Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Atlanta selected provider submarkets

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

Retail · Atlanta selected provider submarketsProvisional · Conviction 2/5

East Cobb

01

Selective · current income

Strong Q3 take-up; 72,156 SF construction still competes.

Investment condition
Tenant sales, achieved NNN rent and price after reserves
Allocation stance
Advance only when achieved NOI covers debt, reserves and committed work at the actual purchase price. Tenant sales, achieved NNN rent and price after reserves.

2 source pages · Call updated Oct 24, 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.

Office · #1

NYC Midtown / Hudson Yards

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

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