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

93.9% YES

Does AI increase office tenant demand in New York City?

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

Cited signals
22
Last calculation
Sep 16, 2026

Daily course

Aug 7, 2026Sep 16, 2026

No cadence pressure today.

Evidence

YES CBRE

CBRE reports concentrated technology leasing and longer leases in Manhattan.

“Nearly two-thirds of that activity occurred in the San Francisco Bay Area and Manhattan. Lease terms have also lengthened among technology occupiers, especially larger users.”

Occurred Sep 11, 2026 · finance.yahoo.com

YES CRE Daily

AI-related demand is supporting leasing activity in New York City.

“Leasing activity has been supported in part by artificial intelligence-related demand, especially in New York City and San Francisco.”

Occurred Sep 5, 2026 · credaily.com

YES NewYorkOffices.com

The article directly identifies AI companies as contributing to Manhattan office demand.

“AI companies have become a visible part of that demand.”

Occurred Aug 27, 2026 · newyorkoffices.com

YES Thinking Machines Lab

An AI startup secured 21,500 square feet of New York office space.

“Artificial intelligence research startup Thinking Machines Lab has secured a 21,500-square-foot office lease at 79 Fifth Avenue in New York City, establishing its first East Coast presence.”

Occurred Aug 26, 2026 · archiwise.ai