Commercial real estate activity is picking up as capital returns to the market and competition for quality assets increases. In our September 2026 Criterion Newsletter, we look at what that shift means for investors, why retail real estate continues to show strong fundamentals, and the trends influencing acquisitions and development heading into year-end.
In This Issue:
Returning capital and increased competition for commercial real estate acquisitions
Strong retail fundamentals, including low vacancy, limited new supply and continued tenant demand
How bonus depreciation could influence year-end CRE investment activity
Rising construction and material costs and their impact on new development
Changing consumer preferences for physical retail experiences
Retail expansion, acquisitions and closures from brands including Dutch Bros, CAVA, Casey’s, Bealls, Smoothie King and Firehouse Subs
Criterion’s current acquisition pipeline, Priority Allocation List and portfolio updates
Read the full September 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.