Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Orlando strict MSA comparison

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

Board

Methodology

Conditional allocation priority for existing assets, five-to-seven-year hold and moderate leverage. Compare current cash yield after capital and leasing reserves; use the page’s explicit pairwise reasons and reversal tests. Source geography and period limits remain binding. Independent claim review completed; boards remain draft pending coordinated publication review.

Retail · Orlando strict MSA comparisonProvisional · Conviction 2/5

436 Corridor

Selective occupied income

Selective 436 Corridor: require current cash and funded capital.

Investment condition: Require necessity tenants, sales, lease-expiry proof and verified competing construction; the source pipeline cell is unreported.
Allocation stance: Selectively advance occupied assets. Require necessity tenants, sales, lease-expiry proof and verified competing construction; the source pipeline cell is unreported.

A full article is not published for this call yet.

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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