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7:25 AM
Registration Opens and Breakfast is Served for Pre-Conference Programming, Courtesy of:



7:45 AM Workshop A
Getting To 50-100 Flips A Year (Investors Only)


  • Where are you going to get the $$?
  • Would you need to pay more for properties in your local market to compete with the aggregators? Can the lower margins be offset by higher volume?
  • How big does you market need to be to get to 100 homes? Do you need to expand your geographic horizons or sweet spot?
  • High end flips… high amount of profits?
  • Corporate infrastructure needed
  • Insurance programs

Richard Cardenas

President of Field Operations
Gorilla Capital
7:45 AM Workshop B
New Fund Challenges (Investors Only)
You have done the friends and family fundraise and want to take it up to the next notch. Was your initial fund raise less than a smashing success? This discussion with other up-and-coming and first-time funds will highlight real life experiences and the harsh realities of what is needed to succeed on an institutional-level.

Mahmood Motani

Fund Manager
Highclere Group, LP
8:15 AM
Registration Opens and Breakfast is Served for Main Conference, Courtesy of the Gold Sponsors


8:40 AM
IMN Welcome and Opening Remarks from NRHC


Steven Glener

SVP/Director of Programming
Information Management Network

John Bartling

President NRHC
National Rental Home Council
8:50 AM
The SFR Economy
  • What are the top risks of today’s market?
  • Performance as interest rates rise 
  • Cap rate expansion
  • Job market effect on rentals… Is there room in the renters pocket for increases? 
  • Cycle: Where are we and how that will impact SFR performance?
  • Impact of changing demographics and household formation on the market? 
  • Vacancy and other measures vs. multifamily
  • SFR demand and its impact on rent 
  • Trending retention, delinquency and vacancy rates
  • Foreign capital entering the market and the rising dollar impact

Dennis Cisterna

Chief Investment Officer
Lafayette Communities

Tim Reilly

Green River Capital

Dave Bragg

Managing Director
Green Street Advisors

Walter 'Wally' Charnoff


Greg Rand

Chief Strategy Officer
Renters Warehouse

Rick Sharga

9:50 AM
Large Private SFR Institutional “C-Level” Panel
  • How is cap rate expansion impacting your strategy?
  • What are acceptable returns for your investors?
  • Why you are staying private?
  • Acquisition parameters and growth plans
  • Integration tricks of the trade 
  • Trying to improve returns…My current focus in on
  • What do you look for in a partner/vendor 
  • Raising ancillary revenue best practices
  • Increasing portfolio value

Rick Sharga


Andrew Flahive

President , Amherst SFR
Amherst Holdings, LLC

Patrick Whelan

HavenBrook Homes

Ed Renwick

Raineth Housing

Dan Bathon

Co-Founder & CEO
VineBrook Homes, LLC
10:35 AM


11:00 AM Track A
Fix & Flip 2017
  • How are you raising funds? 
  • Exit choices…What to do when you can’t get your price vs. when to keep the flip in your rental portfolio 
  • How much to pay 
  • Turning to the crowd 
  • What goes into a good rehab? 
  • Anatomy of a failure 
  • How much $$ should you make on a flip?
  • Role of foreign buyers
  • Flipping to an institutional holder of rentals vs. to homeowner
  • High-end flips
  • Tax considerations
  • Flipping for different demographics

Jeffrey Tesch

CEO of RCN Capital
RCN Capital

Ben Rao

Community Buying Group

Josh Stech

Founding Partner

Matt Neisser


John Warren

Lima One Capital

Patrick Foy

North Point Investments

Abhi Golhar

Managing Partner
Summit & Crowne
11:00 AM Track B
Short-Term, Bridge & The Transition to Long Term… Financing A Single/Portfolio Of Rental Homes
  • Lending criteria… What are you looking for in a customer? What kind of credit background are you looking for?
  • Lines of credit
  • Hard $$ vs. bank structures
  • Loan to cost/purchase price numbers
  • Affect of source of funds 
  • Interest rates and structures available
  • Rehab vs. acquisition financing
  • Multi-unit, vacation home etc.… What type of rental?

Damon Riehl

Investment Property Loan Exchange LLC

Gene Clark

5 Arch

Robert Mulcahy


Thomas Poe

First Vice President
B2R Finance

Shea Pallante

Sprout Mortgage

Ryan McBride

Chief Operating Officer
Colony American Finance

Josh Woodward

Chief Financial Officer
Lima One Capital
11:00 AM Track C
Acquisition Strategy… What Are The Little Things You Look At That Others Might Not?
  • Impact of current cap rates
  • Non-traditional sources of homes 
  • Managing transaction costs 
  • Finding motivated sellers 
  • Do letter campaigns actually work? 
  • What are your top negotiation points?
  • Financing acquisitions
  • Portfolio acquisitions 
  • Determining price, quality and strategic fit
  • Buying out your joint venture partner
  • Cash flow vs. HPA
  • Acquiring from not-for-profits
  • Investing in challenged markets... Comparing judicial vs. over-valued markets

Kelly Chapman

Senior Vice President of Client Management

Robert Wasmund

Genesis Capital

Walter 'Wally' Charnoff


Aaron Kuney

Piedmont Asset Management

Craig Lasson

SVP, Business Development
Red Bell Real Estate

James Guajardo

Founder & President
Wealth Investor Network
12:00 PM Track A
Rehab, Tech, Non-Tech Upgrades & Maintenance for Your Rental Portfolio
  • Rehab for older vs. newer properties 
  • Keeping rehab costs down
  • When should you keep the process in-house? 
  • The software side 
  • Neighborhood considerations
  • Estimating costs… Material and labor expenses and management
  • Uncovering hidden costs

Nathan Vannatter

Envy Asset Solutions

Ben Rao

Community Buying Group

Stuart Steinberg

Host Building Group

Charles Nelson

Radius Renovation Group

Samuel Tucci

Resolute Property Solutions
12:00 PM Track B
Long-Term Financing
  • What do you look for in a borrower?
  • Bank vs. Wall Street vs. Non-Bank financing & leverage 
  • New loans/refinancing/early payment/cash out structures
  • SFR Mezz terms 
  • Single vs. 2-4 unit residence 
  • Conventional vs. non-recourse arrangements
  • Reporting necessary 
  • Loan to cost
  • First time long-term borrower… What you need to know 
  • 5 vs. 10 year products

David Lichtenger

Managing Partner
Intrepid Capital Investments

Anthony Cazazian

Managing Director
Man Group

Beth O'Brien

Chief Executive Officer

Josh Woodward

Chief Financial Officer
Lima One Capital

Stephen Blevit

Sidley Austin LLP
12:00 PM Track C
Rental Process Simplification/Automation… How A System Should Serve Property Managers, Investors, Renters, And Tenants
  • What are the key challenges property managers face with multiple systems and points of data entry? 
  • How should one system serve property managers?
  • How are doors opened tracked? 
  • Repair, rehab integration, maintenance and preservation tracking
  • Tenant screening and pre-qualification… “Must haves” and challenges? 
  • Standardization and tracking
  • Rental bidding, collections, tracking and remittance
  • Tracking requests for bids, approvals, timelines and completions? 
  • What should the renter experience look like?

Marshall Sklar

Florida’s Best Realty &

Courtney Ozaki

Senior Manager
Brickstone Properties and Management

Andrew Propst

HomeRiver Group

Kevin Ortner

President & CEO
Renters Warehouse

Merrick Lackner

Rently Keyless

Bill Mecklenburg

SES Insurance Brokerage Services, Inc.
12:45 PM Track A
Bulk Buying vs. Buying Individually In High Numbers
  • Pluses and minuses of government or institutional pools/portfolios 
  • Inherent risks of buying in bulk and overcoming them
  • Eviction and turnover costs of big portfolios 
  • Large vs. small portfolios/pools 
  • Impact of vacant properties
  • Cost and valuation
  • Financing alternatives 
  • Due diligence comparisons

Greg Rand

Chief Strategy Officer
Renters Warehouse

Jonathan Philips

Managing Director
Anka Funds

Jonathan Shechtman

Managing Principal
Axonic Properties

Daniel Breslin

Diamond Equity Investments

Bruno Cluzel

Templestone LLC
12:45 PM Track B
Securitization: Evaluating The Latest On Single- And Multi-Borrower Structures
  • The rating agency perspective 
  • Refinancing, extension and prepayment issues 
  • Bond performance, delinquency, volatility, spreads and retention rate so far
  • Pricing vs. other financing
  • The special servicing side
  • The price in 6 months will be LIBOR +…
  • Volume predictions
  • Lease to own securitization
  • Are CDOs down the road?
  • The newest structural features will be…

Ron Mass

Managing Principal
Almitas Capital

Matthew Zall

First Vice President
B2R Finance

Chinmay Kulkarni

Moody's Investors Service

Kevin Dwyer

Head of RMBS
Morningstar Credit Ratings

Kevin Hochberg

Sidley Austin LLP

Michael Peerson

Wells Fargo Securities Banker
Wells Fargo
1:30 PM
Sessions Conclude for an Afternoon Break (Exhibit Hall Closes)
Things to do...
- With 6 restaurant and lounge options food is a plenty.
- You can go right outside the back of the resort and sink your toes into the sand or jump right into the warm waters of the Atlantic Ocean.
- If you prefer, you can catch some rays by our oversized pool and cool off with a dip.
- The Fitness Center is complete with all the latest equipment.
- Make an appointment at our exhale Spa for one of the most relaxing, body-tingling experiences you’ll have during your stay.
- And of course we are in the middle of Miami Beach… Enough said.
12:45 PM Track C
Fix & Flip Financing… The Borrower Perspective
If you are a fix and flipper this is a panel you can’t miss. You will hear borrowers give their first-hand experiences when financing their properties. Issues to be discussed include the financiers that are out there, their terms and structures and the hoops they had to jump through to get their properties financed.

Josh Stech

Founding Partner

Ted Weinstein

VP, Banking Relations
CastleRock REO

Greg Hebner

Managing Director
Community Rebuild Partners

Michael Drew

Real Estate Done 4 U

Missy McCall

4:10 PM
What Are The First Steps To Making Flipping/Owning A Portfolio Of Rentals Your Full Time Occupation?
"Do you have direct interest in real estate investment yourself? Are you currently flipping a couple of houses a year or buying a few houses to rent out? Now that you’ve got a taste for the business do you want to make it your full time occupation but you don’t know how to get there. This session will take you from that hobby state to full-time business mindset.

Andrew Syrios

Partner & Acquisition Manager
Stewardship Properties

Bill Syrios

Founding Partner
Stewardship Properties

Phillip Syrios

Partner and Property Manager
Stewardship Investments
4:50 PM
Crowdfunding 101
This new method of fundraising has proven a great way to raise debt and equity in the SFR market. Hear about How it works, How your get started, How much you can raise, How long does it take, What services a crowdfunder provides as well as Legal and Financing basics.

Mark Masterson

Senior Director of Investments
5:30 PM
Networking Reception Courtesy of:


6:30 PM
Cocktails Conclude


7:00 PM
National Rental Home Council Membership Drive, Hosted By:

Want to learn more about the National Rental Home Council and the benefits of membership? Join us for a welcome reception at 7:00 PM in Salon 1 of the Americana Ballroom. Food and beverages will be served.

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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for The 4th Annual Single Family Rental Investment Forum (East)


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Information Management Network - Privacy Notice

Introduction - Who we are

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This Privacy Notice was updated on 23 May 2018

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    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


    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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