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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

Phoenix

15

Market weight · tenant-backed income

Limit Phoenix to market weight; require occupied income and reserves for competing supply.

Investment condition
Require achieved lease income, exact building fit and funded rollover against 20.52M SF under construction.
Allocation stance
Market weight in existing tenant-proven assets; speculative development needs a separate mandate.
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2 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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