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 · prime corridors

New York is a prime-corridor retail trade; corridor pricing is not a marketwide benchmark.

Investment condition: Do not generalize corridor evidence into marketwide rent or cap-rate claims.
Allocation stance: Specialty lane for prime Manhattan high-street, luxury, and destination retail; secondary streets stay proof-required.

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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