에 대한 시기적절하고 통찰력 있는 대화를 통해 피치트리 포인트 오브 뷰 팟캐스트, 호스트 그렉 프리드먼 함께 앉는다. 무디스의 수석 이코노미스트 마크 잰디는 현재 경제 상황과 투자자들이 주목해야 할 사항에 대해 논의합니다.
Zandi는 현재 경제 상황에 대해 말을 아끼지 않습니다.그는 경기 침체 가능성이 최근 몇 달간 15% 에서 35% 로 치솟았는데, 이는 주로 정책 결정, 특히 격화되는 세계 무역 전쟁 때문이라고 지적합니다.Zandi는 경제가 여전히 “근본적으로 건전”하다고 생각하지만, 지속적인 정책 불확실성이 지속되면 몇 주 안에 경기침체로 이어질 수 있다고 경고합니다.
Zandi는 행정부의 무역 정책에 대해 “그가 앞으로 몇 주, 3주, 4주 동안 이 길을 계속 이어간다면 경기 침체가 발생할 가능성이 더 높다”고 경고했다.
상업용 부동산 투자자들에게 Zandi는 금리에 대한 냉정한 관점을 제시합니다.행정부의 금리 인하 요구에도 불구하고 그는 10년물 국채 수익률 (약 4.1%) 이 경제가 잘 기능하기 위해서는 적절한 가격에 책정되어 있다고 믿고 있습니다.경기 침체에 빠지지 않는 한, Zandi는 단기적으로 금리가 크게 하락할 것으로 예상하지 않습니다.
Zandi가 “지난 3년 동안 경기 침체에 빠졌다”고 인정하는 상업용 부동산은 지속적인 도전에 직면해 있습니다.그는 밸류에이션 조정이 대부분 완료되었다고 생각하지만, 경기 침체가 심화되면 “밸류에이션과 가격 하락이 다시 심화될 것”으로 보입니다.
경기 침체 위험을 측정하려는 투자자를 위해 Zandi는 모니터링할 수 있는 실용적인 지표를 제공합니다.
켜짐 프라이빗 크레딧 Zandi는 최근 몇 년 동안 민간 신용이 중요한 역할을 해왔으며, 은행이 철수했을 때 자본 공급에 나섰으며, 이는 미국이 경기 침체를 피하는 데 도움이 되었다고 생각합니다.이 시장은 빠르게 성장하여 현재 1조 7천억 달러로 추산되며 하이일드 채권 시장을 능가하고 레버리지 대출 시장의 규모에 필적할 정도입니다.
잔디의 이별 조언?“안전벨트 매세요.”정책 불확실성, 무역 긴장, 소비자 심리 변화로 인해 앞으로의 경제 여정은 험난할 것으로 예상됩니다.
전체 대화를 듣고 이러한 어려운 시장을 탐색하는 방법에 대한 더 깊은 통찰력을 얻으려면 좋아하는 팟캐스트 플랫폼에서 Mark Zandi와 함께하는 Peachtree Point of View 전체 에피소드를 들어보세요.
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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.
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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.
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“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.”
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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.