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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.
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
• Will rental demand and rental growth keep up for the mid- and long-term
• Low unemployment, rental homes and household formations-How are they impacting multifamily?
• Local MSAs and compressed cap rates
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new from the government that will impact the market?
• What is your favorite indicator? What does it say?
• Pricing & valuation… How high can it go?
• When does the bubble burst? Where first?
• Market performance & its drivers?
• Global economy: Any influence on US multifamily?
• With 4000 new apartments forecasted for downtown LA…
• 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
• 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
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
As the price of rent and building apartments go up, rents either have to rise or smaller sized unit options need to explored. This session will explore the later
• 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
• Mezz loans with rental increase restrictions
Amy Finn Bernier
• The papers say it is very difficult for all but the biggest players to raise institutional capital funds… What are the keys to success?
• Evaluating different types of institutional capital
• How much time is it taking to raise $$ today?
• Does the use of sidecar vehicles give a manager the flexibility of going deal by deal?
• Manager control vs. investors rights
• Fund and deal terms on your latest deals
• Foreign fundraising
Muhammad A. Nadhiri
• 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
Please sign up for the optional roundtables at registration:
- Northern Cal/Pacific NW
- Greater LA
- Orange County/San Diego
• How do you look at market dynamics now and at project completion?
• Finding land at reasonable prices vs. finding Neverland-Which is easier?
• Once you find the land… Dealing with entitlement challenges and NIMBYism
• The cost side… Any improvement?
• 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 and public sector financing-any successes?
• Prefab construction-When does it pay?
Properly insuring in case disaster strikes during construction. Costly mistakes to be avoided
Do you have a thousand doors? Own in multiple markets? Looking to take your business to the next level? This peer lead discussion, is looking for your input-questions and experience to participate and learn. Some of the key issues are-What are the key hurdles multifamily owners face as they become larger players? What are the challenges and obstacles that come with larger sized communities? What are some of the creative incentive compensation packages for associates and junior partners looking to advance within the organization?
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
Do you have 200-750 doors? Have you gotten through your first non-family & friends fundraise and now are thinking of hitting up institutions? What is the most critical operations positions to fill? How do you know when you're ready to make a leap?? This peer lead discussion, is looking for your questions and experiences to participate.
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
David Valger, President, DVO REAL ESTATE
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay
David Blatt, CEO, CAPSTACK PARTNERS
Geraldine Barry, Principal , GERALDINE BARRY & ASSOCIATES
Paul Panza, President & CEO, NICHOLAS RESIDENTIAL
Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC
The Sellers: Will present portfolios for sale.
Daniel Carter, Founder & CEO, WINDMILL INVESTMENTS, LLC
Henry Manoucheri, Chairmen & CEO, UNIVERSE HOLDINGS
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
At this intimate discussion for property owners only this interactive plenary will focus on the hurdles and restrictions that come along with making the potentially monumental jump-going from friends and family to institutional. Discussion will include keys to building a relationship from scratch, what guides the partner selection and investment process and what are the key positions and skill sets that are needed in-house
• 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?
• 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
• Redevelopment & bringing 60s and 70s property up to date is deferred maintenance and code violations the biggest problem?
• Managing capital expenditure ROI
• Looking for reasonable-priced value-add plays
• Property management…What are the turnaround trials/tribulations and resolutions
• Renovations: Which amenities have the highest return on investments?
• Comparing different apartment classes
• Filling empty apartments
• Buying from non-institutional owners-What should you look for?
• How much to push rent?
• Common area repurposing
• When to go condo
• 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 or 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?
Mark M. Garay
• 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?
• 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-What is your rehab/repositioning strategy?
• How are you looking at core cities?
• Acquiring properties you can expand
• Stabilized vs. unstabilized properties-Which way to go?
• Valuation-what are your latest thoughts?
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This Privacy Notice was updated on 23 May 2018
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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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