With the potential for new legislation expanding 401(k) access to private equity, the case for alternative investments is stronger than ever. In the August 2025 Criterion Newsletter, we explore why retirement portfolios are shifting away from the traditional 60/40 model and how investors are embracing private real estate strategies to improve yield, stability, and diversification.
As inflation, public market volatility, and limited IPO activity continue to challenge conventional retirement planning, more investors are looking to alternative assets—like cash-flowing retail real estate—to meet their long-term financial goals. This month’s newsletter dives into how policy updates, including a possible executive order, could reshape the landscape by making it easier to allocate retirement funds into alternative investments such as private equity and real estate.
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Additional highlights from this month’s newsletter include:
Retail resilience: Despite a dip in foot traffic, sales remain strong, underscoring the value of necessity-based tenants.
The rise of grocery-anchored centers: Data reveals where the real value lies in today’s most sought-after retail assets.
Project pipeline updates: From Texas to Michigan, we share new developments, pending sales, and active leasing wins across our portfolio.
Whether you’re an accredited investor looking for retirement alternatives or simply exploring how private real estate fits into a modern investment strategy, this edition offers data-driven insights you won’t want to miss.