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

79.3% YES

Does office rents increase in San Francisco?

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

Cited signals
24
Last calculation
Nov 1, 2026

Daily course

Aug 7, 2026Nov 1, 2026

No cadence pressure today.

Evidence

YES BXP

BXP reported higher rents at 680 Folsom.

“In San Francisco, the company said rents on vacant space at 680 Folsom have increased from the mid-$60s per square foot to the mid-$80s over the past 12 months.”

Occurred Oct 30, 2026 · dailypolitical.com

YES Hubble report

The report directly states that Bay Area asking rents increased 1.3% quarter over quarter.

“Philadelphia (+1.9%), the Bay Area (+1.3%) and Washington, D.C. (+1.0%) bucked the trend”

Occurred Oct 21, 2026 · hubblehq.com

YES Darshini Patel

Code-derived: a YES vote for a cause supports the base market question.

“Yes, with safeguards that protect tenants without undermining new housing construction. Rent control helps people stay in their homes, but it doesn’t make housing more affordable for new people moving here.”

Occurred Oct 21, 2026 · missionlocal.org

YES Michael Nguyen

Code-derived: a YES vote for a cause supports the base market question.

“Yes. If state law allowed it, I would support expanding San Francisco’s rent control. Eviction notices are up 44% citywide this year compared to last year, and it’s unacceptable.”

Occurred Oct 21, 2026 · missionlocal.org