Market rankings

Where we’d put
capital now.

Industrial · United States

Ranked capital-allocation calls, with the thesis in view.

Rank / market (20)Change

20 published calls · Sep 28, 2026

Industrial · United StatesReviewed synthesis · Conviction 3/5

Selective · landlord corridors

Advance only in proven tight Nashville corridors, and price the speculative pipeline explicitly.

Investment condition: Corridor-level vacancy, absorption, and remaining speculative supply exposure
Allocation stance: Advance in North, Southeast, and other proven tight corridors; price suburban spec digestion explicitly.

Vacancy (C&W Q2 2026)

5.1%As of Jun 30, 2026

Q1 2026

4.4%

Q2 2026

5.1%

0%6%

C&W. Observations as of Mar 31, 2026 and Jun 30, 2026.

6 source pages · Call updated Sep 28, 2026

Leading call in each ranking

Multifamily · #1

The strongest Sun Belt mix of demand, supply digestion, and liquidity—if the Triangle submarket fits.

Retail · #1

Overweight Charlotte grocery and service retail, in SouthPark / South End-quality trade areas.

Office · #1

Advance Midtown trophy and Class AA income; commodity Midtown submarket beta is not the call.