Market rankings

Where we’d put
capital now.

Office · United States

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

Rank / market (16)Change

16 published calls · Sep 28, 2026

Office · United StatesStructured evidence · Conviction 3/5

Selective · credit tenant

Advance only behind named tenant credit and campus quality; this is not a broad Nashville office call.

Investment condition: tenant credit, campus quality, submarket vacancy, and basis
Allocation stance: Advance only with tenant-credit, campus quality, current submarket vacancy, and basis proof.

Nashville CBD vacancy (C&W Q2 2026)

26.9%As of Jun 30, 2026

1 source page · Call updated Sep 28, 2026

Leading call in each ranking

Multifamily · #1

The strongest Sun Belt mix of demand, supply digestion, and liquidity—if the Triangle submarket fits.

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.