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

4.1% NO

Does regulation increase office rents in New York City?

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

Cited signals
17
Last calculation
Nov 1, 2026

Daily course

Aug 13, 2026Nov 1, 2026

No cadence pressure today.

Evidence

NO Rent Stabilization System

Regulation allows no rent increase for specified stabilized leases.

“Leases that begin or are renewed between October 1, 2026 and September 30, 2027 are allowed a 0% increase for both types of lease”

Occurred Oct 6, 2026 · cronista.com

NO New York City Rent Guidelines Board

Rent-stabilized lease renewals during the covered period have a 0% allowable increase.

“Under the guidelines adopted by the New York City Rent Guidelines Board, landlords cannot increase rents beyond the standard annual adjustment during this period.”

Occurred Oct 1, 2026 · Published Oct 27, 2026 · cronista.com

NO New York City Rent Guidelines Board

A rent freeze does not increase regulated rents.

“In June, the RGB then went ahead and imposed a rent freeze in accordance with Mamdani’s promise.”

Published Sep 29, 2026 · hotair.com

YES Judge Brendan Lantry

The judge kept the rent freeze in place.

“The freeze takes effect on Oct. 1, and Judge Brendan Lantry said it will stay in place even if he cannot rule on the legal challenge before that deadline.”

Occurred Sep 24, 2026 · gothamist.com