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

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.

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!