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Management and vertical integration, debt and equity solutions, lessons learned from the pandemic, where we go from here and your questions on the best path forward will be among the points debated in this owners’ and operators’ only plenary.
• What do you think are the short- and long-term prospects for local multifamily? Where are values going?
• Which markets and asset classes are you looking at? Do you look at smaller deals? Tertiary markets?
• What kind of returns and yield profiles do you and your investors expect?
• New construction vs. value-add
• Are you seeing any distress?
• How can investors get your attention?
• What kind of reporting, staffing and infrastructure do you look for?
• Equity and debt terms and structures
- Unit and common space amenity use post-covid: Which changes are sticking?
- Assessing ROI, income flows, time to implement, train and brain damage vs. tenant demand of product
- Integration with property management and reporting systems
- Getting help from green initiatives and insurance rebates
- Giving away smart home devices and other technology enhancements as a leasing incentive… Does it work? How about VIP amenity packages?
- Monitoring amenity access: What can be learned?
- Being reactive vs. proactive: What is the cost?
- Wifi, cable and utility packages
- Amenities and tech in lower income buildings
- Solar and other energy saving devices
- Replacing the mechanical key with smart locks and managing post-COVID occupancy limits
• Sponsor defaults, bad debts, rent growth, occupancy, non-paying tenants, cares act $ & collection levels: Are underwriting requirements more or less stringent today than they were Pre-COVID? Are you adjusting underwriting metrics to get deals done?
• Are you seeing any distress?
• How are you differentiating yourself from competitive buyers?
• Off-market vs. brokers vs. auctions or other: Where have you been finding the best value?
• New due diligence practices in a post-covid market
• What trends are you watching? What are you planning on doing differently?
• Impact of financing terms and structures on an assets price
• Is leverage becoming a problem? Is ‘too much capital/too few deals’ making us forget the sins of the recent past? • When to go perm vs when to go bridge
• COVID put a spotlight on smaller, less urban markets: Are you increasing your participation in these markets? What are the terms vs. urban class “A
- How has the pandemic affected your operations?
- Has cash flow been a problem?
- In what ways have you streamlined your operations?
- Have you considered outsourcing?
- Have you thought about cost segregation or other tax saving strategies?
- Property insurance claims: How much can you save using a 3rd-party?
- Technology and property management savings: Where is the low-hanging fruit?
• How has COVID affected demand?
• Eviction moratorium and the rent control movement… Checking in on these and other developing local and national political issues
• What kind of opportunities will rise from the ashes of Covid-19?
• What are apartment investors looking for? What questions are being asked?
• Re-Urbanization: Will there be a surge in urbanization in the near term? Long term?
• Impact of inflation
• How is the single-family rental market impacting the multifamily product?
• Multifamily family returns 2022… The Multifamily cycle was the longest ever pre-COVID: How much gas is in the tank?
This panel will feature 2 multifamily deals pitched to these potential buyers followed by a question and answer period for each of the transactions
Tank Leader- Will moderate the panel Ben Beggs, Managing Director redIQ
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay
Elie Rieder, CEO and Founder Castle Lanterra Properties;
Alexander Anderson, Director Time Equities Inc.;
Raphael Sidelsky, Chief Investment Officer-Real Estate W5 Group LLC
The Sellers: Will present portfolios for sale
Josh Eitingon, Managing Partner DXE Properties;
Keith Schwebel, Founder & CEO KSNY
• Are you following investors and lessening your lending in primary markets and shifting to secondary and tertiary markets?
• Are investors/sponsors being more cautious with capex/improvement budgets? Do proformas you are seeing account for increased costs? Are rents keeping up with higher costs?
• Underwriting the rising costs of material and labor
• Do cap rates worry you in today’s deals? What is your underwriting expectation on exit cap rates?
• Are you seeing leverage becoming a problem? Is ‘too much capital/too few deals’ making us forget the sins of the recent past?
• Your latest sponsor-related deal killer
• What is your strategy to enter a market?
• What kind of absorption can you expect? How long will it take to achieve no vacancies?
• Working within opportunity zones
• What kind of econometric metrics are you looking to?
• Construction vs. value-added vs. adaptive reuse… What is preferred?
• What is your target value to add?
• Post-stabilization strategy
- Please share your experiences and questions with the session leaders and attendees on leadership, work/home balance and working in the multifamily community in this intimate discussion.
• How integral are low interest rates to your strategy? What are you going to change if they rise?
• How many buyers and sellers if interest rates rise?
• Will distressed opportunities increase?
• Will you finally be able to raise rent?
• Low income and workforce housing in a rising rate environment
• What will happen on the financing side to leverage, interest only terms and recourse?
• Impact on acquisitions, sales & refis
• Underwriting with uncertain future costs
• Does the bus have a return trip?... The exodus from business unfriendly states
• Secondary market strength: Which technology tools have expanded in use in 2020? Have you seen expanded artificial intelligence use?
• Apartment design trends… Are smaller units out?
• Apartments vs. build-for-rent
• The outlook for amenity space
• Impact of labor shortages and the demand of talent in both service ability and cost
• The impact of Covid-19 on Gen-Z and subsequent generations of apartment dwellers
• What has covid changed about claims and the insurance industry
Finding new financing partners is critical 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
Tank Leader-Will moderate the panel David Valger, President DVO Real Estate
Private Equity Players- Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…
Daniel Carr, Vice President - Real Estate Ares Management;
Charles Manna, Managing Director Bank of America Merrill Lynch; Michael May, President Silverstein Capital Partners
Multifamily Owners/Operators-Will present the deals
Mitch Paskover, Managing Partner Trion; Rob Beardsley, Principal Lone Star Capital
• Different types of equity participation, IRRs, preferred returns expected, structures for re-payment and most favored deal structures
• Newest wrinkles on today’s term sheets
• Rescue cap and recaps
• What are your sponsor expectations? What does your partner/LP due diligence process look like?
• Co-living and micro-apartment deals as the concept matures and awareness grows
• What is the typical volume and transaction size? How many apartments per vehicle? What are your growth plans in multifamily?
• Lessons learned, advantages and disadvantages of working with aggregators
• What are some of the mistakes that you have helped aggregators avoid?
• How is your agreement structured? How are you paid?
• Taking the next step… Joint ventures
• Are you using building cash flow to rebuild your post-covid balance sheet, purchase new properties or waiting until pricing gets better?
• Considering the rising costs of construction…Changes in underwriting new construction and value add
• Delinquencies and forbearance of different rent classes
• “B” and “C” assets: Can you buy beneath replacement cost? Is there a lot of availability?
• What kind of value add are you adding to your acquisitions? Cosmetic vs. full value add
• Impact of opportunity zones
• Where are you seeing the tightest occupancy in inner cities? Which sub-markets are experiencing the most stress??
• If you are selling inner city what are you buying?
• Have renters been moving down from class ”A” to B/C properties?
• Is it a good time for adaptive reuse in these areas? Impact of changing condo, local office and retail markets
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
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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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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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