Higher Rates, Real Opportunities: Greg Friedman on CRE in 2026

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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