2026 Market Insights

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Peachtree Group's leadership team is actively shaping the conversation across commercial real estate and private credit, providing perspective on a market defined by capital constraints, refinancing pressure and emerging opportunity.

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‍Greg Friedman | Managing Principal & CEO

Greg described 2026 as an inflection point for commercial real estate, driven by a reactivation in transaction activity as assets begin to reprice to a higher-for-longer rate environment. He noted that the opportunity is less about asset-level performance and more about balance sheet stress, which is beginning to drive credit events and secondary loan sales.

“It’s an inflection point… you’re going to start seeing assets trade… it’s not an issue with the fundamentals at the asset level, it’s more of an issue of broken balance sheets.”

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Jatin Desai | Managing Principal & CFO

Jatin pointed to agility as a defining characteristic of the firm, highlighting its role in navigating multiple market cycles, executing under pressure and uncovering new opportunities across changing environments.

“I think agile… we’ve had to be very agile to pivot through all these various things… that’s what’s helped us find good opportunities by not being so set in being just a developer, operator or owner… and pivoting and finding the right partner really made a difference for us to do what we wanted to do, but also grow beyond that.”

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‍Jared Schlosser | Head of Credit Originations and Commercial PACE

Jared emphasized the importance of structuring expertise in projects involving historic redevelopment and construction completion, noting that these situations require a tailored approach to execution.

“Projects like this require thoughtful structuring given the complexity of historic redevelopment and construction completion… that complexity is exactly why sponsors seek lending partners with the experience and balance sheet to structure capital solutions and help move projects forward.”

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Michael Ritz | EVP Investment

Michael pointed to deferred capital expenditures as a growing pressure point across the hotel sector, noting that operational realities and brand requirements are forcing owners to act despite constrained liquidity.

“That capex doesn’t go away… brands need reinvestment to protect guest experience. But many owners simply can’t fund it.”

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‍Will Woodworth | SVP, Investments

Will emphasized that today’s development environment is defined by constrained supply and tighter capital, requiring both conviction and execution to move projects forward. He noted that Peachtree’s platform and capital access allow it to continue advancing developments while others pull back.

“Developing hotels in today’s environment requires both conviction and capability… our vertically integrated platform and access to capital allow us to partner with best-in-class brands to deliver properties on-time and on-budget that will elevate the markets in which we build.”

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Daniel Siegel | President and Principal CRE, Credit

Daniel spoke about the growing role of private credit as banks pull back and refinancing risk increases, noting that borrowers are increasingly seeking experienced lending partners with a deep understanding of asset performance and downside protection.

“With banks pulling back and refinancing risk rising across the market, demand for experienced private lenders has accelerated… borrowers are not just looking for capital. They are looking for partners who understand assets, cash flow and downside risk.”

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Adam Greene | EVP, EB-5

Adam highlighted the role of EB-5 capital as a differentiated financing tool, noting its ability to enhance deal economics and provide developers with more attractive terms than traditional capital sources.

“In this case and in many cases where Peachtree implements EB-5, having that funding source from these foreign investors allows us to give developers a slightly better deal than they might otherwise get from traditional sources… it’s a really worthy development tool.”

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