Friday, November 1, 2024

London Breed's last stand

Inside the Golden State political arena
Nov 01, 2024 View in browser
 
POLITICO California Playbook Newsletter Header

By Dustin Gardiner and Lara Korte

San Francisco Mayor London Breed smiles at a Halloween event while campaigning in San Francisco.

The San Francisco mayor's closing argument to voters is an optimistic counterpunch to the doom-loop narrative that has haunted her time in office. | Jeff Chiu/AP Photo

THE BUZZ: DOWN TO THE WIRE — San Francisco Mayor London Breed sounds awfully upbeat for an incumbent who, polls suggest, could soon be ousted by an heir to the billion-dollar Levi Strauss fortune.

Much of the city’s political establishment, including some longtime Breed allies, have been skeptical about her chances to shake up the trajectory of the race amid signs that Daniel Lurie, the jeans fortune heir and a nonprofit founder, is surging as he pours millions of his wealth into TV ads.

But for all the headwinds she’s facing, Breed’s closing argument to voters is an optimistic counterpunch to the doom-loop narrative that has haunted her time in office: Look how the city has bounced back after she led through perilous times.

“I came up out of the concrete, the dirt of San Francisco. I am the change,” Breed told Playbook earlier this week as she campaigned in the city’s Sunset District, a residential area home to one of the country’s most concentrated Asian-American communities. “This is what I do best. When the battle is coming, I don't run away from it like others.”

Breed was all smiles as she sat down for an interview during a break while she went door-to-door visiting small business owners along Taraval Street, a commercial corridor lined with shops catering to Asian-American residents. Lurie and her other opponents have tried to siphon her support among Chinese-speaking voters in particular — one of the city’s most powerful voting blocs where Breed has lost support due to frustrations over crime and the city’s ailing school system.

The incumbent mayor faces a crowded field of Democratic challengers, who’ve all blamed her for the trifecta of post-pandemic crises — widespread homelessness, a fentanyl overdose epidemic and brazen theft — that have made San Francisco a butt of jokes nationally.

Breed, a moderate Democrat, has tried to counter negative narratives with statistics about how the city’s response in the last few years has improved street conditions: Property and violent crime rates have decreased dramatically. Drug overdose deaths are down sharply after a record peak last year. There are fewer tent encampments on the streets (though more homeless people overall, counting those in shelters).

But many voters in the city are frustrated and don’t appear to have been swayed by improving stats. That’s where Lurie’s camp has seized on his pitch as a first-time candidate, a change agent.

Max Szabo, Lurie’s spokesperson, said Breed’s message isn’t connecting with voters who wanted results years ago. “People have their personal experiences and London Breed is throwing statistics at them,” Szabo said.

Lurie and Breed have topped the polls, but the race is hardly a two-person affair. Board of Supervisors President Aaron Peskin, the only progressive contender, has picked up steam in recent polls as liberal voters look for an alternative to the moderate Democrats in the race. Former interim Mayor Mark Farrell is also close to the front of the pack, and he has embraced the most tough-on-crime rhetoric.

But Lurie’s financial war chest has been a formidable advantage. He and his immediate family members have spent roughly $10 million on the race, an unprecedented sum for the city that has given him more than a 3-1 spending edge over Breed and the other contenders.

Farrell and Lurie have also been engaged in a bare-knuckle series of attacks, often focusing their firepower on each other more than the incumbent. Farrell argued that while the contest is a “change election,” voters also “don’t want a milquetoast trust fund kid who is trying to appeal to everyone by standing for nothing.”

Breed’s advisers say the slugfest between Lurie and Farrell could help her break through in the final days as voters get sick of an endless stream of negative mailers and TV ads.

Breed’s TV ads are focused on her results as mayor, as well as her difficult life story. She grew up in public housing in the city’s historically-Black Fillmore neighborhood, which faced a wave of gun violence and crack addiction at the time. Her mother was addicted to drugs, she lost her younger sister to a drug overdose and her older brother remains incarcerated on manslaughter charges.

Breed said those experiences gave her Teflon skin to lead in tough times like a global pandemic or natural disaster. She said her main opponents, white men with various degrees of wealth, lack that perspective.

Breed’s campaign is leaning into her strong support among Black and Latino voters, as a recent poll from the San Francisco Chronicle suggests. Her team is telling residents to vote for presidential nominee Kamala Harris first and Breed second — encouraging them to skip listing a second candidate on the city’s ranked-choice ballot.

“I don't think any of these candidates have ever struggled with paying rent, or potentially being homeless or housing insecure,” Breed said. “There has never been a mayor of San Francisco like me.”

GOOD MORNING. Happy Friday. Thanks for waking up with Playbook.

You can text us at ‪916-562-0685‬‪ — save it as “CA Playbook” in your contacts. Or drop us a line at lkorte@politico.com and dgardiner@politico.com, or on X — @DustinGardiner and @Lara_Korte.

WHERE’S GAVIN? Nothing official announced.

CAMPAIGN YEAR

An illustration of a house being squeezed

Illustration by Bill Kuchman/POLITICO (source image via iStock)

ANOTHER KIND OF HOUSE RACE — Candidates in California’s battleground congressional districts are leaning away from talking about abortion and democracy, and leaning into the cost of housing.

As our own Melanie Mason reports, the contests that could determine which party wins the majority are in districts that have been particularly hammered by the state’s housing crisis, according to a POLITICO analysis.

Housing decisively entered the bloodstream of federal politics this year, from the presidential race on down. Democrats in particular have taken their cues from Vice President Kamala Harris , hoping a nod to voters’ housing squeeze can offset the GOP’s edge on inflation and other pocketbook concerns. That is especially true in California, land of the million-dollar starter home, where the battle for control of the House is being waged in districts that have experienced some of the state’s most acute housing sticker shock.

In California’s six most competitive House districts, the median mortgage payment for newly purchased homes has grown between 79 and 104 percent since early 2019, ballooning at a rate even higher than the statewide average increase of 68 percent, according to data provided by Zillow. The median listed monthly rent in those areas increased by as much as $850 between 2019 and 2024.

Read more from Melanie on how housing could play a role in California's battlegrounds. 

WHAT GENDER GAP? — Women are far outpacing men in early voting across the country, but not in California.

As our colleagues Megan Messerly and Jessica Piper reported earlier this week, Democrats have felt bolstered by the surge of women flocking to the polls ahead of election day, viewing it as a positive sign for Vice President Kamala Harris. Battleground states show a 10-point gender gap in early voting so far: Women account for roughly 55 percent of the early vote, while men are around 45 percent, according to a POLITICO analysis.

But in California, early turnout rates among men and women statewide have been basically indistinguishable this cycle, as was the case in 2022 and 2020, according to data shared with us by Paul Mitchell, vice president of Political Data Inc. The same can be said of early turnout in California’s most competitive House districts, where there’s little to no difference in the rates of return between men and women.

Mitchell said the difference may say more about the swing states than California. Democrats have been inundating battlegrounds with messaging about the fate of reproductive rights — a call to action that may have less salience in the Golden State, where voters already enshrined the right to abortion and will almost certainly swing for Harris next week.

“This could be a signal of higher turnout among women in these targeted states, either through messaging or turnout operations by the Harris campaign,” he said.

SENATORS TO THE BUS — State Senate President Pro Tem Mike McGuire and two dozen lawmakers plan to barnstorm Southern California over the weekend on a bus tour to knock doors for Democrats in swing legislative seats — and help boost enthusiasm for party candidates up ticket.

McGuire said the bus tour will first hit the Orange County district of state Sen. Josh Newman, whom he said is his “number one priority” to reelect. Newman, the most vulnerable Democrat in the Senate, faces a challenge from Republican Steven Choi, a former Assembly member and outspoken supporter of former President Donald Trump.

“We have been walking Orange County neighborhoods since August,” McGuire said.

The Senate leader said he’s livid about the fact that AFSCME 3299, a union that represents 30,000 University of California campus workers, has poured money into attack ads hitting Newman — an apparent act of retribution after the senator didn’t support one of its priority bills.

“It’s morally bankrupt,” McGuire said, noting Choi’s opposition to abortion and LGBTQ+ rights. “This election has so many consequences at stake.”

Beyond Orange County, the Senate bus tour will include stops to boost attorney Kipp Mueller, who is running against Republican Suzette Martinez Valladares for an open Senate seat. And Lisa Middleton, a Palm Springs councilmember challenging GOP Sen. Rosilicie Ochoa Bogh in a district that includes the Coachella Valley and much of San Bernardino County.

CAN’T GET ENOUGH OF US? From Prop 36 to Alameda's recall vote, don't miss out on major state news this Election Day: Download the POLITICO app, for iOS or Android, and turn on California notifications to get breaking news alerts about the Golden State.

SPOTTED: SPOOKTACULAR

ALL HALLOWS' EVE —  Who says politicians can’t have a bit of fright night fun?

Assemblymember Eloise Gómez Reyes’ crew showed off their own interpretation of the Addams Family for Halloween last night. Rep. Katie Porter’s daughter went as Dorothy from ”The Wizard of Oz” (complete with ruby slippers, crafted by Ms. Porter herself). And Democratic governors, including Michigan’s Gretchen Whitmer, dressed up as VP-nominee Tim Walz. 

FOR GOOD MEASURE

BALLOT GUIDE — As the days tick down toward Nov. 5 — and your friends and family continue to bug you about what any of these ballot measures actually mean — we hope you consider sharing our California ballot-measure voter guide. If we can briefly brag, it’s a fun read for both the uninitiated and people who like and care about politics.

Please share the politico.com/caballot link with your community, and we hope you learn something new.

BALLOT MEASURE POLL — A measure that would boost the state’s minimum wage from $16 to $18 an hour is a tossup, according to a new poll released by the Los Angeles Times Friday.

Some 47 percent of likely voters and those who already voted back Proposition 32, a figure that has jumped by 10 percent from last month, the Times reported. Another 39 percent of those surveyed by the UC Berkeley Institute of Governmental Studies said they plan to vote “no” on the measure and 14 percent are undecided.

Other results from Berkeley IGS’ last poll before the election, conducted between Oct. 22-29:

- 60 percent of voters support tough-on-crime Proposition 36 – a figure that’s holding steady

- 45 percent oppose the rent control measure Proposition 33 and opposition is building

CLIMATE AND ENERGY

CLIMATE CHAMPIONS — The campaign behind a $10 billion school bond teetering on the edge of defeat is taking a page from the climate bond's playbook. Read more in last night’s California Climate.

Top Talkers

SPOILED BY THE SPOILS? — Democrats have held a veto-proof supermajority in the California legislature for more than a decade, but the party’s prowess is exposing the downsides of extreme party rule, as the Los Angeles Times reports. 

“The concern is if it’s so easy to get a majority, it’s easy to become complacent and not do thoughtful legislating,” former Assembly Speaker John Pérez tells the LAT’s Taryn Luna. “Sometimes people that you loved had stupid ideas that had no business being law.”

GOLDEN LINING — California has often been written off by conservative critics as a woke wasteland, but Wired’s James Fallows argues its role as a pioneer of innovation is still incredibly important, and will become more so if Donald Trump wins. 

FOLLOW THE NUMBERS — Gov. Gavin Newsom announced last month that the state’s organized retail theft task force had made more than 1,000 arrests in 2024. But a CBS News investigation found that no state agency could say how many of those arrested were sentenced, and in fact, more than half were cite-and-releases, per CBS’ analysis, meaning offenders got the equivalent of a ticket and notice to appear in court.

AROUND THE STATE

— Trump has repeatedly said he would withhold disaster relief funds for California’s wildfires if he returns to the White House — and it turns out it’s no empty threat. The president wields a significant amount of discretion when it comes to doling out the dollars. (Los Angeles Times)

— Of the 100 California residents who are pitching in the most to the presidential race, the majority are supporting Kamala Harris. (Los Angeles Times)

— How some Californians are trying to help the state’s homeless vote. (CalMatters)

PLAYBOOKERS

PEOPLE MOVES — Raphael Liy is now the press/digital assistant for Rep. Eric Swalwell (D-Calif.). He most recently was a communications assistant for Rep. Sheila Cherfilus-McCormick (D-Fla.).

BIRTHDAYS — Apple’s Tim Cook … Rep. Darrell Issa (R-Calif.) … Alex Byers Sonia Sroka Caitlan Dowling

BELATED B-DAY WISHES — (was Thursday): Assemblymember Marc Berman 

WANT A SHOUT-OUT FEATURED? — Send us a birthday, career move or another special occasion to include in POLITICO’s California Playbook. You can now submit a shout-out using this Google form.

CALIFORNIA POLICY IS ALWAYS CHANGING: Know your next move. From Sacramento to Silicon Valley, POLITICO California Pro provides policy professionals with the in-depth reporting and tools they need to get ahead of policy trends and political developments shaping the Golden State. To learn more about the exclusive insight and analysis this subscriber-only service offers, click here.

Want to make an impact? POLITICO California has a variety of solutions available for partners looking to reach and activate the most influential people in the Golden State. Have a petition you want signed? A cause you’re promoting? Seeking to increase brand awareness amongst this key audience? Share your message with our influential readers to foster engagement and drive action. Contact Rebecca Haase to find out how: rhaase@politico.com.

 

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Lara Korte @lara_korte

 

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