도전에서 기회로: CPACE 파이낸싱을 통한 노인 생활 주택 시장 탐색
시니어 리빙 메모리 케어 센터
Peachtree Group은 플로리다주 올랜도에 64세대 메모리 요양 시설 신축 공사를 위해 상업용 부동산 평가 청정에너지 (CPACE) 대출을 830만 달러에 제공했습니다.대출 금액은 평가 금액의 28%, 총 개발 비용의 31% 를 차지합니다.
노인 생활 공간은 지속적인 공급-수요 추세로 인해 점유율이 팬데믹 이전 수준으로 회복되어 궁극적으로 긍정적인 수익 성장으로 이어지는 성장 시장입니다.전체 시장의 이러한 긍정적인 추세에도 불구하고, 메모리 케어 또는 생활 보조 시설을 포함하는 시설에 대한 자금 조달은 필요한 라이선스로 인해 더 어려운 경우가 많습니다.Peachtree Group은 선순위 대출 기관과의 기존 관계 덕분에 대출 중 CPACE 부분을 분할하여 스폰서에게 저렴한 비용으로 자금을 조달할 수 있었습니다.CPACE 대출 자금은 건물 외피, 기계 시스템 (HVAC), 전기 및 배관에 사용되었습니다.
탄탄한 기반 및 위치
올랜도 지역의 노인 인구는 전국 평균 이상으로 증가할 것으로 예상되며, 이로 인해 더 많은 노인 생활이 필요합니다. 이러한 발전은 시간당 $129에 달합니다.이 숙박 시설은 주요 고속도로 근처에 편리하게 위치해 있어 가족 여행객이 쉽게 접근할 수 있습니다.또한 이곳은 수상 경력에 빛나는 학교와 해안가 주택으로 유명한 닥터 필립스 (Dr. Phillips) 라고 불리는 올랜도의 부유하고 성장하는 지역의 일부이기도 합니다.이들 가정의 부모들이 나이가 들어감에 따라 이 프로젝트는 집 근처에서 돌봄을 받을 수 있는 옵션을 제공합니다.
경험이 풍부한 스폰서
Certus는 포트폴리오에 8개 커뮤니티를 보유한 생활 기억 치료 보조 커뮤니티의 소유주이자 운영자로 성장하고 있습니다.이 회사의 고위 경영진은 성공적인 부동산 소유, 부동산 개발 및 상업용 부동산 분야에서 40년 이상의 경력을 쌓았으며 노인 생활 주택을 전문으로 합니다.또한 교장들은 은퇴자 커뮤니티 관리 및 기억력 치료 환자 치료 경험이 있습니다.포트폴리오에 포함된 8개 커뮤니티 중 4개가 지난 3년 이내에 문을 열었으며 나머지 커뮤니티는 개발 중입니다.
Certus는 포트폴리오의 모든 개발에 동일한 개발 계획, 예산 및 비즈니스 전략을 효율적으로 사용합니다.
수요 동인과의 근접성
이 개발 부지는 세 개의 주요 병원 (올랜도 보건소, 올랜도 보건 지역 의료 센터, 올랜도 헬스 호라이즌 웨스트) 에서 반경 10마일 이내에 있습니다.올랜도의 닥터 필립스 교외 지역은 주택 시장이 풍성할 뿐만 아니라 유명한 “레스토랑 로우 (Restaurant Row)" 를 따라 고급 식당과 쇼핑을 즐길 수 있습니다.유니버설 스튜디오와 디즈니 월드 (Disney World) 까지는 차로 10마일 미만이 소요되는 거리에 있어 가족 단위 방문객을 위한 명소도 많습니다.
피치트리 그룹 현재 건설 중인 프로젝트에 CPACE 파이낸싱을 제공할 수 있는 선순위 교량 및 건설 대출 기관이거나 지난 36개월 이내에 완료됨.이 프로그램은 모든 상업용 부동산 자산 클래스에 사용할 수 있습니다.
자세히 알아보기 CPACE 파이낸싱 또는 연락처 피치트리의 CPACE 팀.
여기를 클릭해 주세요 현재 대출 금리.
피치트리 뉴스 및 인사이트
Yahoo! Finance: The hotel sector benefits from 'muted' supply
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.
Peachtree Group Surpasses $1.0 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.
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.
Peachtree Group Expands Hospitality Portfolio with Launch of New DST Investment in Iconic St. Augustine
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.