从挑战到机遇:借助CPACE融资驾驭老年生活住房市场

Property Type
Senior Living Facility
Investment Type
信贷/贷款
Brand
Date of Investment
Location
佛罗里达
Keys
Units
64
Square Footage
信贷/贷款
信贷/贷款
信贷/贷款
45%
信贷/贷款
8.3 毫米

老年人生活记忆护理中心

桃树集团发起了830万美元的商业地产评估清洁能源贷款(CPACE),用于在佛罗里达州奥兰多新建一座64个单元的记忆护理设施。贷款金额占评估价值的28%,占总开发成本的31%。

老年人生活空间是一个不断增长的市场,持续的供需趋势使入住率恢复到疫情前的水平,最终带来了正的收入增长。尽管整个市场出现了这些积极的趋势,但由于需要许可,为包括记忆护理或辅助生活在内的设施获得融资通常更加困难。由于与一家高级贷款机构的现有关系,Peachtree集团得以分拆贷款中的CPACE部分,为发起人提供较低成本的融资。CPACE贷款资金用于建筑围护结构、机械系统(HVAC)、电气和管道。

坚实的基础和位置

预计奥兰多地区的老年人口增长将超过全国平均水平,因此需要更多的老年人生活,而这一发展的基础为每单位12.9万加元。该物业位置便利,靠近主要高速公路,可供来访的家人轻松抵达。它也是奥兰多一个名为菲利普斯博士的富裕且不断发展的地区的一部分,该地区以其屡获殊荣的学校和海滨住宅而闻名。随着这些家庭的父母年龄增长,该项目为他们提供了在家附近进行护理的选择。

经验丰富的赞助商

Certus是一家不断壮大的辅助生活记忆护理社区的所有者兼运营商,其投资组合中有八个社区。该公司的高级领导团队在成功的房地产所有权、房地产开发和商业房地产方面拥有40多年的经验,专门从事老年人生活住房。此外,校长们在退休社区管理和与记忆护理患者合作方面拥有经验。其投资组合中的八个社区中有四个是在过去三年内开放的,其余的正在开发中。

Certus在其投资组合中的所有开发项目中有效地使用相同的开发计划、预算和业务战略。

接近需求驱动因素

该开发项目的物业位于三家主要医院(奥兰多健康中心、奥兰多健康区域医疗中心和奥兰多健康地平线西部)的10英里半径范围内。除了富裕的房地产市场外,菲利普斯博士郊区的奥兰多沿着著名的 “餐厅街” 还有精致的餐厅和购物场所。它距离环球影城和迪士尼世界也不到10英里的车程,为来访的家人提供景点。


桃树集团
是一家资深的桥梁和施工贷款机构,可以为目前在建的项目提供CPACE融资或 在过去 36 个月内完成。该计划适用于所有商业房地产资产类别。

了解更多关于 CPACE 融资 或者联系 Peachtree 的 CPACE 团队

点击这里查看 目前的贷款利率

桃树 新闻和见解。

在新闻中
普通的
5 分钟阅读

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.

新闻稿
学分/cPACE
5 分钟阅读

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.

新闻稿
DST
5 分钟阅读

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.