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- Demand Drivers
- New regulatory changes to be paying attention to that are impacting the market
- First time homebuyer… The latest
- Water rights update… Now that it is raining in Southern California is the draught and it’s associated impact on new developments gone and forgotten?
- Foreign $$ coming into the market
- Bank lending… Is it being discouraged by the regulators?
- Bond market turmoil… Will it continue? What will be the effect on financing?
- What you can learn about this cycle by looking at the past ones
- Buildable lots vs. labor… Which one is holding back housing more?
- What does Dodd-Frank mean to homebuilders?
- The high end of the market… Will the slowdown continue
- Are the returns there for private debt?
- Are you doing new master planned deals at this time?
- Small vs. large deal terms
- Financing phased projects and master planned communities
- Fundraising tricks of the trade
- Who is your ideal partner and how do you select active partners?
- What types of information should be sent to an equity group?
- What types of debt are being utilized in JV’s (recourse vs non-recourse) and who provides guarantees
- As an equity partner, what do you look for in an ideal deal?
- Return expectations and preference rates?
- Typical deal size and return metrics
- Issues surrounding extended project time frames
- Entitlement/development joint ventures
- Getting government grants from HUD and CDBG
- Urban-infill vs. greenfield path-of-growth… An examination of risk
- Has your level of risk acceptance increased or decreased recently?
- Worse projects, same terms vs. 2 years ago
- How much more $$ can you make if you do it yourself?
- How much would you pay for raw land?
- Overpaying for and developing infill and “A” lots… Recession proof or too risky?
W. Stephen Hagenbuckle
Glen A. Tulk
- Advice for the first time private equity user… What steps are necessary to go from syndication/friends and family to institutional/joint venture equity or a fund?
- Finding patient capital
- Skin in the game-How much of your own equity do you need to include?
- When is equity preferable to debt?
- Where have banks been competing?
- Crowdfunding… What is the capacity?
- We are the government and we are here to help you (finance your project)
- Making EB-5 work for your homebuilding project
- Mezz loans/preferred equity, short-term/bridge and senior debt updates for land and home assets
- The latest on construction lending, land/construction combination loans and construction-to-perm financing
- Recourse vs. Non-recourse
- How much debt is too much debt?
- What was the asset and structure of your last deal?
Luncheon Roundtables are available… An informal meeting for those who do business or are interested in learning about specific markets. We plan on hosting separate tables for (Denver; Florida; Inland Empire; Las Vegas; Northern California/Pacific NW; Southern California; Southwest)
- Urban vs. Suburban
- Entitlement deal vs. Entitled Land
- Rental vs. For Sale
- Are you building spec or pre-sold houses?
- Shifting to rentals? Other assets?
- Are you starting any master planned communities?
- Is it time to put your resources in troubled markets? Repositioned assets?
- Value creation strategies
- Entering any new markets? Product types?
- Reuse/Adaptive space applications
- Rental vs. for-sale… Why would you go one way vs. the other
- Rooftop monetization… How much value does it bring?
- Mixed-use projects-The non-housing segment
- Tapping government funding and subsidies
- Strategies to tap government leadership to help you get through the red tape before you commit to a project
- What kind of advantages are you looking for in a city you will build in?
- Dealing with buildable lot shortages and increasing prices for land
- What are the marketing strategies that are most effective in any economy?
- What are the biggest marketing mistakes that developers make?
- Social media best practices
- Affordable/workforce housing… making the deals pencil out in an era of increased lot prices
- The high end market… will the slowdown continue?
This panel will feature home development deals pitched to potential partners followed by a question and answer period for each of the transactions
Dave Michelson, Advisor Three Arch Investors
Private Equity Players (Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…)
Dave Waters, Vice President GDC Communities
Joshua Kirkham, Principal Och-Ziff Capital Management
Rodney Montag, CEO & Managing Partner RAM Real Estate Capital
Dave Michelson, Advisor Three Arch Investors
Home Builders (Will present the following deals)
Jay Kaplan, Managing Director, Envisage Companies
Tony Pourhassan, Principal Highlight Homes, LLC/Vesmont, LC
This session will not be the oxymoron the title inherently points to but will discuss the key demand drivers, local credit quality, market transaction trends, boomerang buyer levels and the local lot/land outlook in the following local markets
Jeff Handlin, President Oread Capital and Development
Glen A. Tulk, VP-National Land Developmen Meritage Homes
Jeff Handlin, President Oread Capital and Development
Gary H. London, President The London Group Realty Advisors
Glen A. Tulk
- Are reasonably priced deals out there? Is there distressed land product starting to show up in certain markets? Per acre vs. per unit risk measures
- What is major entitlement risk in your eyes? Are you willing to gamble with this type of risk?
- Assessing local entitlement risk and time horizon determination… Getting local governments active and help you alleviate risk: Does getting LEED certification as a trade-off for entitlements work?
- Development risk and other risk/return profiles of different product types at this time in the cycle
- Capital market solutions to risk
- Environmentally distressed projects and their risk
- Preventing law suits and managing their time frames
- How much do water rights drive values in the western markets?
- The farm-to-table movement and its impact on lot prices
- Flipping out of deals… The disposition side
- Is it the right time to grow your business or if you need to be smaller so be it?
- Labor cost… Will they continue to rise?
- Government project requirements, impact fees, water rights and land use time frame… How much more are they costing you? How can you get a better control of them?
- How can you still make it work? … Building in 2% cost increases in the new world of 5-10% supply-side inflation
- As your market gets more constrained Is there a new market you are considering expanding into?
- Dealing with a lot of lot inflation
- Are you considering Workforce or lower-income housing?
This panel will feature 2 land deals pitched to these potential buyers followed by a question and answer period for each of the transactions
The Tank Leader
Jeff Meyers, President Meyers Research
Homebuilders (Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…)
Kenneth Bank, Acquisition Director Amcal Diversified Corp.
David Schwartzman, President Harridge Development Group
Vishaal Gupta, President Park Square Homes
Jay Moss, Chief Marketing Officer Woodside Homes
Land Sellers (Will present the following deals)
Chris Bley, Newport Pacific Land
Becky Collins, General Manager Walton
- Millennials moving to urban areas… Is this trend overestimated?
- Impact of self-driving cars
- Transit-oriented developments… Have they been as successful as advertised?
- Urban or suburban… Where will the millennials be in 10 years?
- Where are you getting your information from?
- The new wave of technology, wellness and other community amenities
- Role of where are the jobs going
- Are you a believer in the suburban starter home?
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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.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
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Events & Conferences
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We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
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.
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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.
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
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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.
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