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Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Office · United States

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

Methodology
Office · United StatesReviewed synthesis · Conviction 3/5

NYC Downtown / Financial District

13

Specialist · conversion / credit

A conversion market first; in-place office works only with credit tenancy at a reset basis.

Investment condition
floor plate, zoning, credit tenancy, and reset basis
Allocation stance
Advance conversion candidates or credit-tenancy assets only after floor-plate, zoning, and debt evidence.
Manhattan Downtown vacancy (C&W Q2 2026)
22.3%As of Jun 30, 2026
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2 source pages · Call updated Oct 26, 2026

Across the other asset classes.

Leading call in each ranking

Multifamily · #1

NYC free-market multifamily

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

Industrial · #1

Nashville

Advance only in proven tight Nashville corridors, and price the speculative pipeline explicitly.

Retail · #1

Charlotte

Overweight Charlotte grocery and service retail, in SouthPark / South End-quality trade areas.

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