Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · New York-Newark-Jersey City — selected source-defined areas

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

Board

Retail · New York-Newark-Jersey City — selected source-defined areasProvisional · Conviction 2/5

Selective current income

Selective current income: Third Avenue (East 57th-East 79th Streets)

Investment condition: Require durable tenant sales, collections and renewal economics at the actual basis.
Allocation stance: Selective current income at an income-supported basis; five-to-seven-year hold and moderate leverage.

1 source page · 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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