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 3/5

Selective · recovery peer

Advance Midtown South selectively; premium Class A rent alone does not make it Midtown.

Investment condition: Higher vacancy and lower balanced demand score than Midtown.
Allocation stance: Advance only with building-quality and tenant proof; do not rank from Class A rent alone.

Vacancy (C&W Q1 2026p)

22.8%As of Mar 31, 2026

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

Tag @creterminal with the call you’d change.