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%152Does office tenant demand increase in San Francisco?100.0%111Does office development increase in New York City?99.8%58Does office rents increase in New York City?98.7%53Does AI increase office tenant demand in San Francisco?99.5%53Does office development increase in San Francisco?95.8%47Does AI increase office tenant demand in New York City?96.7%35Does office rents increase in San Francisco?79.3%24Does regulation increase office development in New York City?9.1%15Does regulation increase office rents in New York City?4.1%17Does office debt availability increase in New York City?73.7%16Does office capital values increase in San Francisco?16.2%11Does office buyer liquidity increase in San Francisco?9.6%9Does regulation increase office development in San Francisco?0.1%11Does regulation increase office rents in San Francisco?59.6%5Does office buyer liquidity increase in New York City?8.5%6Does office debt availability increase in San Francisco?1.6%6Does office capital values increase in New York City?64.7%5Does regulation increase office capital values in New York City?47.6%3Does AI increase office rents in San Francisco?9.2%4

Current YES signal

73.7% YES

Does office debt availability increase in New York City?

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

Cited signals
16
Last calculation
Nov 1, 2026

Daily course

Aug 7, 2026Nov 1, 2026

No cadence pressure today.

Evidence

YES Ran Eliasaf, Northwind founder

Northwind financed two conversions and has two more Midtown loans in progress.

“Northwind founder Ran Eliasaf told the Journal that his firm recently financed two additional conversions. Moreover, it has two Midtown loans in the works.”

Occurred Oct 27, 2026 · finance.yahoo.com

YES Northwind

Northwind closed two New York office-to-residential conversion loans.

“Northwind closes back-to-back New York office-to-resi conversion loans”

Occurred Sep 22, 2026 · pei-privaterealestate.com

YES Vornado Realty Trust, Citadel and Rudin

The named sponsors secured a record-scale construction loan for a Manhattan office development.

“Vornado Realty Trust, Citadel and Rudin have secured a $3.3 billion construction loan for the 2 million-square-foot office tower at 350 Park Avenue in Manhattan.”

Occurred Aug 11, 2026 · theempresario.com

YES CBRE

The quote directly states that lenders are becoming more receptive to office-secured financing.

“Financing has improved across multiple capital sources and is expected to remain available through the second half of 2026. Multifamily lending remains broadly accessible, while lenders are becoming more receptive to office-secured financing when the property, sponsorship and leasing fundamentals are strong.”

Occurred Aug 5, 2026 · arcfe.com