Greg Friedman: Finding Edge in Dislocated Markets | The Room Key

05/10/2025 52 min Episodio 11
Greg Friedman: Finding Edge in Dislocated Markets | The Room Key

Listen "Greg Friedman: Finding Edge in Dislocated Markets | The Room Key"

Episode Synopsis

Peachtree Group CEO Greg Friedman joins me for a deep dive on his founder journey and the operating system behind one of hospitality’s most active platforms. We talk about growing up around hotels, launching Peachtree in 2007, and the decisive pivots through the GFC and COVID. Greg explains how an “owner-lender-operator” perspective shapes underwriting, where mispriced risk actually shows up, and why some of the best deals are the ones you don’t do. We get into the debt wall, capex and brand realities, how private credit and note buys fit their toolkit, and when ground-up still beats acquisition. If you want to understand how a top platform navigates dislocation without chasing hype, this one’s for you.Topics: founder origin; Peachtree’s evolution (equity, operations, lending); mispriced risk defined; deal funnel discipline; debt maturities & bid-ask; select-service development vs. buy; capex/PIPs; management insights feeding credit; rules Greg won’t break.

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