酒店开发协议受益于后COVID有利的供需动态。 约翰·谢尔哈斯，桃树集团投资副总裁，加入 机会区播客 和吉米·阿特金森在一起 讨论Peachtree的机会区投资方法、他们对开发酒店资产的关注以及目前塑造投资机会的更广泛的房地产市场趋势。
由 OpportunityDB 创始人主持 吉米·阿特金森，机会区播客收录了来自基金经理、顾问、政策制定者、税务专业人员和机会区行业其他重要专家的客座访谈。
免责声明和前瞻性声明
这是一种营销沟通。本演示既不是出售要约，也不是征集任何证券的收购要约，其要约和/或出售只能通过私募备忘录提出。本演示文稿仅供参考和讨论之用，不是、也不得以任何方式作为法律、商业、财务、税务或投资建议，或作为出售要约或征集收购Peachtree Hotel Group或其关联公司赞助的任何基金（均为 “基金”）权益的要约或收购要约。基金权益的私募配售只能根据保密的私募备忘录（可能会不时修订或补充，“PPM”）、基金的认购文件和可能经过修订和重述的基金有限合伙协议（统称为 “发行文件”）进行，这些文件将应合格投资者的要求在保密基础上提供给他们，并应在投资对价时进行审查在基金中。无法保证基金的投资目标将实现。本演示文稿不包含对投资者做出投资决策至关重要的所有信息和风险因素，也不是出售证券的要约或征求购买证券的要约。此处描述的基金过去和将来都没有根据经修订的1933年《证券法》、美国任何州的证券法或任何其他司法管辖区的证券法进行注册。这些基金将不根据经修订的1940年《投资公司法》进行注册。因此，所讨论的基金仅适用于合格投资者。美国证券交易委员会或任何其他美国或非美国证券监管机构均未透露本陈述的准确性或充分性，也未批准或不批准此处所述的潜在投资。任何与此相反的陈述均属刑事犯罪。根据适用法律和基金的有限合伙协议，对基金权益的可转让性都存在重大限制。无法保证投资者会从投资者的资本出资中获得任何回报，甚至无法保证其回报。PPM中包含了对基金投资所涉及的重大风险的讨论。在本次发行方面，基金已与Peachtree Hotel Group II的子公司Peachtree PC Investors, LLC签订了独家管理经纪商兼交易商协议，后者将获得与这些发行相关的销售佣金、管理经纪交易商费、营销补贴费和/或配售代理费。我们、我们的赞助商及其附属公司（包括作为经销商经理的Peachtree PC Investors, LLC）之间存在利益冲突，因为服务协议，包括经销商经理协议，不是独立协议，不会像双方保持正常交易那样对投资者有利。最后，我们的赞助商是Peachtree PC Investors, LLC的间接所有者。因此，Peachtree PC Investors, LLC的运营和管理将受到冲突的影响或影响。Peachtree Hospitality Management、Stonehill和Peachtree PC Investors, LLC均为Peachtree Hotel Group II, LLC的全资子公司。本演示文稿中的一些陈述构成前瞻性陈述。前瞻性陈述涉及预期、信念、预测、估计、未来计划和战略、预期事件或趋势，以及与非历史事实相关的类似表述。本演示文稿中的前瞻性陈述受固有条件约束，并基于许多假设。本演示文稿中的前瞻性陈述涉及风险和不确定性，包括以下陈述：（i）我们计划交易的证券市场的总体波动性；（iii）战略的变化；（iii）资本的可用性、条款和部署；（iv）合格人员的可用性；（v）利率、债务证券市场或整体经济的变化；（vii）违约率上升和/或投资回收率下降；（vii）违约率上升和/或降低投资回收率；（vii）) 增加抵押贷款和其他抵押贷款的预付额，或其他资产支持证券；（viii）政府法规、税率和类似事项的变化；（ix）标准制定机构公认会计原则的变化；（x）抵押贷款支持、资产支持和其他证券交易机会的可用性，（xi）我们业务客户群的变化，（xii）我们行业竞争格局的变化以及（xiii）PHG/StoneHill业务的持续可用性本文以合理的条款描述的资源。前瞻性陈述基于我们的信念、假设和期望，同时考虑到我们目前可用的所有信息。这些信念、假设和期望可能会因许多可能的事件或因素而发生变化，并非所有这些事件或因素都是我们所知道的或在我们的控制范围之内。如果发生变化，此处讨论的工具和业务的表现可能会与我们在前瞻性陈述中表达、预期或设想的表现存在重大差异。
这不是购买任何证券的要约或邀请。只能通过私募备忘录进行发行。
Our VP of Investments, Will Woodworth, was featured in Hotel Investment Today, discussing the important role Opportunity Zones (OZs) are playing in today’s hotel development landscape.
“It became a critical vehicle to be able to develop, period. Your investor base may have a slightly different motivation. So, their return expectations may be slightly lower. That takes that pressure off of the cost that’s going into the project to be able to get it done.” — Will Woodworth
At Peachtree Group, we recognize the transformative impact OZs can have, not just on hotel projects, but on the communities they help revitalize. As interest rates and construction costs remain challenging, OZs offer a path forward by aligning investor goals with long-term value creation.
"Five years ago, the land now labeled as 905 Seventh St. in Sacramento, California, was nothing more than a parking lot for light rail commuters. Today, it's home to the city's newest major hotel.
The AC Hotel Sacramento opened in March 2024 after its construction began in January 2022. Downtown Sacramento has been in desperate need of more hotel rooms, and the AC Hotel's arrival helped fill that demand, economic leaders in California's capital city said.
The hotel sits in an opportunity zone, which is land that developers are given extra tax incentives from the federal government to revitalize."
In the latest episode of Peachtree Point of View, CEO Greg Friedman interviews Will Woodworth, VP of Investments, revealing valuable market intelligence for hotel investors considering development opportunities in today's landscape.
Market Fundamentals Drive Success
The podcast highlights that successful hotel development hinges on identifying markets with clear supply-demand imbalances. Woodworth notes that occupancy rates above 70% typically signal development potential, while high barriers to entry can protect investments from over saturation. For investors, these fundamental indicators prove more reliable than chasing market trends.
Geographic Hotspots: Southeast and Sun Belt
The conversation identifies the Southeast and Sun Belt regions as particularly promising investment territories. These markets show strong correlation between hotel performance, GDP and gross metropolitan product (GMP), fueled by population shifts and corporate relocations. Texas and Florida stand out as investment hotbeds where both immediate and long-term lodging demand continues to grow.
Opportunity Zone Considerations
Investors exploring Opportunity Zone benefits will appreciate Woodworth's practical perspective. While tax incentives create advantages for investors with capital gains, he emphasizes that successful projects must stand on their own merits regardless of tax benefits. The podcast explores how certain downtown districts and tourist destinations qualify as Opportunity Zones despite their strong fundamentals, creating dual advantages for strategic investors.
Brand Selection Strategy
The discussion offers valuable insights into brand positioning in different markets. Investors should consider how soft-branded properties can create custom experiences reflecting local character while maintaining operational efficiency. This balanced approach allows developments to capture premium rates through distinctive ground-floor experiences while controlling costs through standardized room operations.
Market Selection Criteria
Perhaps most valuable for investors is understanding the selection process for viable markets. At Peachtree Group truly promising development opportunities represent less than 5% of potential deals we review. Investors should similarly exercise discipline, looking beyond surface growth to ensure infrastructure development, corporate presence, and tourism patterns align to support long-term hotel demand.
For investors seeking to navigate the hotel development landscape with greater confidence, this episode provides market intelligence directly applicable to investment decision-making. Tune in to the full Peachtree Point of View podcast for deeper insights into current market conditions and development opportunities.
