Peachtree Point of View

Peachtree Point of View

By Peachtree GroupBusinessInvesting
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Peachtree Point of View episodes

  • Where Higher Interest Rates Are Creating CRE Opportunities

    A commercial real estate property can be performing well and still face significant financial distress. Higher borrowing costs, tighter lending conditions, and mounting refinancing pressures are exposing weaknesses in capital structures built for a different interest rate environment. 

    In this episode of Peachtree Point of View, Greg Friedman, Managing Principal & CEO of Peachtree Group, is joined by Michael Ritz, EVP, Investments, and Daniel Siegel, President and Principal, CRE, to explore how these forces are reshaping property valuations, investment decisions and the availability of capital. 

    The conversation examines whether commercial real estate has fully repriced, why fundamentally sound assets face financial challenges, and where opportunities are emerging for investors. From private credit and loan acquisitions to special situations, the discussion highlights how capital market dislocation is creating opportunities for investors with the flexibility to navigate today's evolving real estate landscape. 

     

    30 min
  • The Opportunity in Underinvested Hotels

    Years of deferred renovations, higher capital costs and tighter brand requirements are forcing more hotel owners to make difficult decisions. Greg Friedman, CEO of Peachtree Group, speaks with Michael Bernath, SVP of Acquisitions and Dispositions at Peachtree Group, about why that pressure is creating a new set of hotel investment opportunities. 

    They discuss limited new supply, rising renovation costs, capital-stack distress, the widening gap between building and buying, and how investors can distinguish a tired hotel with fixable problems from an asset facing weaker underlying demand. 

    21 min
  • [Replay] The Hidden Tax Benefits in Real Estate That Could Save You Millions

    In this focused edition of Peachtree Point of View, Peachtree Group CEO Greg Friedman sits down with Tim Witt, president of Peachtree’s DST program, to discuss Delaware Statutory Trusts and their role in real estate investment strategies.

    They explore how DSTs work, their potential benefits and what investors should consider when evaluating DST opportunities.

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    Listen to more episodes → www.peachtreegroup.com/podcast

    14 min
  • Tax-Efficient Investing: Roth Conversions and CRE

    Greg Friedman, CEO of Peachtree Group, is joined by Tim Witt, President, DST Program at Peachtree Group, and Victor LeBlanc, Managing Director, External Wholesaler at Peachtree Group, to discuss how Roth IRA conversions can intersect with commercial real estate development.

    The conversation explores how the development J-curve and independent valuations can factor into Roth conversion timing, along with diversification, tax considerations and the importance of starting with a fundamentally sound investment rather than a tax strategy.

    20 min
  • Mark Zandi's Economic Outlook for Commercial Real Estate
    What does today's economy mean for commercial real estate investors?
    In this episode of Peachtree Point of View, Greg Friedman, CEO of Peachtree Group, and Daniel Savage, SVP of Investment & Strategy at Peachtree Group, are joined by Mark Zandi, Chief Economist at Moody's Analytics, to discuss the U.S. economic outlook and why today's market may favor credit over equity. They examine higher long-term interest rates, refinancing risk and the capital allocation decisions shaping commercial real estate investment.
    37 min
  • [Replay] Opportunity Zones 2.0: Expert Insights with Matt Peurach and Michael Torhan

    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.

    50 min
  • Understanding the Misunderstood Opportunity in Commercial Real Estate Note Acquisitions

    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. 

    43 min
  • Tax Efficiency: The Overlooked Driver of Investment Returns

    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.

    47 min
  • View From the Top: Cycle-Tested Perspectives on Today’s Commercial Real Estate Market

    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.

    21 min
  • How Austin’s Convention Center Expansion Could Reshape Hotel Demand

    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.

    18 min

About Peachtree Point of View

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Peachtree Point of View explores today’s complex investment landscape, sharing expert insight and actionable strategies to navigate dislocated markets and capitalize on mispriced risk. Each episode offers an educational deep dive into market dynamics, empowering you with the knowledge to better understand the ever-changing financial world. Whether you are interested in investing, need capital or looking to partner, Peachtree Point of View pulls back the curtain on the tools and approaches you need to generate superior risk adjusted returns.