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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 2/5

El Paso border manufacturing

18

Specialist · BTS / net lease

El Paso is a credit-tenant manufacturing trade tied to Juarez, not a pure border-logistics play.

Investment condition
Tenant credit, Borderplex boundary discipline, asset functionality, and trade-policy exposure
Allocation stance
Advance only as credit-tenant manufacturing, logistics, or contractor-adjacent income.
El Paso market vacancy (C&W Q1 2026)
11.2%As of Mar 31, 2026
Read thesis

6 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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