Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · United States

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

Board

Rank / market (18)Change

18 published calls · Oct 24, 2026

Retail · United StatesReviewed synthesis · Conviction 3/5

Selective · corridor proof

Atlanta daily-needs and affluent-corridor retail, once corridor proof explains negative absorption.

Investment condition: Reconcile low vacancy with negative absorption and identify which corridors carry the rank.
Allocation stance: Advance selectively in daily-needs and affluent-corridor retail.

3 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.

Think we’re wrong?

Tell us which ranking is off and why. The research team reads every challenge, and the good ones change the rankings.

Tag @creterminal with the call you’d change.