July 2026 Retail Real Estate Newsletter | Strip Centers, Retail Supply & CRE Trends

The July Criterion Newsletter examines several of the trends shaping today’s commercial real estate market, from the continued strength of neighborhood retail centers to the growing demand for experiential entertainment tenants occupying former department stores and other large-format retail space.

In This Issue:

  • Why entertainment concepts are transforming vacant big-box retail space

  • The latest trends in neighborhood shopping centers and necessity-based retail

  • Consumer and wholesale inflation updates and what they may mean for commercial real estate

  • Retail expansion news from Five Below, CAVA, Target, Dollar General, Burlington, Casey’s, and other growing retailers

  • Portfolio updates on leasing activity, refinances, dispositions, and development projects

  • A recap of Criterion’s Tulsa Investor Meet & Greet and what’s ahead for future investor events

This month’s issue also includes updates from across the Criterion portfolio, including new leases, refinancing activity, property sales, development progress, and upcoming investment opportunities.

Whether you’re an experienced commercial real estate investor or simply following the retail market, the July newsletter provides timely insights into retail real estate, market conditions, and Criterion’s active investment pipeline.


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.