San Francisco Business Times
From the article:
There are 200,000 housing units in the planning pipeline or under construction throughout the Bay Area and approximately 43 percent of those are rental units.
The housing pipeline number, which was reported by a Bay Area real estate consultancy, includes market-rate and affordable projects in San Francisco, the East Bay, Peninsula and Silicon Valley down through San Jose.
About 64,000 of those units are in San Francisco, and that number includes 14,000 units in large San Francisco projects such as Treasure Island, Candlestick Point and Schlage Lock. Schlage will soon be under construction.
The report, created by the Concord Group, predicts that developers will bring to market 18,000 units over the next five years in San Francisco.