Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Multifamily · Seattle strict MSA comparison

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

Multifamily · Seattle strict MSA comparisonProvisional · Conviction 2/5

East King

01

Selective occupied income

Selective East King: require current cash and funded capital.

Investment condition
Require achieved cash yield after repairs and a funded response to the Overlake pipeline; one thin sale cannot set value.
Allocation stance
Selectively advance occupied assets. Require achieved cash yield after repairs and a funded response to the Overlake pipeline; one thin sale cannot set value.

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.

Think we’re wrong?

Challenge a call

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

Argue it in public

Argue it on X

Tag @creterminal with the call you’d change.

Never posted publicly · Privacy