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

22.5% 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
7
Last calculation
Sep 16, 2026

Daily course

Aug 7, 2026Sep 16, 2026

No cadence pressure today.

Evidence

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

NO San Francisco Mayor Lurie

The mayor linked a six-year opening delay to red tape and bureaucracy.

“It's unacceptable that it took six years. And it's why from day one we've been trying to slash the red tape, cut the bureaucracy, get more permits online. 80% of permits right now are done in 30 days or less. Many of them can be done online,"”

Occurred Jul 31, 2026 · hotair.com

NO Jollibee

A six-year permitting process and required historic sign-off do not support increased development.

“Jollibee had to get sign-off from the Historic Preservation Commission for minor exterior changes to the building, which previously housed a Payless ShoeSource.”

Occurred Jul 31, 2026 · sfstandard.com

YES Enrique Landa, managing partner of Fifth Space

The developer directly links regulatory flexibility to getting buildings built.

“We have learned a lot over the last six years, and the lesson is pretty simple: Greater flexibility gets buildings built.”

Occurred Jul 29, 2026 · sfchronicle.com