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

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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

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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

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