Peachtree Point of View

In a tightening commercial real estate credit market, government-guaranteed lending programs such as USDA Rural Development (United States Department of Agriculture) and SBA 7A SBA 7A (U.S. Small Business Administration) are restoring access to capital. In this episode of Peachtree Point of View, Greg Friedman sits down with Zach Chandler, head of USDA lending, and Laurie Ivy, head of SBA 7A lending for Peachtree Group, to explain how these programs work, when they apply, and how they can be layered into durable capital structures. Listen to the full episode below or continue reading for a breakdown of the key insights. Learn More about Peachtree Group's Government Lending division → peachtreegroup.com/government-loans Listen to more Peachtree Point of View epsiodes → peachtreegroup.com/podcast

Hospitality forecasts suggest modest growth, but dispersion beneath the surface tells a different story. In a conversation with Mark Woodworth and Jack Corgel, Peachtree Group CEO Greg Friedman explores real ADR growth, widening segment divergence, and why credit positioning may offer better risk-adjusted returns than equity in the next phase of the cycle. As you evaluate hospitality investments in 2026, headline forecasts can feel deceptively calm. Consensus forecasts for the U.S. hotel industry call for RevPAR growth of roughly 1 to 1.5%. On the surface, that feels stable. Cap rates appear steady. The economy remains resilient, if uneven. But averages are masking structural divergence. In a recent episode of Peachtree Point of View, Peachtree Group CEO Greg Friedman spoke with Mark Woodworth , principal at Woodworth Core Group and Jack Corgel, Professor Emeritus at Cornell University's Nolan School of Hotel Administration and senior advisor at Woodworth Core Group, about cycle timing and where risk may be mispriced in today’s lodging market. Their message was clear: this is not a uniform recovery. Check out more episodes like this at www.peachtreegroup.com/podcast

As commercial real estate enters 2026, investors face elevated rates, refinancing pressure, and shifting capital availability. In this episode of Peachtree Point of View, Peachtree Group CEO Greg Friedman explains why today’s market stress is driven by balance sheets rather than broken assets, and how that distinction is reshaping opportunity across credit and equity. Key Takeaways Today’s CRE stress is driven by balance sheet pressure, not widespread asset weakness. The wall of debt maturities is reshaping opportunity across credit and structured capital. Equity returns now depend on execution rather than interest rate compression. Join the conversation: follow the show, rate the episode, and share it with your people. www.peachtreegroup.com/podcast Follow Peachtree Group on Linkedin!

As 2026 begins amid economic uncertainty and shifting policy signals, Peachtree Group CEO Greg Friedman sits down with Mark Zandi, Chief Economist at Moody's Analytics, to break down what investors should expect in the year ahead. The conversation explores the resilience of the U.S. economy, the role of artificial intelligence in driving growth and why several sectors, including commercial real estate, have already endured a prolonged correction. Zandi shares his outlook on interest rates, explaining why short-term cuts may come while long-term Treasury yields remain elevated. He also addresses affordability pressures, the diverging recovery across income levels and asset classes, and the geopolitical risks that could disrupt markets. For commercial real estate investors, lenders and operators navigating capital decisions in today's environment, this episode delivers clear, grounded insight on risk, valuation and opportunity. For more expert insights and conversations like this, explore our full podcast library at www.peachtreegroup.com/podcast

In the latest Peachtree Point of View episode, Greg Friedman, Jatin Desai, and Tim Witt break down why accelerated depreciation matters, where it’s most effective, and how investors can use it to build tax-efficient real estate portfolios. Key insights include: • Why bonus depreciation is deferral, not forgiveness — and why timing still creates real economic value • Which asset types benefit most, from net lease assets to hotel developments • How pairing bonus depreciation with long-term strategies like 1031 exchanges enhances compounding and wealth preservation For investors looking to improve after-tax returns without sacrificing asset quality, this is a conversation worth hearing. Read the full blog post →

Is your portfolio is truly diversified? In this episode of Peachtree Point of View, Peachtree Group CEO Greg Friedman sits down with Jen DeSisto, Chief Investment Officer at CW Advisors, for an honest conversation about modern portfolio construction. DeSisto reveals why the traditional stock and bond approach may no longer provide adequate diversification, with the number of publicly traded stocks cut in half over 20 years while the S&P 500 grows increasingly concentrated. She shares practical allocation frameworks based on investor profile, explains how to think about vehicle structures and liquidity, and discusses what makes certain alternative investments resonate with investors. The conversation covers everything from appropriate allocation percentages to the importance of tangible, understandable projects, offering a roadmap for building more resilient portfolios in 2026. Key Takeaways: Public market concentration has increased dramatically, with fewer investment opportunities available than two decades ago Allocation to alternatives should range from 5-10% for accredited investors to 30-40% for qualified purchasers Investors respond best to tangible projects they can understand, from real estate developments to infrastructure investments Ready to explore how alternative investments fit into your portfolio strategy? Listen to the full Peachtree Point of View podcast episode for deeper insights on modern portfolio construction → https://www.peachtreegroup.com/podcast

The commercial real estate market is experiencing a fundamental shift. After years of dislocation, we're seeing signs of stabilization, but this recovery looks different from past cycles. In a recent Peachtree Point of View conversation, Peachtree Group CEO Greg Friedman spoke with Aaron Jodka, Director of Research for U.S. Capital Markets at Colliers. In this episode, Aaron offered valuable insights into where the market is heading and what it means for investors. Key Takeaways Recovery Will Be Gradual: Without aggressive Fed intervention, commercial real estate values will appreciate more slowly than in previous cycles, creating extended windows for strategic acquisitions. Private Credit Remains Compelling: For investors prioritizing income and principal protection, private credit offers superior risk-adjusted returns in the current environment, though equity is becoming more attractive. Sector Selection Matters: Retail, select office properties and hospitality assets with limited new supply offer compelling risk-reward profiles for 2026 and beyond. Investors who understand market fundamentals, maintain flexibility in their capital deployment and partner with experienced operators will be best positioned to capitalize on emerging opportunities. Listen to the full conversation on the Peachtree Point of View podcast to hear more insights from Aaron Jodka on commercial real estate market dynamics, the 10-year treasury outlook and what data points matter most heading into 2026.

Opportunity Zones are getting a major upgrade. In this Bisnow panel discussion moderated by Peachtree Group CEO Greg Friedman, tax experts Matt Peurach (Seyfarth Shaw LLP) and Michael Torhan (Eisner Advisory Group) break down the permanent changes coming with OZ 2.0, including rolling five-year deferral periods, enhanced rural zone benefits offering 30% tax discounts, and critical compliance considerations as the 2026 deferral deadline approaches. Listen to the full discussion on the Peachtree Point of View podcast for deeper insights into structuring Opportunity Zone investments, navigating state-level conformity issues, and capitalizing on the permanent OZ framework. To learn more about Opportunity Zones, read the article “Opportunity Zones 2.0: What Investors Need to Know About the New Tax Law (2025 Update)”. It summarizing a conversation between Greg Friedman and Jason Watkins, partner at Novogradac & Company and chair of the national Opportunity Zones working group. This content is adapted from a Bisnow National Opportunity Zones Digital Summit panel moderated by Greg Friedman, CEO of Peachtree Group, featuring Matt Peurach, Partner at Seyfarth Shaw LLP, and Michael Torhan, Tax Partner at Eisner Advisory Group. Please note, this podcast does not provide legal or tax advice. Before investing in any tax-advantaged program, consult with your CPA or a tax attorney to ensure you are eligible to benefit from the program's tax advantages.

The commercial real estate lending landscape is transforming, and understanding these shifts is critical for investors and operators seeking competitive advantages. In this episode of Peachtree Point of View, Greg Friedman sits down with Christopher Marinac, Director of Research at Janney Montgomery Scott, to decode how bank consolidation, regulatory changes, and the rise of private credit are reshaping capital deployment. Discover why regional banks are accelerating portfolio cleanups, how private credit partnerships are becoming mainstream and where the most compelling opportunities exist as liquidity returns to the market. Whether you're evaluating distressed acquisitions, exploring alternative lending structures or positioning for the next wave of bank consolidation, this conversation delivers actionable intelligence on timing, strategy and execution. Key Takeaways: Banks will accelerate office loan sales and charge-offs through Q4, creating acquisition opportunities Private credit and bank partnerships are expanding financing options beyond traditional leverage limits Regulatory easing under the new administration is improving lending conditions while maintaining disciplined underwriting Listen and Read the complete breakdown of Peachtree Point of View → www.peachtreegroup.com/news-insights/banking-shifts-create-new-cre-opportunities-with-chris-marinac-ef481

Discover how sophisticated investors use commercial real estate development projects to minimize taxes on Roth IRA conversions. In this episode of Peachtree Point of View, CEO Greg Friedman sits down with Tim Witt, head of Peachtree's DST program, to explore a powerful wealth-building strategy that leverages the natural valuation cycles of development projects. Learn how the "J-curve" effect allows investors to convert traditional IRA assets to tax-free Roth IRAs at significantly reduced valuations, then benefit from tax-free growth as projects complete and appreciate. Tim breaks down the mechanics, timing considerations, and tax implications while emphasizing the critical importance of investment quality over tax benefits alone. Key Takeaways: Execute conversions during mid-construction when valuations are naturally lower Use self-directed IRAs to access commercial real estate development opportunities Spread conversions across multiple years and projects to optimize tax efficiency 🎧 Listen now to discover how this strategy can reshape your investment approach. Explore the J-Curve chart behind this discussion on our blog: www.peachtreegroup.com/news-insights/roth-ira-conversions-cre-development-strategy

Greg Friedman sits down with Brandon Sedloff, Chief Real Estate Officer at Juniper Square, to explore how today's market dislocation is creating opportunities for savvy investors. With insights from 2,500+ GPs and 700,000 LPs on their platform, Sedloff reveals why the private markets are splitting into mega-managers and specialists, leaving the "messy middle" behind. Three Key Takeaways: Reallocate from generalists to specialists - Move capital from "messy middle" managers to firms with deep niche expertise Demand operational transparency - Partner with technology-forward managers offering real-time reporting and AI-enhanced insights Match investment structures to your needs - Seek liquidity-focused products that align with your specific timeline and cash flow requirements For More Insights → https://www.peachtreegroup.com/podcast

Greg Friedman sits down with Bennett Webster, Principal at Alchemy Real Estate Advisors, to discuss unprecedented opportunities in today's dislocated hotel investment market. With 21 closings in under a year, Webster shares insider insights on navigating distressed hotel deals and capitalizing on market dislocation. Key Takeaways: Focus on sub-$25M properties - 50% of transaction volume occurs in this highly liquid segment with strong pricing integrity Get creative with CMBS assumptions - Structure deals with existing loan assumptions and interest-only periods to enhance buyer returns Target renovation-driven distress - Brand mandates are forcing sales, creating opportunities for capitalized buyers ready to invest in property improvements For more insights, visit us online → peachtreegroup.com/podcast

In this episode of Peachtree Point of View, SVP Investment & Strategy Daniel Savage moderates a discussion with CEO Greg Friedman and EVP of Investments Michael Ritz on the unprecedented opportunities in special situation investing within commercial real estate. With fundamentally strong assets facing capital structure challenges due to higher-for-longer interest rates and reduced debt availability, investors can capitalize on mispriced risk across three key buckets: off-market acquisitions, preferred and hybrid equity solutions and distressed purchases from lenders. Learn why hotels present particularly compelling opportunities with $15-20 billion in deferred capital expenditures and how banks' changing behavior is creating more REO pipeline opportunities than we've seen since 2021. Learn more → peachtreegroup.com/podcast

Every executive talks about competitive advantage, but most are voluntarily handicapping themselves 20-30% through chronic sleep deprivation. While your competition operates on caffeine and willpower, you could be operating on optimized biology. Peachtree Group CEO Greg Friedman explores the sleep optimization industry with Dr. Anne Marie Morse, a neurologist and sleep medicine specialist who works with C-suite executives and elite athletes. In their discussion she reveals how sleep optimization becomes your most powerful performance tool. Learn why sleep-deprived leaders make riskier decisions, take longer to complete tasks and miss opportunities that well-rested competitors capitalize on. Key Topics Covered: Sleep deprivation's impact on executive decision-making and risk assessment Time management strategies for busy leaders without compromising performance How travel and irregular schedules sabotage competitive advantage Strategic use of caffeine and stimulants for high performers Circadian rhythm optimization for peak cognitive windows Why 7-9 hours isn't lost time—it's your competitive moat Subscribe, Rate, and Turn on Notifications → peachtreegroup.com/podcast

In this episode of Peachtree Point of View, CEO Greg Friedman sits down with Jason Watkins, partner at Novogradic and Opportunity Zones expert, to discuss the exciting developments in Opportunity Zones 2.0 legislation. With the Senate passing new tax legislation, they explore how the program is evolving from a temporary incentive to a permanent investment tool. Jason shares insights on the enhanced benefits, including extended deferral periods and increased basis step-ups for rural investments, while discussing the strategic implications for investors looking to maximize tax efficiency through commercial real estate investments. Key Topics Include: Opportunity Zones 2.0 becoming permanent vs. one-time renewal Five-year capital gains deferral for new investments (post-2026) Enhanced 30% basis step-up for rural Opportunity Zone investments Changes to zone eligibility criteria (80% to 70% median income threshold) Investment timing strategies for current vs. future OpZone benefits Tax-free treatment of gains after 10-year holding period Comparison of original vs. new program benefits and timelines Follow Peachtree Point of View for regular updates on investment opportunities, market trends, and strategies that help sophisticated investors optimize their portfolios. www.peachtreegroup.com/podcast

CEO Greg Friedman, CFO Jatin Desai and CRE Lending President Daniel Siegel reveal how Peachtree Group's 18-year evolution positions the firm to capitalize on today's $1 trillion commercial real estate maturity wall. Learn how crisis experience from 2008-2011 directly applies to current market opportunities, why infrastructure advantages matter more than capital, and how institutional relationships provide exclusive access to off-market transactions generating equity-like returns with debt-level protection. Key Topics Covered: Market Opportunity Analysis - Understanding the $1 trillion CRE loan maturity wall and 3+ year opportunity timeline Peachtree's Evolution - From five-person 2007 startup to $8 billion platform managing 750+ transactions Infrastructure Advantages - Why vertically integrated operations create competitive moats in private credit Bank Partnership Strategy - How relationships with 40+ financial institutions unlock off-market deal flow Crisis Playbook Application - Using 2009-2011 strategies for today's market dislocations Risk Management Framework - Maintaining 98% asset retention rate with 0.17% loss ratio across $2.3B deployed Market Timing Discipline - Patient capital deployment in competitive landscape Follow Peachtree Point of View for ongoing insights into institutional-quality real estate investment approaches.

Economist Mark Vitner delivers a reality check on commercial real estate valuations and interest rates. Despite avoiding recession, property values remain 10-15% overpriced as the market adjusts to structurally higher rates. Vitner explains why the 10-year treasury will likely stay between 4.5-5.5%, discusses emerging geographic opportunities, and reveals why mixed-use developments in mid-sized cities present the best investment prospects. Essential listening for investors navigating today's repricing cycle. Key Topics Covered: Interest Rate Reality Check - Why current rates are actually low and headed higher Geographic Market Analysis - Winners and losers in the post-COVID migration patterns Debt Maturity Wall - How refinancing pressure will force realistic pricing Mixed-Use Development Trends - Why lifestyle-oriented projects are capturing demand Labor Market Dynamics - Hidden weaknesses in employment data affecting the economy 🎧 Want more expert insights like this? Visit our website to explore more episodes of Peachtree Point of View and stay ahead in today’s ever-changing real estate market. Don’t miss out! Follow us now for the latest updates, strategies, and industry conversations.

Explore the innovative capital solution that's enhancing commercial real estate returns. In this episode, Greg Friedman talks with Adam Greene about how Peachtree Group leverages EB-5 foreign investment capital to optimize project financing and create U.S. jobs. Learn how their unique approach removes traditional EB-5 uncertainties while delivering better leverage and pricing for developers. Discover why this immigration investment program creates advantages for U.S. investors in today's challenging lending environment. Key topics include: How EB-5 capital enhances returns by replacing more expensive financing Peachtree's EB-5 execution model versus traditional approaches Real-world example: $25M Home2 Suites project in Boone, NC Differences between EB-5 and the proposed Gold Card program Program stability through 2027 with grandfathering provisions Follow Peachtree Point of View for more strategic conversations on investment opportunities and financing innovations. peachtreegroup.com/podcast

Join Peachtree Group as we speak with Jim Costello of MSCI Real Assets about the seismic shifts in commercial real estate strategy. From the end of cap rate compression tailwinds to the rise of private credit opportunities, discover why operational excellence and local market knowledge are now the keys to investment success in our new economic reality. Topics Covered: Changing interest rate environment and its impact on commercial real estate The rise of private credit and identifying "debt tourists" versus experienced lenders Market selection strategies focused on knowledge-economy foundations The end of the "financial engineering" era in real estate investing Opportunities in distressed assets and special situations Future outlook for 10-year Treasury rates and their impact on property values Check us out online to hear past episodes → www.peachtreegroup.com/podcast

In this episode of Peachtree's Point of View podcast, host Greg Friedman chats with Michael Parise, attorney and CCO of Copper Beach Financial Group, about tax-efficient investment strategies for high-net-worth individuals. They dive deep into Private Placement Life Insurance (PPLI) as a tax-advantaged vehicle for investments like private credit and hedge funds, explaining how this structure can significantly enhance after-tax returns through tax-free growth and withdrawals. Key Topics: Tax efficiency strategies for high-net-worth investors How PPLI works as a tax-advantaged investment wrapper Benefits of PPLI compared to traditional investment approaches Minimum investment requirements and cost considerations Rules and limitations investors should understand about PPLI Visit us online to hear more → www.peachtreegroup.com/podcast Disclaimer: This material is being provided for informational or educational purposes only, and does not take into account the investment objectives or financial situation of any client or prospective client. The information is not intended as investment advice, and is not a recommendation to buy, sell, or invest in any particular investment or market segment. Those seeking information regarding their particular investment needs should contact a financial professional. Copper Beech Financial Group, our employees, or our clients, may or may not be invested in any individual securities or market segments discussed in this material. The opinions expressed were current as of the date of posting but are subject to change without notice due to market, political, or economic conditions. All investments involve risk, including loss of principal. Past performance is not a guarantee of future results. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Copper Beech Financial Group, LLC, and SEC registered investment adviser. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Discover how developers are overcoming today's financing challenges with innovative C-PACE solutions. Peachtree Group's Jared Schlosser explains how this powerful financing tool can deliver above 70% leverage at dramatically lower costs than traditional mezzanine debt. Learn practical strategies for capitalizing projects when traditional lenders can't or won't close the deal. Key Topics Include: • What is C-PACE financing and how it works • Combining C-PACE with senior debt to achieve higher leverage • Real-world case study: 87% financing on a Washington multifamily project • Why secondary markets present attractive development opportunities • Strategies for navigating the current "wall of maturities" • How Peachtree differentiates itself in a competitive lending environment Connect with Jared! Connect with Greg! Visit us online to hear more → www.peachtreegroup.com/podcast

Moody's Chief Economist Mark Zandi joins Greg Friedman to discuss the rising probability of recession amid trade policy uncertainties. Zandi analyzes interest rate projections, commercial real estate challenges, and key economic indicators investors should monitor. Learn why consumer spending has flatlined, what unemployment claim numbers signal trouble, and how private credit markets have evolved. With economic policy at a crossroads, Zandi's parting advice is simple: "Buckle up" for potentially turbulent times ahead. Visit us online to hear more → www.peachtreegroup.com/podcast

In this episode, CEO Greg Friedman and SVP Michael Bernath discuss how to capitalize on "special situations investing" in today’s commercial real estate market. With an ongoing wave of debt maturities reshaping the landscape, Peachtree sees significant opportunity in these distressed scenarios. The duo shares a recent Arizona hotel acquisition where they plan to upgrade the brand and leverage their operational expertise in the market to enhance performance. The duo shares a recent Arizona hotel acquisition where they’ll rebrand the property and leverage their operational expertise in the market to enhance performance. What you’ll learn in this episode: What defines "special situations investing" in commercial real estate and how they create investment opportunities How to evaluate good entry points when investing in distressed assets Various investment structures beyond traditional acquisitions (preferred equity, note purchases, etc.) How current market conditions are creating a favorable environment for special situation investments Listen now to gain valuable insights into finding opportunity in today's challenging commercial real estate landscape. Visit us online to hear more → www.peachtreegroup.com/podcast

Join Peachtree Group CEO Greg Friedman as he speaks with VP of Investments Will Woodworth about identifying high-potential hotel development markets. With 15+ years in hotel finance, Woodworth shares insider criteria for market selection, revealing why less than 5% of opportunities make the cut. Learn why occupancy rates above 70% signal development potential and how corporate relocations are creating lodging demand hotspots across the Southeast and Sun Belt regions. Visit us online to hear more → www.peachtreegroup.com/podcast

In a recent episode of the Peachtree Point of View podcast, CEO Greg Friedman sat down with Joshua Harris, managing partner and executive producer and Emily Crooke, director investment strategies for Peachtree Group to discuss an often misunderstood but highly profitable investment strategy: film finance. While Peachtree Group is widely recognized for its commercial real estate investments, many aren't aware of the firm’s growing media finance division. As Friedman explains, this expansion stems from the core philosophy of uncovering niche and non-traditional opportunities where risk is mispriced to its advantage, driving outsized returns on its investments. Peachtree advances against three forms of collateral: 1. Distribution agreements from major players like Netflix, Sony, and Amazon 2. Tax incentives from film-friendly states and countries 3. Carefully selected unsold territories with significant intrinsic value Visit us online to hear more → www.peachtreegroup.com/podcast

In this episode of Peachtree Point of View, CEO Greg Friedman sits down with Tim Witt, president of Peachtree’s DST program. Together they explore three powerful strategies for preserving and growing wealth through real estate: • Delaware Statutory Trusts (DSTs), • Opportunity Zones, and • Bonus Depreciation Structures Don't miss an episode! Subscribe to Peachtree Point of View on YouTube and follow us on Spotify, Apple Podcast, Amazon Music, and iHeartRadio to stay updated with our latest content. Visit us online to hear more → www.peachtreegroup.com/podcast

In this episode of Peachtree's Point of View, Greg Friedman welcomes David Bitner, Global Head of Research and Executive Managing Director at Newmark, for an in-depth discussion on the commercial real estate landscape. They cover key economic and market trends, including the impact of sustained higher interest rates, the evolving debt market, and investment opportunities in a rapidly shifting environment. A major theme of the discussion is how higher interest rates continue to reshape commercial real estate valuations. For more information visit us online at www.peachtreegroup.com

In this episode of the Peachtree Point of View podcast, host Greg Friedman speaks with Daniel Siegel about the current state of commercial real estate lending. They discuss the impact of rising interest rates, the challenges of debt maturities, and the opportunities that exist in the multifamily sector. Daniel shares insights on how lenders are navigating the market, the importance of understanding different property types, and offers valuable advice for investors and borrowers looking to succeed in private credit.

In this video we delved into the Anatomy of the Deal behind Peachtree Group's $44MM Loan for The Benjamin, a multifamily development. We are joined by Greg Koenig, Senior Vice President of Credit for Commercial Real Estate at Peachtree Group, who led this transaction. To learn more about deals like this one, visit us online at www.peachtreegroup.com/credit

Private credit has been a growing force in the financial landscape, offering unique opportunities and challenges. In this podcast we define what is private credit. Then, to shed light on this fascinating sector, we’ll hear from an exceptional team of senior leaders at Peachtree Group. They’ll use their wealth of experience and knowledge to share what they are seeing within private credit. To learn more about private credit within commercial real estate, visit us online at www.peachtreegroup.com/private-credit THIS IS NOT AN OFFER OR SOLICITATION TO PURCHASE ANY SECURITY. AN OFFERING IS MADE ONLY BY THE PRIVATE PLACEMENT MEMORANDUM.