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We will discuss the pros and cons of an owner taking the management in-house after using a third party management company. We will share case studies of firms that have done so and some that felt that was a mistake.
*Closed Door Session for Owner/Operators only*
• Increasing prices, decreasing volume… What does that mean?
• Rental affordability in big coastal cities
• Will rental demand and rental growth keep up for the mid- and long-term vs. the bubble bursting
• Global economy: What’s new?
• Low unemployment-How does that impact multifamily?
• Local MSAs high prices and compressed cap rates
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new from the government that will change the market?
• Market performance & its drivers-What is your favorite indicator? What does it say?
• Impact of rental home market
• Household formations- Deciphering the latest consumer data
• Big yields in small markets?
• What do you like about multifamily? What don’t you like? +
• The joint venture/equity finance 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
• Debt vs. equity-Which do you like going forward?
Please Choose Track 'A' or 'B'
• Finding investors
• Putting the deal together... How much should you retain?
• The disposition
• Property management
• Reporting and accountability to investors
• When to use syndication vs. other financing methodologies
• The changing legal environment
• Vs. other equity finance methods
With valuation high in many markets and the expansion getting long in the tooth can we still count on appreciation to bolster our investment returns? On the other hand the fed is raising rates and inflation will allow us to increase rents making our apartments buildings more profitable. On the third hand if the economy goes in the tank it would be nice to have a dependable cash flow.
• Impact of your investment goals
• What pays off in the long run?
• Why you need appreciation? Cash flow?
• IRR and exit strategy
• Does geography and market conditions change the argument?
Peter Von Der Ahe
• What kind of challenges are 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
• Going deal-by-deal vs. fund
• Construction vs. acquisition vs. value-added improvement
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 update
• 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?
• 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
• Marketing units & social media
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
David Manheimer, Co-Founder & Partner Brooklyn Standard Properties LLC
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay
Nizan Mosery, Owner/Manager Cornerstone Investment Partners
Newton Kershaw III, CEO Elm Grove Companies
Yuen Yung, CEO, Casoro Capital
Dan Jaramillo, CEO, Strategic Partners
The Sellers: Will present portfolios for sale.
Max Sharkansky, Managing Partner, Trion Properties
Newton Kershaw III
The Internet of Things (IoT) is upon us and for multifamily owners and managers that means smart apartments. Smart apartments include devices, such as lights, locks, thermostats, sensors, and outlets that are networked, enabling remote control, automation, and the digitization of previously manual or tangible acts. There is plenty of excitement around IoT and smart devices, but
• What value can they really bring to the multifamily industry?
• To whom does that value flow?
• How does one go about evaluating an investment in smart apartments? Which approaches to IoT investment unlock different aspects of that value?
• Identify the value that smart apartments provide to both residents and managers
• Assessing the limitations and challenges of implementing smart apartments
• Evaluating how different approaches limit the value a smart apartment can provide to different stakeholders
• Evaluating the true ROI of a smart apartment investment
Rountable discussions: Mid-Atlantic, New York City, New England, The Midwest, Southeast The West
• 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
• Costly mistakes and how to avoid them
• New construction vs. acquisition
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.
*Closed Door Session for Owner/Operators only*
• New from DC… Does it look like anything will be changing? • On the front line with assessments
• Tax credits and tax-exempt bond developments
• Full expensing vs. 1031s • Impact of home deduction elimination on the multifamily market
• On the energy front…
• Affordable and work force housing
• SDIRAs applications for multifamily investments
Do you have 200-750 doors? Have you gotten through your first non-family & friends fundraise and now are thinking of organizing a fund? Are you wondering how you can improve your operations and grow? Are you ready for the next step? This peer lead discussion, is looking for your questions and experience to participate.
*Closed Door Session for Owner/Operators only*
General Session Resumes
• 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?
• Which improvement do you focus on? How much more rent can you get? What are their ROI? Do you undertake these improvements when apartment is vacant or occupied?
• How much are surrounding comps getting?
• Should you sell or keep these properties after the value-added improvements have been done
• Redevelopment & bringing 60s and 70s property up to date-Is deferred maintenance or code violations the biggest problem?
• Managing capital expenditure ROI
• Looking for reasonable-priced value-add
• Comparing different apartment classes
• Buying from non-institutional owners-What should you look for?
• How much to push rent?
• Common area repurposing
• When to go condo
At this intimate discussion for property owners only this interactive discussion focuses on the hurdles &restrictions that come along with making the potentially monumental jump-going from friends and family to institutional.
*Closed Door Session for Owner/Operators only*
• 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
• Is it the time to look for property with yield and rent growth?
• 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?
• Re-evaluating the sell vs. hold decision: are you looking to harvest your gains in some of the more expensive markets you are in?
• Are there parts of the multifamily market you are less than bullish on and not lending to?
• Structures for stabilized vs. unstabilized 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-rate loans: a good fit for today’s multifamily market?
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
• Sector valuation
This panel will feature 2 multifamily deals pitched to these potential partners followed by a question and answer period for each of the transactions
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…
Ross Reagan, Principal, Managing Director Alpha Investing
Daniel Edrei, Managing Partner Anika Equities, LLC
Raphael Sidelsky, Senior Managing Director- Principal Investments CIII Capital Partners
Dilip Barot, President Creative Choice
Multifamily Owners/Operators-Will present the deals
John Azar EVP & Member Principle MACC Venture Partners, LLC
Matthew Blank, Co-Founder, Blank Property Group
• 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
• Pricing and valuation
• Financing out there
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This Privacy Notice was updated on 23 May 2018
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- 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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