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*Small Group Meeting for Owner/Operators Only
How will you get around higher interest rates as you try to grow? How can you find good hires and contractors as labor becomes scarcer and more expensive? How are you raising capital and structuring deals? What kind of technology is out there that can assist me in this expansion? These queries and your own pressing questions will be answered at this meeting for owner/operators only
• Suburban vs. urban: Where is the growth left?
• Seniors and students: Do demographics still make this an area to invest in?
• Can you build affordable housing with the current level of subsidy?
• Easing of credit standards: Property owners and the increase in subprime
• Will the lion’s share of development continue to be in inner cities?
• Will the sharing economy continue to change everything?
• What has been the impact of single-family rentals and other newer products on the multifamily market?
• Issues surrounding affordability
• Dodd-Frank reform: Will we be seeing more smaller banks entering the market?
• How are you looking at the multifamily market now? How is that impacting the way you are participating in the market?
• What do you look for in one-off deals vs. joint venture partnership?
• Basis and rent growth benchmarks
• As more money comes into the market how has your strategy changed?
• Deal terms, control, management, reporting
• Secondary vs. primary markets; Class “A” vs. “B” buildings: How are you looking at differently?
• What are the structures & terms currently available?
• Are you seeing more institutional money in this sector?
• Long term debt vs. short term floaters
• Construction and rehab loans
• What do you look for in an owner?
• Comparisons vs. larger building financings
• Data collection, analyzation and interpretation
• Getting your residences ready for 26 billion devices using IOT and 1 trillion sensors interfacing real time with other devices on the grid
• Remote control device infrastructure needs
• Operator-based technology tools
• Artificial intelligence is getting real applications in apartments
• When will driverless cars really happen?
Prices are getting kind of high and the cycle is long in the tooth… Are there any changes in the way you are building or dispose of your portfolio at this time?
• Do you see small buildings holding up better in a recession?
• When is it time to buy, sell, flip?
• Looking at local markets: How did they hold up during the last downtown?
• What information is being mined? What are the sources?
• Secondary and tertiary market best practices
• Selling & buying single building vs. portfolio
• Putting lipstick on a pig: What are the quick fixes that will get you top dollar? What is a waste?
• The 1031 options, Lease option or subject to deals
• Selling & buying a piece of the action and not have it result in swimming with the fishes
• Comparing Airbnb and the other the models out there
• Regulations to be aware of
• Key metrics to consider
• Outsourcing vs. doing on your own
• The corporate and vacation models
• The maintenance side of things
• Short vs. extended stay
• What to learn from the hotel market
• Filling up common spaces
• What are the structures available for stabilized, cash flow properties? Transitional properties?
• Impact on use of proceeds
• Underwriting negative leverage during the first year of ownership
• Different thresholds for getting better terms
• Construction vs. value-added
• Creative financing being used to beat the market
• Cash out and refi deals
• Mezzanine and bridge pieces
• What is available to the smaller owner? What is negotiable?
• Time for forwarding locks?
• Evaluating new and changing programs and products from the GSEs
• Millennials vs. baby boomers: What kind of technology is expected?
• With the increase in people working from home: What kind of technology do they need?
• In 5 years what will IOT be? Making sure the apartment can take all the connected devices
• Smart home technology: Is it a smart investment?
• Utility apps that will help the owner save money
• What are tenants finding appealing? The role of big data
• Apps on the marketing and lease renewal side
• Tenant communication, service, and apps: What is the ROI?
• Software builds, buys & assessments
• Reporting and management software to help out
• Technology to assist
• Accounting for the increasing costs of materials and personnel
• Using reserves vs. borrowing
• Which way to go: Money out there if need to borrow
• Where is the ROI?
• The gut rehab
• What to do with the tenant?
• Separating the “musts” from the “nice to haves”
• Rehab then sell
• Asking the tenant
• Importance of curb appeal
• Modest vs. top-grade rehab
This discussion will focus on the investment prospects on lower-income apartment options like Micro Units, Co-Living, Accessory Dwelling Units, Government Subsidized & Workforce Housing
• Local vs. state law: What are the new rules and what do they mean? What are some surprises you found? How are these new regulations going to be impacting the way you do business?
• Impact on where you are going to be placing your capital
• If new investors are running away from locations that threaten increased rent control is there an opportunity?
• Capital stack of market rate vs. subsidized
• Market demands and challenges
• How do you analyze/underwrite affordability in your business model?
• Politics of Affordable Housing: What would motivate you to include more Affordable Housing in your projects?
• Affordable housing construction finance
• Management of Affordable Units vs. Market Rate Units
• Using sustainability and green credits
• Construction vs. rehab vs. acquisition: What types of projects would you look for preferred equity? JV equity? Provide it?
• Comparing structural variations and risk-adjusted returns of preferred vs. straight equity and mezz: Negotiable points and legal stuff
• When are friends and family the best source? Institutions?
• With so much capital available are terms getting less onerous?
• Syndication Issues that can arise from the LP side and how to manage them
• Using crowdfunding, foreign and EB-5 monies
• Fees, structures, terms, discretion waterfalls, exits, investor protections, board representation, consent rights and anti-dilution rights
• Time, money and brain damage needed to raise and administer funds: How large do you need to be for it to be worth it? How important is track record and experience?
• What kind of deals are better equipped for a fund vs. deal-by-deal structure?
• Creating your own management firm: What are the key considerations?
• Identifying your core expertise
• How many doors should you have under management before it makes sense?
• Hiring someone in-house vs. keeping outsourced
• What is wrong with your current management firm: Is there a way of improving that situation?
• Outsourcing some management, keeping some in-house: What is behind that decision?
• Impact of concentrated vs. dispersed portfolio
• Do lenders approve?
This panel will feature 2 multifamily deals pitched to these potential buyers followed by a question and answer period for each of the transactions
Tank Leader- Will moderate the panel Brian Good, CEO iBorrow
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay
Colin Apple, Managing Director Bridge Investment Group;
Dave Osborne, Director of Private Equity, CRE
Paul Shively, VP Grand Coast Capital;
Matthew Levy,VP-Investments The Laramar Group, LLC
Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC
The Sellers: Will present portfolios for sale
Edward Ring, Founder & CEO New Standard Equities, Inc.
Farhan Mahmood, Director of Acquisitions Trion Properties
• Adaptive reuse: What made the building perfect for multifamily?
• Impact of construction cost rise
• How are you sourcing opportunities?
• What are you adding? What is its ROI?
• Financing available and what it costs
• As the business cycle gets long in the tooth is it the best time to do a value-added project? What are you doing to manage these cycle risks?
• Functionally obsolete apartments: What is the playbook?
• Tenant buyouts: What works?
• Post-value-add: How much were you able to increase rents: What was the ROI?
• Your social activity playbook
• How are your investors reacting to lower yields vs. riskier strategies? Institutional partners?
• Are you leveraging up?
• Going out to more aggressive value-add?
• “Multifamily offers an attractive yield and a safe investment”: Is this enough?
• If yields continue to decrease what are your next steps? When is your next step to move into another market or asset class?
• Stepping back from multifamily and into?
• Legal Intricacies
• Investing in private capital
• Risk mitigation
• Finding the right market
What are the kinds of projects that are being funded? How is multifamily fitting in?
• Applying to development projects already on the drawing board
• What is the downside?
• What questions still need to be answered?
• Role of local and state government
• How much tech in the B/C market can allow you to stay ahead?
• Stepping up in class: When is it not worth it?
• Cost/rent vs. Class “A” & How much more can rent be pushed?
• Low-cost exterior & interior amenities, an age of improvements and deferred maintenance
• Value add deals & How much value can renovations add?
• Capital available, structures, low-interest rates, and debt engineering: Will they continue to drive value?
• Measuring & improving the efficiency of design of the units and the building shell
It is all about finding new financing partners and in this session sellers will pitch 2 apartment deals to potential financiers 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…
Mark Tronstein, Managing Director-Real Estate Andell, Inc. LLC;
Robert Lee, Co-Founder and Managing Principal Beverly Park Group;
Jonathan Epstein, Partner & Head West Coast GreenOak US;
Ash Baraghoush, Investment Director Hanover Financial Company;
Multifamily Owners/Operators-Will present the deals
Jason Buxbaum, Founder Jevan Capital
Darin Munson, President The Phoenix Group
• What are the elements and neighborhood market dynamics you look for?
• Convincing communities and local governments that gentrification is a good thing: Once you convince them, do they put money in?
• Role of rent control
• How long should you expect to hold the building?
• Working within opportunity zones
• Commercial properties & infrastructure: What should you look for
• Path of development strategy: Does is work in 2019?
• Evaluating the art scene
• Once you are there what you need to do?
John Charles Maddux
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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:
- 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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