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

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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

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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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