Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Office · United States

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

Board

Rank / market (17)Change

17 published calls · Oct 26, 2026

Office · United StatesReviewed synthesis · Conviction 4/5

Selective · office recovery

Advance only in finance-anchored Uptown and South End nodes; reject Airport and University beta.

Investment condition: premium-node vacancy, absorption, and finance-anchor tenant demand
Allocation stance: Advance only in finance-anchor and premium nodes; reject Airport / University / North beta.

Midtown/South End vacancy (C&W Q2 2026)

10.7%As of Jun 30, 2026

2 source pages · Call updated Oct 26, 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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