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Monday, November 7
- 5:00-6:00 Tier 1 Registration: exhibitors and attendees staying at the DoubleTree Paradise Valley
Tuesday, November 8
- 7:45 AM -8:10 AM Tier 2 Registration & Breakfast: Company Names A-M
- 8:10 AM-8:30 AM Tier 3 Registration & Breakfast: Company Names N-Z
Starting at 6:00pm, after Mondays registration hours, join one another at the Cantina at the DoubleTree Paradise Valley for a casual beverage and extended networking opportunity.
*Please note this is a cash bar
In order to accommodate a safe and efficient registration, IMN has organized a system of tiered registrations based on when we expect you to arrive at the conference.
7:45 AM- Tier 2 Registration & Breakfast: Company Names A-M
8:10 AM- Tier 3 Registration & Breakfast: Company Names N-Z
- Rent affordability
- How will covid impact the market over the next year?
- Impact of possible tax and government changes
- Cost of construction materials, keeping and paying talent
- Inner city vs. tertiary markets
- Are the demographic shifts permanent?
- Moratoriums and evictions
- Pricing and valuations as interest rates rise Will capital inflows continue?
- Where aren’t the institutions playing?
- Are you slowing down acquisitions? Selling? How is inflation impacting the buying habits of owners?
- How is inflation impacted valuation?
- Appraisals and taxes
- Are you cutting back in the workforce/affordable sector?
- Are your hold times changing?
- Stressing at different interest rate and rent levels: What do the numbers say?
- How are you mitigating the risk of rates rising before you lock into a perm?
- How much room is there to raise rents?
- Managing rising expenses on the cost side
Strategies for success, mentorship, industry practices, barriers to advancement plus your input will be among the discussions at this
- When the loan comes due…
- Variations including fixed bridge, springing caps and products that provide liquidity upfront
- Are hedging products a requirement?
- How are you making sure your borrowers won’t be defaulting in 3 years?
- Smoothing out the draw
- Construction bridge and heavy renovation plays
- Vetting syndicators vs. operators
- Underwriting rent growth
- Bitcoin, the blockchain, Crypto mortgages and tokenized buildings
- What is the most futuristic technology you see emerging in multifamily over the next 3 years? 5 years?
- Real estate in the metaverse
- How is 5G changing things? E-cars?
- AI, algorithms and tech for acquisitions
- Role of people vs. technology
- Technology in the construction and acquisition process
- Cyber threats and what an owner should know
- Increasing operational efficiencies through technology and smart apartments
- Helping property managers improve operations through NOI actionable analytics
• What kind of infrastructure do you need to work with institutions?
• Joint ventures: What kind of structures are out there?
• How much $$ can you make on the property management side?
• What type of properties are institutions looking for?
• How can you compete with institutions when buying properties?
• Putting together and selling a portfolio to an investor… What kind of step-up-in-basis can you receive? Upon sale will you keep the property management and cannolis?
• ESG best practices
• Rent collection levels
• Charging station ins and outs
• Disaster and emergency planning
• Rent: How much runway is left?
• Streamlining operations, expense control
• Self-guided tours, lock boxes, keypads and freeing up agents
• Are you seeing a correlation between customer experience, tech implementation, and employee satisfaction/retention
• Sensory technology success stories
Lea Ann Scofield
• What kind of returns are you looking for?
• Is it worth the headaches of owning an older building?
• Tax breaks available to keep rent increases to a minimum vs. the ability to raise rents in large chunks
• As assessments and real estate taxes rise
• How long is your hold period? Under what conditions can this change?
• As cap rates rise and leverage becomes negative…
• Who are the new LPs?
Pamela Wirth Barnhill
• Beyond remote work: Which macroeconomic data you are looking at and how is it impacting your property management? How are you thinking of working in?
• Small multifamily trends
• Rental rate data: What does it show?
• What kind of data are you using to benchmark success and performance? Tenant satisfaction?
• What kind of tenant uses different amenities the most?
• Generational use data
• Tenant recruitment and retention data
• Evolving terms with partners on programmatic vs. one-off JVs
• What do you look for in a partner?
• Developmental partnerships
• Working with foreign investors and other types of equity capital
• Finding partners
• What kind of reporting and technology is necessary?
• JV horror stories and how to avoid
• How do you think about ROI when you're purchasing technology?
• Deposit solutions/Rent guarantee programs
• Cost segregation
• What works for smaller landlords, smaller buildings and smaller units?
• In-unit vs. common area vs. outside amenities
• What has work from home changed?
• What kind of vendor support should you have?
• What is gen “Z” looking for?
• New stuff to consider
• Buying land and deciding the density equation
• What did you learn from single family that you applied to your multifamily portfolio?
• How has single family and build-to-rent impact the tenant?
• Financing available, valuation and underwriting
• What kind of amenities work?
• Scattered site property management best practices
• Driverless cars, work from home technology and other big picture technology-based changes and the impact on the Multifamily market
• What are technology trends and big data telling us about the industry?
• When is proprietary technology the way to go?
• New innovations on the marketing & self-touring side
• Collections assistance
• Are we going to be seeing charging stations in your communities? What else is coming on the clean energy side
• What do you feel has the most opportunity to be improved and innovated with technology
• Resident technology expectations and how smart will future communities be?
• Work from home technology: A keeper?
• What can robotics offer?
• Prepayment penalty evaluation-When is the answer sell?
• Why lock in? Why not?
• With rates rising over the next 24-36 months What are you UW exit cap rates or refi rates when bridge debt comes due in 2-3 years?
• Are caps being used?
• Being conservative… Writing to a xx
• Agency vs. non-agency refis
• Role of increasing expenses
• Why have construction, development, leasing and property management under one roof
• Do you really want to look for construction materials yourself?
• How do you evaluate your 3rd parties?
• Investing in new markets: When do you use your own staff vs. outsource?
• Influence of higher pay, labor shortages and finding new staff
Brian A. Flaherty
• Where are cap rates going? How are they being impacted by interest rates?
• Will rising prices continue in the housing sector?
• Rent growth vs. inflation: Who will be the winner?
• Are consumers expecting rent hikes now?
• Looking at the labor markets: Will wage pressure and low unemployment continue?
• Material prices and scarcity update
• Will the demographic trends started during covid continue?
• Interest rate best guestimates
Capital raising, hiring decisions, being a property owner vs. creating an investment business and critical processes and systems necessary to grow your business plus your questions will be the topics that can be discussed
In many markets price have risen enough that you can build a new building for the price you are paying for an existing building… So why isn’t everyone just building new multifamily?
• Impact of the land value
• How much rehab does the apartment need?
• How does rising construction costs and scarce materials figure into the equation?
• Do you expect labor shortages to continue?
• Looking at the affordable sector
• As interest rates rise?...
• Will rent growth outpace inflationary cost rises?
• How are supply chain disruptions continuing to affect construction schedules and project budgeting
• Impact of the dearth of finished lots available
• Do you see the political landscape changing for the value add trade?
• How long does it take to change a building reputation?
• Are you still using bridge loans in this rising rate environment? Looking into floaters? How are you examining take outs going forward?
• Adding multifamily ADUs
• When do you consider green best practices?
• Is the raise the rent value-added play still available?
• What are your current return expectations?
• What kind of neighborhood dynamics do you look for?
• How much are you willing to pay?
• Do you see fundamentals changing? How will these changes impact your portfolio strategy?
• Is there much left in rent growth? Are you changing your rent growth outlook? How is that changing your acquisition strategy going forward?
• Cost of new construction vs. high prices of value-added
• Where/What are you selling?
• What kind of appreciation are you underwriting?
• Where do you see value?
• Which alternative residential rental assets do you like?
• New market decision process: What do you look for in a market? Which local/regional market(s) do you see weathering the storm?
• Asset and property management in new markets
• What kind of services are you providing? What is your newest one?
• Do you chase yield?
• Are you willing to take entitlement risk?
• What do you think of the Co-GP structure?
• Debt structures you like
• What do you like about the middle market multifamily area?
• When do you look to be a GP vs. LP?
• What do you look for in a JV partner? What kind of structures do you like?
• Are you seeing owner/operators selling their properties just prior to the end of the prepayment penalty period? • Are there reversions out there?
• How underwriting Is changing as inflation expectations rise?
• What is new on the due diligence checklist?
• What kind of premiums are sellers looking for? Are rising rates impacting pricing?
• What specific shifts in your business plans have you made on new acquisitions to add value in the face of low cap rates
• Why would cause you to slow down your acquisition pace?
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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.
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Marketing materials are sent electronically, by post and we may occasionally call you.
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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.
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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.
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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:
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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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