Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Dallas-Fort Worth selected retail submarkets

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

Board

Retail · Dallas-Fort Worth selected retail submarketsProvisional · Conviction 2/5

Selective · current income

Selective in East Dallas Outlying: low vacancy still requires price discipline

Investment condition: Acquisition basis, achieved NNN rent and anchor durability
Allocation stance: Advance only if achieved income funds debt, leasing costs, capital work and reserves.

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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