NO Thomas Goetz
The author states that housing costs make new construction financially infeasible.
“The cost of new housing in this city does not pencil out.”
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%4Current YES signal
95.8% YES
Does office development increase in San Francisco?
Higher means current cited signals lean more strongly toward YES for this exact question.
- Cited signals
- 47
- Last calculation
- Nov 1, 2026
Daily course
Aug 7, 2026Nov 1, 2026
Today, slower YES signals added 0.606061 derived NO pressure.
Evidence
YES Hubble report
The report records direct growth in Bay Area coworking inventory and locations.
“The San Francisco Bay Area recorded the quarter’s strongest expansion, adding roughly 248,000 square feet (3.4%) and 25 net new locations to bring its inventory to 7.5 million square feet.”
NO Guillaume Le Ster, San Francisco resident
A San Francisco resident opposed the proposed data center conversion.
“"By default I would not support it," added Guillaume Le Ster, also of San Francisco.”
YES State Sen. Scott Wiener
Wiener favors lowering barriers to construction.
“On housing, for example, Wiener favors lowering barriers to construction, while Chan favors stronger protection for renters.”