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 4/5

Overweight · quality retail

Overweight Charlotte grocery and service retail, in SouthPark / South End-quality trade areas.

Investment condition: Do not treat every suburban strip as SouthPark / Ballantyne quality; small-format and multi-tenant leasing cooled.
Allocation stance: Overweight grocery, lifestyle, and neighborhood service retail in SouthPark / South End-quality trade areas.

5 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.

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