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 / intermodal

Advance Kansas City BTS, preleased spec, and intermodal logistics; broad peer status is not yet proven.

Investment condition: BTS / spec pipeline mix, submarket split, tenant durability, peer calibration, and exit liquidity
Allocation stance: Advance only for BTS, preleased spec, intermodal, and tenant-backed logistics opportunities while peer calibration remains pending.

Vacancy (C&W Q2 2026)

5.3%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.

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