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- What are the pros and cons to each of these investment models?
- How do you approach GP/LP joint ventures vs. co-investing with other family offices? Do you have a preference?
- How can fund managers make their offerings more attractive to family offices in this environment?
- Do you allocate to emerging and/or small-medium sized funds?
- What does it take to get on your radar? Then what is the process of getting a deal over the line?
- Are there specific criteria you are looking for in deals and partners?
- What are the attractive characteristics of the sector? What kind of returns can be expected?
- How is the market positioned for future growth? Does it face similar oversupply risks as multifamily?
- What is driving renter demand for single family real estate? How long will those trends continue?
- Primary, secondary and tertiary market opportunities – which areas do you like? Which are you avoiding?
- Build-to-Rent 101 – why is this asset class so popular and how can LPs participate?
- New players, pricing, supply/demand trends – are you bullish or bearish?
- Comparing business strategies in the current market climate - finance vs. own/flip vs. hold-manage vs. own
Tarek El Moussa
- A deep dive into the various alternatives out there – urban parking, co-working, self-storage, vaccine cold storage, sound stages/film studios, cannabis real estate, conservation etc.
- Which sectors have the most upside coming out of a tumultuous year?
- How important is portfolio diversification as a form of risk management?
- What risks need to be considered when investing in niche opportunities, themselves?
- Do these alternatives lend themselves better to short or long term investments?
- What are some examples of family land contribution joint ventures?
- How are family development joint ventures typically structured?
- What magnitude of incremental returns can be expected by contributing land to a joint venture vs selling outright?
- What are the tax benefits of contributing family land holdings into a joint venture with a developer?
- What are other ways family offices can participate in institutional real estate investing?
- Key market drivers and trends in the multifamily sector
- What is your acquisition/development strategy? Value-added, conversion, new construction?
- Which markets do you like and which are you avoiding?
- Product type: what features are most appealing to consumers and investors?
- Is relying on market growth for returns still a feasible strategy?
- What is your exit strategy for these investments?
- Where are cap rates and exit cap rates look like?
- Conversions from retail, office, hotels and other in-trouble assets
- Capital improvements and renovations of owned properties
- What returns are you underwriting to?
- Have your LPs changed their investment parameters?
- Are you seeing more capital entering the area? Where is it coming from?
- What does pricing look like right now?
- What do you think of construction and value add? Alternative residential assets?
- What’s the most recent on QOZs?
- Due diligence on opportunity zone projects – what do family offices need to know?
- Analyzing the merits of the project vs only the tax benefits
- Family office strategy – is it better to invest directly or as a limited partner, or both?
- What fund structures are evolving amid changing regulations? How do you know if your fund is structured correctly?
- Are certain markets or property types better suited for opportunity zone investment than others?
- What do you need to know to protect your investments in opportunity zones?
- Understanding the blockchain and tokenization of real estate assets
- Investing in the Metaverse: where does real estate come into play?
- What is attractive about investing in digital assets?
- Are there potential issues with transparency and market security?
- Tax and reporting considerations
- A look at the numbers: how were office assets impacted by the pandemic?
- What are your views on the future of office space?
- Which PropTech innovations get you excited? Are you deploying capital there?
- What’s the demand for creative office spaces for media/entertainment, tech, life sciences etc?
- Adaptive reuse opportunities for properties no longer fit for purpose
- How are the supply-demand dynamics changing in the markets you’re targeting? What tools/strategies are you using to source new deals?
- Given the current operating environment, how have valuations or BOV changed, in terms of LTV, LTC and DSCR, and what can owner/developers do to improve forecasting, for a 2023 (or beyond) recovery to 2019 values?
- How are you approaching value-add opportunities in the hospitality space?
- What is your outlook for limited service and extended stay opportunities in secondary and tertiary markets?
- What do traditional equity vs. rescue capital returns look like?
- How attractive is C-PACE and other alternative financing?
(Family Office attendees only)
With over 15 million lawsuits filed annually and over 700,000 lawsuits in CA alone, it should come as no surprise real estate is the most heavily litigated asset class and presents the greatest threat to one’s lifestyle and eventual legacy transfers. The real estate investor can spend a lifetime building an exceptional portfolio and see it decimated with one unfortunate lawsuit or other legal or regulatory claim, for which liability insurance is unavailable or under available. The Jeffrey M. Verdon Law Group, LLP has been providing integrated income, estate and asset protection planning strategies to affluent families and successful real estate investors for more than 3 decades. Tis presentation will describe some of the tools and techniques real estate investors can use to protect their assets from those pesky creditors and predators in a litigious real estate environment.
Jeffrey Verdon Esq.
- How have the challenges of managing a family office changed in recent years?
- Where do you source deal opportunities? How does your real estate deal flow compare with other sectors?
- What’s been your focus over the last couple of years and does that look different as 2022 progresses? Any exits in the near term or on the horizon?
- How are you viewing specialized/niche investment strategies?
- Any recent shifts in your CRE investment strategy/allocation? Debt/private equity?
- What resources are you using to mitigate risk?
- How do you deal with family generational/leadership issues?
DJ Van Keuren
KeyCity Capital purchases Class B multifamily properties located in secondary and tertiary markets of the southeastern United States. This discussion will highlight the competitive advantage KeyCity, as an operator, has successfully built by optimizing the lack of affordable work force housing in these markets. KeyCity capitalizes on flyover markets typically ignored by the larger institutional buyers. Furthermore, this discussion will emphasize the inverse correlation between passive investment real estate and stock market returns as well as the tax advantages of rental real estate in these locations. Five of the 20 fastest growing cities are in tertiary markets due to the low cost for employers to relocate and the ability find untapped talent. In addition, our presentation will discuss the natural recessionary hedge that Class B properties provide in an inflationary economy.
- What tax-efficient structures are available to US tax-exempt and Non-US institutional investors and family offices?
- What should family offices consider when selecting an asset protection plan?
- What are the benefits for family offices of using asset protection trusts?
- How can advisors protect their clients and their assets from fraudulent creditor claims?
- What should advisors know about state laws around trust and estate planning?
- What opportunities exist in the high yield debt/mezzanine loan market? What risks do these products carry, especially late in the cycle?
- What yields are investors getting on bridge and mezz loans for different property types?
- What’s the appetite of family offices for PACE Financing, high-yield debt and other forms of gap capital?
- PACE and other financing options for sustainable CRE projects - how do they compare? How to access them?
- Which property types are best suited to PACE financing?
- C-PACE was one of the few commercial real estate asset classes to have minimum volatility during COVID. Why does this asset class appear to be countercyclical?
- What opportunities exist and how can C-PACE be made more scalable and investor friendly?
- How are private investors using hard money loans to structure deals?
- Is it possible to produce one comprehensive plan that services multiple generations?
- How can differences in views between generations be reconciled? With whom does the responsibility lie?
- When does it make sense for a family member to remove themselves from the decision-making functions of the family office?
- How does your practice approach such issues?
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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.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing email@example.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
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.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
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.
Lead Generation and Scoring
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.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
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:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
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
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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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