I consider myself a fairly educated fence-squatter on this topic but I think it's too early to tell and any assessment is highly confounded by our central bank'

I consider myself a fairly educated fence-squatter on this topic but I think it's too early to tell and any assessment is highly confounded by our central bank's actions. That said, I have talked with SF restaurateurs and they're very concerned (but this, too, is confounded by the "SF Employee Mandate" and by the effect of the tradewar on China's funding of US trade tourism (group reservations at SF restaurants are trending way down))...