The Criterion Fund🎙️

The Criterion Fund is a commercial real estate investment company focused on investing in cash-flowing shopping centers and best-in-class single-tenant and strip center developments nationwide. Visit thecriterionfund.com to check out our investment opportunities, and be sure to follow us on all platforms using our linktr.ee/thecriterionfu… link! We also have a podcast titled 'How to Invest in Commercial Real Estate' that you can find on all platforms 💪🏼 below is our YouTube channel! youtube.com/channel/UCyUZn… We welcome investors, partners, and commercial real estate beginners alike 🙌🏼 excited to connect (and hopefully do business with) our CRE twitter family!

Uncertainty is where the best CRE deals usually get made. Not because markets are “bad,” but because decision making gets sloppy. Less competition. More motivated sellers. More opportunity for disciplined buyers. Watch here: youtu.be/YXKUSR7rRQA #CommercialRealEstate #CRE #RealEstateInvesting #Underwriting #MarketCycles

We got some of the Dallas crew in the same room, and it delivered. We held our first Criterion Meet & Greet in Dallas last week. We walked through an upcoming deal, answered questions in real time, and spent the evening with investors, partners, and a few new faces as well. There are some things you can’t get over email. It’s exactly why we’ll be doing more of these. Appreciate everyone who joined us at Nuri Steakhouse (@nuristeakhouse) Next stop coming soon. #TheCriterionFund #Dallas #MeetAndGreet #CommercialRealEstate

Smaller markets… overlooked or just misunderstood? The CRE market is not moving in one direction. Smaller deal sizes are stabilizing first, while the largest assets are still repricing. Criterion is staying disciplined on basis and buying what we can operate, not what looks good in a headline. Our Q4 2025 purchase of Gateway Plaza in Midwest City is a simple example. Everyday retail. Real demand. Room to improve. If you want more of how we think about deals: thecriterionfund.com/list #TheCriterionFund #CommercialRealEstate #RetailInvestments

Most investors can’t buy deals because their underwriting assumes timid rent growth. We focus on what we can control so the deal can actually produce returns. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #Underwriting #RentGrowth #NOI #RealEstateInvesting #CRE

This is what disciplined execution looks like: we don’t buy stories. We buy under rented cash flow, then work renewals to create investor returns. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #DisciplinedInvesting #LeaseUp #LeaseRenewals #RetailRealEstate #CRE

We negotiate with data. Investors benefit because it protects occupancy while still pushing rents toward market when the property can support it. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #LeaseNegotiation #Occupancy #RentResets #AssetManagement #CREInvesting

Why does rent growth matter to investors? Because it’s the cleanest path to higher NOI, stronger coverage, and better exit options. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #RentGrowth #NOI #RealEstateReturns #CREInvesting #InvestorMindset

Our job for investors is to get paid for risk. If the deal has age, CapEx, or layout issues, the price has to reflect it. Discipline is the edge. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #DueDiligence #CapEx #RiskAdjustedReturns #CRE #DisciplinedInvesting

Risk isn’t theoretical. Roof, parking lot, layout, lease structure, and tenant rollover can hit real returns. We talk through each one in this episode. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #DueDiligence #AssetManagement #Risk #RetailCenters #CRE

Lease renewals aren’t admin work. For investors, renewals can be the difference between flat performance and meaningful NOI expansion. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #LeaseRenewals #NOI #RetailCenters #CREInvesting #RealEstateStrategy

Investors win when rents move and cash flow improves, not when we hope the market bails us out. We explain the lease renewal strategy behind that. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #LeaseRenewals #RentGrowth #CashFlow #CREInvesting #RetailRealEstate

Criterion’s thesis for investors is simple: don’t rely on appreciation. Rely on controllable NOI growth through leasing, renewals, and better lease structure. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #NOIGrowth #ValueAdd #AssetManagement #CREInvesting #LongTermInvesting

A “good deal” isn’t a cap rate. It’s a plan to grow NOI with controllable levers. We walk through how we underwrite that for investors. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #NOI #ValueAdd #Underwriting #CRE #InvestorEducation

What matters most for investors in retail: buying under market rents. That creates runway for renewals and resets that can improve cash flow over time. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #RetailRealEstate #RentGrowth #NOI #CashFlow #CRE

For investors, returns start with basis. This episode breaks down two retail deals and the exact price points where risk becomes acceptable. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #CREInvesting #RetailCenters #CapRate #NOI #RiskManagement

Investor takeaway: our underwriting debates are designed to eliminate surprises. If we can’t explain the risks and how we’ll manage them, we don’t buy it. thecriterionfund.com/list #TheCriterionFund #commercialrealestate #CREInvesting #InvestorUpdates #Underwriting #RiskManagement #CapitalPreservation

Deal or No Deal is how we protect investor capital. We debate the downsides first, then decide if the upside is real. Watch: youtu.be/X3CQZwwf3k8 #TheCriterionFund #commercialrealestate #CRE #RealEstateInvesting #RetailRealEstate #DealAnalysis #Underwriting

Store closures are real. However, the pattern matters. January saw over 1,300 closure announcements, the highest January total in five years. But they are not happening everywhere. Closures are clustering in discretionary retail, such as apparel, electronics, and legacy department stores. That is not a broad retail reset. It’s the market correcting. Capital is getting more selective. So are we. At Criterion, we focus on centers anchored by tenants people return to weekly. Grocery, value, fitness, and service-based retail continue to take share and backfill space when others fall out. Want the full breakdown and how we are positioning around it? Join our investor list for monthly insights and upcoming opportunities. 🔗 thecriterionfund.com/list #commercialrealestate #retailrealestate #shoppingcenters #realestateinvesting #assetmanagement

When rates were cheap, you couldn’t buy anything without 10+ bidders pushing the price above ask. Deals looked great on paper… until you actually had to win them. High interest rates doesn't mean there's no good deals. It means you have to buy value. Shorter lease terms. Vacancy. Mismanaged space. Real upside you can execute on. In a rent-growth, inflationary environment, your day-one return isn’t your forever return. Want to see the types of deals we’re looking at right now? Join the list to see our deal flow: thecriterionfund.com/list #commercialrealestate #realestateinvesting #valueadd #cre #thecriterionfund