The Outlook For Commercial Real Estate in 2025
Despite markets bracing for more deregulation under President-elect Donald Trump, Greg Friedman says higher interest rates will damage commercial real estate. He believes regional banks will stay conservative in a high-rate environment, which can squeeze the CRE market. However, Greg says his firm has seen success in multi-family and retail spaces.
Watch More on the Schwab Network
ATLANTA (July 21, 2025) - Peachtree Group (“Peachtree”), a leading vertically integrated commercial real estate investment platform, today announced the launch of its Peachtree Special Situations Fund, a $250 million fund designed to unlock value in mispriced, high-quality hotel and other commercial real estate assets due to today’s capital market illiquidity rather than underlying fundamentals.
“We believe the next 12 to 18 months offer some of the most compelling risk-adjusted opportunities we’ve seen since the global financial crisis,” said Greg Friedman, managing principal and CEO of Peachtree. “As balance sheet stress and refinancing hurdles intensify in the hotel space and other commercial real estate sectors, Peachtree is uniquely positioned to deploy capital where it’s needed most, delivering attractive returns while providing real solutions for sponsors and lenders alike.”
With nearly $1 trillion in commercial real estate loans maturing in 2025 and hotels carrying some of the largest refinancing and capital expenditure burdens, Peachtree’s Special Situations Fund is positioned to step in where traditional capital has pulled back.
Many hotel and commercial real estate owners who financed properties in the zero-interest-rate era now face gaps in their capital stacksas rates remain elevated and liquidity tightens. Peachtree’s strategy bridges this gap by providing creative downside-protected capital solutions to reposition assets and unlock embedded value.
“This fund is about capitalizing on dislocation, not chaos,” Friedman said. “We’re targeting high-quality assets not distressed by systematic factors but by capital structure, and we’re doing it with the speed, creativity and certainty of execution that have defined Peachtree’s reputation for more than a decade.”
The Special Situations Fund targets investments that sit between value-add and opportunistic, combining attractive upside potential with meaningful downside protection. Core strategies include:
· Off-market acquisitions: Securing underperforming or mispriced hotels as well as select multifamily, student housing, self-storage and other commercial real estate sectors for repositioning and stabilization.
· Preferred and hybrid equity solutions: Providing flexible capital to sponsors needing liquidity for acquisitions, development or refinancing with structures designed to protect basis and enhance current yields.
· Distressed purchases from lenders: Acquiring assets directly from banks through deed-in-lieu or post-foreclosure transactions, often at discounts to outstanding loan balances and well below replacement cost.
Peachtree’s fully integrated platform spans direct lending, CPACE financing, development, acquisitions and capital markets and provides a unique lens into shifting market dynamics. Long standing relationships with community and regional banks and other stakeholders enable Peachtree to source high-value opportunities early before they reach the broader market.
“We’re the first call when a sponsor or lender needs a fast, reliable solution,” Friedman said. “Speed and surety of close are critical in this environment, especially when dealing with complex capital stacks and distressed notes.”
The fund’s geographic focus is nationwide, with significant deal flow expected in markets with strong demand fundamentals and recent pricing resets, including Texas, Florida and California. Peachtree expects to hold its first close within the next 60 to 90 days and complete the final close within its targeted 18 months following the initial close.
Contact:
Fund Information
THIS IS NOT AN OFFER OR SOLICITATION TO PURCHASE ANY SECURITY. AN OFFERING IS MADE ONLY BY THE PRIVATE PLACEMENT MEMORANDUM. SECURITIES OFFERED THROUGH PEACHTREE PC INVESTORS, LLC MEMBER FINRA/SIPC.
桃树集团 是一家全国性的直接资产负债表贷款机构，提供有竞争力的条款、内部贷款服务和灵活的资本，以处理各种项目。
Peachtree为美国各行各业的合格商业地产所有者提供全栈债务资本解决方案。我们提供桥梁、建筑、夹层、优先股、 CPACE，永久性和 NNN 融资。
有关来自的一些最新贷款交易，请参见下文 桃树集团 包括酒店贷款、零售、多户住宅、工业和土地。点击这里查看我们的 投资组合。
%252520%252520(1).gif)
需要融资？ 请通过 lending@peachtreegroup.com 联系我们。
.gif)
桃树集团发起了5,040万美元的第一笔抵押贷款和2240万美元的商业地产清洁能源评估（CPACE）融资，用于开发位于南加州的拥有263间客房的双品牌酒店。该项目通过展示Peachtree集团全面执行优先贷款和CPACE贷款的能力，突显了其竞争优势。
在持续的信贷市场混乱中，桃树集团在短短23天内发放了4000万美元的追溯性CPACE贷款。
Peachtree Group与赞助商合作，将加利福尼亚州萨克拉曼多备受追捧地区的一家零售商店改建为工业建筑。
桃树集团 与赞助商合作偿还了到期贷款，同时执行了一项商业计划，以升级其房产，以更好地在市场上竞争并保留其希尔顿旗帜。
Peachtree是一家屡获殊荣的酒店贷款机构。 联系我们 来讨论你的交易。
