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Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · United States

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

Methodology
Retail · United StatesReviewed synthesis · Conviction 3/5

Houston

08

Selective · corridor-selected

Houston is a corridor call; Inner Loop pricing does not average with commodity centers.

Investment condition
Price Inner Loop separately from commodity suburban centers; treat Northwest construction and weak submarkets separately.
Allocation stance
Advance selectively in grocery / service retail with corridor-level proof; price Inner Loop separately.
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5 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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