The Criterion Fund

06/15/2026

Investor caution is rising.
Competition for quality assets isn’t.

One theme that surfaced repeatedly in this month’s newsletter: many investors are becoming more defensive as uncertainty around interest rates and the economy continues.

Historically, periods of caution can create opportunities for disciplined buyers as competition becomes more rational and pricing expectations begin to adjust.

Read the full June Criterion Newsletter on our website (link in bio).
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06/11/2026

Tulsa investors, we’d love to see you on June 25.

Join us at The Vault for an evening of drinks, hors d’oeuvres, and conversation with the Criterion team, fellow investors, and local business partners.

Whether you’re a current investor or simply interested in learning more about what we’re working on, we hope you’ll stop by.

June 25 | 4:00–7:00 PM
The Vault Restaurant | Tulsa, OK

RSVP at thecriterionfund.com/tulsa-event

06/09/2026

Interest rates remain a question mark. Retail fundamentals continue to hold up.

Here’s what we’re seeing in today’s market and across the Criterion portfolio.

More than 30,000 retail real estate professionals gathered in Las Vegas for ICSC 2026. Here are the key themes the Criterion team brought home, from grocery-anchored retail demand and shifting population trends to investor sentiment, AI, and the opportunities emerging in today’s market.

05/21/2026

A few of the Criterion team were at ICSC Las Vegas earlier this week.

Good conversations, good meetings, and a lot of time spent connecting with industry partners and catching up with people from all across the CRE world.

Always valuable getting some face time outside of calls and inboxes.

05/14/2026

Not every retail deal looks stunning.

At Criterion, we’re typically looking for a combination of durable cash flow, operational upside, and locations where replacement costs no longer pencil.

Below replacement cost.
Daily-needs retail.
High-traffic locations.
Long-term value creation.

Boring? Maybe.
Effective? Historically, yes.

05/13/2026

A bad business partner can destroy a good business.

In Episode 203 of How to Invest in CRE, the team discusses four major deal killers. One of the biggest: trust placed in the wrong people.

“Picking your business partner is as important as picking your spouse.”

It’s a lesson learned through experience, difficult conversations, and seeing firsthand how different people handle responsibility, risk, and integrity.

Listen to Episode 203 to hear the full conversation and the rest of the top deal killers.
🔗 howtoinvestincre.com

05/12/2026

Retail isn’t moving together anymore.

Some categories are quietly pulling ahead while others continue to struggle. In this month’s newsletter, we break down what’s happening across strip centers, retail supply, CRE pricing, and tenant trends.

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05/08/2026

Most investors only see the deals that close.

They don’t always see the due diligence, testing, legal work, inspections, and underwriting that happen before we ever bring a deal to market.

Sometimes that process confirms the opportunity.

Sometimes it kills the deal entirely.

In this case, Criterion spent $30K+ evaluating a deal in Reno before ultimately walking away when the terms no longer made sense.

No investor capital was used.

That’s part of the responsibility on our side: taking risk first, eliminating as much uncertainty as possible, and only moving forward when we believe the deal warrants it.

🎧Listen to Episode 202 of How to Invest in CRE to hear more.

04/29/2026

It’s not just deals. It’s the people behind them.

Introducing (officially) a few newer members of the team driving sourcing, capital, and asset performance at Criterion.

Different roles, same focus: disciplined ex*****on and long-term value.

Want to see what they’re working on next?

Join our investor list: thecriterionfund.com/list

04/27/2026

Uncertainty is where the best CRE deals usually get made. Not because markets are “bad,” but because decision making gets sloppy. Less competition. More motivated sellers. More opportunity for disciplined buyers.
Watch here: https://youtu.be/YXKUSR7rRQA

Why the Best Commercial Real Estate Deals Happen in Uncertain Times