Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · Dallas-Fort Worth selected industrial submarkets

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

Board

Industrial · Dallas-Fort Worth selected industrial submarketsProvisional · Conviction 2/5

Selective · current income

Selective in East Dallas Suburbs: absorption leads, with limited reported construction

Investment condition: Current leases, achievable net rents and entry basis
Allocation stance: Advance only if achieved income funds debt, leasing costs, capital work and reserves.

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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