Barron’s: The surprising case for investing in real estate now
Peachtree Group CEO Greg Friedman sees opportunities in hotel development and real estate debt, citing strong travel demand, limited new hotel supply and attractive loan yields.
CoStar- With just over 70 days left in 2026, hoteliers are turning their focus to next year and what the future holds for the industry.
Factoring in the continued volatile economic conditions, strengthening hotel and travel demand, and potential return of transactions, industry leaders have mixed views on what to expect for the next year.
Here's what hotel executives said on three mainstage CEO panels during the 2026 Lodging Conference earlier this month.
Greg Friedman, Managing Principal and CEO, Peachtree Group
"There's not a conviction issue in the marketplace. I think it's more we have an AI issue. There's so much capital flowing to AI, and as it relates to real estate — it's data centers. Data centers are getting the new capital coming into real estate. You know, about a third of the new capital coming into real estate is going to data centers.
"The actual underlying fundamentals are really good. Supply is coming down. The real challenge is dealing with higher-for-longer interest rates and really long-term rates, and how that's impacting refinances with the loan maturities.
"The biggest thing that could help everyone in this room is if we could have a more stable environment as it relates to policies and what's happening. There's a lot of geopolitical challenges, like tariffs — it's been sort of a yo-yo over the last couple years. If we can just get into a more stable environment, I think that would be something."
Related posts
If you enjoyed this article, read through these related press releases and insights.