Criterion, Braden Cheek, Brian Duck, Joel Thompson

How to Invest in Commercial Real Estate

Business EN ↓ 201 episodes

A podcast focused on breaking down commercial real estate for the average investor to understand.

Author

Criterion, Braden Cheek, Brian Duck, Joel Thompson

Category

Business

Latest episode

May 11, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Deal Killers in Commercial Real Estate: The 4 Mistakes That Quietly Wreck Returns 11.05.2026

Criterion breaks down the four silent deal killers that derail commercial real estate investments—bad debt, bad locations, bad assumptions, and bad partners—while walking through real retail deal examples and the underwriting red flags Criterion won’t ignore. Time Stamps: 0:00 - Introduction 1:03 - Denver is in contract and the equity raise CTA 2:34 - Other pipeline deals (Humble, San Antonio, “do...

If We Lost Everything Tomorrow, Here’s How We’d Rebuild in Commercial Real Estate 04.05.2026

Criterion breaks down a practical “start over” blueprint for rebuilding wealth in commercial real estate using $50,000, $100,000, or $500,000, plus real talk on deal pipeline fallout, distributions, and retail cap rate trends. Time Stamps: 0:00 - Introduction 1:05 - How many deals Criterion reviews and why most get cut fast 2:12 - The Reno deal is officially dead and what that costs (Criterion mon...

Why the Best Commercial Real Estate Deals Happen in Uncertain Times 27.04.2026

Criterion breaks down why uncertainty creates real buying opportunities in commercial real estate and how disciplined underwriting and fixed-rate debt help investors win while others freeze. Time Stamps: 0:00 Welcome back + what’s been going on 0:26 Deal updates: Reno stall, upcoming Aspen Dental sale, Burleson TLE, Denver under contract 2:03 Investor travel series + meet and greets + distribution...

Deal or No Deal: How Criterion Evaluates CRE Deals & Lease Renewal Strategy That Drives Real Returns 30.03.2026

Criterion breaks down two real retail deals in a “Deal or No Deal” showdown, then explains the rent-growth and renewal strategy that makes commercial real estate deals actually pencil. Time Stamps: 0:00 Intro + updates (Houston close, Reno deal, reporting) 4:07 Deal or No Deal segment setup 4:54 Deal 1: Duncanville, TX breakdown + verdict 8:56 Deal 2: Memphis, TN breakdown + verdict 14:15 Maximizi...

The Multi-Million Dollar Mistake Most CRE Investors Make 05.03.2026

Waiting for rates to drop is often a costly myth—this episode breaks down opportunity cost, why prices adjust fast, and how disciplined buyers use positive leverage, fixed debt, and value-add to win in high-rate markets. Time Stamps: 0:00 - Introduction 0:40 - Thunder slump talk + quick NBA stats 2:56 - “I Call BS” game (market + risk misconceptions) 7:50 - Main topic begins: why waiting hurts (op...

Why Small Strip Retail Is Outperforming Apartments (and What Investors Miss) 23.02.2026

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...

2026 Commercial Real Estate Outlook: Interest Rates, Refinancing Walls, and Where CRE Wins Next 13.02.2026

Criterion breaks down key macro trends heading into 2026—why industrial is stabilizing, office is stuck in a new normal, and retail is quietly the tightest sector—then closes with a “Worst Deal of the Week” teardown of a low-yield McDonald’s ground lease. Time Stamps: 0:00 Quick banter + game setup 0:24 Episode intro + why Criterion is doing quarterly investor meetups 1:26 Dallas investor meetup a...

Put a Cap on It: Cap Rate Guessing Game + The New CRE Tax Playbook for 2026 02.02.2026

Criterion kicks off 2026 with a cap-rate guessing game, deal pipeline updates, and a practical breakdown of major real estate tax advantages—bonus depreciation, Opportunity Zones, QBI, Section 179, and SALT deductions—so investors can keep more of what they earn. Time Stamps: 0:00 - Introduction 0:23 Welcome back + first show of 2026 1:11 Q1 Deal Pipeline (Palm Beach/West Palm/Houston/Reno) + Non-...

Stocks vs. Commercial Real Estate in a Crash: Risk, Liquidity, and Opportunity 15.12.2025

Criterion breaks down year-end acquisition numbers, highlights stock-market bubble indicators, and lays out a practical commercial real estate strategy to survive a potential 2026–2027 correction. Time Stamps: 0:00 – Introduction 1:30 – Year-end update: $72M acquired + $21M equity raised 2:35 – Growth story: 2019 first deal to “20X” scale + investor base expansion 4:27 – Why talk about a potential...

Cash Is Trash? Why Real Estate & Stocks Crush Savings During Inflationary Times 01.12.2025

In this episode, we walk through our latest shopping‑center acquisition in Midwest City, preview upcoming CRE deals in Palm Beach and Houston, then dive deep into why cash is “trash” in inflationary times — and how real estate and equities are the only real hedge for long‑term wealth. Time Stamps: 0:00 - INTRODUCTION 1:13 – Latest Deal Update: Midwest City Shopping Center 3:55 - Preview: Palm Beac...

Tulsa's Industrial Gold Rush: Why Vacancy Rates Are Below 3% With David Looney 26.11.2025

Tulsa’s industrial market is on fire — with sub‑3% vacancy, booming manufacturing demand, and billions flowing into data centers, David Looney from Legacy Property Advisors breaks down why now is the time to pay attention to Oklahoma CRE. Time Stamps: 0:00 - Introduction 0:13 - Meet David Looney from Legacy Commercial Property Advisors 0:27 - Tulsa’s Industrial Market Overview 0:45 - Why Industria...

Retail Isn’t Dead — It’s Dominating | 2025 Tulsa Trends Insider Scoop with Vicki Patterson 17.11.2025

We sit down with retail expert Vicky Patterson with Wiggins Properties live from NAIOP's Tulsa Trends Conference at Southern Hills to break down Bixby and Broken Arrow’s explosive retail growth, $40M+ deals, and what’s driving CRE momentum heading into 2025. Time Stamps: 0:00 - Introduction 0:35 - Live at the 2025 Tulsa Trends Conference 0:48 - Meet Retail Expert Vicky Patterson 1:11 - CRE Panelis...

Closing Costs Exposed: The Hidden Expenses Most CRE Investors Miss 06.10.2025

This episode breaks down the hidden costs of closing a commercial real estate deal, showing investors exactly what to budget beyond the down payment to avoid surprises and protect their capital. TIme Stamps: 0:00 – Introduction 0:11 – Podcast energy & banter 0:21 – Sponsor pitch / OSU joke 1:06 – Criterion updates & distributions 1:51 – Closing sale & project recap 3:16 – IRR, returns,...

Deals Closing, Debt Maturing & Rate Cuts: Inside Our CRE Game Plan 29.09.2025

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 Imp...

Breaking Into Flex Real Estate with Special Guest Alec McElhinny 15.09.2025

In this episode, we sit down with Alec McElhaney to break down his FlexSpace development strategy in Texas, covering land costs, phasing, leasing, and how he’s structuring deals to hit a 22% IRR. Time Stamps: 0:00 ‑ Introduction 2:23 ‑ Who’s Alec & What He’s Building 4:00 ‑ What Is FlexSpace & How It Differs 6:00 ‑ Splitting Bays / Site Layout Details 7:01 ‑ Debt Structure & Equity Rai...

Future of Retail Real Estate: The 2025 Expansion List 02.09.2025

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...

Why 2025 Is Prime Time to Invest in CRE! 25.08.2025

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 Sho...

Top 5 Rookie Mistakes in CRE (And How to Avoid Getting Burned) 18.08.2025

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:...

Master the Language of Commercial Real Estate in One Episode 04.08.2025

This episode is a rapid-fire masterclass on essential commercial real estate terms—from NOI to CapEx—designed to help investors speak the language of CRE with total confidence. Time Stamps: 0:00 - Introduction 3:30 - Intro to Commercial Real Estate Terminology 3:45 - NOI 4:40 - Cap Rate 6:10 - IRR 7:20 - Cash on Cash Return 8:30 - Equity Multiple 9:05 - Gross Potential Rent 10:00 - Effective Gross...

How to Analyze a CRE Deal in 15 Minutes or Less 28.07.2025

Learn how Criterion evaluates commercial real estate deals in under 15 minutes, sets new acquisition records, and shares insider strategies to spot profitable investments fast. Time Stamps: 0:00 - Introduction and Market Update 0:50 - $20M in Texas Acquisitions 1:54 - Distributions and Performance Check 3:00 - Diversification Strategy in CRE 5:00 - Evaluating a Deal in 15 Minutes 6:00 - Know Your...

The "Big Beautiful Bill" Breakdown: How It Impacts Commercial Real Estate Investors 14.07.2025

This episode breaks down the game-changing 2025 tax bill and how its new depreciation rules, deduction limits, and estate exemptions unlock massive advantages for commercial real estate investors. Time Stamps: 0:00 - Introduction 0:36 - Trail Lake Plaza Deal Overview 1:07 - Lending Partnerships & Expansion 1:31 - Upcoming Deal Pipeline 2:01 - Goal to Hit 12 Deals in 2025 2:17 - New Tax Bill Ov...

Tax Strategies to Save Millions in Commercial Real Estate 07.07.2025

Unlock the top five tax strategies savvy investors use—including depreciation, cost segregation, 1031 exchanges, and more—to legally minimize taxes and maximize commercial real estate returns. Time Stamps: 0:00 – Introduction 0:09 – Welcome & Thunder NBA champs 🎉 1:52 – Distribution update from Criterion & Precision 2:40 – New deal: Trail Lake Plaza in Fort Worth 3:42 – Deal pipeline: Atl...

Real Estate Lawsuits: What Every CRE Operator Should Know 16.06.2025

In this eye-opening episode of How to Invest in Commercial Real Estate, the Criterion team dives deep into a side of the business no one wants to deal with—but every serious investor inevitably faces: lawsuits. Time Stamps: 0:00 - Introduction & Fort Worth Acquisition Update 1:11 - Brian’s Maui Trip & Team Travel Banter 2:01 - Deal Pipeline & Recent Closings Rundown 3:04 - Getting Sued...

Use Your IRA to Buy Real Estate : A Step-by-Step CRE Strategy 02.06.2025

🔥 Want to use your 401(k) or IRA to invest in commercial real estate? In this episode of "How to Invest in Commercial Real Estate", the team breaks down how to roll over traditional retirement accounts into self-directed IRAs, what rules you MUST follow to stay tax compliant, and how to avoid nasty surprises like UBIT and UDFI. Learn how high-net-worth investors leverage Roth IRAs for tax-free ca...

ICSC Las Vegas 2025: Key Takeaways for Retail Investors 28.05.2025

🚨 New Episode Alert! 🚨 We just got back from ICSC Las Vegas 2025 — the largest retail real estate convention in the world — and we’re breaking down the key takeaways every retail investor needs to know. From tenant bankruptcies to bullish market trends and rent growth strategies, this episode is packed with actionable insights for anyone in commercial real estate. Time Stamps: 0:00 – Introductio...

Listen to the How to Invest in Commercial Real Estate podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.