Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · Inland Empire

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

Industrial · Inland EmpireProvisional · Conviction 2/5

Inland Empire

01

Selective income

Select Inland Empire West at a price supported by current income

Investment condition
Verify achieved NNN income, tenant credit, rollover, power, loading and all required building work before pricing.
Allocation stance
Select Inland Empire West at a price supported by current income

2 source pages · Call updated Oct 24, 2026

Across the other asset classes.

Leading call in each ranking

Multifamily · #1

NYC free-market multifamily

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

Retail · #1

Charlotte

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

Office · #1

NYC Midtown / Hudson Yards

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

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