Dealman

U.S. Office · NYC & SF

For people tracking commercial real estate

See which office-market expectations are changing.

Dealman turns news coverage, press releases, and market research into daily YES/NO signals for office real estate.

QuestionYES signalCited signals
Does office tenant demand increase in New York City?100.0%80Does office tenant demand increase in San Francisco?99.9%68Does AI increase office tenant demand in San Francisco?99.4%39Does office rents increase in New York City?90.2%24Does office development increase in San Francisco?88.6%23Does AI increase office tenant demand in New York City?93.9%22Does office rents increase in San Francisco?82.9%14Does office development increase in New York City?70.7%16Does office debt availability increase in New York City?79.8%13Does regulation increase office rents in New York City?21.5%10Does regulation increase office development in San Francisco?22.5%7Does office buyer liquidity increase in San Francisco?65.7%4Does office buyer liquidity increase in New York City?34.5%4Does office debt availability increase in San Francisco?32.0%4Does regulation increase office development in New York City?2.9%4Does office capital values increase in San Francisco?5.4%4Does office equity availability increase in San Francisco?61.6%3

Current YES signal

5.4% NO

Does office capital values increase in San Francisco?

Higher means current cited signals lean more strongly toward YES for this exact question.

Cited signals
4
Last calculation
Sep 16, 2026

Daily course

Aug 12, 2026Sep 16, 2026

No cadence pressure today.

Evidence

NO SFF Realty Partners, through an affiliate

The purchase price was less than half the assessed value.

“An office building in Santa Clara involved in a foreclosure due to a failed real estate loan was bought by a Bay Area investment group for $44.3 million, less than half its recently assessed value, records show.”

Occurred Aug 31, 2026 · mercurynews.com

YES Marc Babsin, Emerald Fund

Babsin says the project would bring the property more value.

“We can actually go to them and tell them that this project would bring them a lot more value than it currently has.”

Occurred Aug 10, 2026 · sfstandard.com

YES Tom Hale of Oura

Oura acquired a San Francisco office asset for $41.5 million.

“The office asset at 500 Pine Street in San Francisco, CA was sold for $41,500,000.”

Occurred Aug 6, 2026 · Published Aug 10, 2026 · traded.co

NO Lenders tied to 600 California Street

A steeply discounted debt sale indicates weaker office capital values.

“In San Francisco, lenders tied to 600 California Street took major losses when the underlying debt sold at a steep discount.”

Occurred May 18, 2026 · propmodo.com