Criterion Newsletter #039 | November 2026

Our November newsletter examines the continued slowdown in retail construction, the impact of limited supply on existing shopping centers, and recent trends in retail investment and consumer traffic.

This issue also includes retailer expansion news, updates on Criterion's upcoming acquisition pipeline, and the latest leasing activity, property improvements, and project developments across our portfolio.

In This Issue:

  • Retail construction starts hitting a 10-year low as new development slows

  • How limited retail supply and income potential are shaping investment opportunities

  • Shopping center visits increasing across all major mall formats

  • Retail investors balancing stable income with value-add opportunities

  • Changing consumer spending trends and their impact on retail tenants

  • Retail Quick Hits, Criterion portfolio updates, our upcoming pipeline and more


Read the full November 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.