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

99.4% YES

Does AI increase office tenant demand in San Francisco?

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

Cited signals
39
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 the Bay Area.

“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 Euno

Euno expects rapid workforce growth and operates a San Francisco office.

“The company employs nearly 30 people across the US and Israel, including a context-focused research group, and expects to double by year-end, with the funding secured in this round going primarily to sales, marketing, and AI research.”

Occurred Sep 9, 2026 · prnewswire.com

YES CRE Daily

AI-related demand is supporting leasing activity in San Francisco.

“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 Anthropic

Anthropic expanded into a long-term direct lease for 240,000 square feet.

“Anthropic has kept expanding since then. The company converted its initial 2023 sublease from Slack for 240,000 square feet at 500 Howard St. into a long-term direct lease with landlord Heitman in April 2026, after Slack vacated the building in 2023 to consolidate into Salesforce Tower, per CoStar .”

Published Sep 2, 2026 · hoodline.com