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

Selective · format caveats

Advance selectively in Raleigh-Durham grocery and small-shop retail; underwrite big boxes separately.

Investment condition: Underwrite single-tenant and big-box backfill separately; keep Raleigh-Cary and Durham-Chapel Hill apart.
Allocation stance: Advance selectively in grocery / service and small-shop multi-tenant retail in affluent suburbs.

5 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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