A Simplified Guide to EB-5 Visa Requirements and Availability.

A Simplified Guideto EB-5 Visa Investment Program. 

We understand the EB-5 visa process can be daunting, so we’ve simplified the process for you in an easy-to-understand downloadable guide.

What is the

EB-5 Visa Program?

The EB-5 Immigrant Investor Program supports economic growth by stimulating job creation and capital investment and provides investors and their families with the opportunity to live, work, and study in the United States without company sponsorship or cumbersome renewal processes.

The program was established by the United States Congress in 1990 and offers foreign nationals the chance to obtain permanent residency by investing in U.S. businesses.

How does EB-5 differ from other immigration.
This investment-centric approach sets the EB-5 visa apart from many other U.S. immigration visa programs by directly linking immigration benefits to economic development and job creation and providing an investor with the chance to obtain permanent residency.

Unlike visas based on employment, family ties, or humanitarian grounds, the EB-5 visa requires applicants to make a significant financial investment in a U.S. business. Additionally, if the EB-5 visa requirements are met, the program provides a pathway to permanent residency (a green card) not just for the investor, but also for their immediate family members, including spouses, and unmarried children under the age of 21, offering a comprehensive solution for families seeking to relocate to the United States.

Yearly Distribution of Immigration Visa Slots

About 1 million immigrant visas are granted each year.

  • A base allocation of 620,000 is from “preference categories”
  • Preferences are broken down into family-based (480,000 annual allocations) and employment-based (140,000 annual allocations)
  • There are five versions of employment-based
  • EB-5 is the fifth “preference”, i.e. the 5th version

EB-5 Visa

Requirements

EB-5 visa requirements are simple in theory; would-be immigrants invest capital (at least $800,000) into a designated project or business that will create at least 10 jobs for workers in the U.S.

To dive a little deeper into requirements, the full EB-5 process includes several steps:

  1. Minimum Capital Investment: $800,000 invested over 4-7years.
  2. Background Check: No U.S. immigration law violations, criminal convictions, or history of financial fraud.
  3. Documented Lawful Source of Funds: Requires documentation proving the capital investment was earned legitimately, typically documented by an immigration attorney.
  4. Investor Petition Form I-526E: An investor pooling their investment with one or more qualified immigrants participating in the Regional Center Program uses the I-526E form to petition USCIS for status as an immigrant to the United States.  
  5. “At Risk” Investment: The investment must be fully invested in the U.S. economy for a minimum of twenty-four months, and until the required jobs are created.
  6. Create Jobs: The investment must lead to the creation of at least 10 jobs per investor petition for U.S. workers.

Below we’ll break down the nuances of EB-5 visa requirements, including the minimum cost of an EB-5 investment.  

We’ll explain the factors involved in calculating EB-5 visa processing times and visa allocations, and touch on how to evaluate the requirements of EB-5 investment projects.

EB-5 Process:

How to Apply for an EB-5 Visa

In the simplest terms, these are the steps involved in what you will need to do to secure your green card through EB5 investment.

  1. Decide if it's the right immigration pathway for you.
  2. Determine if you meet the EB-5 visa requirements.
  3. Get experienced EB-5 immigration counsel. If you haven’t already engaged with one, the Peachtree team can give you recommendations for an attorney from our network of trusted legal experts who specialize in the EB-5 Visa.
  4. Select an EB-5 investment. Keep reading to learn more about how to choose the right project.
  5. File form I-526E. This solidifies the promise that you’ll invest money, create jobs, and otherwise comply with all EB-5 Visa requirements. If you are already lawfully in the U.S. on a non-immigrant visa (e.g. F-1, H-1B) you may be eligible to remain in the U.S. while your application is processed by filing a form I-485.
  6. Answer all questions and get approved (note: there is no guarantee).
  7. Start two years of conditional lawful permanent residence. More information on what constitutes ‘conditional’ here.
  8. File form I-829. This form shows that you kept your promises and fulfilled all your EB-5 investment requirements.
  9. Receive a permanent green card (which also includes the removal of conditions).
  10. Optional: apply for citizenship after maintaining the green card requirements for five years.

Choose an

investment pathway

You have two primary pathways to choose from: Direct EB-5 Investment and the and the Regional Center Program. They are quite different approaches to securing your U.S. permanent residency.

Direct EB-5 Investment Approach

Direct EB-5 Investment involves investing directly in a business you manage yourself, giving you full control over the project. This EB-5 visa type requires you to actively manage the business and to directly hire at least ten concurrent, full-time workers.

While this model offers direct involvement in the operation, it also places the responsibility of managing all aspects of the business, including payroll processing, record-keeping, and EB-5 compliance.

This includes:

  • Finding someone you trust in the U.S. to run and manage your investment while you are in your home country.
  • All of the legally required reporting, including compliance with U.S. employment laws and record-keeping for several years.  
  • Fulfilling all stringent paperwork requirements, both quarterly and annually.

The Regional Center Approach

In contrast, Peachtree sponsors projects pursuant to the Regional Center program. By doing this, we simplify the entire process for you.

Under the Regional Center Program, your investment is managed by Peachtree Group, and your EB-5 visa job-creation requirements are satisfied by a widely accepted econometric formula instead of employee payroll records.  

The Regional Center program allows you to pool your investment with others as long as the econometric models show the creation of at least 10 jobs per EB-5 investor.

Peachtree Group Projects

Peachtree has completed billions of dollars in loans and has a robust pipeline of deals. We make sure a quality subset of those deals become EB-5 investments as long as they qualify and meet all of our criteria and that of the regulations of the EB-5 Immigrant Investor Program as outlined by USCIS.

This means there is a constant stream of reliable EB-5 opportunities in our pipeline. Here is a list of our latest featured deals, or contact Victor Espinosa (Vice-president, Global Business Development) for more information about our process, read this article on the Peachtree Advantage.

EB5 investment types

Making the Right Choice:

Evaluating EB-5 Investments

Choosing the right EB-5 investment is a core pillar of your success.

There is a lot of pressure to choose the right project because it impacts your path to U.S. residency and your financial contribution.

This section outlines the key factors you should consider when evaluating the EB-5 visa requirements.

Criteria for Evaluating EB-5 Projects

Character:

Always evaluate the character and experience of the professionals with whom you do business. Peachtree’s 17-year history and the decades of finance work of our professionals have taught us that the most important factor in any finance or business dealing is the character of the people with whom you work.  

Peachtree’s reputation as a smart company with smart, approachable people with integrity is important to us. We are listed as one of the best places to work by USA Today and Inc. Magazine and our principals were just named the best bosses in commercial real estate by the trade publication GlobeSt.

Complexity:

Make sure you can understand the business and financing plan of the deal you’re considering. Some EB-5 deals have very complicated structures with many multiple layers of entities and sources of capital. Complex does not necessarily mean bad, but a simple deal allows you to understand how your investment goes into a deal, how it will be used, and when you’ll get paid back.

Job Creation Potential:

The core EB-5 visa requirement is to stimulate the U.S. economy through job creation. Because of this, a major criterion for evaluating an EB-5 investment is its potential to create at least ten full-time jobs for U.S. workers per investor.

For example, at Peachtree, we our Boone project creates 13.5 jobs per EB-5 investor.

Investor Rights and Protections:

You already know that understanding your rights as an investor is always important. You want to look for projects that offer clear terms on investment returns, capital repayment, and the administrative fees involved.

Your EB-5 projects should also provide transparency around your exit strategy and the conditions under which your funds will be returned. You also want to assess the legal protections in place to safeguard your investment against potential disputes or failures.

Financial Structure:

An EB-5 project’s financial health is also central to its success. You need to evaluate whether the project is well-capitalized and has strong funding beyond just the EB-5capital.

This includes examining the capital stack, which should have a balanced mix of equity, debt, and EB-5 investment, reducing the reliance on EB-5 funds as the primary source of capital.

Peachtree’s EB-5 projects retain the senior position on all debt. This means we don’t we don’t need to wait for any other loan to be repaid before we get repaid.

It’s another unique advantage of partnering with Peachtree Group. Our projects are also fully financed, which ensures that our projects will not have to wait for the EB-5 capital to be raised in order to commence construction.

Targeted Allocations

Within EB-5

The U.S. Government allocates visas based on the project type. A portion of the total 9,940 available EB-5 visas are reserved for Targeted Employment Areas and infrastructure projects.

Of the 9,940 EB-5 visas, 20% (1,988 visas) are allocated to rural projects. A further 10% (994 visas) are reserved for projects in areas of high unemployment. Finally, 2% (198 visas) are earmarked for infrastructure projects.

Before the EB-5 law was updated in 2022, the demand for visas from certain countries far exceeded the annual limit, leading to potentially years-long waiting times for investors.  The new law created separate, reserved categories that currently have no backlogs.

Rural Projects

A rural project is defined as being located in a geographical area that lies outside of an urbanized area or an area with a high population. Specifically, these are locations that are both (a) outside of geographies designated by the US Census Bureau as “Metropolitan Statistical Areas", and (b) outside of cities and towns with a population of 20,000 or more.

Projects in Areas of High Unemployment

Another significant focus is on areas of high unemployment. These areas are defined as a U.S.-designated census tract or collection of tracts having an unemployment rate that is at least 150% of the national average.

Infrastructure Projects

These are projects owned and administered by government entities, which might include but are not limited to transportation, utilities, energy, and telecommunications.

Distribution of EB-5 Visa Allocations by Project Type

This graph illustrates the targeted allocation of the base total of 9,940 EB-5 visas available annually.
Distribution of EB-5 Visa Allocations by Project Type

Choose your EB-5

Investment Amount

The EB-5 minimum investment amount for the EB-5 visa program depends on the location of the investment project. Currently, EB-5 visas require:

  • $800,000 for projects located in Targeted Employment Areas (TEAs) which are either rural areas or areas with high unemployment., or for projects that qualify as infrastructure projects.
  • $1,050,000 for projects that are not in Targeted Employment Areas or do not qualify as infrastructure.
EB5 investment capital

These investment thresholds were adjusted in 2022, reflecting an increase from previous amounts to account for inflation and other economic factors.

It is worth noting that the minimum is set to be adjusted for inflation every five years, if you wait, you could end up paying more.

The Full Cost of the

EB-5 Visa

Beyond the EB-5 visa’s required investment amount, there are several additional expenses. Applicants must account for legal fees, which can vary significantly depending on the complexity of the case and the attorney's expertise.

There are also administrative fees charged by the regional center or the direct investment project, which cover the costs of managing and processing the investment.

Government filing fees, including those for Form I-526E (Immigrant Petition by Alien Investor) and Form I-829 (Petition by Entrepreneur to Remove Conditions on Permanent Resident Status), add to the financial outlay.

Additionally, applicants need to budget for EB-5 visa costs related to medical examinations, translation, and certification of documents, and travel expenses for themselves and their families.

Benefits of the

EB-5

The EB-5 visa offers numerous benefits that make it an attractive option for investors seeking U.S. permanent residency and a chance to truly call the U.S. home. One significant advantage is that an EB-5 visa provides a direct path to a greencard, with fewer bureaucratic hurdles compared to other immigration options.

Recent reforms and streamlined procedures have led to enhanced accuracy in the adjudication of applications, ensuring that investors receive timely and reliable decisions. These improvements have also contributed to faster processing times, allowing investors and their families to secure their residency status more quickly. That said, it is important to be realistic about visa processing times and to understand the process.

Green card benefits for individuals or families

Understanding EB-5 Visa

Processing Times

EB-5 visas require processing to be administered by two departments of the U.S. government. The USCIS reviews EB-5 petitions for qualification and approval. USCIS also processes “adjustment of status” for applicants who are lawfully in the United States to get their green cards.

The section of the law that covers the allocation of immigrant visas is called 8 USC 1153. You can read the official U.S. code here.

The U.S. Department of State issues EB-5 visas to petitioners outside of the United States which allow the petitioners to enter the country and obtain their green cards.

The USCIS has target processing times for reviewing the EB-5 Visa Petitions, and then they have the actual EB-5 petition processing time based on data from previous years. These figures are different.

EB5 timeline

Ready to Invest?

Next Steps

EB-5 visa processing times vary and no one can know in advance exactly how long processing will take in any individual case.

Criteria for Evaluating EB-5 Projects

Step 1: EB-5 Visa Petition Approval Time.

This measures the time from the date on which the investor’s petition is received by USCIS to the time USCIS issues its decision.

There may be one or more rounds of questions from USCIS about the petition (called “Requests for Evidence” or “RFEs”) during this period.

  • Target EB-5 Processing Time according to the EB-5 Reform and Integrity Act of 2022 (the “RIA”): Less than 120 days (4 months) for TEAs or less than 240 days (8months) for non-TEAs.
  • Typical EB-5 Visa Processing Time Range: 19 to 52 months, reflecting recent trends due to USCIS workload.
Step 2: EB-5 Visa Number Wait Time.

This measures the time some investors with approved petitions may have to wait if demand for the EB-5 visa and overall immigrant visa demand from their country exceeds certain annual quotas.

  • Typical EB-5 Green Card Processing Wait Time: Currently, there are no waiting times for investors from any country, including EB-5 investors from China and India who invest in the new “reserved” categories established under the RIA.
  • Extended Wait Time: The process can take several years if the number of EB-5 applicants surpasses the available visa quota. Currently, these wait times apply only to EB-5 investors from China and India, and only for those investors who applied before the RIA.
Step 3: Time from EB-5 Approval to Visa Issuance.

After approval, EB-5 investors must submit documentation to the National Visa Center within the U.S. Department of State, and then they must attend an interview in a U.S. consulate abroad.

Approved investors who are legally within the United States may apply for “adjustment of status” with USCIS, instead.

  • Expected EB-5 Visa Processing Time: This can vary significantly depending on USCIS and Department of State staffing.
  • Historical EB-5 Visa Processing Time: Around 6 months, potentially extending under high-demand scenarios.
Step 4: Conditional Permanent Residence Duration
  • Fixed EB-5 Green Card Processing Time: Exactly 2 years, starting from the date of admission under the EB-5 visa.
Step 5: EB-5 Permanent Green Card Finalization; the “Removal of Conditions”
  • Target Processing Time for EB-5 Visa: Less than 90 days to remove conditions.
  • Actual EB-5 Green Card Processing Time Range: 26 to 49months, since 2019. Note that the EB-5 immigrant and family may remain in the U.S., work and travel while the removal of conditions is pending.

Key Points to Remember:

  • Target EB-5 Visa Processing Times are ideal processing durations set by regulatory goals
  • Actual EB-5 Visa Processing Times offer a realistic look at durations based on the current USCIS processing landscape.
  • Delays in EB-5 processing times are generally influenced by application volumes, visa availability, and administrative (staffing) capacity.

Understanding EB-5 Visa Timeline:

From Application to Green Card

The steps to EB5 processing

Taking the Next Steps

with Peachtree

Here’s how you can begin your journey to U.S. permanent residency with an EB-5 investment, guided by our expertise and dedication to simplicity, transparency, and success.

Start by visiting our website where you can learn more about our specific EB-5 investment opportunities. We designed our site to be user-friendly and simple.

Pass Along Your Contact Information

Take a moment to fill out the form at the bottom of our website. We'll send you more information about Peachtree Group's EB-5 program and have one of our experienced EB-5 Investor Relations Managers reach out to you. If you would like someone to contact you immediately, call 949.235.0981 or email Victor Espinosa, vespinosa@peachtreegroup.com

Your EB-5 FAQs, answered.

What is the EB-5 Visa Program?

The U.S. Congress created the Employment Based fifth preference immigrant visa program (the “EB-5 Program”) in 1990 to stimulate the U.S. economy through job creation and capital investment from foreign investors. The EB-5 Program allows investors, and their spouses and unmarried children under 21, to apply for U.S. lawful permanent residence by making a qualified investment into a new commercial enterprise with the intend of creating or preserving ten (10) permanent full-time jobs for qualified U.S. workers.  

In 1992, U.S. Congress created the EB-5 Immigrant Investor Program, also known as the Regional Center Program, which sets aside EB-5 visas for participants who invest in commercial enterprises associated with regional centers approved by USCIS based on proposals for promoting economic growth, including prospective job creation and increased domestic capital investment. On March 15, 2022, President Biden signed the EB-5 Reform and Integrity Act as part of the Consolidated Appropriations Act, 2022 (Public Law 117-103), which created new requirements for the EB-5 immigrant visa category and the Regional Center Program. Immigrant visas are authorized under the Regional Center Program through September 30, 2027.

How much do I need to invest?

Based on the current requirements under the EB-5 Program a qualified immigrant investor must invest $1,050,000. The amount of capital required is reduced to $800,00 for an investment in a targeted employment area or in an infrastructure project. The administrative fee, legal and application fees are not included.

What qualifications must an applicant meet to obtain an EB-5 visa? EB-5 visas require:

Minimum Capital Investment: $800,000 invested over 5-7 years.Background Check: No U.S. immigration law violations, criminal convictions, or history of financial fraud.Documented Lawful Source of Funds: Requires documentation proving the capital investment was earned legitimately.‘‘At Risk "Investment: The investment must be fully invested in the U.S. economy for a minimum of twenty-four months, and until the required jobs are created.Create Jobs: The investment must lead to the creation of at least 10 jobs for U.S. workers.  

  1. Minimum Capital Investment: $800,000 invested over 5-7 years.
  2. Background Check: No U.S. immigration law violations, criminal convictions, or history of financial fraud.
  3. Documented Lawful Source of Funds: Requires documentation proving the capital investment was earned legitimately.
  4. ‘‘At Risk "Investment: The investment must be fully invested in the U.S. economy for a minimum of twenty-four months, and until the required jobs are created.
  5. Create Jobs: The investment must lead to the creation of at least 10 jobs for U.S. workers.  

What is a Targeted Employment Area (“TEA”)?

A targeted employment area is a rural area, or an area designated by the Secretary of Homeland Security as a high unemployment area at the time of the investment. The term “rural area” means any area other than an area within a metropolitan statistical area (as designated by the Director of the Office of Management and Budget) or within the outer boundary of any city or town having a population of 20,000 or more (based on the most recent decennial census of the United States). A high unemployment area is an area that has experienced unemployment at a rate that is at least 150% of the U.S. national average.

What is the process to obtain a green card through the EB-5 Visa Program?
  1. Select the Project
  2. Review and sign the offering documents
  3. Deposit the $800,000 capital contribution and administrative fee
  4. File Form I-526E, Immigrant Petition by Regional Center Investor with USCIS;*If you are already in the US studying / working under a different visa, at the time of the Form I-526E filing, you will be eligible for concurrent filing, which allows you to remain in the U.S., and to work and travel in and out of the U.S. while your Form I-526E is pending.
  5. Once the Form I-526E is approved if you are residing in the U.S you may submit your Form I-485 Application to Register Permanent Residence or Adjust Status to USCIS; or if you are abroad, the National Visa Center will notify you to visit a US Consulate to obtain an EB-5 visa for admission to the U.S. The green card issued to you at this stage is a conditional green card which is valid for two (2) years.
  6. Between 21 – 24 months after receiving you conditional green card, you will submit Form I-829, Petition by Investor to Remove Conditions on Permanent Resident Status to USCIS, which would provide documentation to prove that the investment has been sustained and the job have been created. Once the Form I-829 is approved, you will become a Permanent Resident of the U.S.

What are the benefits of an EB-5 Visa?

  1. The EB-5 visa is available to citizens of all countries​
  2. The immigrant petition covers the investor, his/ her spouse, and all unmarried children under 21​
  3. The investment amount may be gifted or loaned to the immigrant investor​
  4. To qualify for the EB-5 visa, there is no age, education, business experience or language requirements​
  5. The EB-5 visa provides a quick path to permanent residence and U.S. citizenship
  6. Provides freedom to live, work, study and own property in the U.S.
  7. The right to attend public school and college
  8. You and your family are protected by all of the laws of the U.S, the State in which you reside, as well as local jurisdictions.

Meet your

EB-5 Team

Peachtree Group’s EB-5 team has more than 40 years’ combined experience and has managed over $2.0 billion in EB-5 transactions.

A Path to Permanent Residency

Peachtree Group’s EB-5 team is here to help you potentially obtain your green card. If you have questions about us, our EB-5 investing process, or anything in between, fill out the form below to get in touch.
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Patriotic scene with man and small child.

Stay informed.

Read up on the latest news, trends, and analysis from our experts on EB-5 Visa programs.
EB-5
Insight

USCIS Visa Bulletin January 2025: Important Update

Each month the US State Department publishes the official Visa Bulletin, which is the source for information on visa availability in the United States. It shows which approved immigrant applicants may move forward to obtain their immigrant visa based on the date the original petition was filed. This article explains the Visa Bulletin and how to read it.

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

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EB-5
Education

USCIS Form I-485 for EB-5 Investors Explained

Learn how EB-5 investors can leverage the I-485 form to adjust their immigration status, the eligibility requirements for EB-5 investors, the essential documents needed, and how Form I-485 fits into the overall EB-5 process.

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
EB-5
Education

What is Form I-526E for EB-5 Investors?

Form I-526E is the first petition filed by a foreign investor seeking to secure U.S. permanent residence through an investment. It is the investors promise to fulfill the requirements of the EB-5 program.

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Peachtree news and insights.

In The News
General
5 min read

Yahoo! Finance: The hotel sector benefits from 'muted' supply

Peachtree CEO Greg Friedman recently shared insights on the market with Madison Mills of the Yahoo Finance show Catalysts.

Yahoo – Catalysts - The commercial real estate market (CRE) has struggled amid a prolonged high-interest-rate environment, but hotels have continued to outperform as demand surpasses supply. Peachtree Group CEO Greg Friedman joined Catalysts to discuss the market outlook.

 

Friedman explained that the pandemic "muted" new supply growth, and as demand has picked up with limited new construction, he believes the hotel industry is benefiting from supply being constrained. He points out supply in the hotel sector is growing at a 40% reduction, while demand remains resilient.

 

Friedman notes that "from an investment perspective," hotel assets trade at higher cap rates. With rates expected to remain elevated, Friedman states, "there's less negative leverage," making the sector increasingly attractive.

 

Regarding office spaces, Friedman sees potential for recovery. "I think we're heading towards a bottoming across the office sector," he said, pointing to rising vacant spaces being repurposed and transformed for new uses. "I think we're heading towards it being more investable," he added.

 

To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

Press Release
Credit/CPACE
5 min read

Peachtree Group Surpasses $1.0 Billion in CPACE Financing

Peachtree Group has reached a significant milestone in Commercial Property Assessed Clean Energy (CPACE) financing, surpassing the $1.0 billion mark.
Title Image explaining Peachtree Group Surpasses $1 Billion in CPACE Financing

ATLANTA (Dec. 9, 2024) – Peachtree Group (“Peachtree”) has reached a significant milestone in Commercial Property Assessed Clean Energy (CPACE) financing, surpassing the $1.0 billion mark—a distinction shared by only a select few companies in the industry. In 2024 alone, Peachtree completed 22 CPACE transactions across the U.S., surpassing its previous record for CPACE originations.

"In 2019, we launched CPACE, and today we've surpassed our first billion—a testament to the exceptional team and the strength of Peachtree’s vision,” said Jared Schlosser, Peachtree’s Executive Vice President of Hotel Lending and Head of CPACE. “Our strong foundation has not only fueled Peachtree’s success in CPACE financing but also solidified its position as a leader in the broader commercial real estate lending market.”

In the most recent loan origination rankings by the Mortgage Bankers Association, Peachtree was ranked as the seventh-largest commercial real estate investor-driven lender in the U.S.

Quote Card that says "Our strong foundation has not only fueled Peachtree's success in CPACE financing but also solidified its position as a leader in the broader commercial real estate lending market" quoted by Jared Schlosser EVP of Hotel Lending and Head of CPACE

The firm’s $1.0 billion in CPACE financing is rooted in hospitality, which remains its largest segment comprising approximately 45% of its total. However, Peachtree has successfully expanded into other sectors, particularly residential communities (including multifamily, student housing and senior living), which now represent 22% of the portfolio or $220 million. Additionally, the firm has executed numerous CPACE transactions across industrial, mixed-use and office sectors, showcasing its versatility.

“In this challenging lending market, CPACE financing has emerged as a crucial source of liquidity for all commercial real estate sectors. This financing option is becoming increasingly essential as owners grapple with looming debt maturities and limited refinancing opportunities,” Schlosser said.

Commercial real estate remains in a turbulent period with trillions of dollars in debt maturing and refinancing becoming increasingly difficult due to tighter lending standards from traditional lenders. These challenges are reshaping the industry and forcing property owners to seek alternative financing solutions.

“CPACE has been a game-changer, offering long-term fixed-rate financing that lowers the cost of capital while enabling property owners to pursue energy-efficient upgrades with reduced financial strain,” Schlosser said. “Peachtree is proud to lead the way in expanding access to this innovative solution, helping owners across all commercial real estate sectors.”

In just over a decade, CPACE has reached a cumulative $7.2 billion in U.S. commercial real estate financings, according to PACE Nation, confirming the growing market adoption and acceptance of this financing tool.

About Peachtree Group
Peachtree Group is a vertically integrated investment management firm specializing in identifying and capitalizing on opportunities in dislocated markets, anchored by commercial real estate. Today, the company manages billions in capital across acquisitions, development and lending, augmented by services designed to protect, support and grow its investments.For more information, visit www.peachtreegroup.com.

Press Release
DST
5 min read

Peachtree Group Expands Hospitality Portfolio with Launch of New DST Investment in Iconic St. Augustine

Peachtree Group has announced the acquisition of its sixth hotel property structured as a Delaware Statutory Trust (DST) with the 90-key Home2 Suites by Hilton St. Augustine I-95 in the greater Jacksonville, Fla., area.

Facade Rendering of St Augustines Home2Suites by Hilton

ATLANTA (Dec. 3,2024) - Peachtree Group (“Peachtree”), a leading commercial real estate investment firm with a multi-billion-dollar portfolio of equity and debt investments, has announced the acquisition of its sixth hotel property structured as a Delaware Statutory Trust (DST) with the 90-key Home2 Suites by Hilton St. Augustine I-95 in the greater Jacksonville, Fla., area. This latest DST offering is the third to close this year following the completion of the Residence Inn Tampa Wesley Chapel DST in November.

 

Peachtree’s DST hospitality acquisitions continue to present compelling opportunities for 1031 exchange investors seeking to reinvest proceeds from the sale of appreciated real estate while enjoying tax deferral benefits and maintaining a strong allocation within the thriving hotel sector.

 

The Home2 Suites by Hilton St. Augustine I-95 benefits from its strategic location off I-95 and its proximity to St. Augustine, one of Florida’s most popular tourist destinations. Known for its historic charm and vibrant economy, St. Augustine draws millions of visitors annually, creating year-round demand for hospitality services.

 

With its premier location along the I-95 corridor, strong population growth in the surrounding area and St. Augustine’s rich historical and cultural appeal, this property is a natural fit for our DST portfolio,” said Tim Witt, president of 1031 Exchange/DST Products at Peachtree. “This extended-stay hotel is well-positioned to meet the needs of leisure and business travelers alike, offering a blend of modern convenience and comfortable accommodations.”

 

Peachtree’s six DST acquisitions — spanning diverse, high-growth markets — demonstrate the company’s expertise in identifying strategic opportunities within the hospitality sector. These acquisitions, including the recently launched Home2Suites by Hilton St. Augustine I-95, represent approximately $175 million in debt-free real estate transactions.

 

“Our focus on recognized hotel brands, value-add opportunities and Peachtree’s experienced hospitality management team ensures long-term potential for investors,” Witt said.

 

Peachtree emphasizes its commitment to offering investors tailored solutions aligned with 1031 exchange principles, enabling the seamless transition of capital gains into passive investments in the hospitality sector.

This property features institutional-quality construction, spacious suites with extended-stay amenities and strong brand recognition. Located just minutes from St. Augustine’s historic downtown, the hotel offers convenient access to top attractions, including the Castillo de San Marcos, St. Augustine Premium Outlets and pristine beaches.

Recent nearby developments, including mixed-use projects, healthcare facilities and luxury apartments, further enhance the property’s appeal and position for sustained demand in the years ahead.

 With the launch of its sixth DST investment, Peachtree Group continues to lead in offering innovative real estate investment solutions. By capitalizing on positive secular trends in travel, inflation-resilient pricing models and the operational complexities of the hospitality sector, Peachtree delivers strong potential for long-term success and stability in its DST portfolio.

About Peachtree Group
Peachtree Group is a vertically integrated investment management firm specializing in identifying and capitalizing on opportunities in dislocated markets, anchored by commercial real estate. Today, the company manages billions in capital across acquisitions, development and lending, augmented by services designed to protect, support and grow its investments. For more information, visit www.peachtreegroup.com.

 

Contact:

Charles Talbert                                                                                                                              

678-823-7683
ctalbert@peachtreegroup.com

 

Securities offerings are distributed by Peachtree PC Investors, LLC, member: FINRA/SIPC. This announcement does not constitute an offer to buy securities.  DST Interests are illiquid, speculative and involve a high degree of risk. Prospective Investor should consult with his, her or its own tax advisor regarding an investment in DST Interests and the qualification of his, her or its transaction under Section 1031 for his, her or its specific circumstances.                

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