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Institutional partner recruitment, multi-market expansion, your role as the company grows and your questions will be among the topics discussed at this investments-only forum
• How are relocation trends started during covid playing out?
• When do values become unsustainable?
• As moratoriums expire…
• How concerned are you of tax reform after 2021? How about the future of the infrastructure plan?
• Will capital inflows continue into hard assets and real estate?
• Where the institutions aren’t
• Are tenants less interested in buying homes?
• Will high prices and low cap rates continue?
- What are the different types of debt today and general terms on rates and LTC/LTV and increasingly debt yield constraints.
- Thinking about debt when investing in equity: Minimum interest provisions, the take out and levels that you are comfortable with ground up vs. value-added deals
- Cost overrun risk: How are lenders thinking about GMPs these days given building product volatility?
- Financing needs and how you have been approaching the market in this rising rate environment
- Preferred equity on existing and ground up: How much is too much?
- Recent equity deals: Co-investment amounts; Prefs and waterfalls, Fees, Overrun sharing and partner due diligence
Diversity and inclusion, managing teams, mentoring and talent search will be among the tough questions to be debated in this discussion.
• How are you looking at stabilized, cash flowing larger apartments with low cap rates?
• Are you playing in the below institution market? How?
• Policy on tenant evictions post-restricted vs. currently restricted
• Looking at “B/C’ markets… How about ex-urban and tertiary locations?
• Partnering with smaller players and local operators
• Are you considering alternative residential rental real estate? markets
• Given inflation are long terms hold of more interest?
• How has the pandemic affected your operations?
• Are the impacts of rent, eviction and foreclosure moratoriums still being felt?
• Have you felt the effect of the labor shortages that are raging across the country?
• In what ways have you changed or streamlined your operations? • Have you considered outsourcing? What have you outsourced?
• Technology and property management savings: Where is the low-hanging fruit?
• Talking about 2022, what changes do you expect to make or see to succeed in the next year
• Increasing pet revenue
• Housing policy and where it is going
• Amenities… What is just over the horizon?
• Impact of rates
• Work at home vs. the urban core
• AI, 5G and other cool stuff
• Future of property management
• Apartment design trends
• What is Gen “Z” looking for?
• The new customer experience
• How much green is there in green?
• Adopting IOT into the apartment
• How can you mitigate the risk of interest rates sharply rising before you can lock in your perm rate?
• The coming of 5G, staying ahead of tech curve and adding in-demand smart home features ?
• Vetting syndicators vs. operators
• Reconfiguring apartments for the post-covid renter: Are the larger floorplans at existing buildings being sought after? How are they effecting or creating value?
• Don’t forget common spaces and parking lots: What is selling? What needs to be repurposed?
• Conversions from retail/office
• Considering the type of building/market
• Should all loans be short-term so there are no prepayment penalties
• How has issues with supply chain/ labor effected your value-add strategy?
• Outside of rates, what’s been the biggest focal point in negotiations of loan terms with a sponsor?
• Evaluating if your administrative staff have the bandwidth and experience to respond to tenants more tenants across different time zones
• How can you keep tabs when remote?
• What has been learned the hard way?
• Which market did you expand to? What did you like about the market? Which market didn’t you like?
• Going the JV route
• Tools and methodologies used to build up your local knowledge?
• Technology, systems and procedures needed to succeed
• Staffing up: How are you going to find employees in this market?
• How many locations/doors do you need to make it cost effective?
• Why does the Multifamily industry seem to undervalue the leasing position?
• Should you be mitigating the potential for rising rates?
• Leverage and inflation
• How can you mitigate the risk of interest rates sharply rising before you can lock in your perm rate?
• Given inflation are you looking to hold onto your properties longer?
• What kind of value rise can you expect from inflation?
• Rising expenses on the cost side… How are you managing? Making up the $$ markets
• Verifying ownership role in past and current partnerships
• Should you get outside assistance?
• Fostering an environment of transparency
• Vendor partners and what you should be looking for?
• Partner lawsuits… Negatives you should be looking for
• Protecting yourself via GP agreements
• Does a hard deposit mean alot?
Alex R. Ballina
• How much tech is too much?
• How are you stressing deals?
• Are you looking to ramp up acquisitions this year?
• Given your strategy what is the highest cap rate you’d pay for a property?
• Are deals getting more competitive in areas where city dwellers are moving? Are prices dropping in the impacted areas?
• How are you differentiating yourself from competitive buyers?
• Are you finding any stalled developments? Any other distress?
• Where are you finding your deals? Off-market, Brokers, Auctions or other?
• How do you think the markets you are in will perform? What are the demographics and economic trends saying? • There is lots of capital out there… Are you leveraging up? Using OPM to grow
• Are valuations getting too rich? … Creative ways to combat
• Drive vs. fly markets: Systems and procedures needed
• What can you take in-house? What kind of services can you offer?
• Identifying your expertise and who you need to expand
• Expanding to other resi classes… How is single family rental, student and senior housing looking?
• How are your investors reacting to lower yields vs. riskier strategies? Institutional partners?
• Going out to more aggressive value-add?
• If yields continue to decrease what are your next steps?
• How much $$ can you make looking for and managing properties?
• Is acquiring and managing properties for large investors a good way to work into a joint venture or equity investment?
• How are you finding the right deal sponsors?
• Pitching to institutions and what needs to be in the prospectus?
• Syndication market update
• Complexities of foreign investors
• Multi-tiered equity structures
• With such a large supply are you able to negotiate better deals?
• Getting the staffing right and how much more time and money than you think?
• Is it a good time to be in the space?
• Will working from home have the largest impact on inner-city, outer-city, suburban or tertiary properties?
• Impact on the demand of 2-bedroom homes? Smaller units
• Effect on common space? In-apartment amenities?
• From a design perspective…
• Class “A” vs. Class “C” space
• Easy enhancements on the tenant turn
• Any experimentation with co-working spaces in your apartments?
• Which common amenities have seen an increase in utilization that has continued?
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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.
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Marketing materials are sent electronically, by post and we may occasionally call you.
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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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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:
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- 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.
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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.
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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.
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