Why Small Strip Retail Is Outperforming Apartments (and What Investors Miss)

Criterion breaks down why small, multi-tenant neighborhood retail is outperforming other CRE asset classes today—driven by constrained supply, triple-net expense pass-throughs, and stronger rent-growth dynamics versus multifamily and office. Time Stamps: 0:00 Retail “bias” + deal updates (Lakeshore Plaza, Champions Terrace, fundraising, distributions) 2:56 “Put a cap on it” pricing game: 3 retail centers + asks revealed 8:40 Market snapshot: S&P, inflation/prime, gold/silver, bitcoin 11:46 Main topic: why small strip retail outperforms right now 12:29 Performance comparison: strip retail vs apartments vs office 13:01 Structural supply constraints + retail clustering 14:27 Tenant demand shift + backfilling + avoiding junior boxes 16:18 Multifamily headwinds: overbuild + expense pressure 17:57 Triple-net advantage: expense pass-through + inflation protection 19:08 Real-time leasing leverage + bidding on vacant suites 20:18 Thesis recap: what Criterion targets and why 23:13 Closing: invite debate on best asset class + wrap-up Ready to invest with Criterion? 👇 🌐 Learn more: https://www.thecriterionfund.com 📩 Join our investor list: https://www.thecriterionfund.com/join-our-investor-list 🔗 Find us everywhere: https://linktr.ee/thecriterionfund commercialrealestate #retailrealestate #shoppingcenters #tripleNet #realestateinvesting #creinvesting #multifamily #assetmanagement #leasing #rentgrowth #valueadd #investoreducation neighborhoodretail #stripcenter #tenantmix #trafficcounts #cre #passiveinvesting #privateequityrealestate #realestatefund #capitalmarkets #netlease westpalmbeach #houstonrealestate #renorealestate #dealclosing #realestatestrategy #portfolio #cashflow #distributions #investmentthesis