In the latest episode of Peachtree Point of View, CEO Greg Friedman sits down with Tim Witt, a seasoned expert with over 30 years’ experience, to explore tax-efficient investment strategies in commercial real estate. This insightful discussion explores various strategies that can potentially help investors preserve and grow their wealth while minimizing tax exposure.
Tim, who leads Peachtree's DST (Delaware Statutory Trust) strategy, brings a wealth of knowledge from his background as a Wall Street Journal All-Star Analyst and his extensive experience with alternative investments. During the conversation, he breaks down complex investment structures into digestible insights that investors will find valuable.
Delaware Statutory Trusts (DST)
Tim explains how DSTs work as a powerful tool for commercial real estate investors looking to transition from active to passive ownership while deferring capital gains taxes through 1031 exchanges. He shares real examples of how investors can potentially maintain their wealth-building momentum and reduce the impact of taxes, which can otherwise take 30-40% of their proceeds upon property sale.
Opportunity Zones
The opportunity zone program was created by the Tax Cuts and Jobs Act of 2017. Greg and Tim explore how these investments may offer both tax deferral and tax-free appreciation when held for ten years. They share Peachtree's success story of developing a hotel in downtown Phoenix and discuss their current project in Maui, highlighting how they first identified opportunities that make sense regardless of potential tax benefits.
Bonus Depreciation
Finally, they examine bonus depreciation strategies and their potential revival with upcoming tax legislation, offering insights into how different types of investors might benefit from these programs.
Perhaps most valuable is their candid discussion about the pitfalls of tax-driven investment decisions. Both experts emphasize the importance of evaluating investments on their fundamental merits first, with tax benefits serving as an enhancement rather than the primary motivation.
For investors looking to optimize their real estate investment strategy while managing tax exposure, this episode provides actionable insights from two industry veterans. Whether you're considering a transition from active to passive real estate ownership, exploring Opportunity Zone investments, or simply seeking to better understand tax-efficient investment strategies, this conversation offers valuable perspective and practical advice.
Listen to the full episode of Peachtree Point of View to dive deeper into these strategies and learn how they might fit into your investment portfolio. Available now on your favorite podcast platform.
Please note that 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.
ATLANTA (May 2, 2025) - Peachtree Group, a leading commercial real estate investment firm with a multi billion-dollar portfolio of equity and debt investments, has launched its latest hotel property structured as a Delaware Statutory Trust (DST), the 114-key Residence Inn Ocean Township, located along the Jersey Shore in N.J. This marks Peachtree’s eighth DST offering since launching the program in 2022.
“This newly developed property represents everything we look for in a DST offering, strong market fundamentals, a leading extended-stay brand and long-term upside driven by secular tailwinds in travel,” said Tim Witt, president of 1031 Exchange/DST Products at Peachtree.
Residence Inn Ocean Township is located in Monmouth County, one of the wealthiest counties in the U.S., known for its high median incomes and vibrant year-round economy. The hotel benefits from proximity to popular beach destinations such as Asbury Park, Long Branch and Sandy Hook, supporting steady leisure demand. The region’s diverse economy, anchored by healthcare, education and technology, drives consistent lodging needs throughout the year. Looking ahead, Netflix is investing $900 million to redevelop nearby Fort Monmouth into its primary East Coast production hub, a project expected to create 3,500 construction jobs and 1,500 permanent jobs, as well as further boost hospitality demand.
“With the opening of Residence Inn Ocean Township in 2024, we’re providing investors access to a debt-free, income-generating asset in a premier coastal market. It’s a strategic fit for investors seeking tax deferral through a 1031 exchange while preserving exposure to one of the most resilient sectors in commercial real estate,” Witt said.
Peachtree’s DST properties present a compelling option for 1031 exchange investors seeking to reinvest proceeds from the sale of appreciated real estate while deferring taxes and maintaining exposure to the hotel sector. The firm’s eight DST offerings total more than $220 million in debt-free real estate transactions, each aligned with Peachtree’s core strategy of acquiring recognized hotel brands in high-growth markets, pursuing value-add opportunities and leveraging experienced hotel management teams to drive long-term performance and value creation.
Peachtree continues to align with the core principles of the 1031 exchange, offering investors a seamless and tax-efficient path to transition capital gains into passive income-producing real estate investments.
Securities offerings are distributed by Peachtree PC Investors, LLC, member: FINRA/SIPC. This announcement does not constitute an offer to buy securities. DST Interests are illiquid, speculative and involve a high degree of risk. Prospective Investor should consult with his, her or its own tax advisor regarding an investment in DST Interests and the qualification of his, her or its transaction under Section 1031 for his, her or its specific circumstances.
ATLANTA (Dec. 3,2024) - Peachtree Group (“Peachtree”), a leading commercial real estate investment firm with a multi-billion-dollar portfolio of equity and debt investments, has announced the acquisition of its sixth hotel property structured as a Delaware Statutory Trust (DST) with the 90-key Home2 Suites by Hilton St. Augustine I-95 in the greater Jacksonville, Fla., area. This latest DST offering is the third to close this year following the completion of the Residence Inn Tampa Wesley Chapel DST in November.
Peachtree’s DST hospitality acquisitions continue to present compelling opportunities for 1031 exchange investors seeking to reinvest proceeds from the sale of appreciated real estate while enjoying tax deferral benefits and maintaining a strong allocation within the thriving hotel sector.
The Home2 Suites by Hilton St. Augustine I-95 benefits from its strategic location off I-95 and its proximity to St. Augustine, one of Florida’s most popular tourist destinations. Known for its historic charm and vibrant economy, St. Augustine draws millions of visitors annually, creating year-round demand for hospitality services.
“With its premier location along the I-95 corridor, strong population growth in the surrounding area and St. Augustine’s rich historical and cultural appeal, this property is a natural fit for our DST portfolio,” said Tim Witt, president of 1031 Exchange/DST Products at Peachtree. “This extended-stay hotel is well-positioned to meet the needs of leisure and business travelers alike, offering a blend of modern convenience and comfortable accommodations.”
Peachtree’s six DST acquisitions — spanning diverse, high-growth markets — demonstrate the company’s expertise in identifying strategic opportunities within the hospitality sector. These acquisitions, including the recently launched Home2Suites by Hilton St. Augustine I-95, represent approximately $175 million in debt-free real estate transactions.
“Our focus on recognized hotel brands, value-add opportunities and Peachtree’s experienced hospitality management team ensures long-term potential for investors,” Witt said.
Peachtree emphasizes its commitment to offering investors tailored solutions aligned with 1031 exchange principles, enabling the seamless transition of capital gains into passive investments in the hospitality sector.
This property features institutional-quality construction, spacious suites with extended-stay amenities and strong brand recognition. Located just minutes from St. Augustine’s historic downtown, the hotel offers convenient access to top attractions, including the Castillo de San Marcos, St. Augustine Premium Outlets and pristine beaches.
Recent nearby developments, including mixed-use projects, healthcare facilities and luxury apartments, further enhance the property’s appeal and position for sustained demand in the years ahead.
With the launch of its sixth DST investment, Peachtree Group continues to lead in offering innovative real estate investment solutions. By capitalizing on positive secular trends in travel, inflation-resilient pricing models and the operational complexities of the hospitality sector, Peachtree delivers strong potential for long-term success and stability in its DST portfolio.
About Peachtree Group
Peachtree Group is a vertically integrated investment management firm specializing in identifying and capitalizing on opportunities in dislocated markets, anchored by commercial real estate. Today, the company manages billions in capital across acquisitions, development and lending, augmented by services designed to protect, support and grow its investments. For more information, visit www.peachtreegroup.com.
Contact:
Charles Talbert
678-823-7683
ctalbert@peachtreegroup.com
Securities offerings are distributed by Peachtree PC Investors, LLC, member: FINRA/SIPC. This announcement does not constitute an offer to buy securities. DST Interests are illiquid, speculative and involve a high degree of risk. Prospective Investor should consult with his, her or its own tax advisor regarding an investment in DST Interests and the qualification of his, her or its transaction under Section 1031 for his, her or its specific circumstances.
애틀랜타 (2024년 9월 23일) - 피치트리 그룹 수십억 달러 규모의 주식 및 부채 투자 포트폴리오를 보유한 선도적인 상업용 부동산 투자 회사 (이하 “Peachtree”) 는 다음과 같은 구조의 다섯 번째 호텔 부동산을 출시한다고 발표했습니다. 델라웨어 법정 신탁 (DST) 플로리다 주 탬파 광역 지역에 있는 128채의 레지던스 인 탬파 웨슬리 채플 인수를 완료한 후이는 지난 8월에 피치트리가 홈투스위트 바이 힐튼 애틀랜타 슈가로프 DST를 성공적으로 폐쇄한 데 따른 조치입니다.
Peachtree의 DST 인수는 1031명의 거래소 투자자들에게 세금 유예 혜택을 누리고 번창하는 호텔 부문 내에서 강력한 배분을 유지하면서 가치 있는 부동산 매각 수익금을 재투자하려는 매력적인 기회를 제공합니다.
레지던스 인 탬파 웨슬리 채플은 탬파 시내에서 약 20마일 떨어진 교외 커뮤니티로 빠르게 성장하고 있는 파스코 카운티에 위치해 있습니다.업계 소식통에 따르면 카운티 인구는 2020년부터 2023년까지 거의 9% 증가하여 주거 및 상업 개발에 힘입어 플로리다에서 가장 빠르게 성장하는 카운티 중 하나가 되었습니다.
Peachtree의 1031 Exchange/DST 제품 부문 사장인 팀 위트 (Tim Witt) 는 “이 호텔은 와이어그래스 랜치 마스터 플랜 커뮤니티의 주요 입지 조건과 와이어그래스 랜치 스포츠 캠퍼스와의 근접성 덕분에 점점 늘어나는 DST 호텔 포트폴리오에 가치를 더할 수 있습니다.” 라고 말했습니다.“98,000 평방 피트의 스포츠 단지에서의 활동과 토너먼트가 호텔의 주말 비즈니스를 촉진하고 시설 확장에 대한 Pasco County의 투자를 통해 레저 및 비즈니스 여행객 모두의 수요가 많을 것으로 예상됩니다.
Witt는 “최근 구매 가격보다 거의 90만 달러 높은 가격으로 평가를 받았다는 사실이 우리의 오프 마켓 인수를 더욱 강화했습니다.” 라고 말했습니다.
130개 규모의 힐튼 애틀랜타 슈가로프의 홈2 스위트를 포함하여 피치트리의 DST 인수 5건은 100-키 코트야드 바이 메리어트 애틀랜타 케네소, 피닉스 MSA 내 126개 키 홈2 스위트 바이 힐튼 챈들러, 테네시주 잭슨에 있는 98개의 키 힐튼 가든 인, 그리고 최근에 인수한 레지던스 인 탬파 웨슬리 채플은 총 1억 5천만 달러 이상의 부채 없는 부동산 거래를 제공합니다.
이러한 인수는 고성장 시장에서 인정받는 호텔 브랜드, 부가가치 기회 및 경험이 풍부한 호텔 관리 팀이 관리하는 부동산에 초점을 맞추어 장기적인 성공을 위한 강력한 잠재력을 보장하는 Peachtree의 핵심 DST 투자 전략과 일치합니다.
“여행의 긍정적인 세속적 추세는 호스피탈리티 산업의 장기적인 성장을 촉진하고 있습니다.중산층의 증가, 체험 여행에 대한 관심, 어디서나 일할 수 있는 업무 문화의 확대로 독특하고 장기 숙박에 대한 수요가 증가하고 있습니다.이러한 요소들은 호텔 부문의 지속적인 성장과 안정성을 위한 강력한 토대를 마련하며, 이는 미래를 위한 매력적인 투자가 될 것입니다.” 라고 Witt는 말했습니다.
Peachtree는 1031 거래소의 핵심 원칙에 부합하고 투자자에게 자본 이득을 새로운 패시브 투자로 전환할 수 있는 원활한 방법을 제공함으로써 혁신과 투자자 만족에 대한 약속을 강조합니다.
피치트리 그룹 소개
피치트리 그룹 수직 통합 투자 관리 회사로 상업용 부동산에 기반을 둔 위축된 시장에서 기회를 파악하고 활용하는 것을 전문으로 합니다.오늘날 이 회사는 인수, 개발 및 대출 전반에 걸쳐 수십억 달러의 자본을 관리하고 있으며 투자를 보호, 지원 및 확대하도록 설계된 서비스를 제공합니다.자세한 내용은 www.peachtreegroup.com을 참조하십시오.
