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Crowdfunding is great way to raise debt and equity for small and mid-sized apartment owners... See how it works; How to get started; How much you can raise; How long it takes; What services a crowdfunder provides, how it has changed as well as legal and financing basics.
• Will rental demand and rental growth keep up for the mid- and long-term?
• Low unemployment-How is it impacting multifamily?
• Local MSAs and compressed cap rates- When and where does the bubble burst first?
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new in the global economy or from the government that will impact the market?
• What is your favorite indicator? What does it say?
• Pricing & valuation… How high can it go?
• Impact of rental home market
• Market performance & its drivers
• Household formations and deciphering the latest consumer data
• Are we building too many apartments?
Can’t believe that we are still in still in expansion? Can’t believe multifamily prices continue to increase? You are not alone. This paper will discuss the historic relationship between prices and the economic cycle and crystal ball what the future may look like.
• Where Should you be in this Part of the Cycle?: The sell/hold decision
• Passive investing in a few projects vs. majority owner in one
• Should you monetize your experience in financing, managing and developing?
• Urban vs. Suburban vs. Rural
• Build to sell vs. build to own
• Is it time to see if the grass is greener in other markets/sub-markets? Other residential asset classes? Other real estate asset classes?
Please Choose Track 'A' or 'B'
• What kind of challenges are the different investor types facing?
• Comparing public vs. private pension funds
• What are fund-of-funds looking for?
• Endowment & Foundation investments and what makes them different
• Comparing high-net-worth vs. single vs. multi-family offices
• Foreign institutional investors: How are they looking at the US?
• What kind of funds are they looking at?
• What are the differences in terms?
• Reporting equity likes to see
With multifamily rents predicted to stabilize this year after a long period of growth, finding new revenue streams and running a more efficient property management operation is key for property managers.
• What kind of long –term plan do you come up with for a property?
• What is the newest policy change you have made?
• Tenant screening practices
• The key to effective collections
• Keeping maintenance and daily operational costs under control
• When to Use 3rd-party managers. What do you look for when selecting one?
• Getting ready for peak leasing season
• Evaluating different technology systems
• What was the latest amenity you added? What was the ROI?
• The energy management side
• Pushing rent without getting a push back
• Taking back management? Why?
• Using your property management function as a profit center
• Evaluating Freddie and Fannie’s small balance loan program-What are the target areas? Recourse and leverage
• Comparing DUS, HUD and conventional programs
• What information do you need to get a loan?
• Securitization of assets
• What kind of properties do these serve?
• What if your property has a mixed-use component?
• Affordable housing financing
• It isn’t easy being green- Environmental financing options
• Rehab loan requirements
• Comparison vs. bank and other lending
• Finding product as reasonable prices
• Debt/equity finance sources and structures
• Making property management/operations more efficient and your buildings more profitable
• Technology solutions
• What do you do in-house? Outsource?
• Expenses and fees
• Looking at market dynamics
• Finding land vs. Finding Neverland-Which is easier?
• Once you find the land… Dealing with Entitlement challenges and NIMBYism
• The cost side… Any improvement
• The financing side: How easy is it to get financing? What are the terms that are out there?
• What has been your biggest challenge with your latest project?
• Knock down vs. heavy rehab
• How are you financing the infrastructure?
• Looking for local tax breaks-any successes?
• Public sector financing
• Social media use
• Video, 3-D tours and virtual reality
E. William Henry
• What is your sweet spot?
• Do sellers now have the stronger hand? If so, what are you doing about it?
• What market characteristic do you look at that others do not?
• What are your due diligence best practices?
• Do you ask for pro-rated bonuses on existing contracts?
• Post-acquisition strategies
• How are you looking at core cities?
• Acquiring properties you can expand
Optional Luncheon Roundtable Discussions
- Florida (Central/North)
- Florida (South)
• Pricing for value added vs. stabilized
• Length to stabilization… What is the term of the loan you are comfortable with?
• Refinancing underwater properties
• Financing the acquisition, construction… Comparing singular and blended structures
• When is mezz and preferred equity financing available?
• Bridge loan financing • What are you comfortable lending per apartment for upgrades?
• Private equity vs. other capital sources
• Facility structures
• Construction financing-Is there a pull back?
Do you have a few thousand doors? Own in multiple markets? Looking to take your business to the next level? This peer lead discussion, is looking for your questions and experience to participate and learn.
• Are there parts of the multifamily market you are less than bullish on and not lending to?
• Comparing fees and structures for stabilized properties in urban vs. secondary/tertiary cities
• Do all assets have access to financing: Institutional vs. non-institutional properties
• Financing the $1-$5 million market
• Recourse, rates and leverage
• Rent roll evaluation
• Floating vs. fixed
• What do you like about multifamily?
• The courting process- What does it take to get married?
• How do you evaluate new and existing operators?
• Secondary markets… What does it take you to get on that connecting flight?
• What kind of unicorn are you looking for?
• Return expectations… Are they dropping?
• What is your appetite for construction?
• The fundraising side of things
• Development vs. purchasing value-added
This panel will feature 2 multifamily deals pitched to these potential partners followed by a question and answer period for each of the transactions
Tank Leader-Will moderate the panel
- Eric Silverman, Founder and Managing Director, EASTHAM CAPITAL
Private Equity Players- Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…
- Mark Lippmann, Managing Director , ABACUS CAPITAL GROUP
- Jared Zeisler, Partner, CAPITAL SOLUTIONS INC.
- Lorne Polger, Senior Managing Director, PATHFINDER PARTNERS, LLC
- Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC
Multifamily Owners/Operators-Will present the deals
- Aaron Mesmer, Principal-Acquisitions, BLOCK REAL ESTATE SERVICES, LLC
- Dilip Barot, President, CREATIVE CHOICE GROUP
At this intimate discussion for property owners only this interactive discussion will focus on the hurdles and restrictions that come along with making the potentially monumental jump-going from friends and family to institutional.
Been looking for mid-sized buildings but are having trouble finding them at realistic values? Finding financing is getting too expensive to make money at the current cap rates? Tenants and toilet costs going up, up, up. Get a handle on all of your issues as we discuss walk ups, four-, six- and eight-plexes, railroad apartments and the like.
• For what size unit do you need an on-sight manager? Does it make sense to outsource to a property manager?
• Equity contribution/financing available
• Acquisitions-Where are you finding that under-managed property?
• Management/operations unique to profitably invest in and manage.
• Preferred structures/returns for different deals
• Comparing family office vs. private equity partners
• Passive vs. sponsor vs. JV equity requirements
• Getting equity and debt from the same provider… The good, bad and ugly
• Stabilized vs. value-added vs. ground-up deals
• What had been your biggest equity challenge?
• The document
• Negotiations… I’ll do anything for equity but I won’t do that
• Syndication Going deal by deal vs. Establishing a fund
• What are your investment goals? How does the market you are considering meet them?
• What are the macro factors that you look for that others might not?
• How do you quickly learn specific market nuances?
• When do you need boots on the ground?
• Coming up with a uniform leasing structure that works in multiple markets
• Networking in the market and recruiting site staff
• Getting comfortable with the historical data and comparable properties?
• Local partnerships
• Your first new market investment… How do you “dip your toes in the water?
John Charles Maddux
• What is your typical rehab when a tenant vacates?
• Building acquisition-Do you rehab occupied apartments?
• Heavy rehab…When does it pay to knock the thing down?
• Comparing institutional vs. non-institutional acquisition needs
• Apartments in the ‘hood
• What do you look to do to the common areas?
• What kind of ROI are your looking for? What are the highest ROI rehab returns?
• Contractors vs. in-house: How do you staff
• Increasing units in older buildings
• What are apartment dwellers favorite amenities
It is all about finding new properties and in this session sellers will pitch 2 apartment deals to potential buyers followed by a question and answer period for each of the transactions
Tank Leader: Will moderate the panel
- Jonathan Shechtman, Managing Principal, AXONIC PROPERTIES
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay
- Aaron Gorin, CIO, CEDAR GROVE CAPITAL LLC
- Newton Kershaw III, CEO - Multifamily Acquisitions & Development, ELM GROVE COMPANIES
- Erik Dowling, Managing Director, VALUE PARTNERS
The Sellers: Will present portfolios for sale.
Christopher Crippen, Portfolio Manager, VIE MANAGEMENT
Newton Kershaw III
• Cost/rent vs. Class A?
• Mixed income projects
• Where are the renters going?
• How much value can renovations add? How much more rent
• Capital available and structures
• Urban vs. suburban vs. rural
• Exterior & interior amenities, Age of improvements and deferred maintenance
• Value add deals
• Low interest rates and debt engineering will they continue to drive value?
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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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Additional Third Party Disclosures
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- 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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