Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Office · New York-Newark-Jersey City — selected source-defined areas

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

Board

Office · New York-Newark-Jersey City — selected source-defined areasProvisional · Conviction 2/5

Selective current income

Selective current income: Park Avenue

Investment condition: Buy only on signed rent and funded rollover costs, without further trophy-rent growth.
Allocation stance: Selective current income at an income-supported basis; five-to-seven-year hold and moderate leverage.

1 source page · Call updated Oct 24, 2026

Leading call in each ranking

Multifamily · #1

Overweight NYC free-market scarcity only where current income supports the acquisition basis.

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.

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

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