Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Multifamily · San Diego

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

Board

Multifamily · San DiegoProvisional · Conviction 2/5

Selective income

Select North Beaches at a price supported by current income

Investment condition: Verify collected rent, concessions, bad debt, taxes, insurance and a funded repair reserve before pricing.
Allocation stance: Select North Beaches at a price supported by current income

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.

Think we’re wrong?

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.