No te lo piensas dos veces antes de saltarte un entrenamiento o dormir una siesta, hasta seis meses después, cuando se te sale la espalda levantando una maleta. Eso es lo que pasa con las elecciones: rara vez gritan. La mayoría susurra. Por el momento, se sienten livianos, inofensivos e incluso olvidables. Pero con el tiempo, se acumulan y eventualmente dan forma a todo.
Lo mismo ocurre en el sector inmobiliario comercial.
Durante años, el mercado premió la ingeniería financiera. La caída de los tipos de interés, la compresión de los tipos de capitalización y el bajo precio del capital permitieron a muchos inversores aprovechar el impulso y seguir generando rentabilidades sólidas. Esa era ha terminado.
Ahora operamos en un entorno en el que se paga más durante más tiempo. Las tasas de interés están elevadas, los prestamistas tradicionales han retrocedido y los mercados de capitales son volátiles. Las perturbaciones macroeconómicas, el riesgo geopolítico y la política comercial que cambia la inflación están revaluando el riesgo en tiempo real.
En este entorno, cada movimiento es importante. Cada decisión, ya sea comprar, vender, recapitalizar o retener, tiene más peso que hace un año.
· El capital debe desplegarse con precisión. El margen de error se ha reducido. La fijación de precios incorrectos, el apalancamiento excesivo o la confianza en una suscripción optimista pueden perjudicar rápidamente una operación.
· La liquidez es una ventaja estratégica. En un mercado en el que muchos prestamistas han retirado o reducido el apalancamiento, ya no se da por sentado la certeza de la ejecución. Se gana.
· Los fundamentos, no la ingeniería financiera, definen el éxito. La compresión de la tasa de capitalización ya no es el viento a favor de lo que era antes. La rentabilidad debe provenir de la excelencia operativa, la calidad de los activos y una gestión disciplinada.
· El tiempo es caro. La acción puede ser tan perjudicial como una mala decisión. Los retrasos en la refinanciación o las dudas en mercados inciertos pueden afectar considerablemente al rendimiento.
En Peachtree, hemos creado nuestra plataforma para este entorno exacto. Con una plataforma de inversión y crédito totalmente integrada, una amplia experiencia en todos los ciclos del mercado y un capital flexible listo para ser desplegado, estamos bien posicionados para tomar medidas decisivas cuando otros dudan.
Porque en este mercado, como en la vida, cada acción tiene un peso y los resultados más exitosos nacen de la claridad, la disciplina y la convicción.
El crédito privado sigue siendo una de las soluciones más atractivas del mercado actual, ya que ofrece protección contra las caídas, rendimiento y flexibilidad. Y dado que el capital tradicional sigue siendo limitado, la inversión en situaciones especiales está cobrando impulso como estrategia principal para liberar valor en un mercado dislocado.
A medida que el panorama evoluciona, seguimos buscando oportunidades que aprovechen nuestras fortalezas y proporcionen valor a nuestros inversores.
.png)
ATLANTA (Oct. 15, 2025) – Peachtree Group (“Peachtree”), a leading commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion, today announced the appointment of Lindsay Monge as executive vice president of asset management. In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Monge brings more than two decades of leadership experience in hospitality, real estate investment and operations to Peachtree. Most recently, he served as president of Seaview Investors where he led asset management and daily operations for a portfolio of eight Marriott and Hilton-branded upscale hotels in California. Before this, he spent nearly 16 years at Sunstone Hotel Investors, rising to senior vice president, chief administrative officer, secretary and treasurer, where he oversaw corporate functions and played a pivotal role in managing a $3.9 billion asset base.
“Lindsay’s extensive background leading hotel operations and real estate investment platforms makes him an invaluable addition to our leadership team,” said Greg Friedman, managing principal and CEO of Peachtree. “His experience across public REITs, private equity and owner-operator platforms uniquely positions him to enhance value creation for our investors while strengthening our asset management capabilities.”
His career also includes senior leadership roles at Magna Flow as chief operating officer and at Alpha Wave Investors as chief administrative officer and partner where he directed strategic planning, growth initiatives and asset repositioning strategies. Earlier in his career, Monge held management positions at The Westgate Hotel and began his hospitality career in Hilton’s executive management program at the Waldorf Astoria in New York.
Monge earned an MBA in strategy and leadership from the Drucker School of Management at Claremont Graduate University. He holds a bachelor’s degree in hotel administration from Cornell University’s Nolan School of Hotel Administration. He also completed executive education in the LEAD Business Program at Stanford Graduate School of Business.
.png)
ATLANTA (Oct. 13, 2025) – Peachtree Group (“Peachtree”) announced today the launch of a new equipment finance division, further broadening its credit platform and reinforcing its ability to provide flexible equipment lease financing across industries, including commercial real estate and hospitality.
The division will be led by seasoned executives Brian Shaughnessy and Roger Johnson, who together bring more than 60 years of experience in equipment finance, specialty finance and portfolio acquisitions. They will be joined by experienced industry executive Dennis Shields, further strengthening the team’s depth and expertise. Shields spent the last 15 years with Meridian Leasing, helping to grow its profitable leasing business.
“This launch is more than the start of a new business line. It continues relationships that span more than 15 years,” said Greg Friedman, Peachtree’s managing principal and CEO. “We have known and worked alongside Brian and Roger for well over a decade, watching them build reputations as trusted leaders in equipment finance. Their arrival marks both a reunion and a natural extension of our long-standing ties.”
This new platform represents a progression of Peachtree’s established private credit ecosystem. Many of the firm’s commercial real estate clients also require equipment financing, particularly in hospitality, where Furniture, Fixtures,and Equipment (FF&E) play a critical role in new developments. By building on the firm’s long-standing history and applying proven expertise from its principals’ experience financing essential use equipment, Peachtree is positioned to deliver tailored financing solutions that address client needs across multiple sectors and industries.
The launch highlights Peachtree’s ability to adapt its platform to fill gaps left by traditional lenders while keeping long-term client relationships at the center of its strategy.
.png)
“Large banks continue to pull back from serving small and mid-sized businesses, leaving a significant void in the market,” Friedman said. “Our new platform allows us to step in with creative financing solutions, whether that means helping medical facilities upgrade technology or supporting hotels with FF&E for new developments, so businesses can access the capital they need to grow.”
Shaughnessy, who joins as president and principal of the equipment finance division, is a senior executive with more than 35 years of experience in financial services and investment banking. He was most recently co-founder and CEO of IMT Commercial, an alternative portfolio and asset acquisition and management firm.
Johnson, who will serve as executive vice president and principal, is a 30-year portfolio acquisitions and commercial lending veteran. He has a proven track record of developing profitable relationships with C-suite decision-makers at a wide range of financial institutions. Both Shaughnessy and Johnson founded and grew IMT Commercial Credit into a top 120 equipment finance business.
The new unit will initially focus on financing lease transactions ranging from $500,000 to $10 million with terms generally between 24 and 84 months. By leveraging Peachtree’s established credit expertise, infrastructure and balance sheet strength, the division aims to deliver competitive financing options while ensuring timely funding and long-term client relationships.
“Equipment finance requires a deep understanding of the assets, from valuation to structuring and exit strategies,” said Shaughnessy. “Our team brings decades of specialized knowledge that allows us to evaluate risk effectively and deliver certainty of execution for clients.”
Johnson added,“Leasing involves extensive coordination with clients, vendors and lenders, and our goal is to make the process seamless. Clients can count on us not only to secure financing but also to manage the details that keep projects moving forward.”
“Equipment finance is a relationship-driven business where execution matters,” Shields, senior vice president, said. “Our goal is to combine decades of industry expertise with Peachtree’s deep credit platform to offer reliable, creative solutions to clients who are often underserved in today’s lending environment.”
.png)
Fortune | There’s no doubt that commercial real estate, and especially the office market, is undergoing a seismic transformation, one that’s not likely to abate any time soon. A boom time of near-zero-interest-rate policy, abundant liquidity, and cap rate compression over the past decade has given way to a perfect storm–a wall of maturing debt, tightened lending conditions, and cratering property values–all amid higher interest rates that show no sign of returning to their pre-2022 lows.
The outlook for the office sector has been particularly negative. It’s a tale of two markets right now: roughly 30% of office buildings account for 90% of the vacancies and may never recover, while the other 70% have the chance to stabilize over time. Either way, the office market finds itself at an inflection point, much like the retail market as mall acquisitions were being financed.
