Tag: Real Estate Investing

How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

What if launching your company at the brink of the 2008 financial crisis turned out to be the smartest move you ever made?

That’s exactly what happened to Greg Friedman, CEO of Peachtree Group, who joins Michael Parise on The Truth About Wealth to share how timing, adaptability, and a deep understanding of risk helped shape his firm’s rise to a national powerhouse.

Greg explains how Peachtree Group invests across private credit, commercial real estate, and even film financing—always with an eye for “mispriced risk.” In this episode, he shares how they’ve made over 600 credit investments with a sub-3% foreclosure rate and how they’re navigating today’s volatile interest rate environment.

What you’ll learn by listening:

  • Why private credit is creating rare opportunities in a tight lending market
  • How Peachtree underwrites risk like an owner, not just a lender
  • What rising interest rates really mean for real estate valuations
  • How tax credits and film finance are reshaping alternative investment strategies
  • And more!

Connect with John and Michael Parise:

Connect with Greg Friedman:

About Our Guest: 

Greg has more than 23 years’ hospitality experience with an emphasis on deal structure and financing. He has successfully led Peachtree in more than $8 billion in hotel acquisitions, investments, and development since co-founding the company.

He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed, and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure exceeding $10 billion.

Greg holds a Bachelor of Arts in Biology from the University of Texas at Austin.

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments? 

Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management!

This week, Michael Parise and guest Vanessa Wallace Clunies from Tax Method Experts guide you through the complexities of cost segregation and tangible property regulations. 

Tune in and discover how these can not only save you taxes but also ensure regulatory compliance!

Key talking points include: 

  • The importance of cost segregation for accelerated depreciation benefits
  • Why tangible property regulations are mandatory and crucial for compliance; finding out if you’re at risk
  • How tax method changes can provide substantial deductions and reduce your tax liabilities
  • The importance of partnering with specialists to navigate complex tax codes effectively
  • And more!

Connect with Vanessa Wallace Clunies:

Connect with John and Michael Parise:

About Our Guest: 

Vanessa Wallace Clunies is the CFO and COO of Tangible Property Tax Methods, LLC, a tax method change firm specializing in Tangible Property Regulation (TPR) compliance, method changes for large service providers, and cost segregation. She is an associate of the ASCSP and has over 9 years of experience in Tangible Property Regulations compliance and the preparation of thousands of IRS Form 3115 Change in Method of Accounting. 

Vanessa supervises all of the engineers of TPTM who perform the detailed work to support the entity’s cost segregation reports, in addition to providing the tax insights that are key in this real estate profession. 

Working closely with her father and the country’s expert on the TPRs, Eric P. Wallace, CPA, this dynamic duo has found to date over $300M in deductions for clients. She has analyzed over 1,000 depreciation schedules and has created corresponding tax deduction schedules with various permitted IRS automatic and non-automatic method change designated changes.