Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · Atlanta selected provider submarkets

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

Board

Industrial · Atlanta selected provider submarketsProvisional · Conviction 2/5

Selective · current income

Strong Q3 gains and limited construction; verify tenant breadth.

Investment condition: Tenant concentration, building function and current cash yield
Allocation stance: Advance only when achieved NOI covers debt, reserves and committed work at the actual purchase price. Tenant concentration, building function and current cash yield.

2 source pages · Call updated Oct 24, 2026

Leading call in each ranking

Multifamily · #1

Overweight NYC free-market scarcity only where current income supports the acquisition basis.

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.

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Tell us which ranking is off and why. The research team reads every challenge, and the good ones change the rankings.

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