August 2026 Retail Real Estate Newsletter | Retail Resilience, Interest Rates, and Portfolio Updates

Criterion’s August 2026 Commercial Real Estate Newsletter is now available.

This month, we examine the interest-rate outlook for commercial real estate, current retail real estate trends, and the portfolio activity shaping today’s investment environment. While consumers are becoming more selective, retail foot traffic, small-business sales, and well-located necessity-based properties continue to demonstrate resilience.

We also share updates from across the Criterion portfolio, including leasing, renewals, sales efforts, development progress, and upcoming investment opportunities.

In This Issue:

Why higher interest rates may not be as negative for commercial real estate investors as many expect

  • Retail resilience across consumer foot traffic, small-business sales, and local retail markets

  • Grocery-anchored retail real estate and the importance of anchor-lease timing as debt matures

  • Convenience-store acquisitions and portfolio optimization among retail operators

  • Retail Quick Hits from Kroger, Costco, Cracker Barrel, Tractor Supply, Ross Stores, and more

  • Criterion portfolio updates covering leasing, sales, development, and operations


Read the full July Criterion Newsletter:

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The Criterion Fund focuses on necessity-based retail real estate investments across growing and secondary markets. By targeting opportunities with strong in-place cash flow and clear value-add potential, Criterion provides investors access to commercial real estate opportunities designed for long-term performance and stability.