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Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Industrial · United States

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

Methodology
Industrial · United StatesReviewed synthesis · Conviction 3/5

Dallas-Fort Worth

11

Market-weight · core income

Buy well-located DFW logistics below replacement cost; avoid broad metro beta.

Investment condition
Airport / Alliance proof versus southwestern spec exposure
Allocation stance
Buy well-located logistics below replacement cost with rent-to-market and tenant-credit proof; avoid broad metro beta.
Vacancy (C&W Q2 2026)
8.1%As of Jun 30, 2026
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8 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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