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

2.9% NO

Does regulation increase office development in New York City?

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 7, 2026Sep 16, 2026

No cadence pressure today.

Evidence

YES Mamdani administration / NYC Racial Equity Plan

The city plan calls for substantially more affordable-housing production through policy changes.

“By 2034, addressing racial disparities in rent burden and homelessness by “dramatically” increasing the production of new affordable housing.”

Occurred Sep 2, 2026 · gothamist.com

YES Brandon Polakoff, Avison Young

Polakoff directly describes extraordinary development demand and cites the 485-x incentive.

“We found the demand for development to be astronomical in the past six to eight months,”

Occurred Jul 22, 2026 · commercialobserver.com

NO Kathy Hochul, governor of New York

A moratorium directly restricts new data-center development.

“the nation’s first moratorium on new hyperscale data centers.”

Occurred Jul 14, 2026 · freebeacon.com

YES Gov. Kathy Hochul

Hochul explicitly said data centers will not be exempt from local approvals.

“These data centers can only be built, should only be built in places that want them. So they will never be exempt from local zoning, local approvals.”

Occurred Jul 14, 2026 · techcrunch.com