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Criterion breaks down the four silent deal killers that derail commercial real estate investments—bad debt, bad locations, bad assumptions, and bad partners—while walking through real retail deal examples and the underwriting red flags Criterion won’t ignore. Time Stamps: 0:00 - Introduction 1:03 - Denver is in contract and the equity raise CTA 2:34 - Other pipeline deals (Humble, San Antonio, “downtown”) and total volume 3:02 - Game: live deal review from OMs—would you submit an offer? 3:22 - Deal 1: Chattanooga retail center (price, cap rate, occupancy, visibility) 6:14 - Deal 2: Humble, TX center (traffic counts, tenant mix, rent levels) 11:05 - Today’s topic: “deal killers” that silently wreck deals 11:09 - Deal killer #1: bad debt (floating, short term, forced refi, IO, overleverage) 13:57 - Deal killer #2: bad location (why “cheap” is usually the warning) 16:26 Deal killer #3: bad assumptions (exit cap, rent growth, vacancy realism) 19:22 - Deal killer #4: bad partners (character, controls, and trust) 22:00 - Outro Visit thecriterionfund.com for more information 💻 commercialrealestate #realestateinvesting #cre #underwriting #dealflow #syndication #netlease #retailrealestate #investoreducation #wealthbuilding commercialrealestateinvestor #realestatepodcast #valueadd #assetmanagement #capitalraising #duediligence #debt #bridge loans #floatingrate #riskmanagement creinvesting #realestatesyndication #investmentstrategy #marketanalysis #tenantmix #trafficcounts #locationmatters #exitcaprate #partnerships #realestatebusiness

Criterion breaks down a practical “start over” blueprint for rebuilding wealth in commercial real estate using $50,000, $100,000, or $500,000, plus real talk on deal pipeline fallout, distributions, and retail cap rate trends. Time Stamps: 0:00 - Introduction 1:05 - How many deals Criterion reviews and why most get cut fast 2:12 - The Reno deal is officially dead and what that costs (Criterion money, not investor money) 3:19 - Distribution season and operational update 3:48 - Aspen Dental exit, $715K distribution, and a 17.2 IRR 4:27 - Game time: guessing cap rates for top national retailers 10:28 - The main topic: if we lost it all, how we would rebuild 11:14 Scenario 1: starting over with $50,000 14:43 Scenario 2: starting over with $100,000 17:06 Scenario 3: starting over with $500,000 20:12 The diversification point and building durable cash flow 22:10 Closing thoughts Visit thecriterionfund.com/list for more information. commercialrealestate #realestateinvesting #cre #realestatepodcast #syndication #passiveincome #netlease #caprates #investoreducation #wealthbuilding#commercialrealestateinvesting #realestateinvestor #multifamily #retailrealestate #dealflow #underwriting #assetmanagement #investingstrategy #financialfreedom #crecommunity tripleNet #NNN #retailinvesting #cashflow #realestatefund #privateequityrealestate #investorrelations #realestatebusiness #capitalraising #dealpipeline

Criterion breaks down why uncertainty creates real buying opportunities in commercial real estate and how disciplined underwriting and fixed-rate debt help investors win while others freeze. Time Stamps: 0:00 Welcome back + what’s been going on 0:26 Deal updates: Reno stall, upcoming Aspen Dental sale, Burleson TLE, Denver under contract 2:03 Investor travel series + meet and greets + distributions update 3:07 Quick fun: NBA talk, mascot cameo, macro uncertainty + rate impact 5:28 Overrated vs underrated game (Thunder, AI tools, Rolex, transfer portal, Masters) 10:40 Main topic: why the best CRE deals happen during uncertain times 10:50 The uncertainty cycle: panic → indecision → opportunity → recovery → everyone piles in 12:13 How uncertainty creates deals: mistakes, forced sellers, less competition 13:34 Criterion approach: fixed-rate debt, cash flow today, flexibility later 16:09 Multifamily vs retail: where underwriting broke, why retail is harder to overbuild 19:28 Historic parallels (2007–08, COVID, current macro) + timing isn’t luck 21:09 Wrap-up and goodbye Visit thecriterionfund.com/list to get involved. CommercialRealEstate #CRE #RealEstateInvesting #RetailRealEstate #InvestmentStrategy #Underwriting #FixedRateDebt #InterestRates #ValueAdd #PassiveInvesting #RealEstatePodcast #MarketCycles #InvestorEducation #TheCriterionFund

Criterion breaks down two real retail deals in a “Deal or No Deal” showdown, then explains the rent-growth and renewal strategy that makes commercial real estate deals actually pencil. Time Stamps: 0:00 Intro + updates (Houston close, Reno deal, reporting) 4:07 Deal or No Deal segment setup 4:54 Deal 1: Duncanville, TX breakdown + verdict 8:56 Deal 2: Memphis, TN breakdown + verdict 14:15 Maximizing rent growth: the real way deals pencil 20:06 Renewal data + negotiation mindset Visit thecriterionfund.com/list and get updates on our deal flow and the latest news in CRE. CommercialRealEstate #CREInvesting #RetailRealEstate #RealEstateInvesting #Underwriting #CapRate #NOI #LeaseNegotiation #ValueAdd #RealEstatePodcast #InvestorUpdates #DealAnalysis

Waiting for rates to drop is often a costly myth—this episode breaks down opportunity cost, why prices adjust fast, and how disciplined buyers use positive leverage, fixed debt, and value-add to win in high-rate markets. Time Stamps: 0:00 - Introduction 0:40 - Thunder slump talk + quick NBA stats 2:56 - “I Call BS” game (market + risk misconceptions) 7:50 - Main topic begins: why waiting hurts (opportunity cost) 8:40 - Lower rates ≠ better deals (competition + compressed spreads) 9:36 - Positive leverage rule + avoid negative leverage 10:05 - Fixed-rate debt + refinance optionality 11:04 - Rates don’t create value—pricing adjusts; seller captures rate drops 12:21 - Buy now, win later: refi/sell when rates fall 13:09 - Deals price to today’s debt: seller concessions show up 13:39 - Seller financing, rate buydowns, preferred equity, longer DD 14:41 - Why concessions disappear when rates fall (competition/REITs) 15:22 - Downside protection: fixed rate + rent growth in inflationary periods 16:11 - High rates force discipline + cleaner underwriting 16:38 - The “millions” math: lost cash flow + lost rent growth time 17:08 - Pricing lags when rates rise; when rates stabilize, buyers get aggressive 18:00 - Where rates might go next + why “do nothing” may be best 19:06 - Audience question: what’s your rate outlook + buying strategy Ready to invest with Criterion? 👇 🌐 Learn more: https://www.thecriterionfund.com 📩 Join our investor list: https://www.thecriterionfund.com/join-our-investor-list 🔗 Find us everywhere: https://linktr.ee/thecriterionfund commercialrealestate #creinvesting #realestateinvesting #multitenantretail #valueadd #cashflow #interestrates #debtmarkets #investoreducation #capitalmarkets #underwriting #positiveleverage #refinance #sellerfinancing #caprates

Criterion breaks down why small, multi-tenant neighborhood retail is outperforming other CRE asset classes today—driven by constrained supply, triple-net expense pass-throughs, and stronger rent-growth dynamics versus multifamily and office. Time Stamps: 0:00 Retail “bias” + deal updates (Lakeshore Plaza, Champions Terrace, fundraising, distributions) 2:56 “Put a cap on it” pricing game: 3 retail centers + asks revealed 8:40 Market snapshot: S&P, inflation/prime, gold/silver, bitcoin 11:46 Main topic: why small strip retail outperforms right now 12:29 Performance comparison: strip retail vs apartments vs office 13:01 Structural supply constraints + retail clustering 14:27 Tenant demand shift + backfilling + avoiding junior boxes 16:18 Multifamily headwinds: overbuild + expense pressure 17:57 Triple-net advantage: expense pass-through + inflation protection 19:08 Real-time leasing leverage + bidding on vacant suites 20:18 Thesis recap: what Criterion targets and why 23:13 Closing: invite debate on best asset class + wrap-up Ready to invest with Criterion? 👇 🌐 Learn more: https://www.thecriterionfund.com 📩 Join our investor list: https://www.thecriterionfund.com/join-our-investor-list 🔗 Find us everywhere: https://linktr.ee/thecriterionfund commercialrealestate #retailrealestate #shoppingcenters #tripleNet #realestateinvesting #creinvesting #multifamily #assetmanagement #leasing #rentgrowth #valueadd #investoreducation neighborhoodretail #stripcenter #tenantmix #trafficcounts #cre #passiveinvesting #privateequityrealestate #realestatefund #capitalmarkets #netlease westpalmbeach #houstonrealestate #renorealestate #dealclosing #realestatestrategy #portfolio #cashflow #distributions #investmentthesis

Criterion breaks down key macro trends heading into 2026—why industrial is stabilizing, office is stuck in a new normal, and retail is quietly the tightest sector—then closes with a “Worst Deal of the Week” teardown of a low-yield McDonald’s ground lease. Time Stamps: 0:00 Quick banter + game setup 0:24 Episode intro + why Criterion is doing quarterly investor meetups 1:26 Dallas investor meetup announced (March 26) 1:47 “I Call BS” game begins (money/markets/real estate facts) 3:53 Build vs buy stabilized assets discussion 4:59 Wealth concentration question + savings timing scenario 7:21 NBA vs billionaire odds question + game results 8:10 Macro trends heading into 2026 overview (stabilizing markets, rates) 9:06 Industrial outlook: vacancy stabilization, build-to-suit shift, data centers 11:26 Office outlook: vacancy ceiling, conversions, refinancing wall, flight to quality 13:31 Retail outlook: lowest vacancy, limited new supply, rent growth, lease strategy 15:28 New segment: “Worst deal we saw this week” 15:53 McDonald’s ground lease teardown (3.5 cap, no depreciation, weak growth) 18:15 Wrap-up + next episode teaser Ready to invest with Criterion? 👇 🌐 Learn more: https://www.thecriterionfund.com 📩 Join our investor list: https://www.thecriterionfund.com/join-our-investor-list 🔗 Find us everywhere: https://linktr.ee/thecriterionfund commercialrealestate #commercialrealestateinvesting #realestateinvesting #cre #syndication #realestatepodcast #passiveincome #wealthbuilding #cashflow #investor bonusdepreciation #costsegregation #taxstrategy #realestatetaxes #opportunityzones #1031exchange #qbideduction #section179 #saltDeduction #capitalgains caprate #netoperatingincome #valueadd #retailrealestate #shoppingcenter #tripleNet #NNNlease #localbanks #privateequityrealestate #investingeducation

Criterion kicks off 2026 with a cap-rate guessing game, deal pipeline updates, and a practical breakdown of major real estate tax advantages—bonus depreciation, Opportunity Zones, QBI, Section 179, and SALT deductions—so investors can keep more of what they earn. Time Stamps: 0:00 - Introduction 0:23 Welcome back + first show of 2026 1:11 Q1 Deal Pipeline (Palm Beach/West Palm/Houston/Reno) + Non-Accredited Houston 3:33 Year-End Investor Updates (Financials + Distributions) 3:45 Game On: “Put a Cap on It” + Deal #1 Orlando Retail (New Build) 6:15 Deal #2 Springfield, IL Retail (Credit Tenants + Lease Terms) 8:29 Deal #3 Orangeburg, SC Center (Low Rents + Sketchy Demos) 10:02 Cap Rate Reveals + Round 1 Winner 11:55 Would We Buy the 9.3 Cap? Quick Underwriting Reality Check 12:22 2026 Tax Changes That Matter for CRE Investors (Overview) 13:02 Bonus Depreciation + Opportunity Zones + QBI + Section 179 (Key Takeaways) 20:53 Capital Gains/Recapture + SALT Increase + Biggest Tax Lesson 23:46 Overrated vs Underrated: Crowdfunding, Local Banks + Rapid-Fire Fun 27:53 Outro + Next Episode Ready to invest with Criterion? 👇 🌐 Learn more: https://www.thecriterionfund.com 📩 Join our investor list: https://www.thecriterionfund.com/join-our-investor-list 🔗 Find us everywhere: https://linktr.ee/thecriterionfund commercialrealestate #commercialrealestateinvesting #realestateinvesting #cre #syndication #realestatepodcast #passiveincome #wealthbuilding #cashflow #investor bonusdepreciation #costsegregation #taxstrategy #realestatetaxes #opportunityzones #1031exchange #qbideduction #section179 #saltDeduction #capitalgains caprate #netoperatingincome #valueadd #retailrealestate #shoppingcenter #tripleNet #NNNlease #localbanks #privateequityrealestate #investingeducation

Criterion breaks down year-end acquisition numbers, highlights stock-market bubble indicators, and lays out a practical commercial real estate strategy to survive a potential 2026–2027 correction. Time Stamps: 0:00 – Introduction 1:30 – Year-end update: $72M acquired + $21M equity raised 2:35 – Growth story: 2019 first deal to “20X” scale + investor base expansion 4:27 – Why talk about a potential 2026–2027 market correction 6:12 – Index run-up: S&P / Dow / NASDAQ context and “bubble” risk framing 8:47 – Valuation red flags: S&P PE ratios vs. 1929 / 2001 comps 9:47 – Buffett Indicator explained (market cap vs. GDP) 10:55 – “Magnificent 7” concentration + elevated PE multiples 12:40 – Awareness over prediction: risk management mindset 13:08 – Macro pressure: national debt + interest cost discussion 15:19 – If stocks crash: what happens to real estate values + inflation response 16:39 – CRE in a downturn: tenant risk, vacancy, and cash reserves 17:25 – Rates drop = refinance opportunity; CRE vs. stocks volatility 18:42 – Why higher-cap buys help: breathing room on cash flow 19:14 – Crash playbook: buy discounted assets, avoid forced sales, keep operating 19:47 – “Don’t wait for perfect”: buy through every season Visit TheCriterionFund.com for more information commercialrealestate #commercialrealestateinvesting #cre #realestateinvesting #investing #passiveincome #wealthbuilding #financialfreedom #realestatepodcast #investoreducation #stripcenters #retailrealestate #neighborhoodcenters #caprate #cashoncash #dealmaking #capitalraising #privateequityrealestate #marketcycle #recessionproof #riskmanagement #economicoutlook #interestrates #refinance #valueadd #assetmanagement #tenantmix #vacancy #portfolio #multifamilyinvesting stockmarket #sp500 #nasdaq #dowjones #buffettindicator #priceratios #peratio #magnificentseven #marketcorrection #marketcrash #macro #inflation #deficit #nationaldebt #economy #investingtips #wealthstrategy #longterminvesting #buythedip

In this episode, we walk through our latest shopping‑center acquisition in Midwest City, preview upcoming CRE deals in Palm Beach and Houston, then dive deep into why cash is “trash” in inflationary times — and how real estate and equities are the only real hedge for long‑term wealth. Time Stamps: 0:00 - INTRODUCTION 1:13 – Latest Deal Update: Midwest City Shopping Center 3:55 - Preview: Palm Beach and Houston CRE Opportunities 8:05 - Inflation Reality Check: Why Cash Loses Value 9:14 - Retirement Goals vs. Inflation: The Wealth Trap 15:26 - Asset Appreciation Over Consumer Goods: Real Estate & Equities vs. Liabilities 19:00 - Side Hustles, Saving Behaviors & Building Long-Term Wealth 20:35 - Closing Thoughts & Holiday Greeting Visit thecriterionfund.com for more information on how to get into the commercial real estate game. CommercialRealEstate #RealEstateInvesting #PassiveIncome #InflationHedge #ShoppingCenterInvestment #GenerationalWealth #CREpodcast #MidwestCityOK

Tulsa’s industrial market is on fire — with sub‑3% vacancy, booming manufacturing demand, and billions flowing into data centers, David Looney from Legacy Property Advisors breaks down why now is the time to pay attention to Oklahoma CRE. Time Stamps: 0:00 - Introduction 0:13 - Meet David Looney from Legacy Commercial Property Advisors 0:27 - Tulsa’s Industrial Market Overview 0:45 - Why Industrial Vacancy is Below 3% 1:30 - The Cost of Construction and Supply Issues 2:14 - Delivery of New Product is Down 2:37 - Manufacturing is Driving Demand in Tulsa 3:14 - Crane-Ready Buildings and Their Value 4:05 - Heat Exchangers and Tulsa’s Industrial Strengths 4:24 - Logistics vs Manufacturing in CRE Demand 4:53 - Data Center Developments in Tulsa 5:46 - Project Anthem: META’s Potential Expansion 6:52 - Google’s Multi-Billion Dollar Oklahoma Projects 7:27 - Support Industries Around Data Centers 8:32 - Project Clydesdale and Atlas Breakdown 9:03 - New Google Campus in Muskogee 9:45 - Why Support Companies Will See CRE Gains 10:55 - Oklahoma’s Power, Land, and Incentives Advantage 11:26 - UAE’s $4B Aluminum Smelter at Port of Inola 12:27 - Increased Barge Traffic & Supply Chain Opportunity 13:07 - Closing Thoughts + CRE Outlook for Tulsa Visit www.thecriterionfund.com and get in on the action! commercialrealestate #industrialrealestate #CREinvesting #tulsarealestate #oklahomainvesting #datacenters #realestatepodcast #economicdevelopment #manufacturingboom #meta #google #craneindustrial #realestateinsights #criterionshow #criterionmedia #tulsatrends #infrastructureinvesting #propertydevelopment #legacycre #okcre

We sit down with retail expert Vicky Patterson with Wiggins Properties live from NAIOP's Tulsa Trends Conference at Southern Hills to break down Bixby and Broken Arrow’s explosive retail growth, $40M+ deals, and what’s driving CRE momentum heading into 2025. Time Stamps: 0:00 - Introduction 0:35 - Live at the 2025 Tulsa Trends Conference 0:48 - Meet Retail Expert Vicky Patterson 1:11 - CRE Panelist Optimism 1:19 - Why Retail is Exploding in Broken Arrow & Bixby 2:06 - Aspen Creek & Hackberry Market Spotlight 2:41 - Other Tulsa Metro Hotspots 3:00 - Adams Town Center Redevelopment Details 3:21 - Retail Lease Rates & Pre-Leasing Activity 3:49 - Major Retail Sales in Tulsa ($11M–$40M+) 5:04 - Cap Rates & Massive $1.8B Portfolio 5:15 - Leasing, Absorption, and Construction Outlook 6:18 - City of Bixby Retail Growth Incentives 6:33 - Why the Outskirts Are Dominating Tulsa CRE 7:01 - Retail is Thriving Despite the Doubters 7:18 - Wrap Up with Vicky Patterson TulsaTrends #CommercialRealEstate #RetailInvesting #BrokenArrow #BixbyOK #CREgrowth #RetailBoom #HobbyLobby #HomeDepot #TulsaInvestments #RealEstatePodcast #RetailRealEstate #CREstrategy #PreLeasing #OklahomaRealEstate #HackberryMarket #MultifamilyDevelopment

This episode breaks down the hidden costs of closing a commercial real estate deal, showing investors exactly what to budget beyond the down payment to avoid surprises and protect their capital. TIme Stamps: 0:00 – Introduction 0:11 – Podcast energy & banter 0:21 – Sponsor pitch / OSU joke 1:06 – Criterion updates & distributions 1:51 – Closing sale & project recap 3:16 – IRR, returns, risk in development 4:01 – Newsletter & investor communications 5:15 – Gateway acquisition update 7:29 – Cost items: loan charges, appraisal 9:53 – Title & escrow charges 13:04 – Title endorsements, easements 15:19 – Survey, property condition, closing summary 16:33 – Second deal cost comparison 18:21 – Using “points” and closing cost buckets 20:54 – Operating capital, over‑raising 22:06 – Final advice & wrap Join our investor list today: https://www.thecriterionfund.com/join-our-investor-list CommercialRealEstate #CREInvesting #ClosingCosts #EquityRaise #RealEstateDevelopment #TitleInsurance #OperatingCapital #CREFinance #InvestorReturns #DealStructuring

Criterion breaks down how interest rate cuts, upcoming debt maturities, and real-time deal closings are shaping its commercial real estate investment strategy right now — and what that means for you as an investor. Time Stamps: 0:00 - Introduction 1:04 - Crypto Prediction & $100 Bet 2:19 - Real Estate Market Update: Rate Cuts & Treasuries 4:14 - H-1B Visa Fee Controversy & Economic Impacts 4:43 - Criterion Deal Update: Smith Farm One Closing 5:38 - Lessons Learned From a Challenging Deal 6:38 - Aspen Dental: Construction Wrap-Up & Buyer Interest 7:25 - Grand Prairie & Burleson TLEs on the Market 8:03 - New Development: Granbury & Hudson Oaks Retail Projects 9:31 - Improved Development Timeline & Cost Planning 10:29 - How Each Deal Sharpens Our Strategy 11:18 - Midwest City Shopping Center Opportunity 11:44 - Core Strategy: Community & Neighborhood Centers 12:30 - Why We Prefer Buying Over Developing Right Now 13:09 - Market Recap: COVID to Inflation to Today 13:46 - Q2 2025 CRE Stats: Retail Up 10% 14:28 - $1.8 Trillion in Debt Maturities Ahead 15:20 - Grocery-Anchored Retail Dominance 16:48 - Walgreens Decline & Risk in Pharmacy Retail 18:03 - Fast Food, Service, & Automotive Retail Resilience 19:17 - Power Centers With Strong Inlines Performing Well 20:13 - Office: Dead or Just Dormant? 20:37 - Top CRE Markets Right Now (TX, FL, NC) 21:15 - Why We Focus on Tax-Free States 21:59 - Sports Talk Closer & Final Thoughts 22:47 - Outro Visit thecriterionfund.com and get in on the action! CommercialRealEstate #CREDeals #RealEstateInvesting #InterestRates #RateCut #RetailRealEstate #DebtMaturity #PassiveIncome #InvestmentStrategy #RealEstatePodcast #CriterionCRE #CREDevelopment #RetailReturns #TenantLeasing #RealEstateLessons

In this episode, we sit down with Alec McElhaney to break down his FlexSpace development strategy in Texas, covering land costs, phasing, leasing, and how he’s structuring deals to hit a 22% IRR. Time Stamps: 0:00 ‑ Introduction 2:23 ‑ Who’s Alec & What He’s Building 4:00 ‑ What Is FlexSpace & How It Differs 6:00 ‑ Splitting Bays / Site Layout Details 7:01 ‑ Debt Structure & Equity Raising (506(c)) 9:05 ‑ Projected Returns & Phasing Strategy 10:25 ‑ Land Price + All‑In Cost Per Square Foot 12:11 ‑ Rent Projections & Triple Nets 14:27 ‑ How Alec Got Started in CRE 17:28 ‑ Where to Find More (Website + LinkedIn) Visit thecriterionfund.com and get involved today! Connect with Alec & his team at https://land-play.com/ CommercialRealEstate #FlexSpace #SpecDevelopment #CREInvesting #IndustrialRealEstate #LandPlay #TexasCRE #PhaseBuild #CREReturns #506cInvesting