Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · Chicago-Naperville-Elgin — selected source-defined areas

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

Board

Industrial · Chicago-Naperville-Elgin — selected source-defined areasProvisional · Conviction 2/5

Selective current income

Selective current income: require verified income at the actual basis.

Investment condition: Verify tenant depth, existing rent and rollover reserves without capitalizing quoted rent growth.
Allocation stance: Selective current income at an income-supported basis; five-to-seven-year hold and moderate leverage.

1 source page · 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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