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

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In this high‑voltage episode, Criterion breaks down why 2025 is the sweet spot for commercial real estate—rising cap rates, rent growth, nimble deals, and fair‑play equity raises that move wicked fast.

Time Stamps: 0:00 - Introduction 0:20 - Equity Raise Sold Out!
1:35 - Empowering Fair Launch Approaches
2:19 - CRE Strategy: Applebee’s Outparcel Flip
2:45 - Upcoming Deals: Atlanta Medical + OK Shopping Center
3:21 - Main Topic: Is 2025 THE Best Time to Invest?
4:14 -Tackling Interest Rates & Rent Growth
7:39 - Inflation & Value‑Add Rent Upside
11:00 - Small Operator Advantages
14:35 - The Cost of Waiting vs. the Cost of Courage
16:41 - Bold Call to Action: Buy, Learn, Grow

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Criterion dives into the top five rookie mistakes in commercial real estate investing—from emotional overpaying to shaky financing structures—so new investors can learn the plays and thrive with confidence.

0:00 – Introduction 3:30 – Mistake #1: Don’t Overpay Out of Emotion
7:31 – Mistake #2: Underestimating Expenses
11:16 – Mistake #3: Relying on Projections Instead of Actuals
13:19 – Mistake #4: Weak Financing Structure
14:29 – Mistake #5: Ignoring Exit Strategy
18:20 – WRAP-UP & What’s Next

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This episode is a rapid-fire masterclass on essential commercial real estate terms—from NOI to CapEx—designed to help investors speak the language of CRE with total confidence.

Time Stamps: 0:00 - Introduction 3:30 - Intro to Commercial Real Estate Terminology
3:45 - NOI
4:40 - Cap Rate
6:10 - IRR
7:20 - Cash on Cash Return
8:30 - Equity Multiple
9:05 - Gross Potential Rent
10:00 - Effective Gross Income
10:25 - DSCR
12:30 - Operating Expense Ratio
12:40 - Break-Even Occupancy
13:10 - Debt Yield
13:30 - Appraisal
14:00 - Replacement Cost
15:15 - Basis
15:32 - Underwriting
15:56 - Pro Forma
16:07 - Rent Roll
16:18 - LOI
16:24 - PSA
16:42 - LTV & Leverage
17:14 - Amortization
17:45 - Balloon Payments
18:08 - Bridge Loans
18:52 - Recourse vs Non-Recourse
19:15 - Lease Types (Triple Net, Gross, Modified Gross)
20:00 - Anchor & Shadow Anchor
20:50 - TI (Tenant Improvements)
21:40 - CAM
22:09 - Rent Escalations
22:15 - Option to Renew
22:30 - GP / LP / Syndication
23:10 - Preferred Return
24:00 - Promote, Hurdle, Waterfall
25:10 - 1031 Exchange
25:45 - REIT
26:30 - CapEx / OpEx
26:45 - Stabilized Property
27:18 - Disposition

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Learn how Criterion evaluates commercial real estate deals in under 15 minutes, sets new acquisition records, and shares insider strategies to spot profitable investments fast.

Time Stamps: 0:00 - Introduction and Market Update
0:50 - $20M in Texas Acquisitions
1:54 - Distributions and Performance Check
3:00 - Diversification Strategy in CRE
5:00 - Evaluating a Deal in 15 Minutes
6:00 - Know Your Strike Zone
7:27 - Red Flags That Kill Deals Fast
10:44 - Finding the Spread: Rent vs Market
12:16 - Beating the Cost of Capital
14:40 - Instinct Through Repetition
18:47 - Renovating Out-of-State Properties
20:37 - Why Out-of-Market Wins
21:41 - Final Thoughts and Getting Started

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This episode breaks down the game-changing 2025 tax bill and how its new depreciation rules, deduction limits, and estate exemptions unlock massive advantages for commercial real estate investors.

Time Stamps: 0:00 - Introduction
0:36 - Trail Lake Plaza Deal Overview
1:07 - Lending Partnerships & Expansion
1:31 - Upcoming Deal Pipeline
2:01 - Goal to Hit 12 Deals in 2025
2:17 - New Tax Bill Overview
2:50 - 100% Bonus Depreciation Returns
3:40 - Retroactive Application & CRE Impact
5:19 - State & Local Tax Deduction Increased
6:01 - Why These Tax Breaks Might Not Be Permanent
7:08 - Estate & Gift Tax Exemption Increased
7:42 - Qualified Business Income Deduction
8:26 - Rollback on Green Energy Incentives
9:30 - National Debt & Economic Outlook
10:01 - CRE Market Outlook & Opportunity Window
11:13 - Why It's a Buyer's Market Right Now
11:47 - Tulsa Multifamily Rent Growth
12:00 - Final Thoughts & Next Episode Tease

Interested in learning more?Visit https://www.thecriterionfund.com/ for all of your commercial real estate investing needs!

Unlock the top five tax strategies savvy investors use—including depreciation, cost segregation, 1031 exchanges, and more—to legally minimize taxes and maximize commercial real estate returns.

Time Stamps: 0:00 – Introduction 0:09 – Welcome & Thunder NBA champs 🎉 1:52 – Distribution update from Criterion & Precision 2:40 – New deal: Trail Lake Plaza in Fort Worth 3:42 – Deal pipeline: Atlanta & Michigan 4:09 – Today’s Topic: Tax Advantages in CRE 4:48 – DEPRECIATION: Bonus depreciation explained 7:37 – COST SEGREGATION: Front-loading depreciation 10:26 – Real Estate Professional Status vs Passive 14:31 – Utilizing a 1031 EXCHANGE 18:02 – Borrowing against stock instead of selling 21:44 – Borrow‑Buy‑Borrow‑Die strategy explained 22:32 – Episode wrap & 4th of July sign‑off

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In this eye-opening episode of How to Invest in Commercial Real Estate, the Criterion team dives deep into a side of the business no one wants to deal with—but every serious investor inevitably faces: lawsuits.

Time Stamps: 0:00 - Introduction & Fort Worth Acquisition Update 1:11 - Brian’s Maui Trip & Team Travel Banter 2:01 - Deal Pipeline & Recent Closings Rundown 3:04 - Getting Sued in CRE: The Harsh Reality 4:00 - Real Lawsuit Example: A Pothole Cost Us Thousands 5:20 - Why It’s Cheaper to Settle Than Fight 6:10 - Discovery Phase: What You Must Turn Over 7:01 - Conduct Business Like You're Always Being Watched 8:46 - Email Habits That Can Save You in Court 10:52 - Attorney-Client Privilege: Keep Your Emails Clean 12:25 - The Power of Written Records in Business 14:46 - Documenting Conversations & Agreements 16:00 - Final Thoughts: Lawsuits Are Part of the Game