Peachtree Point of View

Peachtree Group
  • 5.0 (21)
  • INVESTING
  • UPDATED BIWEEKLY

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. For more information visit us online: www.peachtreegroup.com

  1. FEB 3

    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.    Join the conversation: follow the show, rate the episode, and share it with your people.  www.peachtreegroup.com/podcast Follow Peachtree Group on Linkedin!

    29 min

  2. JAN 20

    2026 Economic Outlook for CRE Investors, Featuring Mark Zandi

    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

    20 min

  3. 12/16/2025

    How 100% Bonus Depreciation Transforms Real Estate Returns

    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 →

    22 min

  4. 12/02/2025

    Inside the Advisor's Playbook: Portfolio Strategy with Jen DeSisto

    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

    21 min

  5. 11/13/2025

    Colliers Aaron Jodka on Commercial Real Estate Markets in 2026

    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.

    24 min

  6. 10/28/2025

    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

  7. 10/14/2025

    Banking Shifts Create New CRE Opportunities with Chris Marinac

    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

    21 min

  8. 09/30/2025

    Roth IRA Conversions in Real Estate: Insights from Tim Witt

    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

    27 min
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5
out of 5
21 Ratings

About

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. For more information visit us online: www.peachtreegroup.com

Information

  • Creator
    Peachtree Group
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved. Disclaimer: THIS IS NOT AN OFFER OR SOLICITATION TO PURCHASE ANY SECURITY. AN OFFERING IS MADE ONLY BY THE PRIVATE PLACEMENT MEMORANDUM.
  • Show Website
    Peachtree Point of View