AltsWire | 拥有数十亿美元股权和债务投资组合的商业房地产投资公司Peachtree Group通过收购位于德克萨斯州曼斯菲尔德的达拉斯-沃斯堡郊区新建的A级工业设施，启动了其最新的特拉华州法定信托发行。
PG Dallas Industrial DST 的发行量为 2785 万美元。根据Peachtree的说法，这座占地131,040平方英尺的后置建筑于2025年竣工，提供36英尺的净高度，占地三英亩的室外储藏场和长期扩张潜力。
Peachtree董事总经理兼首席执行官格雷格·弗里德曼表示：“在当今更高的利率环境中，信贷紧缩和估值波动对传统所有权构成挑战，DST已成为一种引人注目的替代方案。”“它们以机构质量的资产为后盾，提供有吸引力的现金流，同时还提供税收优惠、专业管理和多元化。”
For many investors, tax efficiency is the overlooked multiplier of wealth. One powerful yet underutilized approach combines Roth IRA conversions with commercial real estate development investments, creating significant tax advantages through strategic timing.
In this episode of Peachtree Point of View, Greg Friedman, CEO of Peachtree Group, speaks with Tim Witt, leader of Peachtree's Delaware Statutory Trust (DST) program, about how Roth IRA conversions can unlock powerful tax-free growth when paired with commercial real estate strategies.
Direct Contributions: Investors with income below the limits can contribute up to $7,000 annually ($8,000 if age 50 or older) with after-tax dollars. These accounts grow tax-free, and withdrawals in retirement are also tax-free. Learn more about Roth IRAs directly from the IRS.
"The quickest way to multiply your wealth is through tax efficiency. Sometimes that gets missed as people are chasing returns." — Greg Friedman
Conversions for High Earners: For those with incomes above the threshold, direct contributions are not permitted. Instead, investors can use a Roth IRA conversion, often referred to as a "backdoor Roth," by transferring assets from a traditional IRA or a former employer's 401(k). Taxes are paid at the time of conversion, but from then on, all growth is tax-free.
Tim Witt, who leads Peachtree Group's DST and tax strategy programs, explains how the conversion strategy works: "The key to doing this conversion is being able to transfer assets when they're at a lower value."
This approach leverages the natural "J-curve" pattern of development projects, where valuations temporarily decrease during construction phases.
The mechanics are straightforward but require precision. Investors place funds in a self-directed IRA and invest in commercial real estate development projects. Midway through construction, when projects typically show reduced valuations due to development costs, incomplete construction, and liquidity constraints, investors execute the Roth IRA conversion.
"That's when the value is going to return and hopefully far exceed the initial investment you put in," Witt notes.
Consider this scenario: A $100,000 development investment might appraise at $60,000 during mid-construction. Converting at this lower valuation means paying taxes on $60,000 instead of the original $100,000 investment. As the project completes and stabilizes, the full value returns, but now grows tax-free within the Roth IRA.
"There's no benefit on losses in a Roth. If you lose money in a Roth, you don't get to write that off your taxes. So you want to be very thoughtful in terms of the quality of the projects that you're investing in," Witt emphasizes.
This strategy particularly benefits investors earning above Roth IRA contribution limits ($165,000 for singles, $246,000 for married couples) who have existing traditional IRA or 401(k) funds available for conversion.
The combination of tax-efficient structures and high-quality commercial real estate development can significantly accelerate wealth accumulation for qualified investors.
For more insights on tax-advantaged structures, you can also explore our Opportunity Zone strategies.
Catch the full Peachtree Point of View podcast episode featuring Tim Witt’s complete breakdown of Roth IRA conversion strategies, and learn how Peachtree Group’s development expertise can enhance your tax-efficient investment approach.
AltsWire | 拥有数十亿美元股权和债务投资组合的商业房地产投资公司Peachtree Group通过收购位于德克萨斯州曼斯菲尔德的达拉斯-沃斯堡郊区新建的A级工业设施，启动了其最新的特拉华州法定信托发行。
PG Dallas Industrial DST 的发行量为 2785 万美元。根据Peachtree的说法，这座占地131,040平方英尺的后置建筑于2025年竣工，提供36英尺的净高度，占地三英亩的室外储藏场和长期扩张潜力。
Peachtree董事总经理兼首席执行官格雷格·弗里德曼表示：“在当今更高的利率环境中，信贷紧缩和估值波动对传统所有权构成挑战，DST已成为一种引人注目的替代方案。”“它们以机构质量的资产为后盾，提供有吸引力的现金流，同时还提供税收优惠、专业管理和多元化。”
亚特兰大（2025 年 7 月 8 日） -拥有数十亿美元股权和债务投资组合的领先商业房地产投资公司Peachtree Group推出了其最新的酒店物业，其结构为 特拉华州法定信托 (DST)。拥有128间客房的凤凰城西埃文代尔SpringHill Suites酒店位于亚利桑那州埃文代尔，位于凤凰城都会区内。
这是Peachtree自2022年启动该计划以来第九次推出夏令时。
菲尼克斯西埃文代尔春丘套房酒店于2024年8月开业，将受益于该地区强劲的人口增长和经济扩张。埃文代尔是马里科帕县发展最快的城市之一，新的住宅和商业开发推动了当地需求。更广泛的凤凰城都会区在2023年至2024年间增加了近8.5万名居民，并继续位居该国增长最快的地区之列。
“这座新开发的房产代表了我们在夏令时产品中寻找的一切。它具有强劲的市场基本面、领先的品牌和长期上行空间，并得到了企业、医疗保健和休闲等持续需求渠道的支持。” 蒂姆·威特，桃树1031 Exchange和DST产品总裁。
SpringHill Suites通过提供时尚的住宿、现代设计、扩展的套房和增强的设施，为不断增长的全套房市场提供服务。此外，该酒店不需要所有权变更物业改善计划，并将受益于与SpringHill Suites品牌和万豪全球分销和忠诚度平台的合作，该平台在2025年已超过2.28亿会员。
威特说：“菲尼克斯西埃文代尔SpringHill Suites为投资者提供了在该国增长最快的大都市区之一获得新建的、无债务的资产。”“这是一个理想的机会 那些通过1031交易所寻求延期纳税的人 同时保持酒店业的敞口，该行业继续表现出强劲的基本面和长期的弹性。”
Peachtree的夏令时产品为投资者将增值房地产的收益再投资提供了一种节税的选择。该公司的九次夏令时产品代表了超过2.91亿美元的无债务房地产交易。每家酒店都符合Peachtree的战略，即在高增长市场收购品牌酒店，追求增值机会，并利用经验丰富的酒店管理来提高业绩和长期价值。
Peachtree继续通过提供简化的被动创收房地产投资途径来支持1031名交易所投资者，这符合该公司对创造强劲的风险调整后回报的承诺。
证券发行由Peachtree PC Investors, LLC发行，其成员：FINRA/SIPC。本公告不构成购买证券的要约。夏令时利息缺乏流动性，具有投机性，涉及高风险。潜在投资者应就对夏令时税权益的投资以及他、她或其根据第1031条进行的交易是否符合其自身或其具体情况的资格与其自己的税务顾问进行协商。
