Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · Phoenix-Mesa-Chandler

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

Board

Industrial · Phoenix-Mesa-ChandlerReviewed synthesis · Conviction 3/5

Selective income

Select Northeast industrial income with a narrow tenant-fit test.

Investment condition: Check building use, tenant depth and the 740,593-SF pipeline at the actual location.
Allocation stance: Select Northeast industrial income with a narrow tenant-fit test.

2 source pages · Call updated Oct 26, 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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