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

0.1% NO

Does regulation increase office development in San Francisco?

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

Cited signals
11
Last calculation
Nov 1, 2026

Daily course

Aug 7, 2026Nov 1, 2026

Today, slower YES signals added 15 derived NO pressure.

Evidence

NO Jeff Jurow, landlord of the Union Street property

The landlord said building codes blocked flexibility, directly limiting the expansion.

“the building codes do not allow flexibility, an issue that needs to be resolved at the political level.”

Occurred Sep 24, 2026 · sfchronicle.com

YES San Francisco supervisors Shamann Walton, Connie Chan, Jackie Fielder, and Chyanne Chen

A 45-day zoning moratorium would increase development restrictions.

“On Monday, supervisors Shamann Walton, Connie Chan, Jackie Fielder, and Chyanne Chen introduced an urgent ordinance imposing a 45-day interim zoning moratorium.”

Occurred Sep 14, 2026 · kron4.com

YES Several major donors in San Francisco's November election

Donors previously supported incentives for housing developers and construction.

“Overall, several of the big donors in this election have previously given to measures, candidates and PACs that support expanding mayoral power, increasing police funding and technology use, and offer incentives to help housing developers and boost construction.”

Occurred Sep 11, 2026 · missionlocal.org

YES Liz Watty, head of PermitSF

The official said extending the permitting contract would prevent modernization from stalling.

“Without a contract extension now, the project of modernizing permitting would stall and we would have to unwind all the permits we’ve launched this year,”

Occurred Sep 1, 2026 · missionlocal.org