Log inRequest access

Market rankings

Where we’d put
capital now.

Updated Oct 26, 2026

Retail · United States

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

Methodology
Retail · United StatesReviewed synthesis · Conviction 3/5

Tampa

07

Selective · corridor-selected

Tampa works in South Tampa, Westshore, and necessity corridors, not as generic Tampa Bay retail.

Investment condition
Negative YTD absorption and format dispersion; do not underwrite generic Tampa Bay as South Tampa / Westshore quality.
Allocation stance
Advance selectively in grocery / service retail, South Tampa, Westshore, and suburban necessity corridors.
Read thesis
Open detailed ranking board

4 source pages · Call updated Oct 24, 2026

Across the other asset classes.

Leading call in each ranking

Multifamily · #1

NYC free-market multifamily

Overweight NYC free-market scarcity only where current income supports the acquisition basis.

Industrial · #1

Nashville

Advance only in proven tight Nashville corridors, and price the speculative pipeline explicitly.

Office · #1

NYC Midtown / Hudson Yards

Advance Midtown trophy and Class AA income; commodity Midtown submarket beta is not the call.

Think we’re wrong?

Challenge a call

Tell us which ranking is off and why. The research team reads every challenge, and the good ones change the rankings.

Argue it in public

Argue it on X

Tag @creterminal with the call you’d change.

Never posted publicly · Privacy