在市场低迷的情况下，零售空间继续抵御通货膨胀压力。零售商似乎没有收到市场疲软的备忘录，而是准备继续在美国各地开设店面和租赁空间。这怎么可能？美国抵押贷款专业人士向商业房地产私募股权投资者兼贷款机构Peachtree Group的创始人兼首席执行官格雷格·弗里德曼寻求答案。
In a recent discussion with Hotel Management, Brian Waldman, Chief Investment Officer at Peachtree Group, emphasized the importance of opportunistic investments in the current hospitality market. While premium-branded select-service and compact full-service hotels are generally stable across market cycles, Waldman noted that the most compelling opportunities often arise from unique situations rather than adhering strictly to a single chain scale or technology.
Waldman also highlighted the significance of transparency in hotel financing. He advised that owners should be forthcoming with lenders about potential challenges and deviations from plans, as early transparency fosters credibility and collaborative problem-solving, which is crucial in navigating financial uncertainties.
Peachtree Group's approach aligns with these insights, focusing on strategic investments that leverage both market opportunities and operational efficiencies. Their portfolio reflects a commitment to identifying and capitalizing on situations where value can be enhanced through decisive action and transparent partnerships.
Reuters | US summer flight bookings are down 10% year-on-year — even though airfares are cheaper — and the airline sector is lagging behind the wider market. Nevertheless, Greg Friedman of Peachtree Group says the market will pick up and even benefit in 2026.
Schwab Network: With the summer season well underway, Greg Friedman is bullish on hotel and travel stocks. He believes there's favoritism toward some companies that investors may not realize unless they look under the surface. Greg breaks down the trends he sees to explain why optimism is high for companies like Hyatt (H), Hilton (HLT), and Airbnb (ABNB).