YES VTS report
VTS reported a substantial increase in San Francisco office demand.
“San Francisco recorded a VODI score of 87, gaining 21 points since the end of 2025, the largest increase among the markets tracked.”
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
100.0% YES
Does office tenant demand increase in San Francisco?
Higher means current cited signals lean more strongly toward YES for this exact question.
- Cited signals
- 111
- Last calculation
- Nov 1, 2026
Daily course
Aug 7, 2026Nov 1, 2026
No cadence pressure today.
Evidence
YES Exa Labs
Code-derived: a YES vote for a cause supports the base market question.
“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.”
YES Fireworks AI
A company signed a lease for additional office space.
“Fireworks AI has signed a lease for space at 450 Concar Drive in San Mateo, the former headquarters of cloud data company Snowflake.”
YES Mike Pham, Colliers research director
Colliers research director describes a strong Silicon Valley office market.
“The Silicon Valley market is definitely on a hot streak right now,”