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 · north-side corridors

Columbus north-side corridors are the Midwest supply-constrained call, with trade-area proof attached.

Investment condition: Trade-area proof, with the Q1 absorption and Columbus West older-center backfill caveats attached.
Allocation stance: Advance selectively in Easton / Polaris / Short North / North Columbus / Delaware County grocery-service corridors.

4 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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