Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · United States

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

Industrial · United StatesReviewed synthesis · Conviction 3/5

Charlotte

05

Selective · growth logistics

Buy newer, larger functional Charlotte logistics along I-85; avoid softer counties and generic spec.

Investment condition
I-85 access, tenant depth, and submarket supply discipline
Allocation stance
Advance I-85, Cabarrus, Iredell, and Southwest logistics only with tenant depth and supply discipline; avoid softer counties and generic spec exposure.
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7 source pages · Call updated Oct 26, 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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