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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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

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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

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

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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

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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)

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Connect with Alec & his team at https://land-play.com/

Retail real estate is heating up in 2025 as Criterion breaks down interest rate cuts, market trends, and the biggest store expansion moves from Dollar General, Target, Costco, and more.

Time Stamps: 0:00 - Introduction
0:37 - College Football Banter & Market Vibes
1:45 - Fed Update: Jerome Powell & Quantitative Easing
3:15 - Interest Rate Forecasts for End of Year
5:05 - Market Correction Talk & COVID Flashbacks
7:22 - Bailouts, NVIDIA, and Government Investments
9:10 - Main Topic: Future of Retail Real Estate in 2025
10:45 - National Retail Occupancy Numbers
11:25 - Retail Openings vs Closures: Surprising Stats
12:45 - Big Box Winners: Dollar General’s Massive Expansion
14:50 - Dollar Tree’s Comeback and 5,000 Projects
16:20 - Five Below’s Expansion & Lease Strategy
18:05 - Lease Breaks & Negotiating Better Deals
19:45 - Average Retail Releasing Time Revealed
20:40 - Trader Joe’s, Target, Costco & Expansion Giants
22:30 - Sam’s Club, Home Depot & New CRE Demand
23:50 - Murphy USA, Apple, and the Factory Question
25:30 - Google, Oklahoma Projects, and Bedlam Banter
26:45 - Retail Investment: Up 23% Year-over-Year
28:00 - Final Thoughts: Retail’s Strong Future & Lower Rates
29:05 - Outro & Weekly Wrap-Up

Interested in diving deeper into commercial real estate investing? Visit thecriterionfund.com and get in on the action!