Criterion breaks down how interest rate cuts, upcoming debt maturities, and real-time deal closings are shaping its commercial real estate investment strategy right now — and what that means for you as an investor.

Time Stamps:
0:00 - Introduction

1:04 - Crypto Prediction & $100 Bet

2:19 - Real Estate Market Update: Rate Cuts & Treasuries

4:14 - H-1B Visa Fee Controversy & Economic Impacts

4:43 - Criterion Deal Update: Smith Farm One Closing

5:38 - Lessons Learned From a Challenging Deal

6:38 - Aspen Dental: Construction Wrap-Up & Buyer Interest

7:25 - Grand Prairie & Burleson TLEs on the Market

8:03 - New Development: Granbury & Hudson Oaks Retail Projects

9:31 - Improved Development Timeline & Cost Planning

10:29 - How Each Deal Sharpens Our Strategy

11:18 - Midwest City Shopping Center Opportunity

11:44 - Core Strategy: Community & Neighborhood Centers

12:30 - Why We Prefer Buying Over Developing Right Now

13:09 - Market Recap: COVID to Inflation to Today

13:46 - Q2 2025 CRE Stats: Retail Up 10%

14:28 - $1.8 Trillion in Debt Maturities Ahead

15:20 - Grocery-Anchored Retail Dominance

16:48 - Walgreens Decline & Risk in Pharmacy Retail

18:03 - Fast Food, Service, & Automotive Retail Resilience

19:17 - Power Centers With Strong Inlines Performing Well

20:13 - Office: Dead or Just Dormant?

20:37 - Top CRE Markets Right Now (TX, FL, NC)

21:15 - Why We Focus on Tax-Free States

21:59 - Sports Talk Closer & Final Thoughts

22:47 - Outro

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