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

9.2% NO

Does AI increase office rents in San Francisco?

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

Cited signals
4
Last calculation
Nov 1, 2026

Daily course

Aug 7, 2026Nov 1, 2026

No cadence pressure today.

Evidence

YES Tim Redmond

The quote directly links Lurie's AI boom to rents rising by 25 percent or more.

“Since Mayor Daniel Lurie took office, and encouraged an AI boom in an effort to help the giant corporations that own downtown office buildings to make big money again, rents have gone up by 25 percent or more.”

Occurred Oct 6, 2026 · Published Oct 7, 2026 · sfbg.com

YES Zumper

AI-related job and money inflows are linked to sharply higher San Francisco rents.

“Thanks to the Bay Area’s influx of money and jobs in the race for artificial intelligence supremacy, San Francisco rents are skyrocketing: one-bedroom rent soared 23% since July 2025 to $4,180 as two-bedroom prices jumped 26% to $6,020.”

Occurred Aug 19, 2026 · ocregister.com

YES Crystal Chen, co-author of the Zumper report

Chen linked AI-sector hiring with high earners returning to San Francisco while rents reached records.

“AI sector hiring is pulling high earners back into the city, and there's just minimal new construction in the pipeline, and our own data shows that active listings in San Francisco are down about 30% year-over-year”

Occurred Jul 29, 2026 · Published Jul 30, 2026 · nbcbayarea.com

YES Zumper

Zumper’s report documents a nearly 22% rent increase.

“That’s according to a new report from Zumper that revealed SF rents have gone up nearly 22%.”

Occurred May 28, 2026 · kron4.com