Market rankings

Where we’d put
capital now.

Retail · United States

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

Rank / market (18)Change

18 published calls · Sep 28, 2026

Retail · United StatesStructured evidence · Conviction 4/5

Selective · proven trade areas

Nashville is the strongest second retail call, but only in proven suburban and destination trade areas.

Investment condition: Corridor-specific tenant-sales evidence and broader executed-backfill proof normalized by source period.
Allocation stance: Advance selectively in proven suburban grocery / service trade areas and select destination corridors.

4 source pages · Call updated Sep 28, 2026

Leading call in each ranking

Multifamily · #1

The strongest Sun Belt mix of demand, supply digestion, and liquidity—if the Triangle submarket fits.

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.