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How will you get around higher interest rates as you try to grow? How can you find good hires and contractors as labor becomes scarcer and more expensive? How are you raising capital and structuring deals? What kind of technology is out there that can assist me in this expansion? Are you considering leaving your home market because opportunity is drying up? If I have that kind of track record should I raise a fund?
Small Group Meeting for Owners/Operators Only
- Suburban vs. urban: Where is the growth left?
- Seniors and students: Do demographics still make this an area to invest in?
- Can you build affordable housing with the current level of subsidy?
- Easing of credit standards: Property owners and the increase in subprime
- Will the lion’s share of development continue to be in inner cities?
- Will the sharing economy continue to change everything?
- Issues surrounding affordability
- Dodd-Frank reform: Will we be seeing more smaller banks entering the market?
- How are you looking at the multifamily market now? How is that impacting the way you are participating in the market?
- What do you look for in one-off deals vs. joint venture partnership?
- Basis and rent growth benchmarks
- As more money comes into the market how has your strategy changed?
- Deal terms, control, management, reporting
- Secondary vs. primary markets; Class “A” vs. “B” buildings: How are you looking at differently?
- How are your investors reacting to lower yields vs. riskier strategies? Institutional partners?
- Are you leveraging up?
- Going out to more aggressive value-add?
- “Multifamily offers an attractive yield and a safe investment”: Is this enough?
- If yields continue to decrease what are your next steps? When is your next step to move into another market or asset class?
- To adapt new technology or not adapt new technology: That is the question?
- Millennials vs. baby boomers: What kind of technology is expected?
- With the increase in people working from home: What kind of technology do they need?
- Making sure the apartment can take all the connected devices
- In 5 years what will IOT be?
- Smart home technology: Is it a smart investment?
- Utility apps: helping the owner save money
- What are tenants finding appealing?
- Apps on the marketing and lease renewal side
- Tenant communication
- Re-formulating traditional IT departments
- Purchasing pitfalls of new technologies: Uploading information and continuing development
- Implementation challenges of newly purchased programs with existing staff: when to get staff members on-board with sourcing and development
- What are the structures available for stabilized, cash flowing properties? Transitional or Construction properties? What Impact is on use of proceeds?
- Evaluating eligible properties, new and changing programs and products from the GSEs
- Underwriting negative leverage during the first year of ownership
- How much can I borrow? What are the terms and amortization? Different thresholds for getting better terms?
- Creative financing being used to beat the market
- Leveraging up using ground leases
- Mezzanine and bridge pieces
- What is available to the smaller owner? What is negotiable?
- The reporting, servicing and asset management side of things
- Prepayment, recourse and interest options
- Acquisition vs. refi
- FHA/HUD Financing
- Are you seeing more institutional money in this sector?
- How do you handle the marketing side of things?
- Marketing/advertising: What is your budget? How do you allocate it? Do you use in-house staff or outsource?
- How do you differentiate yourself from the larger buildings with better amenities?
- Affordability vs. amenities: Which way to go?
- The low cost amenity: How effective?
- Capital access
- In-house vs. single or multiple property managers
- Reporting, technology and management software to help out: New systems assessment methodology & software build vs. buy
- The gut rehab, Separating the “musts” from the “nice to haves”, what to do with the tenant and tax-advantaged opportunities
- Employee retention: Key methods and ROI
- Property management and big data
- Opening the new building
- Tenant-facing app ROI
- Accounting for the increasing costs of materials and personnel
- Tenant service level best practices
- Cost of a new tenant vs. raising rent
- Utility savings and solar as a way to increase NOI on existing properties
- Using reserves vs. borrowing… Which way to go: Money out there if need to borrow
Please Sign-up at the Registration Desk
Luncheon Roundtables Discussions:
- New England
- NYC Outer Boroughs/Suburbs
- The West
The buy and hold strategy is the way to go for many investors but prices are getting kind of high and the cycle is long in the tooth… Are there any changes in the way you are building your portfolio at this time?
- Are you altering the way you do value-add or opportunistic investing?
- Do you see small buildings holding up better in a recession?
- Should we go for upscale or high-net-worth?
- Is it time to sell? Flip new purchases?
- Looking at local markets: How did they hold up during the last downtown?
- Government financing and other programs
- Data collection, analyzation and interpretation
- Getting your residences ready for 26 billion devices using IOT and 1 trillion sensors interfacing real time with other devices on the grid
- Remote control device infrastructure needs
- Operator-based technology tools
- Artificial intelligence is getting real applications in apartments
- When will driverless cars really happen?
- Legal Intricacies
- Investing private capital
- Risk mitigation
- Finding the right market
- What are the kinds of projects that are being funded? How is multifamily fitting in?
- Applying to development projects already on the drawing board
- What is the downside?
- What questions still need to be answered?
- Role of local and state government
- Creating your own Management Firm: What are the Key Considerations?
- Identifying your core expertise
- How many doors should you have under management before it makes sense?
- Hiring someone in-house vs. keeping outsourced
- What is wrong with your current management firm-Is there a way of improving that situation?
- Outsourcing some management, keeping some in-house-What is behind that decision?
- Impact of concentrated vs. dispersed portfolio
- Do lenders approve?
It is all about finding new financing partners and in this session sellers will pitch 2 apartment deals to potential financiers followed by a question and answer period for each of the transactions
David Valger, President DVO Real Estate
Private Equity Players: Will evaluate the projects to see interest, the deal structure and how much they will pay…
Daniel Edrei, Managing Partner Anika Equities, LLC
David Blatt, CEO CapStack Partners
Daren W. Hornig, Managing Partner Hornig Capital Partners*
Vincent DiSalvo, Director-Acquisitions Kingbird Properties LLC
Multifamily Owners/Operators-Will present the deals
Scott Hollister, Owner/ Operator David Wesley Real Estate, LLC.
Max Sharkansky, Managing Partner Trion Properties
- Marketing to & developing relationship with
- Structures that you are comfortable with
- Gains/losses and regulatory changes
- Owning multifamily directly: What is your strategy?
- Financing apartments: What do you like?
- Joint venture partnering: What are you terms?
- As prices rise… How is that impacting your strategy?
- Looking at any niche multifamily sectors?
Christopher S. Moore
- Comparing urban vs. secondary city product
- Are you using in-house or 3rd-party managers?
- Are you looking class “A” or “C”? Why?
- What kind of returns are you expecting? Are you looking value-add or stabilized asset?
- What is your formula for raising rent?
- Current financing terms you are seeing
- Competing against institutional money
- Downtown vs. secondary markets
- What is your asset management strategy?
- What types of projects would you look for preferred equity? Put in a fund? JV equity? Mezz? Provide it? Comparing fees, structures, waterfalls, structural variations and risk-adjusted returns
- Construction equity terms and availability
- Negotiable points and legal stuff
- When things go south…
- When is friends and family the best source? Institutions?
- With so much capital available are terms getting less onerous?
- Syndication Issues that can arise from the LP side and how to manage them
- Exit term and strategy options
- Using crowdfunding, foreign and EB-5 monies
- Track record, experience and what to do about the project that didn’t work out
- Time, money and brain damage needed to raise and administer funds: How large do you need to be for it to be worth it
- Fees and economic terms including discretion, investor protections, exit conditions, board representation, consent rights and anti-dilution rights
- What tech in the B/C market can allow you to stay ahead?
- Stepping up in class: When is it not worth it?
- Cost/rent vs. Class “A” & How much more can rent be pushed?
- Where are the renters going?
- Exterior & interior amenities, age of improvements and deferred maintenance
- Value add deals & How much value can renovations add?
- Capital available, structures, low interest rates and debt engineering: Will they continue to drive value?
- What are the elements and neighborhood market dynamics you look for?
- Convincing communities and local governments that gentrification is a good thing: Once you convince them, do they put money in?
- Role of rent control
- How long should you expect to hold the building?
- Working within opportunity zones
- Commercial properties & infrastructure: What should you look for
- Path of development strategy… Does is work in 2019?
- Evaluating the art scene
- Once you are there what you need to do?
Peter Von Der Ahe
As the the price of existing assets increase, returns drop and material cost and interest rates rise it is getting riskier to make outsized returns in this market. This panel of debaters will tell you which way they are going and why
Maeve Ives, Vice President, Simon Baron Development
Maureen Miles, Managing Partner 4M Capital
Doug Root, Co-Founder & Managing Partner Blackfin Real Estate Investors
Steve Gesis, Executive Vice President, Smartland
Daniel Hollander, Managing Principal DHA Capital
Jon Saliterman, Founding Partner Randolph Street Realty Capital
Diego Hodara, Founder & CEO Titanium Realty Group LLC
Save sessions of interest, print for onsite use and insert to calendar for auto reminders.
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This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
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Additional Third Party Disclosures
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- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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