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

99.8% YES

Does office development increase in New York City?

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

Cited signals
58
Last calculation
Nov 1, 2026

Daily course

Aug 7, 2026Nov 1, 2026

No cadence pressure today.

Evidence

YES Daniel Kaufman

The author supports continuing office conversions after tighter engineering review.

“The July collapse was a reason to tighten engineering, not to stop building.”

Occurred Oct 28, 2026 · danielkaufmanre.substack.com

YES Ahmed Tigani, Buildings Commissioner

The city cleared 16 conversion projects to begin construction.

“Since the accident, the city has cleared 16 more projects to begin construction, Buildings Commissioner Ahmed Tigani told the Journal, though activity trails the first half of the year.”

Occurred Oct 27, 2026 · finance.yahoo.com

YES Tyler Taba, Director of Policy and Government Affairs at the Waterfront Alliance

The actor says permitting delays essential coastal projects and supports changing the process.

“We should not accept an antiquated permitting process that continues to delay essential coastal projects. Our waterfronts are evolving, and it’s time for a new evolution of waterfront permitting, too.”

Occurred Oct 22, 2026 · archpaper.com

YES Zohran Mamdani, New York City mayor

Mamdani directly links zoning and land-use decisions to how the city is built.

“Zoning and land use decisions shape whether New Yorkers can afford to live in their neighborhoods and whether our city is built to serve the people who call it home.”

Occurred Oct 21, 2026 · Published Oct 28, 2026 · newsweek.com