Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Denver strict MSA comparison

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

Board

Retail · Denver strict MSA comparisonProvisional · Conviction 2/5

Selective occupied income

Selective Northeast: require current cash and funded capital.

Investment condition: Verify necessity tenancy and current cash yield; a broad regional row cannot substitute for center sales and lease data.
Allocation stance: Selectively advance occupied assets. Verify necessity tenancy and current cash yield; a broad regional row cannot substitute for center sales and lease data.

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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