2025 年众议院观点:Peachtree 集团高级领导人的见解

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对于商业房地产利益相关者来说,今年是一个分水岭。市场的不稳定性质要求对金融工具有深入的理解,并愿意接受替代方法。成功取决于适应能力、创新和对市场动态的透彻把握。尽管不利因素预计将持续存在,但这种环境为那些做好准备的人提供了难得的机会。

桃树集团首席执行官 格雷格·弗里德曼 在这篇博客文章中写了关于这些挑战的文章: 2025 年 CRE 市场预测:适应颠覆。

下面,Peachtree Group团队分享了他们对市场如何演变的见解,以及他们在商业房地产行业这个变革时期克服挑战和利用机遇的策略。

 

“2025年可能标志着商业地产'踢罐'时代的终结,因为外部压力——银行、品牌和合作伙伴关系——迫使交易不能再拖延了。我们已经看到这种转变始于2024年底,在之前的营销周期中停滞不前的资产在票据销售和困难驱动的交易下重新浮出水面。随着股票退居二线,控制权转移到外部各方,准备就绪的投资者将在这个不断变化的格局中找到独特的机会。”
迈克尔·伯纳斯,收购与处置高级副总裁

 

“债务到期日是资本事件的主要催化剂,较高的利率环境和不断变化的房地产基本面正在推动投资者转向救援等替代策略 首都、优先股和特殊情况。借款人的犹豫不决和银行分歧推动了贷款销售,而合伙企业则面临着所有者疲劳和资本追加的压力,为并购和大规模股票交易创造了机会。在地缘政治风险、通货膨胀和固定成本上涨的背景下,创新和战略方法对于实现增长至关重要。”
迈克尔·里茨,投资执行副总裁

 

“在强劲储备的推动下,银行在管理风险敞口、满足更严格的监管要求和腾出资金的同时,预计将出售商业房地产贷款 首都。这种趋势可能会增加票据交易,为投资者提供获得折扣甚至不良资产的机会。市场还目睹了混合信贷结构的大幅上升,混合了债务和股权特征,为借款人提供灵活的资本,同时为投资者提供了诱人的风险调整后回报。传统融资渠道不断变化的环境为那些有能力驾驭这个混乱市场的人提供了机会。”
债务资本市场执行副总裁杰里米·斯托勒

 

“预计未来十年公开股票市场的年回报率将低于前十年,投资者将越来越多地通过另类投资寻求阿尔法。国外 首都 某些地区和市场的合作伙伴将继续转向美国商业地产,以对冲货币和地缘政治风险。同时,保荐人和有限合伙人疲劳将为二级债券、特殊情况和结构性融资交易创造一个肥沃的环境,在这种环境中,资本结构面临挑战的基本强劲资产可能会被收购或以诱人的估值进行回购。”
丹尼尔·萨维奇,股权资本市场投资与战略副总裁

 

“的 EB-5 计划 通过提供较低成本的资本,在创造就业机会和推动经济增长的同时提高投资回报,为商业房地产开发商提供独特的优势。通过将EB-5融资纳入其资本堆栈,开发商可以更好地应对更严格的贷款条件和不断上涨的建筑成本。这种方法不仅可以最大限度地提高价值,还可以为房产的长期成功奠定基础。”
亚当·格林,EB-5项目执行副总裁

 

贷款人 持有后疫情时代的不良贷款,意识到这些贷款无法恢复现金流,正准备在2025年进行清算,为战略买家创造机会。但是,'长期更高'的利率环境继续阻碍交易市场,因为卖方抵制以较高的上限利率进行交易,从而延长了买卖差距。”
Jared Schlosser,酒店贷款执行副总裁兼CPACE主管

 

“商业地产 发展 格局在不断演变,酒店业的基本面使其能够脱颖而出,成为一个强大而灵活的行业,随时准备抓住新机遇。由于市值率普遍较高,供应增长远低于长期平均水平,而且在联邦政府支持的机会区计划支持的领域,投资者兴趣强劲,因此酒店业完全有能力领导新项目,尤其是在填充地区。尽管其他房地产行业面临更严峻的挑战和经济困境,但这种增长表明了发展将如何向前发展。”
威尔·伍德沃斯,投资副总裁

 

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Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management

Peachtree Group announced the appointment of Lindsay Monge as executive vice president of asset management. In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Graphic announcing the new hire of Lindsay Monge as EVP of Asset Managment, with a headshot of Lindsay Monge on the left handside

ATLANTA (Oct. 15, 2025) – Peachtree Group (“Peachtree”), a leading commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion, today announced the appointment of Lindsay Monge as executive vice president of asset management. In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.

Monge brings more than two decades of leadership experience in hospitality, real estate investment and operations to Peachtree. Most recently, he served as president of Seaview Investors where he led asset management and daily operations for a portfolio of eight Marriott and Hilton-branded upscale hotels in California. Before this, he spent nearly 16 years at Sunstone Hotel Investors, rising to senior vice president, chief administrative officer, secretary and treasurer, where he oversaw corporate functions and played a pivotal role in managing a $3.9 billion asset base.

“Lindsay’s extensive background leading hotel operations and real estate investment platforms makes him an invaluable addition to our leadership team,” said Greg Friedman, managing principal and CEO of Peachtree. “His experience across public REITs, private equity and owner-operator platforms uniquely positions him to enhance value creation for our investors while strengthening our asset management capabilities.”

His career also includes senior leadership roles at Magna Flow as chief operating officer and at Alpha Wave Investors as chief administrative officer and partner where he directed strategic planning, growth initiatives and asset repositioning strategies. Earlier in his career, Monge held management positions at The Westgate Hotel and began his hospitality career in Hilton’s executive management program at the Waldorf Astoria in New York.

Monge earned an MBA in strategy and leadership from the Drucker School of Management at Claremont Graduate University. He holds a bachelor’s degree in hotel administration from Cornell University’s Nolan School of Hotel Administration. He also completed executive education in the LEAD Business Program at Stanford Graduate School of Business.

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Peachtree Group to Launch Equipment Finance Division, Expanding Credit Capabilities Across Key Sectors

Peachtree Group announced the launch of a new equipment finance division, further broadening its credit platform and reinforcing its ability to provide flexible equipment lease financing across industries, including commercial real estate and hospitality.
Generic row of new vans in a parking bay ready for purchase

ATLANTA (Oct. 13, 2025) – Peachtree Group (“Peachtree”) announced today the launch of a new equipment finance division, further broadening its credit platform and reinforcing its ability to provide flexible equipment lease financing across industries, including commercial real estate and hospitality.

The division will be led by seasoned executives Brian Shaughnessy and Roger Johnson, who together bring more than 60 years of experience in equipment finance, specialty finance and portfolio acquisitions. They will be joined by experienced industry executive Dennis Shields, further strengthening the team’s depth and expertise. Shields spent the last 15 years with Meridian Leasing, helping to grow its profitable leasing business.

“This launch is more than the start of a new business line. It continues relationships that span more than 15 years,” said Greg Friedman, Peachtree’s managing principal and CEO. “We have known and worked alongside Brian and Roger for well over a decade, watching them build reputations as trusted leaders in equipment finance. Their arrival marks both a reunion and a natural extension of our long-standing ties.”

This new platform represents a progression of Peachtree’s established private credit ecosystem. Many of the firm’s commercial real estate clients also require equipment financing, particularly in hospitality, where Furniture, Fixtures,and Equipment (FF&E) play a critical role in new developments. By building on the firm’s long-standing history and applying proven expertise from its principals’ experience financing essential use equipment, Peachtree is positioned to deliver tailored financing solutions that address client needs across multiple sectors and industries.

The launch highlights Peachtree’s ability to adapt its platform to fill gaps left by traditional lenders while keeping long-term client relationships at the center of its strategy.

Young forklift driver sitting in vehicle in warehouse smiling looking at camera
“Large banks continue to pull back from serving small and mid-sized businesses, leaving a significant void in the market,” Friedman said. “Our new platform allows us to step in with creative financing solutions, whether that means helping medical facilities upgrade technology or supporting hotels with FF&E for new developments, so businesses can access the capital they need to grow.”

Shaughnessy, who joins as president and principal of the equipment finance division, is a senior executive with more than 35 years of experience in financial services and investment banking. He was most recently co-founder and CEO of IMT Commercial, an alternative portfolio and asset acquisition and management firm.

Johnson, who will serve as executive vice president and principal, is a 30-year portfolio acquisitions and commercial lending veteran. He has a proven track record of developing profitable relationships with C-suite decision-makers at a wide range of financial institutions. Both Shaughnessy and Johnson founded and grew IMT Commercial Credit into a top 120 equipment finance business.  

The new unit will initially focus on financing lease transactions ranging from $500,000 to $10 million with terms generally between 24 and 84 months. By leveraging Peachtree’s established credit expertise, infrastructure and balance sheet strength, the division aims to deliver competitive financing options while ensuring timely funding and long-term client relationships.

“Equipment finance requires a deep understanding of the assets, from valuation to structuring and exit strategies,” said Shaughnessy. “Our team brings decades of specialized knowledge that allows us to evaluate risk effectively and deliver certainty of execution for clients.”

Johnson added,“Leasing involves extensive coordination with clients, vendors and lenders, and our goal is to make the process seamless. Clients can count on us not only to secure financing but also to manage the details that keep projects moving forward.”

“Equipment finance is a relationship-driven business where execution matters,” Shields, senior vice president, said. “Our goal is to combine decades of industry expertise with Peachtree’s deep credit platform to offer reliable, creative solutions to clients who are often underserved in today’s lending environment.”

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Fortune: Commercial real estate’s seismic transformation is creating new winners—and losers— in the property market

There’s no doubt that commercial real estate, and especially the office market, is undergoing a seismic transformation, one that’s not likely to abate any time soon. A boom time of near-zero-interest-rate policy, abundant liquidity, and cap rate compression over the past decade has given way to a perfect storm–a wall of maturing debt, tightened lending conditions, and cratering property values–all amid higher interest rates that show no sign of returning to their pre-2022 lows.
Written By Greg Friedman | Featured on Fortune.com

Fortune | There’s no doubt that commercial real estate, and especially the office market, is undergoing a seismic transformation, one that’s not likely to abate any time soon. A boom time of near-zero-interest-rate policy, abundant liquidity, and cap rate compression over the past decade has given way to a perfect storm–a wall of maturing debt, tightened lending conditions, and cratering property values–all amid higher interest rates that show no sign of returning to their pre-2022 lows.

The outlook for the office sector has been particularly negative. It’s a tale of two markets right now: roughly 30% of office buildings account for 90% of the vacancies and may never recover, while the other 70% have the chance to stabilize over time. Either way, the office market finds itself at an inflection point, much like the retail market as mall acquisitions were being financed.

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