KRC

Kilroy Realty Corporation

stock all instruments
+0.0
net board stance what this means
36.46
-1.8% · close 2026-09-08
-4% / -4% / -9%
1m / 3m / 12m
-117%
vs SPY since 2022-03-26
64%
of 52w range · -12.8% off high
0/1
hit rate as primary · α -3

Where we stand — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. Replayed from score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

MA
Mark Pincus guest ×0.5
1 idea (0 live) · last heard E211
+2
pushes up
Friedberg
Friedberg w=0.87 equities
2 ideas (0 live) · last heard E204
+0
neutral
Sacks
Sacks w=0.89 equities
2 ideas (0 live) · last heard E204
-1
pushes down
Jason
Jason w=0.97 equities
1 idea (0 live) · last heard E86
-2
pushes down
Chamath
Chamath w=0.84 equities
1 idea (0 live) · last heard E211
-3
pushes down

Track record on KRC

As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average α -3.0. Adjacent plays are listed but never scored.

ideacallplayverdictRαclosed
📈 California / San Francisco governance decline drives an exodus ▼ SHORT adjacent HIT +44.6% +54.1 2022-07-09
📈 San Francisco's governance flip turns the city around ▲ LONG primary PARTIAL +12.6% -3.0 2025-11-16

The tape — what was actually said

every capture on any idea holding KRC, newest first · quotes verbatim, timestamps deep-link into the episode

MA Mark Pincus support ×2 ▲ on 📈 San Francisco's governance flip turns the city around E211 · 2025-01-18 ▶ 53:11
I think it's great that Daniel Lurie is mayor of San Francisco, and he's putting smart people around him. And they're trying to rethink, first some attacking these core problems, but also how do we make San Francisco fun again? So I love things like congestion pricing. I think now is the time to try every new innovation that you ever thought of and see what sticks
Chamath Chamath oppose ×3 ▲ on 📈 San Francisco's governance flip turns the city around E211 · 2025-01-18 ▶ 57:26
I just think that the city is very poorly managed. And just the quality of many cities are poorly managed. And I think that there's a common through line in these poorly managed cities. All the things that you say, there's no will to do. There's no will to keep crime at bay. There's no will to make usable spaces for people. There's no will to invest in the arts. So what do you expect, right? There's more money collected by these cities, but there's just more total grift, corruption and waste.
Friedberg Friedberg support ×2 ▲ on 📈 San Francisco's governance flip turns the city around E204 · 2024-11-16 ▶ 57:37
And this budget needs to get put under control. San Francisco spends 1.5x per capita of what New York City spends. And that's something that Daniel and his team have said they're going to address sort of like their own doge. And there's a team going in there to address this. So I'm really bullish on what's going to happen with the city.
Sacks Sacks support ×2 ▲ on 📈 San Francisco's governance flip turns the city around E204 · 2024-11-16 ▶ 57:03
I'm bullish on the San Francisco turnaround because I think Daniel Lurie getting elected mayor was huge. And this doesn't get really as much attention, but it's very important.
Jason Jason support ×2 ▼ on 📈 California / San Francisco governance decline drives an exodus E86 · 2022-07-08 ▶ 11:40
Mayor Lyndon Breed had a press conference, and she's been tweeting, hey, we have to revitalize, you know, SOMA in San Francisco. That's never going to happen. That's off the table.
Sacks Sacks support ×3 ▼ on 📈 California / San Francisco governance decline drives an exodus E86 · 2022-07-08 ▶ 14:59
they're just not going to be able to hit their debt service coverage ratio. So they will be in default. What that means is, I don't understand how in a place like downtown San Francisco, half the buildings don't end up getting owned by the banks. Well, the banks don't want to own all these buildings, so it's going to be a fire sale. But I don't know who the buyers are going to be.
Friedberg Friedberg support ×2 ▼ on 📈 California / San Francisco governance decline drives an exodus E68 · 2022-02-19 ▶ 32:14
what we're realizing in San Francisco is non-prosecution of criminals, as the DA has undertaken over the past couple of years, leads to really heinous crime and rampant crime. ... But it doesn't mean that the movement is over. It doesn't mean that quote unquote wokeism is over.
Sacks Sacks support ×1 ▼ on 📈 California / San Francisco governance decline drives an exodus E60 · 2021-12-23 ▶ 30:59
And then since then, it's just been snowballing. And San Francisco has basically been sliding into what it's become. Miami just keeps blowing up.
Sacks Sacks support ×2 ▼ on 📈 California / San Francisco governance decline drives an exodus E59 · 2021-12-17 ▶ 1:17:04
the city has totally degenerated into some sort of dystopian Gotham-like city. ... This is just the beginning of what needs to be done. ... So we have a huge problem that the police department is actually, we have too few of them, we're understaffed.
Sacks Sacks support ×3 ▼ on 📈 California / San Francisco governance decline drives an exodus E57 · 2021-12-04 ▶ 12:07
I'm definitely out of here. If the boss of San Francisco is out of here, I'm definitely out of here. But I have some people, some other people to convince. ... This is the logical result of everything I've been warning about since the beginning of the year. You have prosecutors like Chase Aboudin who have essentially decriminalized theft by refusing to prosecute it.
Jason Jason support ×3 ▼ on 📈 California / San Francisco governance decline drives an exodus E57 · 2021-12-04 ▶ 57:30
We walked through Union Square and it was cordoned off with cop cars at every intersection. ... Every single store has had every single window boarded up like it's a hurricane season. ... But like Zara, The Gap, Nike, every single storefront has been boarded up. And then there are security guards outside and you have to make an appointment to go Christmas shopping.
Sacks Sacks support ×3 ▼ on 📈 California / San Francisco governance decline drives an exodus E39 · 2021-07-09 ▶ 49:11
CVS, Walgreens and Target are all closing stores or reducing store hours because they understand the hit to their bottom line.
Jason Jason support ×3 ▼ on 📈 California / San Francisco governance decline drives an exodus E39 · 2021-07-09 ▶ 58:29
my position right now is California is going to be on a decade long slide and I'm working for 10 more years. ... So why would I spend 10 years in a place that is on a debt spiral?