Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Multifamily · Philadelphia selected provider submarkets

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

Board

Multifamily · Philadelphia selected provider submarketsProvisional · Conviction 2/5

Selective · current income

2.1% vacancy; missing rent and supply detail limits the income comparison.

Investment condition: Missing rent and supply detail; actual yield after recurring work
Allocation stance: Advance only when achieved NOI covers debt, reserves and committed work at the actual purchase price. Missing rent and supply detail; actual yield after recurring work.

2 source pages · Call updated Oct 24, 2026

Leading call in each ranking

Industrial · #1

Advance only in proven tight Nashville corridors, and price the speculative pipeline explicitly.

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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Tell us which ranking is off and why. The research team reads every challenge, and the good ones change the rankings.

Tag @creterminal with the call you’d change.