Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · United States

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

Retail · United StatesReviewed synthesis · Conviction 3/5

Austin

15

Specialist · named corridors

Austin is a corridor call, Domain / North Burnet, CBD, and Cedar Park, not a metro-wide one.

Investment condition
Corridor specificity, prelease proof, and priced new-supply risk.
Allocation stance
Specialty corridors only, such as Domain / North Burnet, CBD, Cedar Park, and Southwest, with the corridor label kept.
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4 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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