Peachtree Point of View

Special Situations Investing: Why Now Is the Time to Act in Commercial Real Estate

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.
 
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The $435 Billion Secret to Outperforming Your Competition

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
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Opportunity Zones 2.0: What Investors Need to Know About the New Tax Law (2025 Update)

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

Crisis to Opportunity: This is How Experience and Infrastructure Create Alpha

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.

The Real Estate Reckoning: Why Market Values Still Have Further to Fall

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.
 

Unlocking Creative Financing: How EB-5 Can Optimize Your Capital Stack

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

Market Uncertainty and Investment Opportunities: Insights from Jim Costello

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

Tax Efficiency Through Private Placement Life Insurance (PPLI)

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 Creative Capital Solutions in a Challenging Market

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
 
 

Dislocated Markets Amidst Trump 2.0 Economic Risks

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