Kool said:
Peachtree Group Real Estate
I am being pitched an investment in this firm's commercial real estate lending by an advisor now. Does anyone have familiarity with this group, or have strong feelings one way or another about the wisdom (or lack thereof) of investing in this space at this point? Pertinent questions I need to have answered ahead of time? My understanding is that there are a lot of hotel and multi family units that they deal with, it would be a dividend/income play (of which I really am under focused). Gracias por su ayuda in advance.
tysker said:Kool said:
Peachtree Group Real Estate
I am being pitched an investment in this firm's commercial real estate lending by an advisor now. Does anyone have familiarity with this group, or have strong feelings one way or another about the wisdom (or lack thereof) of investing in this space at this point? Pertinent questions I need to have answered ahead of time? My understanding is that there are a lot of hotel and multi family units that they deal with, it would be a dividend/income play (of which I really am under focused). Gracias por su ayuda in advance.
My question is more about the Advisor. Is the Advisor getting a cut or referral fee? Why were you chosen as a good potential investor (seeing the medical badge, I think I know the answer to this one)? Why was this group investment group selected for the pitch to customers and what other RE opportunities should be considered?
Heineken-Ashi said:
Last thing on investing in CRE debt funds. Definitely find out what kind of rates they are getting on these deals. Anything below 6% and I would hard avoid. If the deals are distressed, they are likely trading between 7% and 9% cap rates. Maybe higher. I would want to feel a sense of security in a situation where bond yields move higher and would want my cash flow in the 7-8% range. Might be hard to do depending on the fee structure of Peachtree and your brokerage. Need to know where all the cuts of the pie are going.
Heineken-Ashi said:
https://therealdeal.com/national/atlanta/2025/07/22/peachtree-capital-launches-250-million-distressed-hotel-fund/
Distressed deals saddled with debt at below market value. High risk high reward. While debt would be first on the Capital stack, it's not immune from losing your investment should these deals not return to performance.
Ask your broker who pitched him on this, what his experience is with this type of product and Peachtree, and what's he's being compensated for advising clients into it.
tysker said:Heineken-Ashi said:
Last thing on investing in CRE debt funds. Definitely find out what kind of rates they are getting on these deals. Anything below 6% and I would hard avoid. If the deals are distressed, they are likely trading between 7% and 9% cap rates. Maybe higher. I would want to feel a sense of security in a situation where bond yields move higher and would want my cash flow in the 7-8% range. Might be hard to do depending on the fee structure of Peachtree and your brokerage. Need to know where all the cuts of the pie are going.
Should he be concerned with potential fed rate cuts? I would think lower fed rates help with the risk throughout the capital stack, but wouldn't they lower returns as well, at least in the near term?
Kool said:tysker said:Kool said:
Peachtree Group Real Estate
I am being pitched an investment in this firm's commercial real estate lending by an advisor now. Does anyone have familiarity with this group, or have strong feelings one way or another about the wisdom (or lack thereof) of investing in this space at this point? Pertinent questions I need to have answered ahead of time? My understanding is that there are a lot of hotel and multi family units that they deal with, it would be a dividend/income play (of which I really am under focused). Gracias por su ayuda in advance.
My question is more about the Advisor. Is the Advisor getting a cut or referral fee? Why were you chosen as a good potential investor (seeing the medical badge, I think I know the answer to this one)? Why was this group investment group selected for the pitch to customers and what other RE opportunities should be considered?
Thanks. I would assume the advisor is getting a referral fee or a cut. I have other money invested with the group. New funds need to be "put to work", and they were suggesting this in part, at least, because I have no exposure to the space in my portfolio otherwise.
WestTexasAg said:Texag5324 said:WestTexasAg said:
Quantum computing stocks taking a beating for the second straight day. Not sure why.
RGTi and QBTS were up like 100%-150% in the past month lol. It had to come down back to Earth at some point.
True. I'm thinking of buying some more. Long term play.
ProgN said:WestTexasAg said:Texag5324 said:WestTexasAg said:
Quantum computing stocks taking a beating for the second straight day. Not sure why.
RGTi and QBTS were up like 100%-150% in the past month lol. It had to come down back to Earth at some point.
True. I'm thinking of buying some more. Long term play.
I'd consider being patient because they're all inflated because of hype and FOMO. The fact is they're all 7-10 years away from positive earnings growth. If you want to add more then do it in stages and not all at once. JMO
South Platte said:Texag5324 said:South Platte said:
As ugly as the past few days have been, I'm thankful that I'm still almost 60% cash. The thought of putting that cash to use is a little scary to be honest.
The S&P 500 is down 2% from its all time high, the last all time high was last week. This "dip" is a big nothing burger in the grand scheme of things.
That's my point though. The "dip" could be just the beginning. Buying right now opens myself up to risk if it goes 5, 10, 15%, etc.
South Platte said:Texag5324 said:South Platte said:
As ugly as the past few days have been, I'm thankful that I'm still almost 60% cash. The thought of putting that cash to use is a little scary to be honest.
The S&P 500 is down 2% from its all time high, the last all time high was last week. This "dip" is a big nothing burger in the grand scheme of things.
That's my point though. The "dip" could be just the beginning. Buying right now opens myself up to risk if it goes 5, 10, 15%, etc.
Brian Earl Spilner said:
Pretty much doubled down on BBAI today.
EnronAg said:
VIX falling off a cliff...we about to power hour rippy?!?!
Yukon Cornelius said:
Sometimes. I don't think anything beats convicted good entries.
Yukon Cornelius said:
Just depends. I would recommend Charlie Mungers almanac as a read. He makes a really good case for fewer well timed convicted trades. I've made far more money that way than anything else.
Brian Earl Spilner said:
Pretty much doubled down on BBAI today.
30AOZAg said:
What about debt instruments like the Fidelity FFHRX floating rate fund or the Blackrock debt strategies fund DSU here. They have come down off their YTd highs and are still offering high yields. Are they flashing warning signs of debt risk or tightening debt spreads now or do they have room to run?
Heineken-Ashi said:30AOZAg said:
What about debt instruments like the Fidelity FFHRX floating rate fund or the Blackrock debt strategies fund DSU here. They have come down off their YTd highs and are still offering high yields. Are they flashing warning signs of debt risk or tightening debt spreads now or do they have room to run?
I would have to look into them to see what they do. Maybe Ill find time this weekend.
TxSquarebody said:
Stupid rook question of the day...
BBAI is to hold a special meeting to raise the amount of authorized shares from 500M to 1B.
How do you know if that's through a split or dilution?
