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

1.6% NO

Does office debt availability increase in San Francisco?

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

Cited signals
6
Last calculation
Nov 1, 2026

Daily course

Aug 12, 2026Nov 1, 2026

No cadence pressure today.

Evidence

YES San Franciscans for Social Housing

The group says public-bank loans would help finance housing construction.

“A Public Bank would be an excellent tool to provide reasonable loans to help build the housing San Francisco families desperately need,”

Occurred Sep 27, 2026 · sfpublicpress.org

NO Build Inc. affiliate

A Build affiliate defaulted on a matured loan, directly indicating no increase in debt availability.

“The Real Deal reports that a Build affiliate failed to repay a $34.9 million loan when it came due in March; interest and late charges have since increased the balance to about $45.4 million.”

Occurred Sep 18, 2026 · hoodline.com

NO Daniel Lurie, San Francisco mayor

Mayor Daniel Lurie opposes creating a public-finance institution intended to provide financing.

“Creating a new institution, rather than investing those resources directly in housing, small businesses and other critical needs, is irresponsible.”

Occurred Sep 10, 2026 · sfchronicle.com

YES Bilal Mahmood, San Francisco District 5 Supervisor

Mahmood said the proposed bank could provide loans to small businesses.

“With a public bank, which doesn’t have to operate by pure financial profit motivation, they can get and provide a loan for small businesses, without that risk of credit initially.”

Occurred Aug 30, 2026 · Published Sep 2, 2026 · thevoicesf.org