经验教训:Peachtree 集团高级领导人的见解

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Peachtree在商业房地产领域的往绩令人印象深刻。我们的团队在三次重大经济混乱中蓬勃发展。我们的高级领导人在这次成功中发挥了重要作用。最近,我们请这些领导人反思他们的经验教训,并分享这些经历如何塑造了他们前进的思维过程。

以下是其中一些见解。

从 Peachtree 领导者那里吸取的教训 管理原则

“组建一支强大的团队对于实现你的愿景至关重要。根据个人的卓越技能和专业知识进行选择,然后相信他们在自己的角色中脱颖而出。赋予您的团队权力可以释放他们的全部潜力,推动非凡的成果并将您的组织推向新的高度。”

Greg Friedman 和 Jatin Desai — 管理负责人

 

“远见卓识在投资过程中至关重要,需要持续考虑宏观经济状况以及当地经济因素。这种双重分析使我们能够识别细微的机会并更有效地管理风险。通过整合全球和区域见解,我们可以做出更明智的战略决策,增强投资长期成功的潜力。”

格雷格·弗里德曼,董事总经理兼首席执行官

 

“确保足够的流动性以保持弹性。我们已经为我们的基金实施并一直保持这种方法。尽管它可能会影响内部回报率(IRR),但它将使我们能够承受市场波动并保留资产。如果有足够的资金来抵御衰退,资产价值通常会反弹。”

Jatin Desai,董事总经理兼首席财务官

 

从 Peachtree 领导者那里吸取的教训

“在发展中航行总是会带来挑战和胜利,这一现实在Covid期间尤其突显了这一点。虽然之前的衰退主要围绕财务方面,但疫情导致成本、劳动力和材料供应链中断。恢复正常状态花了将近三年时间,在此期间,我们坚定不移地在这些方面降低风险。在这方面,调整流程、时机、采购策略以及与熟练承包商的合作至关重要。尽管每次中断,我们都观察到平均每日利率持续上升,尤其是新资产或类似新资产。”

校长米图尔·帕特尔

 

“预测各种退出情景:虽然我们的一项投资成功实施了小企业管理局的再融资策略,但另一项投资遇到了挑战。借款人的法律问题使他们失去了小企业管理局资格,从而带来了贷款再融资挑战。事后看来,我们过于依赖单一的退出来源,现在为交易进行承保,以确保有几种(再融资、出售、贷款销售)可用的退出选项。”

迈克尔·哈珀,酒店贷款总裁

 

“持续接触不同层次的各种交易,使我们能够识别模式并预测谈判中的问题。这种深厚的经验磨练了我们简化流程、专注于关键问题和避免不必要干扰的能力。归根结底,效率至关重要。”

凯文·卡丁,总法律顾问

 

“当务之急是培育渠道,而不是管理个人交易。真正的价值在于管道本身,而不是条款表中概述的交易。这种方法允许在没有立竿见影的压力的情况下自由进行谈判。因此,我很少推迟条款或增加收益,因为我知道更多机会的深度,并且对已经开发的继续创造机会的渠道充满信心。”

丹尼尔·西格尔,CRE负责人兼总裁

 

“90% 的规则。通常情况下,最好是使用 90% 的信息或理想输出的 90% 来做出决定。最后的10%是为了完美,往往会导致分析瘫痪,等待的机会成本通常大于获得最后10%所获得的价值。没有完美的东西。”

布莱恩·沃尔德曼,首席投资官

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ATLANTA (Jan. 6, 2025) – Peachtree Group ("Peachtree") announced today that Josh Rubinger has joined as senior vice president of national accounts for its broker-dealer affiliate, Peachtree PC Investors("PPCI"). Rubinger’s role will focus on business development, overseeing relationships with broker-dealers and registered investment advisors (“RIAs”)and supporting the distribution of the firm’s investment offerings.

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Rubinger holds a bachelor’s degree from Hamilton College and FINRA Series 7 and 63 securities licenses.

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.

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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.

 

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