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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.
- Will the expected stimulus and looser government regulation extend the business, credit & real estate cycle?
- Trump tweets, corporate America listens… What is the impact?
- Wall of maturity: Will it affect the middle sized multifamily investor?
- Is there irrational exuberance in multifamily values?
- Future of Freddie & Fannie… Anything new?
- Spread compression & cap rates: How are they derived and where they are likely to go?
- Are rental drivers continuing to point towards increases?
- Valuation of 24 hour cities vs. Opportunity of secondary markets
- Non-institutional markets will become so-What are the common market traits?
- How is the saturation of the luxury markets going to impact “B/C” properties?
- Co-Living and micro-apartments… Is small beautiful?
- The drop in homeownership rates was one of the contributors to the strength of multifamily during this cycle… How are you factoring that into your analysis going forward?
- View on urban/suburban or high-rise/garden
- How are you and your investors evaluating lower current-yield in exchange for potentially higher exit values?
- How should operators approach you?
- How do you evaluate operators?
- Deal terms on different types of multifamily properties
- Level of oversight on joint ventures
- Working with new construction projects
- What is your strategy? How/why do you shift among sectors?
- Buying developers out of deals and other underwriting exits Do you invest in non-institutional properties
- How much would you pay for cash flow + appreciation?
- Increasing cash flow… What is in your play book?
- Financing products & terms, recourse, cash flow necessary and debt service coverage
- Cash flows of different property classes
- Floating vs. fixed; 3- vs. 10-year?... Where should you be?
- Where is your sweet spot? What is sour?
- Core vs. value-added markets: How do you look at stable properties in unstable markets?
- Maturity refinancing requests, cash-out financing terms, subordinate financing & leverage availability
- What kind of buildings are eligible for the Freddie Mac Small Balance program?
In an era where 85% of units are found on renters’ phone are you still clinging to your ‘90s methods?
- Distinguishing your asset from the rest- Competing with peer, new or superior properties
- Attracting attention on the content side-What are online “must have’s” vs. the bells and whistles
- Managing tenant expectations after move in, how much do online ratings and reviews matter today and
- omparing what low ratings mean for class “C” vs. “A” properties
- Screening tenant tools
- Marketing “A” vs “C” units
- Increasing conversions and evaluating investments and online marketing spend based on marketing channel performance
- Customer service, resident recognition/reward, and social engagement
- Leveraging customer data and insights
- The renter customer journey-Facebook presence and the sources renters use for apartment search
- Managing capital expenditure ROI
- Finding affordable value-add plays
- Property management… Identifying the challenges and solutions
- Buying fractured condos
- Michael Jackson, Studio 54 and Hair Metal… ‘70s and ‘80s vintage properties
- Value-added renovation and amenity best practices/ROI measurement for different apartment classes
- Filling empty apartments
- Adding new sources of revenue… What are some of the ones with the most bang for the buck?
- Working on the expense side
- When does it pay to knock it down and start all over?
- In-house vs. using contractors
- Sell vs. hold … Does this change your rehab strategy?
- Buying land… How does that factor into the decision outside of the monetary part?
- How much rent can you get for a new class “A” or “B” rental?
- Small vs. larger construction projects
- Special considerations for high cost markets
- How much cash do you need to bring to the table for construction vs. acquisition? What are the current structures out there?
- Inclusionary low income housing requirements
- The condo vs. rental decision
- Have you looked in to modular? How much $$ and time does it save?
- Bridge equity, debt and hard $ and loan-to-own players... What are the current terms?
- The planned takeout
- How do you finance the newly stabilized project?
- Interest-only and prepayment structures
- Mezz and preferred equity structures with or without bridge financing
- Construction financing
- Value-add terms
- The new administration… New tax developments and IRS regulations to be aware off on the horizon
- Cost segregation, avoiding capital gains, ordinary income, depreciation recapture, treating cash distributions, avoiding passive loss limitations, repair/rehab classification
- Entity structure and capital role
- Tax credits including affordable housing
- Strategies to minimize local taxes
- Using pre- vs. after-tax income to invest in multifamily
- Tax lien acquisitions
- Seller financing and taxable income
- Refinancing tax-free
- Getting financing & raising equity for TICs
- Using 1031 proceeds and mixing with other financing
- Pulling equity out of a building and using proceeds to purchase additional units
- What you need to know about and IRA-and 401(k)- owned property
- Northern California
- Greater LA
- Orange County
- San Diego
- When are you ready for a fund?
- Did you do a fund and discover that you rather raise funds deal by deal?
- Advantages and disadvantages of the deal-by-deal structure
- What should you look for in an LP partner?
- Sourcing investors and deals… Comparing institutional vs. high net worth markets
- Spin out fund for new venture
- Reporting, manager control and investor rights
- Economics vs. single fund
- Is your strength deal making or fundraising?
- Fees, waterfalls & other structural options
John Charles Maddux
Your questions, answers and contributions are welcomed during this small group meeting focusing on issues such as finding product as reasonable prices, debt/equity finance sources and structure and making property management/operations more efficient and your buildings more profitable.
- What is your exit strategy when going into a deal? How often does the planned exit come to fruition?
- Do you hold or sell renovated deals?
- Appreciation, capital gains and cash flow impact on the decision
- Will capital gains taxes change under the new Presidential administration? Will this effect your decision?
- Plans for the sale proceeds?
- What are the factors that comprise future yield for continuing to hold?
- Impact of the market area
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 and help others out in this peer-led discussion.
Owners are bulking up and on the hunt for portfolios of properties… This panel will feature 2 apartment deals pitched to potential buyers followed by a question and answer period for each of the transactions
Tank Leader: Aaron Gorin, CIO, Cedar Grove Capital LLC
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay.
- Bruce Wuollet, Founder, BAKERSON, LLC
- Edward Ryder, Senior Managing Directo, WAYPOINT RESIDENTAIL
The Sellers: Will present the following portfolios for sale.
- Chris Manning, Managing Director, PEAK CAPITAL PARTNERS
- Christopher Crippen, Managing Director, VIE MANAGEMENT
All will ask questions and participate in this lively meeting featuring walk ups, four-, six- and eight-plexes, railroad apartments and the like as we highlight issues such as equity contribution/financing, acquisitions and management/operations unique to profitably invest in and manage.
The 10-year Treasury rate-the benchmark used for multifamily borrowing-increased 65 basis points following the election due to slowly accelerating economic growth, the Fed’s rate rise and the prospect for more robust domestic output during President-elect Trump’s administration. Now that higher rates are here, what will happen with property yields? Certainly, higher long-term interest rates have the potential to be a headwind for the industry. The overall impact, however, will depend on a variety of factors including how much and how quickly rates rise, and the performance of property fundamentals, since rent growth mitigates the impact of higher interest rates.
- Inflation vs. rent growth
- Buying homes vs. renting
- Cost of new construction vs. acquiring existing
- I can get 10% from a bank CD… What will I expect from my equity returns?
- What kind of inflation/growth rate are you currently underwriting?
- What happens if inflation goes to double digits?
- Libor/Treasury/Fed Funds rate relationship
- Time to be floating or fixed? Long-term vs. short
- Do you leave your CapEx at acquisition amount the whole life of the property or do you reassess to keep up with inflation?
- Inflation expectations and rent growth
- Impact on acquisition price
This method of fundraising has proven a great way to raise debt and equity in the real estate market. Hear about How it works; How your 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.
- Choosing and managing your managers
- Which software solutions are you using? Why?-Going from quick books and excel to something with more functionality
- How are you reaching tenants? What are their expectations? How are you avoiding turnover?
- What are the best practices for a smooth acquired apartment integration
- Identifying profit centers and the most effective unit/building amenities and ancillary revenue streams
- ROI; Cap Rate; NOI… What are the ratios and benchmarks you pay most attention to?
- Pricing/revenue management: How have you been cash flowing?
- How much has Airbnb added to revenues?
- The expense side… What have you been doing to drive expenses down?
- Can you make green with green?
- Market-specific metrics
- Controlling hot water distribution expenses
Have you considered outsourcing your back office operations as a way to improve performance and create operational savings?
- Attracting long term institutional and family office capital from the US vs. abroad
- Crowdfunding equity
- How much is sweat equity worth?
- Syndication partnerships
- Preferred equity rates, structures, buy/sell provisions and splits
- What do you look for in a money partner? How selective are JV partners you’ve came across?
- What were the key negotiation points?
- Mixing JV and traditional financing
- Partnering on construction projects
- One-offs vs. more long-term arrangements
- Joint venture equity vs. mezzanine debt… Which way should you go?
- Using brokers to find a partner
- Advice for first-timers
- What are some of the overall investment sales trends you are seeing?
- What kind of landlords are most willing to sell?
- Looking for lots, teardowns and properties to repurpose
- The 1031 market
- Bulk unit buying
- What new spigots do you expect to be opening this year?
- Re-trading as financing becomes more challenging
- What is your exit strategy and how does it affect your 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
- Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC
Private Equity Players- Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…
- Jonathan Watson, Director, AEW CAPITAL MANAGEMENT, L.P
- Ross Reagan, Principal, ALPHAI
- Jared Zeisler, Partner, CAPITAL SOLUTIONS INC
- Ash Baraghoush, Investment Director, HANOVER FINANCIAL COMPANY
Multifamily Owners/Operators-Will present the deals
- Shravan Parsi, Co-CEO & Principal, NAPA, LLC
- Farhan Mahmood, Director of Acquisitions, TRION PROPERTIES
In different parts of the market cycle it pays to acquire, acquire, acquire. In other parts sell, sell, sell. This session will discuss where you think your local market stands and how you are shifting your real estate investment priorities and strategies.
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This Privacy Notice was updated on 23 May 2018
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- 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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