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Market rankings

Where we’d put
capital now.

Updated Oct 2, 2026

Multifamily · United States

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

Methodology
Multifamily · United StatesReviewed synthesis · Conviction 3/5

Nashville

09

Market-weight · rent-growth caution

Nashville has durable demand and liquidity, with rent growth still gated.

Investment condition
near-term rent-growth and affordability caution
Allocation stance
Market-weight to selective, with near-term rent-growth caution.
Vacancy (C&W Q1 2026p)
11.5%As of Mar 31, 2026
Net absorption (C&W Q1 2026p)
1,326 units

As of Mar 31, 2026

Under construction (C&W Q1 2026p)
9,933 units

As of Mar 31, 2026

Read thesis

3 source pages · Call updated Oct 2, 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.