Retail construction slowdown continues, Criterion Fund says
XLRE•The Criterion Fund's November 2026 newsletter examines the continued slowdown in retail construction, limited supply's impact on existing shopping centers, retail investment trends and consumer traffic.
1. Newsletter examines retail
The Criterion Fund's November 2026 newsletter examines the continued slowdown in retail construction and limited supply's impact on existing shopping centers. It also focuses on retail investment trends and consumer traffic.




