Walk down Union Street this month and you will pass four storefronts that either just opened, are about to, or opened earlier this year. That reads like a restaurant boom, the kind of headline every neighborhood newsletter loves to run. But look at what is actually filling those spaces and a different pattern shows up. Three of the four operators arriving in Cow Hollow already have a working restaurant elsewhere in the Bay Area. Kaiyō is taking a different route: the brand is trying a new format at an address where it operated before. Each arrival builds on an existing business in a different way.
That distinction matters if you live here, because it shows how some operators approach commercial leases on this street. Three of the four arrive with a track record elsewhere; Kaiyō is trying a new format at a familiar address.
The Four Openings, In Order
| Restaurant | Address | Previous tenant | Where it's from |
|---|---|---|---|
| Kaiyō Handroll Bar | 1838 Union St | Kaiyō's own earlier Peruvian Nikkei restaurant | Same brand, new format |
| Franko & Friends | 2055B Union St | New buildout | Sausalito, as an offshoot of Franko & Co. |
| Breakfast Little | 2223 Union St | Gamine, the French bistro that closed in 2020 | The Mission District |
| Turtle Tower | 3145 Fillmore St, a few blocks off Union at Greenwich | Ricco Mediterranean | Financial District, originally the Tenderloin |
Three of those four addresses sit in a tidy, almost accidental sequence along Union Street itself, 1838, 2055, 2223, all within about four blocks of one another. The fourth, Turtle Tower, took a corner spot on Fillmore near Greenwich rather than Union proper, but it is close enough to count as part of the same commercial cluster that anchors this end of Cow Hollow.
The Common Thread Behind the Openings
Start with Breakfast Little, as the San Francisco Chronicle reported. Owner Andrew Martinez-Perez opened the original in 2019 on 22nd Street, a space that is now home to the Yucatecan restaurant Al Carajo. In 2023 he moved to a bigger location with more seating and a larger kitchen. He later signed for a second location at 2223 Union Street, the storefront that sat as Gamine until the French bistro closed in 2020. Broker Jeremy Blatteis, who leased the space, told the San Francisco Chronicle he expects the burrito shop to bring "genuine neighborhood warmth" back to that stretch of Union. When it opens, Breakfast Little will be two blocks from Mama's Luncheonette, a counter-service spot already known for its own breakfast burrito.
Franko & Friends follows the same logic on a smaller scale, as WhatNow reported. It is not a debut. It is the second location of Franko & Co., a Ukrainian-owned coffee shop across the bridge in Sausalito. Owner Iryna Nevozhai told the outlet WhatNow she chose 2055B Union Street specifically because of the street's mix of local businesses and told the paper she was targeting an early September opening, a coffee-and-pastry counter by day that shifts into a wine bar by night, according to the alcohol license request filed with California's Department of Alcoholic Beverage Control.
Then there is Turtle Tower, which took the longest and most deliberate path of all.
Turtle Tower's Long Way Home
According to KTVU, Turtle Tower opened in 1999 in the Tenderloin and eventually grew to four locations around the city. The pandemic took all of them, one by one, with the last outpost in SoMa closing in 2023. New managing partners Arash Ghanadan and Hilwin Wong revived the brand in February 2025, choosing a Financial District space on California Street that had previously housed the Italian restaurant Barbacco. The Pham family, who founded the original restaurant, later agreed to a second act in Cow Hollow. Kathy Pham, daughter of founder Steven Thang Pham, told the San Francisco Standard the Fillmore Street space, formerly Ricco Mediterranean, offered "strong foot traffic, both locals and visitors, and a community that values local institutions."
Turtle Tower's return unfolded in two stages: first downtown, then in Cow Hollow. The history establishes the order, but not that one opening prompted the other.
Same Address, New Idea
Kaiyō is the quietest version of this pattern, and in some ways the most interesting. The original Kaiyō at 1838 Union Street served Peruvian Nikkei cuisine, an exploration of Japanese and Peruvian food traditions, since 2018. That restaurant has since closed. In its place, at the exact same address, Kaiyō Handroll Bar held its grand opening on September 11, describing itself as the West Coast's first Nikkei handroll concept.
A handroll bar is a smaller, faster, lower-overhead format than a full-service restaurant. That makes Kaiyō's new concept distinct from Breakfast Little or Turtle Tower, which brought existing concepts to new locations.
What a Proven-Operator Street Means If You Already Live Here
None of this means every meal on Union Street will be extraordinary. It does mean something more useful for anyone who already has a Tuesday-night dinner routine to plan around. When an operator with an existing following signs a lease, they are not asking the neighborhood to discover them cold. Breakfast Little's regulars from the Mission will follow the burritos across town. Turtle Tower's pho drinkers already know what they are walking into. Franko & Friends brings its Sausalito coffee-and-pastry concept to Union Street. The risk of a flash-in-the-pan opening that vanishes in six months is lower here than it would be for an unproven concept trying its luck for the first time anywhere in the city.
Part of why operators feel that confidence in the first place is the street's own rhythm. Union Street closes to traffic every June for the Union Street Festival, which runs from Fillmore to Gough and has drawn crowds for its open-air market, live music, and the long-running Waiters Race, in which restaurant and bar staff sprint uphill balancing loaded trays. A street that can shut itself down for a weekend and fill with people every summer is a street that gives a new restaurant reason to believe the foot traffic will show up on an ordinary Wednesday too.
If you live in Cow Hollow, the practical takeaway is simple. This fall's new arrivals are worth trying sooner rather than later, not because they are flashy debuts but because they are the opposite. Three of the four arrivals build on a restaurant already operating elsewhere in the Bay Area. Kaiyō is taking a different route: a new format at an address where the brand has operated before.
If you are weighing a move to this stretch of the city, or thinking about what your own Cow Hollow property might be worth in a market where restaurants like these keep signing leases with confidence, the team at Govoni Real Estate Team knows this street block by block, lease by lease, and can talk through what it actually means for your situation. Reach out any time. We would love to hear from you.