Peachtree Point of View

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.

Greg Friedman sits down with Bennett Webster, Principal at Alchemy Real Estate Advisors, to discuss unprecedented opportunities in today's dislocated hotel investment market. With 21 closings in under a year, Webster shares insider insights on navigating distressed hotel deals and capitalizing on market dislocation. Key Takeaways: Focus on sub-$25M properties - 50% of transaction volume occurs in this highly liquid segment with strong pricing integrity Get creative with CMBS assumptions - Structure deals with existing loan assumptions and interest-only periods to enhance buyer returns Target renovation-driven distress - Brand mandates are forcing sales, creating opportunities for capitalized buyers ready to invest in property improvements For more insights, visit us online → peachtreegroup.com/podcast

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.

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.

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.

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.