Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Charlotte strict MSA comparison

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

Board

Retail · Charlotte strict MSA comparisonProvisional · Conviction 2/5

Selective occupied income

Selectively advance occupied income; require current cash and funded capital

Investment condition: Verify collections, lease rollover and funded capital; require current cash to carry the debt. Verify anchor credit, co-tenancy and tenant sales.
Allocation stance: Selectively advance occupied assets. Verify collections, lease rollover and funded capital; require current cash to carry the debt. Verify anchor credit, co-tenancy and tenant sales.

2 source pages · Call updated Oct 24, 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.

Office · #1

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

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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.

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