Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · United States

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

Board

Rank / market (21)Change

21 published calls · Oct 26, 2026

Industrial · United StatesReviewed synthesis · Conviction 3/5

Market-weight · core income

Advance Chicago infill and intermodal nodes with proven vacancy and rollover; price I-80 big-box apart.

Investment condition: O'Hare / West Suburbs proof versus South I-80 big-box exposure
Allocation stance: Advance infill and intermodal nodes only where submarket vacancy, functionality, and rollover evidence are preserved.

Vacancy (C&W Q2 2026)

4.8%As of Jun 30, 2026

6 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.

Think we’re wrong?

Tell us which ranking is off and why. The research team reads every challenge, and the good ones change the rankings.

Tag @creterminal with the call you’d change.

Which call?Your takeWork email

Never posted publicly · Privacy