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Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Multifamily · United States

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

Methodology
Multifamily · United StatesReviewed synthesis · Conviction 4/5

Atlanta

03

Overweight · corridors and basis

Overweight Atlanta corridors and basis, not generic metro growth beta.

Investment condition
corridor and basis selection
Allocation stance
Overweight corridors and basis, not generic metro growth beta.
Vacancy (C&W Q1 2026p)
11.9%As of Mar 31, 2026
Net absorption (C&W Q1 2026p)
2,411 units

As of Mar 31, 2026

Under construction (C&W Q1 2026p)
16,457 units

As of Mar 31, 2026

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4 source pages · Call updated Oct 26, 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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