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

Specialist · coastal scarcity

South Florida is a scarcity specialist lane, not one uniform market to buy broadly.

Investment condition: County / corridor separation and insurance / operating-cost proof, with market, period, and rent-basis boundaries kept.
Allocation stance: Specialist lane for affluent, tourism, and coastal-scarcity retail and grocery in dense trade areas.

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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