YES Exa Labs
Exa Labs committed to a seven-year office lease.
“The AI search startup has taken the roughly 40,000-square-foot building on a lease with a minimum term of seven years, the Chronicle reported.”
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%4Current YES signal
99.5% 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
- 53
- Last calculation
- Nov 1, 2026
Daily course
Aug 7, 2026Nov 1, 2026
No cadence pressure today.
Evidence
YES Brex
Brex renewed and expanded its office footprint to accommodate future growth.
“In the third quarter, Brex — which sells a financial-management platform for companies — renewed and expanded from 98,000 square feet to occupy the entire 198,000-square-foot building at 270 Brannan St, to account for future growth.”
YES Colin Yasukochi, CBRE
Yasukochi directly attributes accelerating vacancy decline to large leases by expanding AI companies.
““Large lease transactions by expanding AI companies have been the catalyst for accelerating vacancy decline,” said Colin Yasukochi, the executive director of CBRE’s Tech Insights Center, in a statement.”
YES OpenAI
OpenAI subleased roughly 280,000 square feet.
“OpenAI subleased roughly 280,000 square feet there in March 2026.”