Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Houston-Pasadena-The Woodlands

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

Retail · Houston-Pasadena-The WoodlandsReviewed synthesis · Conviction 3/5

Far North

01

Selective income

Select Far North retail after pricing new competing space.

Investment condition
Validate tenant sales and actual trade areas against 663,312 SF underway.
Allocation stance
Select Far North retail after pricing new competing space.

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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