Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Miami-Fort Lauderdale-West Palm Beach

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

Board

Retail · Miami-Fort Lauderdale-West Palm BeachReviewed synthesis · Conviction 3/5

Selective income

Select Sawgrass Park retail with tenant-sales proof.

Investment condition: Verify tenant sales and replacement leasing costs before paying for low vacancy.
Allocation stance: Select Sawgrass Park retail with tenant-sales proof.

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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