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 1/5

Specialist · conversion / basis

Chicago CBD office is a conversion or basis-reset specialty, not a broad recovery call.

Investment condition: conversion feasibility or cash-yield basis
Allocation stance: Advance only where conversion feasibility or cash-yield basis works without heroic lease-up.

Chicago CBD vacancy (C&W Q2 2026)

27.2%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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