Peachtree Point of View

In this episode of Peachtree Point of View, Greg Friedman sits down with Daniel Siegel and Michael Ritz of Peachtree Group to discuss how commercial real estate note acquisitions can create compelling investment opportunities across market cycles. They explain why banks and other financial institutions sell performing, stressed and distressed loans, and how experienced investors evaluate these opportunities through disciplined underwriting, restructuring and active asset management. 
The conversation explores lessons learned from the Global Financial Crisis, the COVID-19 pandemic and today's higher interest rate environment, highlighting how timing, capital structures, borrower behavior and market dynamics influence investment outcomes. Listeners will gain an inside look at how experienced note buyers assess risk, source opportunities and navigate complex situations where market dislocation creates attractive entry points. 

In this episode of Peachtree Point of View, Greg Friedman is joined by Isaac Weinberger and Ari Lasky of Madison SPECS, Dan Bergan of Higginbotham, and Tim Witt of Peachtree Group to discuss how tax-efficient investing can enhance long-term wealth creation.
The conversation explores how investors can improve after-tax outcomes through thoughtful tax planning and investment structuring. Topics include bonus depreciation, cost segregation, 1031 exchanges, Delaware Statutory Trusts (DSTs), Opportunity Zones, Roth conversion strategies and private placement life insurance, along with the role each can play in keeping more capital invested and compounding over time.

What does the commercial real estate market look like from the vantage point of investors who have already lived through multiple cycles?
In this episode of Peachtree Group’s Peachtree Point of View, Greg Friedman and Jatin Desai share their 2026 outlook, covering refinancing challenges, credit opportunities, the path of interest rates, and how disciplined investors are positioning capital in a market defined by dislocation and uncertainty.

In this episode of Peachtree Group’s Peachtree Point of View, Greg Friedman, CEO of Peachtree Group, sits down with Katy Zamesnik, Interim Director of the Austin Convention Center, Tom Noonan, President and CEO of Visit Austin, and Peachtree Group's VP of Investments John Schellhase to discuss how Austin’s convention center redevelopment could reshape the city’s long-term hospitality and tourism landscape.
The conversation explores the expansion of the Austin Convention Center, airport growth, transit connectivity, hotel development, and the broader infrastructure investments driving the city’s evolution into a larger national convention and entertainment destination. Greg and his guests also examine how diversified demand drivers, including technology, live entertainment, Formula 1, SEC football, and other major events, are contributing to long-term growth in Austin’s hotel market.

As private markets continue to evolve, the way capital is structured is becoming just as important as where it is invested. For investors evaluating private credit and real estate opportunities today, understanding fund structure is no longer optional. It is central to managing risk, liquidity, and long-term outcomes.
In this episode of Peachtree Group’s Peachtree Point of View, Greg Friedman, CEO of Peachtree Group, spoke with Aneet Deshpande, CIO of Clearstead, about how institutional allocators assess fund structures. Their conversation highlights a key shift in the market. The debate is no longer about access to alternatives. It is about alignment between investor expectations and how these vehicles actually perform across cycles.Listen to more Peachtree Point of View Episodes → www.peachtreegroup.com/podcast

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-loansListen 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. 
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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 →