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 1/5

Specialist · watchlist

Kansas City stays on the watchlist until corridor, tenant-sales, and backfill proof arrive.

Investment condition: Tenant sales, backfill execution, corridor-quality proof, and event / streetcar catalysts converting into occupancy.
Allocation stance: Watchlist only; do not add to the conviction overlay before corridor proof.

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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