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7:45 AM
Registration Opens and Breakfast is Served

 

8:25 AM
Welcoming Remarks from IMN

 

8:30 AM
Keynote Address: The 2016 Macroeconomic Outlook & Its Implications for For-Sale Residential Real Estate Investment
• What factors are currently impacting home-buyer affordability? How/when will these ease?
• What is the latest on home mortgage availability/approval rates? Can homebuyers absorb interest rate increases?
• Building supplies and labor costs: What is driving prices? Is there an end in sight to rising costs?
• 2015 was the year of the US dollar: What has this meant for international capital coming into the JV market? Foreign home-buyers? How does currency impact condo sales in Miami/FL?
• Global volatility: How is this impacting the US economy? Is there a discernible impact on the for-sale residential markets?
• What is on the regulatory/policy horizon that will impact the homebuilding/condo market?

Kevin Gillen

Chief Economist
Meyers Research LLC, a Kennedy Wilson Company
9:00 AM
Land/Homebuilding/Condo Market Update
• Where are we in the housing cycle? Are we close to overvaluing land again? Where are home prices and is home price appreciation slowing down? What are the latest cost per square foot trends and their implications?
• Where is there overbuild? What markets are underserved? What are vacancy vs. occupancy rates? Construction rates? What is the uptake of first time buyers? Do any distressed opportunities remain?
• Resurgence of South Florida and other gateway markets: Where is the next hot market for homebuilding in the Eastern US? Condos? What is the demand for finished lots vs. entitled land?
• What for-sale residential investment potential does the increase in trade/shipping due to the widening of the Panama Canal offer the South East?

Jack McCabe

CEO
McCabe Research and Consulting

Nishu Sood

North America Equity Research-Building Sector
Deutsche Bank Securities, Inc.

Stephen East

Partner & SMD-Head of Housing
Evercore ISI

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

Jay Mason

VP, Market Intelligence
PulteGroup, Inc.
9:45 AM
CEO & President Panel: Condo Developer/Private Homebuilder
• Are you bullish on 2016? Are you looking to expand into new housing types/geos? What types of condo development do you favor and why? Are you considering mixed-use, hotels or rentals?
• What is your output goal for the year? What IRRs are you chasing? How are you managing margin squeezes? How are you keeping costs down?
• Who are your targeted buyers, why, at what price-point, and how are you gearing your strategy to meet their particular needs?
• Where is your lot supply coming from? Is land getting too expensive? How are you selecting development sites? Where will be the best untapped opportunities in the next two-five years? No-go geos? How to beat others to the deal?
• Getting access to debt/equity: Who? How? What do you look for in a capital provider/JV partner? What are the tricks of the trade in selling units pre-construction?
• What was your learning curve on your last project?

Timothy Sullivan

Senior Managing Principal
Zonda | Metrostudy

Anthony Burns

Principal
DevStar Group

Patrick Zalupski

CEO & Co-Founder
Dream Finders Homes, LLC

Willy Nunn

President / Principal
Homes by WestBay

Harvey Hernandez

Founder & CEO
Newgard Development Group

Daniel Kodsi

President & Chief Executive Officer
Royal Palm Companies

Charles Schetter

Chief Executive Officer
Smith Douglas Homes
10:45 AM
Morning Networking Refreshment Break Courtesy of:

 

                           

Concurrent Sessions: Please Choose Track 'A' or 'B'
11:15 AM Track A
Real Deals: Case Study-Led Best Practices for Homebuilder-Land Developer-Private Equity JVs
In this session panelists address their JV experiences from recent deals from their different perspectives: equity provider; land developer; homebuilder; lender and attorney. All scenarios discussed are real deals.
Panelists address:
• The top 10 most heavily negotiated issues
• Tried and tested must-have documentation
• Lessons learned from the downturn
• New best practices

Peter Martin

Managing Director, Equity Research
JMP Securities LLC

Steven Lear

Partner, Leader of the National Joint Venture Team
Holland & Knight

Joe Hardy

Managing Director, National Homebuilder Group
Flagstar Bank

Brook Smith

President
Smith Manus

James Furey

Vice President Land Acquisition
Trumark Homes
11:15 AM Track B
Sales and Marketing Challenges Associated with Hi-Rise Condos/Branding Hi-Rise Condos
• What must be included in a comprehensive sales strategy?
• What are the best social media avenues?
• How will demographic changes affect sales strategies in the future?
• What are the best ways to market to the renter?
• What is the best way to capture value through branding a hi-rise condo development?
• Advantages of site specific branding vs corporate branding in the hi-rise business.
• Outstanding examples of branded hi-rises

Adam McAbee

Vice President, Advisory
Meyers Research LLC, a Kennedy Wilson Company

Alinio Azevedo

Vice President, Development
Four Seasons Hotels and Resorts

Hunter Milborne

CEO
Milborne Real Estate

Roman Bodnarchuk

Founder & CEO
N5R Realty Advisors, LLC

Christopher Crippen

Managing Partner
Azul Asset Management
12:00 PM Track A
Homebuilder – Land Developer Shark Tank: Evaluating Land Deals
In this session homebuilders will evaluate 2-3 entitled land deals pitched by landholders with the goal of stating which they would be interested in, the deal structure and how much they would pay. There will be a question and answer period for each of the transactions.

Buyers Will evaluate the following projects to see if they are interested

Sellers Will present a combination of the following:
• Urban Plot/Suburban Plot/Rural Plot
• Small Plot/Large Plot
• Partially-Entitled Plot/Fully-Entitled Plot

Session Moderator (Tank Leader):
Jeff Meyers, President, Meyers Research LLC, a Kennedy Wilson Company

Buyers:
Larry Franks, VP Land, CalAtlantic Homes
Bruce Assam, President/CEO, Holiday Builders
Jorge A. Gonzalez, Principal, Paragon Group of South Florida
Vishaal Gupta, President, Park Square Homes

Sellers:
Chris Bley, Newport Pacific Land
Ed Steffelin, EVP, Capital Markets, Walton

Jeff Meyers

President
Zonda | Metrostudy

Larry Franks

Director Land Acquisition
Toll Brothers

Bruce Assam

President/CEO
Holiday Builders

Jorge Gonzalez

Principal
Paragon Group of South Florida

Vishaal Gupta

President
SunPark Development Company

Chris Bley

Partner
Newport Pacific Land

Ed Steffelin

President and SVP
GS Partners/STAC/Balcar
12:00 PM Track B
Condos: Assessing the Investment Potential of Variations on a Theme
From securing financing to overall yields generated, our panelists debate the pros/cons of different types of condo from an investment/development standpoint:
• Super-high-end/ultra-luxury condos
• Boutique condos (<20 units)
• Mixed-use
• Condo hotels
• Master planned communities
• Workforce/low income

Peter Zalewski

Principal
CraneSpotters.com

David Arditi

Founding Principal (TBC)
ARIA Development Group

David Schwartz

Managing Principal
The Management Consortium, Inc.

Stylianos Vayanos

Chief Development Officer
Metronomic, Inc.

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc
12:45 PM Track A
Private Equity Perspective Panel
• What returns are you targeting today? What is your risk tolerance? How are you underwriting in a rising interest rate environment? Gateway cities: What are the targeted returns today?
• Raw lots vs. entitled land vs. finished lots vs. homebuilding: What are you looking at? How small will you go?
• In what type of housing and in what geos do you see the greatest investment opportunities for the next 2-5 years?
• What kind of JV partner do you look for? Small homebuilders? How to finance homebuilders and create enterprise value? Are you/would you do direct homebuilding yourself?
• Getting $ out: How are you realizing your investments?

James Fried

President
Sandstone Realty Advisors

Andrew Dubill

Senior Vice President
Avanti Properties Group

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Scott Shipley

SVP, Investments
Lennar International

Aimee Martin

Managing Director
Isles Ranch Partners
12:45 PM Track B
Assessing Opportunities Within the South Florida & NYC Condo Markets
• Miami vs. Miami Beach: How do the condo markets compare for supply/demand? Are prices getting too high?
• Is there room in the South Florida condo market for new developers? For small/boutique projects? Ocean front vs. inland: Where are the untapped opportunities for 2016?
• Is the infrastructure keeping up with the new construction?
• What is the buyer profile for the luxury market in Eastern Dade County? How long can the market survive off of foreign buyers?
• Where are we in the NYC real estate cycle? How much higher can prices go before buying land no longer makes sense for developers? Margins and IRRs being sought: Are they being realized?
• How high can luxury condo prices go? What is their long-term sustainability? How deep is the super-high-end condo market? What are must-have amenities for luxury condos? How to market to elite buyers?
• Where are untapped pockets within the 5 boroughs? How about Jersey City/‘West of Wall Street’? How will the NYC condo market change in the next 2-5 years? How are you positioning for this?
• Financing: What is the capital make-up of your deals? How are you addressing lender concerns?

Jack McCabe

CEO
McCabe Research and Consulting

Matthew Montgomery

President
GroundStone, Inc.

Inigo Ardid

Co-President
Key International

Seth Schumer

Director, US Investments
Quadrum Group
1:30 PM
Lunch

 

General Sessions Reconvene
2:30 PM
The 2016 Capital Market Overview and Outlook for Condominium and Single Family Investment
• How do debt and equity providers see for sale residential investment opportunities?
• Based on the improving fundamentals, why hasn’t more capital flowed into for-sale residential?
• Will money be redeployed into for-sale residential from other real estate asset classes in 2016?
• What are the preferred product types among equity providers?
• What are the preferred geographies among major capital providers?
• Investment structures and terms…what is the market?

Steve LaTerra

Managing Director
Zonda | Metrostudy
3:00 PM
Homebuilding and Land Development: Assessing the Debt Financing Options in the Current Market
• Are banks coming back into construction finance? How do the new regulations impact them? What gap are private lenders filling? What factors will have the biggest impact on lending volumes in 2016?
• How do the different sources of debt currently compare for land/construction deals?
• Have underwriting standards changed over the past year? Deal structures? What are today’s hot buttons for lenders on land/construction deals?
• How can borrowers fully utilize public finance/special district finance? Assessing Community Development Districts, Public Improvement Districts and Community Facilities Districts
• What types of residential developments are getting financed? Where? How are master planned communities now being viewed?
• How much does the Homebuilder need to put into a deal? What can they do to increase their odds of securing financing?

Robert Siegel

Partner
Bilzin Sumberg

Mike Bednarski

Managing Partner
Broome Capital

Jay Caplan

Managing Director
Envisage Companies

Andrew Hegyi

President
Builder Finance Inc.

Joe Hardy

Managing Director, National Homebuilder Group
Flagstar Bank

Kyle Poole

Director
Land Finance Group
3:45 PM
Afternoon Networking Refreshment Break Courtesy of:

 

                           

4:00 PM
Comparing & Contrasting Debt Financing Options for Today’s Condo Construction/Development
• Banks vs. private lenders as sources of debt
• What types of condo are securing financing vs. those that are not?
• How much of the development costs are being covered by construction loans?
• Using deposits to fund construction: Practices, processes and avoiding potential pitfalls
• How many units must be presold before construction financing can be secured?
• How much do condo developers need to put into a deal?

Howard Taft

Senior Managing Director
Aztec Group, Inc.

Ronald Muzii

Managing Director
Canyon Partners Real Estate LLC

Kevin O'Grady

Partner, Senior Managing Director, Capital Markets –Equity Practice
Cohen Financial

Seth Goldman

CFO & Director of Development
Palazzo Del Sol, Fisher Island
4:45 PM
Marketing to & Attracting US & Foreign Home Buyers Pre- & Post-Construction
• Understanding key traits within buyers’ profiles: high-end; millennials; seniors, etc.
• Foreign buyers: Ascertaining where they are coming from and how their wants/needs differ: Latin America; the Middle East; Europe
• Condo vs. house buyers; Second home vs. first home buyers
• Triggers for buying pre-construction
• Social media and other key channels to reach in state, out of state and foreign buyers
• The all cash buyer
• Disclosures and what promotional literature can/can’t say

Chris Marlin

President
Lennar International

David Arditi

Founding Principal (TBC)
ARIA Development Group

Robyn Bonaquist

CEO
B-Squared Advertising

Dilip Barot

President
Creative Choice Group

Mark Partin

Chief Strategy Officer
MI3 Global
5:30 PM
Networking Cocktail Reception Courtesy of:

6:30 PM
Day One Concludes

 

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Event Contacts for The 3rd Annual Real Estate Private Equity Forum on Land, Homebuilding & Condo Development (East)

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    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • 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.

How You Can Set Your Data & Privacy Preferences

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.

Your Rights

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
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    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.

Protecting Your Data

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.

Third Party Sites

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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