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

Selective · BTS / select spec

Advance BTS and select spec along the BMW corridor; skip broad metro underwriting.

Investment condition: Greenville corridor proof versus Spartanburg big-box overhang and Cherokee County vacancy
Allocation stance: Advance BTS, sale-leaseback, and select-spec in Greenville / BMW-corridor product; avoid broad metro underwriting.

Vacancy (C&W Q1 2026)

9.1%As of Mar 31, 2026

7 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.

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