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 · trophy at reset basis

Advance Midtown trophy and Class AA income; commodity Midtown submarket beta is not the call.

Investment condition: trophy tenancy, debt execution, and rent / availability proof
Allocation stance: Advance trophy / Class AA only; reject commodity submarket beta.

Manhattan Midtown vacancy (C&W Q2 2026)

17.7%As of Jun 30, 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.

Think we’re wrong?

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.