October Market Recap: Rate Cuts and Retail Shifts

This month’s Criterion Fund newsletter covers Big Lots’ Chapter 11 filing, Ace Hardware’s $1 billion expansion, and Tempur Sealy’s strategic divestment to mitigate antitrust concerns. With the recent Fed rate cut, commercial real estate markets are seeing renewed optimism and increased buyer activity. Key project highlights include new tenant updates at Smith Farms, a successful exit at Calloway’s, and strong interest in several developments. Stay tuned to learn how Criterion is leveraging these changes to maximize returns and navigate a competitive landscape.