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Going from friends and family to institutional money? Getting too large to handle your portfolio with existing staff? Time to look for new markets? Please come in with your questions for this interactive plenary.
For owners & equity investors only
• Is the rent vs. buy decision changing?
• Demographics & housing: Any shifts as millennials start to form families to the suburbs, or are they staying in higher density areas?
• Affordability: Looking today vs. other the past
• Where are the population and job growth?
• The presidential election with 1 year to go: What may change in 2020? How to prepare?
• Potential pitfalls out there
• Class A, B, C: Which class will out-perform?
• Tariffs: How much of the construction cost rise is due to them? Any inside news?
• Is the homeownership gap going to influence the fed’s future plans
• Impact of the single-family rental market
• Working with and capitalizing smaller JV partners
• Playing in any opportunity zones?
• What do you look for in a value-added deal? Repositioning?
• Putting out equity and debt: What are you looking for?
• Solutions to yield: compressed markets
• Are you looking at new construction?
• How to approach with the deal
• How are you reacting to the latest macroeconomic news?
• Stabilized vs. Unstabilized financing
• Bridge debt: What do you look for in a project?
• Freddie Mac & Fannie Mae update
• Different interest rate environments: Financing recommendations
• Agency debt and capacity issues
• Refinancings and recaps
• Cycles, partners and deal expectations: What drives deal structures?
• Loan docs: What to have, what to avoid
• Agency green rewards
• New construction
• The 4- and 8-plex market
• Heavy rehab: Small balanced bridge vs. stabilized financing
• Agency financing in this corner of the market
• Going long vs. short-term with the financing: What are the structures & terms currently available?
• Acquisition and financing fees vs. larger buildings
• Are you seeing more institutional money in this sector?
• Comparisons vs. larger building financing
• Your property management app: What is needed?
• Tenant automation: Where are you creating efficiencies?
• Which amenities would “B” and “C” tenants pay for?
• What is the number one product that saves the owner the most money?
• IOT in 5 years
• Luxury: What is expected vs. Class “C” and what is affordable
• What are the questions you should ask before buying technology?
• Equity partners, non-government tax, or lending incentives for opportunity zones
• Construction: is owning in opportunity zones changing pricing?
• Single asset, single investor fund vs. multi-asset, multi-investor deals
• Selling the land you own in opportunity zones at a gain vs. developing yourself
• What does debt look like today: any changes?
• 1031 and 1231 applications
• Renovations vs. value-added vs. re-purposing
• Current vs. previous returns
• Deal sources
• What are you doing about the increase in costs? Where are you finding costs savings? Expense control best practices
• Are we spending, our precious construction dollars on expensive, unused, or under-utilized amenities, or amenity spaces?
• New amenities in old apartments
• Wants vs. must-haves
• When have you over-rehabbed?
• Reserve policy
• Building vs. buying technology?
• Tenant damage best practices
Luncheon Roundtables (please sign up at the registration desk) –Acquisition, Capital Markets & Finance, Construction & Development, Property Management & Operations
• What kind of track record is needed? Other hurdles?
• Keys to adding 0s
• Doing value-added deals with an institutional partner vs. going alone
• Finding & valuing institutional vs. non-institutional properties
• Staffing and systems you now need
• Taking your old investors for the ride: What they need to know
• Fund vs. JV vs. one-off
• Should you use brokers to find institutional equity? What are the cost and 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?
• Finding a fairly valued product: Which alternative acquisition sources are you using?
• Using new technologies including big data to discover potential acquisitions
• Distressed apartments 2019: What is available?
• Alternative multifamily asset classes: Senior vs. Student housing vs…
• Valuing garden: style product
• Market vs. yield and hold time’s impact
• Pitfalls to avoid in deal underwriting and rehab expenditures underwriting standards
• Deal proforma’s: best standards for determining rent increases and expense reductions
• How are you making these deals pencil?
• Preventing the closing deal-breaker: What are some of the things that are coming up during and post-closing? How did you solve them?
• Amenity support & mix
• Comparing student & senior living vs. co- and micro-living
• Role of parking vs. package rooms
• Renting by the room and the “hotelization” of multifamily: Comparing Air Bnb vs. other models out there
• Asset heavy vs. light models
• Demographics, rent-per foot, maintenance, and other metrics
• Regulations to be aware of
• Key metrics to consider
• Outsourcing vs. doing on your own
• Short vs. extended stay
• Small joint ventures: What are your terms?
• Going deal by deal vs. fundraising
• Fundraising: the legal side
• Syndication made easier
• Entity-level financing
• Foreign investors and REIT structures
• What kind of returns are you promising investors? What are you doing to keep them up?
• Shift from pension money to 401(k) and accredited investors
• The trend towards evergreen funds
What markets are you investing in that others aren’t? What kind of out-of-favor product do you like? What are you doing on the operational side that is unique? See how panelists are marching to the beat of different drummers during this discussion
• Thriving in a market with declining rent rates
• What markets are you expanding in as others leave? Exiting while others are entering
• Do you see value in smaller, non-institutional buildings? Non-institutional cities?
Ryan C. Moody
• Where are you finding deals?
• Best sources of funding
• What kinds of buildings do you prefer?
• Getting the amenities right: Amenities vs. unit finishes
• Is class “B” getting too expensive to make the deal worthwhile?
• Adding density
• The implementation side
• Getting the rent right
As the price of existing assets increase, returns drop and material cost and interest rates rise it is getting riskier to make outsized returns in this market. This panel of debaters will tell you which way they are going and why
• Permitting time and investor horizons
• Looking at different markets and different tenant targets: Are the answers different?
• Market-specific characteristic’s impact
• Impact of owning property in an opportunity zone
• Cost of funding comparison
• How are you controlling construction costs? Are these high costs impacting your strategy choices?
• Is modular a game-changer for the ground-up developer?
• Financing land purchases
Session Chair: John A. Isakson, CFO Preferred Apartment Communities;
Ground Up- Martin Bronstein, Senior Principal BHW Capital;
Ricardo Rubiano, Principal Rubiano Commercial;
Value-Add- Steven Gesis, Executive Vice President Smartland
John Azar, Managing Member, MACC Venture Partners
• Getting outbid for all your deals? Impact of higher prices
• Exit cap and rent growth impact
• As institutions are entering smaller markets that you are in you are…
• Relying on the market growth for returns: Still an effective strategy?
• Do you need to kiss more frogs to get that prince?
• Old vs. new strategies
• How are your investors reacting to lower yields?
• Have you taken on an institutional partner? Used higher leverage?
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- Glenn C. Gonzales, Owner & CEO Obsidian Capital;
The Buyers: Will evaluate their interest in the below projects, deal structure and how much they would pay
Chad Burkhardt, Senior Vice President CenterSquare Investment Management;
Zach Dovner, Director of Acquisitions Eastham Capital;
Darin Munson, President The Phoenix Group;
Billy Haddad, Senior Analyst, Partners Path;
The Sellers: Will present portfolios for sale
George Connell, Founding Partner Castlegate Property Group;
Mark Bronstein, Senior Principal, BHW Capital
• Finding entitlements and land
• Can you buy below replacement costs in these markets?
• Working with rent control laws
• Public/Private partnerships
• Pushing back on community resistance-The politics and relationships you need for success
• Opportunity zone markets
• Can you bet on a re-zoning?
• Is mixed-use the way to go?
• Following immigration patterns and demographic shifts
Save sessions of interest, print for onsite use and insert to calendar for auto reminders.
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This Privacy Notice was updated on 23 May 2018
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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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