Lease Rate
Asking approx. $23.40/SF/YR NNN (sublease rate, subject to negotiation with landlord/sublandlord consent)
Size
12,524 SF
200 Industrial Way, Brisbane, CA
Building Size
12,524 SF
Lot Size
0.68 AC
Year Built
Contact broker for details
Zoning
M-1 (Light Industrial), Brisbane Industrial Park — San Mateo County APN 005-311-020
01 — WHY THIS PROPERTY

12,524 SF for sublease in Brisbane, CA.

01
Below-Market Sublease Economics

At an asking rate around $23.40/SF/YR NNN, this space is priced ahead of a Peninsula industrial market where average asking rents have been running roughly $1.98–$1.99/SF/month NNN (about $23.75–$23.90/SF/YR) — putting a sublease tenant in position to negotiate meaningfully below prevailing direct-lease economics on a shorter commitment.

02
Shorter-Term Commitment, Lower Risk

A sublease structure lets an occupier secure functional Brisbane industrial space without signing a long-term direct lease — attractive for a growing company that wants flexibility to right-size before committing to a full lease term.

03
Rare Small-Bay Availability in a Tightly Held Park

The Brisbane Industrial Park is a small, largely built-out enclave with limited turnover; a 12,524 SF block coming available on sublease is an uncommon opportunity for users who need a footprint this size close to San Francisco.

04
Unmatched Peninsula Gateway Location

Direct access to US-101 and I-280, the adjacent Bayshore Caltrain station, and a roughly 10-minute drive to both downtown San Francisco and SFO give this address a commute and logistics profile that's difficult to replicate elsewhere on the Peninsula.

02 — PROPERTY DETAIL

Building specifications

Total Building
12,524 SF
Lot Size
0.68 AC
Year Built
Contact broker for details
Construction
Contact broker for details
Clear Height
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Loading
Contact broker for details
Power
Contact broker for details
Fire Protection
Contact broker for details
Parking
Contact broker for details
Zoning
M-1 (Light Industrial), Brisbane Industrial Park — San Mateo County APN 005-311-020
03 — THE AREA

Brisbane Industrial Park — A Peninsula Gateway Between San Francisco and SFO

200 Industrial Way sits inside the Brisbane Industrial Park, a compact light-industrial enclave wedged between US-101 and the Bayshore Caltrain corridor at the northern tip of San Mateo County. The location gives occupiers immediate freeway access north to San Francisco and south toward SFO and the greater Peninsula/Silicon Valley labor pool, plus walkable proximity to the Bayshore Caltrain station — a combination that is scarce for small-bay industrial product this close to the city.

The surrounding area is anchored by Sierra Point, Brisbane's life-science and office campus just east of Highway 101 (home to buildings such as The Shore and The Towers at Sierra Point), and by the long-planned Brisbane Baylands — roughly 684 acres of former railyard and landfill land slated for a mixed-use district of up to several thousand housing units and several million square feet of non-residential space. Both are reshaping the long-term character of Brisbane's waterfront and underscore the scarcity value of existing, occupiable industrial buildings like this one while that redevelopment plays out over the coming years.

04 — IN THE MARKET

Brisbane's Baylands Plan Reaches a Pivotal City Council Vote This Week

Local News

The City of Brisbane is in the final approval stretch for its Baylands Specific Plan, the roughly 684-acre redevelopment framework for the former railyard and landfill land bordering the Brisbane Industrial Park. After the state Department of Housing and Community Development rescinded certification of Brisbane's Housing Element when the city missed a May 18, 2026 deadline to adopt the plan — exposing the city to the state's Builder's Remedy — the Planning Commission held a third public hearing on July 23, 2026, with a City Council public hearing scheduled for September 3, 2026 and additional hearings expected into fall 2026.

For owners and occupiers near the Brisbane Industrial Park, the Baylands process is the market's biggest long-term wildcard: city officials and the project's backers describe the current schedule as 'realistic and achievable,' but the plan has already taken years longer than originally proposed. In the meantime, existing light-industrial buildings in the adjacent, already-built Industrial Park continue to trade and lease on their own fundamentals, offering tenants a functioning, in-place alternative while the Baylands entitlement process continues to work through the city's approval hearings.

Market Snapshot
7.3%
Q2 2026, down 50 bps year-over-year from 7.8%; total availability (including sublease space) was 10.1%. Source: Kidder Mathews, Peninsula/San Mateo Industrial Market Report, Q2 2026.
~$1.98–$1.99/SF/mo NNN
Roughly $23.75–$23.90/SF/YR equivalent, down about 3.3% year-over-year. Sources: Kidder Mathews Q2 2026 and CBRE San Francisco Peninsula Industrial Figures, Q2 2026.
+89,798 SF (Q2 2026)
Peninsula industrial absorption turned positive in Q2 2026 after 498,218 SF of negative absorption in the same period a year earlier; submarket vacancy still varies widely, from 4.8% in Redwood City to 23.6% in San Bruno/Millbrae. Source: Kidder Mathews, Q2 2026.

Source: City of Brisbane, CA press release (July 1, 2026) and Local News Matters (April 27, 2026)

05 — OUR TAKE

How we'd position this listing

This is a straightforward small-bay sublease opportunity in one of the Peninsula's tightest, most access-advantaged industrial pockets. With Peninsula-wide industrial vacancy still in the mid-single digits and rents that have only softened modestly, a sublease at 200 Industrial Way gives a tenant a chance to land inside the Brisbane Industrial Park at a discount to what a new direct deal would likely cost — without the long-term commitment of a ground-up lease.

The wildcard is the Baylands plan next door: it will not change this building's fundamentals in the near term, but it is the single biggest driver of how Brisbane's industrial land is valued and used over the next five to ten years. Prospective subtenants and buyers should factor the city's September 2026 City Council hearing and the broader entitlement timeline into any long-horizon underwriting, while treating the immediate leasing decision on its own current-market merits.

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Jeffrey Ida — (415) 828-7679
jida@lee-associates.com
Brendan Gallagher — (760) 846-1736
Lee & Associates — San Francisco
242 California St, San Francisco, CA 94111
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