Criterion Newsletter #038 | October 2026

Retail continues to show strength as consumer spending rises and store openings outpace closures, even as higher costs and longer approval timelines create challenges for new development.

In this month’s newsletter, we look at the latest retail and commercial real estate trends, including why some of the strongest retail leases aren’t necessarily the highest-rent transactions and what changing market conditions mean for Criterion’s investment strategy.

In This Issue:

  • Rising in-store consumer spending and what it means for retail real estate

  • Store openings outpacing closures as retailers compete for well-located space

  • Longer approval timelines and rising costs putting pressure on retail development

  • CRE transaction activity as buyer and seller expectations move closer

  • Why the strongest retail leases aren’t always the ones with the highest rents

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


Read the full October 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.