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Sunday, September 11
- 5:00-6:30 Tier 1 Registration: exhibitors and attendees staying at the JW Marriott
Monday, September 12
- 7:00 Tier 2 Registration & Breakfast: Company Names A-M
- 7:30 Tier 3 Registration & Breakfast: Company Names N-Z
Please join Genesis for a Welcome Networking Reception serving drinks and hors d'oeuvres, from 4:30pm to 7:00pm at their display home in the North Parking Lot of the hotel! The reception is open to all registered event attendees. After grabbing your event badge with IMN in the Grand Ballroom Foyer (IMN registration is open from 5:00pm to 6:30pm), exit through the Marquis Ballroom Foyer doors and follow the signs around the corner to the right, where you will find Genesis' display home.
In order to accommodate a safe and efficient registration, IMN has organized a system of tiered registrations based on when we expect you to arrive at the conference.
7:00 Tier 2 Registration & Breakfast: Company Names A-M
7:30 Tier 3 Registration & Breakfast: Company Names N-Z
Breakfast Courtesy of:
- What tailwinds do you expect as we close out 2022 and look to 2023 and beyond?
- How do you see supply and demand for these products changing? Which markets will be impacted most significantly?
- What is needed from investors, builders, operators and other industry stakeholders to ensure the long-term sustainability of the BTR industry?
- With capital flooding the space and competition increasing by the week, which strategies are going to win out?
- What new innovations are needed and in the pipeline with regards to financing, construction, management etc.?
- Where have you seen opportunities to seize? Where do you expect these moving forward?
- What challenges are you seeing coming out the back of the pandemic?
- Lumber, timber, cement, steel: How are you managing raw material shortages and associated price increases?
- Interest rates, mortgages and consumer confidence
- Availability of technology – how prepared were you?
- Various paths to obtaining financing
- How does financing differ for different product types?
- What innovative structures are you employing in your current deals?
- Hot deal points
- Borrower and lender risk tolerance: what does it take the get the deal done?
- What are carve out guarantees?
- Net worth and liquidity requirements
- Looking at the fundamentals: traditional SFR townhomes, horizontal apartments, attached, detached, duplex/triplex
- Purpose built communities vs. scattered lot homes
- Are amenities warranted and, if so, how do they improve returns?
- Which concepts/product types are most attractive to investors? Which allow smaller investors to play in the space?
- How do capital providers view horizontal vs. traditional townhome
- How is the capital stack evolving in this space as players come and go?
- Underwriting and asset management best practices
- More equity or more debt as debt gets more expensive?
- Certificate of occupancy purchases funded by revolving lines of credit?
- Agency permanent financing availability and holdback requirements
- Leverage and the banks vs non-banks?
- Gap funding & second lien positions
- How to manage the changing interest rate environment
- Home rental trends past and future: what percentage of new homes will be BTR in the future?
- How are you managing inflation, supply chain and labor issues?
- Is investment and growth in BTR outpacing traditional multifamily?
- How are deal structures evolving?
- Outlook for cap rates and valuations going forward
- How are you tweaking your use of technology and data?
- What concerns you most about the state of the industry and what would you like to see change?
- How are you creating investment opportunities in the current market?
- What do you look for in a partner? How are those partnerships structured?
- Are you active at the moment and seeing deal opportunities? What types of deals are you targeting?
- What types of returns are you targeting in this sector?
- Has the way you analyze risk changed significantly? How have your return expectations changed?
- Evaluation of current debt and equity structures and cost of capital
- Are you still seeing much foreign money entering the market? What are their pain points?
- How do services offered vary across property type?
- How do you analyze which products and services are essential and which make sense in terms of ROI?
- What changes to property management and maintenance made due to COVID-19 will you likely continue to implement moving forward?
- Smart maintenance and other tools that increase NOI
- Purpose built communities vs. scattered lot homes
Nicolette Rabadi Jaze
- Who is providing the financing for land and construction deals?
- Lending on the entire project from land, through development and construction then the takeout
- What are the different debt capital structures available? When does it make sense to utilize each?
- Is agency financing available?
- Must the land be pre-sold to a developer to finance?
- Completion guarantees, personal guarantees, interest accruals & LTC
- Will M&A activity continue in this vein as public builders are running out of finished lots?
- Considerations for sellers – valuations, earn outs, timelines and diligence; an overview of what to expect. How to do this responsibly and safely in the current environment?
- Foreign real estate companies are engaged, how do they compare to the US counterparts as long term partners?
- What are the pros & cons of consolidating into a public company?
- How do you adapt your strategy to compete with peers gaining increasing share in your markets?
- Managing cap rate compression: what is keeping you up at night?
- How are you approaching inflation, rising costs and home price valuations?
- Lessons learned from past periods of high inflation and rising rates
- How are you underwriting deals and what are you doing to manage risk?
- How are these factors impacting the way you approach financing?
- Are you thinking differently about product type and certain markets?
- Look at the numbers: rent income and tenant turnover in homes with vs. without smart technologies
- What is hot in 2022? Which technologies will move from potential to reality in the new future?
- What is the next iteration of virtual tours? How will these change coming out of the pandemic?
- Keyless entry and self-guided walk through options when there is no power in the home
- High-speed internet and other smart ancillary products that have the most uptake and profit-making potential
- Cost of installing, servicing and maintaining smart home technology for an existing vs. new home
- Comparing device installation, servicing and maintenance approaches
- Where do you see the biggest opportunities for ground-up BTR development in the coming year? Which product types and markets?
- How do terms, challenges etc. compare for horizontal vs. vertical construction?
- Buying entitled vs. unentitled land: what is your strategy and timeline?
- What factors are incorporated into the development/construction underwriting that might differ from for-sale construction/communities?
- Competing for land with a builder and builder fees
- What are JV terms like currently? Availability of capital?
- How are you increasing efficiency while reducing the administrative burden for your team?
- What methods and technology are you using to maximize occupancy rates and rent collections?
- Strategies to expand your tenant pool
- Leveraging technology to update the deposit requirement system
- Resident liability programs
- Captive insurance programs
- What is a typical operating expense ratio for BTR? How does this vary across different product types?
Brian A. Flaherty
- How to identify the right operating partner for a JV deal in BTR
- How are these JVs typically structured?
- Working with a master planned community: pros and cons
- Risk management within a JV structure
- Where is equity coming from? What projects and markets are most attractive to sophisticated capital?
- Planning an exit: short vs. long term
- What trends are we seeing with regards to amenities in new homes?
- Nice to have vs. essential
- Working from home: offices, ‘nooks’, privacy and internet
- How has COVID-19 affected how renters think about shared amenities?
- Building Green: sustainable construction processes and technologies
- Living Green: smart devices and solar power
- Parking, EV charging vs. public transport proximity
- Outdoor space
- How are homebuilding leadership teams harnessing the opportunities and benefits of creating a more diverse, equitable business and BTR industry?
- How has the pandemic changed the way in which you identify diverse talent? What strides has your business made in the past 18 months?
- How can creating a diverse leadership team improve your business’s performance and create a closer relationship with your clients?
- What will your recruitment team and business leaders do differently to improve the hiring, development and retention of talent from underrepresented groups?
- How to measure the impacts of a successful DEI program? What’s worked? What hasn’t worked?
- How are owners and builders involving communities throughout the process and ensuring they have a positive impact on the communities in which they are active?
Danielle V. Jackson
- Why do you like the small and middle market niches?
- How do you approach financing for new entrant owners?
- What do loan terms look like across the country?
- Using a bank vs. a private lender
- Mezzanine, gap & senior debt capital
- How do you approach refinancing? Are you allowing take-outs?
- What makes for a successful lender-borrower relationship?
- Update on the key disruptive PropTechs in the housing market
- Leveraging technology to sell homes through virtual tours
- What tech products and modern amenities are millennials, active adults and seniors demanding? What amenities that were once a luxury would be considered essential in a remote working future?
- What innovative designs and technology solutions are being utilized to save costs, increase efficiency and still create an attractive product?
- How can technology support land developers manage their lots and communications with builders?
- Overview of District tools in key western states (TX, CA, CO, UT, AZ)
- Insights from industry veterans in banking, development and homebuilding sharing best practices and opportunities
- Innovations in district finance to accelerate funding and lower cost of infrastructure
Tiffany Lu Leichman
- Comparing the various private equity strategies in the BTR space
- How does institutional capital view the opportunities in this market?
- Funds vs. deal-by-deal vs. JV partnerships
- Which projects/product types/markets are most attractive?
- How are public and private REITs playing in this space?
- How to approach private equity funds and get a deal done
- Identifying the optimal exit strategy
- How does product type differ in urban markets vs. suburbs
- Which macro factors are you watching most closely?
- What are cap rates across active markets? How have they changed in the last 12 months?
- Which markets are you most bullish/bearish on for the next 2-5 years?
- Which trends triggered by COVID-19 do you predict will continue/reverse? What time frames are you planning for?
- How does climate change factor into investment decisions? Associated risk/insurance issues?
- How are you underwriting land deals today?
- Does your strategy vary by market? Are you targeting raw, entitled or finished lots?
- What are you seeing in terms of price?
- Which financing options are most attractive in this environment?
- How has your risk assessment model changed since the beginning of the pandemic?
- What are the main operational challenges you are facing?
Glen A. Tulk
- What do exit cap rates look like now?
- Remaining agile: when might you utilize opportunistic selling opportunities?
- When making an acquisition, what exit considerations are taken?
- What are the primary disposition options available? Partial or full sale?
- What are the factors that infer decisions on exit timings?
- How can the disposition process be made more efficient?
- How has the lack of finished lots impacted land banking activity around the US?
- How are land banks typically being funded? Does this differ by region?
- Considerations regarding financing and fee structuring
- Learning from past experiences – what has worked and what has been a bust?
- Do you have any risk management practices in place?
- Filling land banking arrangements with new vs. previously owned parcels
- What legal considerations have to be made?
- Current supply/demand dynamics in the areas in which you operate
- In which markets and products are you seeing pockets of opportunity?
- Financing strategies – what works best for your business and why?
- What land strategy are you employing?
- What deals will you be looking to finance in the next year?
- How are you utilizing technology to build and sell homes?
- How do you adapt your strategy to compete with larger players entering your markets?
- How does the scattered site acquisition model differ from that of BTR communities?
- What benefit do scattered lot homes have to investors? Does this allow smaller investors to play in the space?
- Individual deals vs. portfolio acquisitions and exits
- How is scattered home new construction approached within owner occupied homes and communities? What challenges and advantages are there?
- Difficulties and efficiencies in managing scattered site homes
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This Privacy Notice was updated on 23 May 2018
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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.
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).
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.
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.
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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