Retail real estate is heating up in 2025 as Criterion breaks down interest rate cuts, market trends, and the biggest store expansion moves from Dollar General, Target, Costco, and more.

Time Stamps: 0:00 - Introduction
0:37 - College Football Banter & Market Vibes
1:45 - Fed Update: Jerome Powell & Quantitative Easing
3:15 - Interest Rate Forecasts for End of Year
5:05 - Market Correction Talk & COVID Flashbacks
7:22 - Bailouts, NVIDIA, and Government Investments
9:10 - Main Topic: Future of Retail Real Estate in 2025
10:45 - National Retail Occupancy Numbers
11:25 - Retail Openings vs Closures: Surprising Stats
12:45 - Big Box Winners: Dollar General’s Massive Expansion
14:50 - Dollar Tree’s Comeback and 5,000 Projects
16:20 - Five Below’s Expansion & Lease Strategy
18:05 - Lease Breaks & Negotiating Better Deals
19:45 - Average Retail Releasing Time Revealed
20:40 - Trader Joe’s, Target, Costco & Expansion Giants
22:30 - Sam’s Club, Home Depot & New CRE Demand
23:50 - Murphy USA, Apple, and the Factory Question
25:30 - Google, Oklahoma Projects, and Bedlam Banter
26:45 - Retail Investment: Up 23% Year-over-Year
28:00 - Final Thoughts: Retail’s Strong Future & Lower Rates
29:05 - Outro & Weekly Wrap-Up

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In this high‑voltage episode, Criterion breaks down why 2025 is the sweet spot for commercial real estate—rising cap rates, rent growth, nimble deals, and fair‑play equity raises that move wicked fast.

Time Stamps: 0:00 - Introduction 0:20 - Equity Raise Sold Out!
1:35 - Empowering Fair Launch Approaches
2:19 - CRE Strategy: Applebee’s Outparcel Flip
2:45 - Upcoming Deals: Atlanta Medical + OK Shopping Center
3:21 - Main Topic: Is 2025 THE Best Time to Invest?
4:14 -Tackling Interest Rates & Rent Growth
7:39 - Inflation & Value‑Add Rent Upside
11:00 - Small Operator Advantages
14:35 - The Cost of Waiting vs. the Cost of Courage
16:41 - Bold Call to Action: Buy, Learn, Grow

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Criterion dives into the top five rookie mistakes in commercial real estate investing—from emotional overpaying to shaky financing structures—so new investors can learn the plays and thrive with confidence.

0:00 – Introduction 3:30 – Mistake #1: Don’t Overpay Out of Emotion
7:31 – Mistake #2: Underestimating Expenses
11:16 – Mistake #3: Relying on Projections Instead of Actuals
13:19 – Mistake #4: Weak Financing Structure
14:29 – Mistake #5: Ignoring Exit Strategy
18:20 – WRAP-UP & What’s Next

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