Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · Phoenix-Mesa-Chandler

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

Retail · Phoenix-Mesa-ChandlerReviewed synthesis · Conviction 3/5

East Phoenix

01

Selective income

Select East Phoenix retail where tenant sales support the price.

Investment condition
Verify actual tenant sales, rent coverage and renewal terms before paying for scarcity.
Allocation stance
Select East Phoenix retail where tenant sales support the price.

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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