Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Multifamily · Phoenix-Mesa-Chandler

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

Multifamily · Phoenix-Mesa-ChandlerReviewed synthesis · Conviction 3/5

Old Town Scottsdale

01

Selective income

Select Old Town income with rent and renovation discipline.

Investment condition
Price actual collections, renovations and concessions without assuming rent growth.
Allocation stance
Select Old Town income with rent and renovation discipline.

2 source pages · Call updated Oct 24, 2026

Across the other asset classes.

Leading call in each ranking

Industrial · #1

Nashville

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

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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