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See departure times from the hotel below (walk to boat or transportation will provided from registration area at the hotel); 3:00pm to 5:00pm Sail
*Space on the Aurora and Aquidneck is limited. To reserve a spot, RSVP to Maggie.Donlon@imn.org*
Enjoy a memorable sail on scenic Narragansett Bay. The Aurora is a 101’ traditional wooden schooner, originally built in 1947 in Thomaston, Maine. She was rebuilt in the early 1990’s in a tall ship fashion. At eighty feet in length and with a beam of seventeen feet, the Schooner Aquidneck is one of the largest day sail schooners in New England. There are comfortable seating areas and there is plenty of space for food and drink. There is a tremendous amount of open deck space for guests to move about with ease.
Aurora – 2:45pm departure from the hotel to a dock that is walking distance from the hotel (please be ready by 2:40pm if you are walking over with the group); 3:00pm – 5:00pm Sail
Aquidneck – 2:40 departure from hotel (please be ready at 2:30pm – IMN will provide transportation); 3:00pm – 5:00pm Sail
*Space on the Aurora and Aquidneck is limited. To reserve a spot, RSVP to Maggie.Donlon@imn.org
(Small Group Meeting-Funds Only)
This intimate discussion for property owners only will focus on the hurdles and restrictions that come along with making this potentially monumental jump
• Demographics: The latest developments
• Impact of populist movement and Trumpism on the economy and real estate
• How are you factoring in the increasing propensity of disasters and climate change into your models?
• Which technology changers are future game changers?
• Industrial: How much growth left?
• And the last downturn started in South Florida condos…
• Cap and interest rate projections
• What stage of the cycle are different primary, secondary and tertiary markets in?
• Looking longer term: What are your concerns?
This plenary will debate some of the most recent developments impacting the real estate private fund industry including
• Which of the newest fund structures are you using?
• Opportunity zone investment: Are your clients interested? How are you working with them?
• New fund developments: General or targeted? Equity or debt?
• Changes in fees and promotes
• Mergers, sales, stakes sales and other entity-level developments
• Investor recruiting and fundraising
• Investor relations and reporting
• Block chain and tokens: A future in the fund industry?
• Working with buyers/sellers of interests
• Smaller focused funds by large firms: Blip or trend?
This plenary will focus on how some of the largest funds are investing or not investing their dry powder including…
• Large vs. small projects, Ground up vs. value add-Where are the risk adjusted returns?
• Can you make green in green?
• I look at a distressed retail property and see…
• Buy, Hold or Sell: What are you doing with your large class “A” properties?
• Asset type in the most demand
• Favorite urban market? Secondary market? Seasonal market?
• Are you looking at diversifying into real estate venture capital?
• Industrial: Will the winning streak continue? Retail-not dead yet?
• Migration plays
• Managing cycle risk
Warren de Haan
• Fundraising: Going as projected? What are the surprises?
• What changes are on the horizon?
• Funding and hold periods
• Structuring and fund administration
• Which legal complexities need further regulatory guidance
• Financing available: Terms and structures
• Finding the right market
• Risk mitigation
• Tax stuff you need to know
• Comparing 1031 exchanges
• Impact of rise on replacement cost
• Justifying buying in a frothy market
• Local new supply growth considerations
• Value-added valuation
• What do you see as less toppy on a comparative basis?
• Interest/valuation relationship-Is it changing?
• Looking at tertiary markets
• Creating value
• Impact of occupancy and quality of leases
• Effect of having co-working, co-living and other short-term tenants
• Using big data to assist in your decision making
• Can you afford to do affordable and work force housing? Do the available credits go far enough?
• Are condos overbuilt again?
• Politics and rent regulation
• B&C locations and assets vs. Class “A”
• Freddie and Fannie developments
• New construction-Is there still time?
• The asset management side of things
• Financing: Late cycle supply/pricing dynamics
• Acquisitions, dispositions and valuations
• Are you doing more sidecar deals? When should you go deal-by-deal vs. fund
• Strategy: generalist vs. pea shooter? Identifying your unique message for competing against the big guys… How are you communicating this strategy?
• Fundraising for opportunity zones
• What should you look for in a lead investor?
• Should I give easier terms to get more clients?
• Fund of funds, placement agent and consultant uses
• Where are you seeing more action? Keys to having success with family offices, high-net-worth vs. institutional investors vs. international
• Why firms don’t meet fundraising expectations
• It’s closing time…
• The rest of 2019 How does fundraising look?
• How much should you outsource?
• What kind of administration does your investors want?
• Ensuring compliance with the SEC and IRS reporting requirements
• Administrative challenges for non-traditional funds
• Tracking fund performance
• Special op zone considerations
• What are the newest bells and whistles investors are looking for? What should they look for?
• What do you look at in the reports? What do the reports glaringly miss?
• Risk management
• Secondary cities vs. large city suburban
• Inner suburbs: Is there value?
• Densification & urbanization of the suburbs: What are the key essentials? How long does it take to get all the parts together?
• Taking a “B” and making it an “A”: Isn’t everyone going value-added?
• Which asset type would you consider to as the best “B” or “C” performer
Evergreen Funds, Seed Funding, Entity-Level Structures, Sidecar, GP Funds, Sponsor Capital, Private REITs, Non-Traded REITs, target asset fund, Open-ended, Longer-dated and be-spoke funds are some of the options out there and this panel will focus on why funds might use these instead of the usual structures and the ramifications of this use
• Why do you choose to raise funds deal-by-deal? Are you building up a record to eventually raise a fund or you do you feel a fund doesn’t merit the time needed and fundraising administration cost?
• What kind of real estate would you put in your fund? A one-off?
• Developer equity capital stakes
• Working with large institutional investors
• Cost and structure of equity
• Crowd funding PE
• JV structuring best practices
• The latest opportunity zone developments
• Minimizing tax leakages for foreign investors
• Do you need to register with the SEC? What should you do if SEC eligible?
• Use of affiliates and multiple funds
• Expense allocation and custody
• Ethics code and market performance communication
• Compliance best practices on emerging issues
• Regulatory filings: Where are entities tripped up?
• “S’ corporation developments
• Carried interest update
• Co-working/Co-Living financial arrangements
• Filling vacancies vs. recruiting as tenants early on
• Impact of having short firms on your valuation? Tenant mix
• Are these disrupters becoming a component of your deals?
• Local regulatory developments hindering business: Where are they spreading to?
• Investing in the sectors
• Financing conversion vs. ground up
• Evaluating risk profile of project
• Construction mezz/preferred equity
• Banks hitting up against regulatory limits: Alternative lenders in the space
• The pluses and minuses of using debt brokers
• How do you look at builder experience/different asset types/locations/building quality
• Secondary market for loans
• Using tax-exempt incentives
• Renovation/conversion terms
• EB-5 US regulations and Chinese usage update
As buildings continue to get more and more expensive you need to find ways to increase your cash flow to make them pencil out. This discussion will focus on…
• Using tech to drive results
• Management fees, concessions and finding new tenants vs. keeping the old one
• Cap-X Strategy: Spend now or later?
• Allocator vs. fund manager approaches
• Maintenance and maintenance technology
• Developing operating and capital budgets
• Centralized vs. decentralized management
• How much can you make from antennas? Solar? Signage?
• Parsing ownership
• Building ancillary structures in an urban or non-urban market
• Maximizing parking space in an Uber world
• What should secondary and suburban markets do?
• Acquisition strategy today-What are the factors?
• Due diligence: What are you looking at now that you didn’t 2 years ago? How are you doing effective due diligence as time gets squeezed to almost nothing?
• New market due diligence
• Dispositions, sales and pricing
• Acquisition financing available
• Asset- and location-specific issues
• Land acquisitions
• Buying and selling of building interest
• Stabilized or unstabilized?
• What delays/kills the deals in the investment committee
• Who are the most construction-friendly LPs? Least?
• How do you convince LPs to go this way? What criteria do they look for?
• Evaluating the construction lending market
• Construction time frame you are looking at?
• Evaluating local market conditions
• New construction and O-Zones
• Construction vs. renovation
• Getting around financial hiccups
• Exit strategy
• Politics, demographics or economy?
• What are you seeing on the tech side that others aren’t?
• Will today’s disrupters continue to disrupt?
• State-level time bombs: Are they ready to explode?
• The international arena
• Sunrise and sunset industries
• Where will over-supply really cause trouble?
• The next sharing play? How will it impact real estate?
• Driverless cars: Onslaught or trickle?
• Opportunity zones: Will the mania quiet down by 2020?
• Blockchain/Tokenization start-up world and what that means for traditional investing
• What’s available
• Closing time frame
• Floating vs. fixed: What are you recommending for clients?
• Property sweet spots
• The stretch senior market
• Risk management and loan underwriting: What kind of changes are you reviewing?
• What do you look for in a borrower?
• Secondary and tertiary markets: Do you play?
• What are the latest structures out there to minimize taxes?
• Offshore sourcing of debt
• China: Is the big guerilla becoming more of a spider monkey?
• Sovereign capital
• What sectors are foreigners looking at
• The extension of the EB-5 program: What does that mean?
• Are foreigners starting to consider secondary cities?
Some of the factors this debate will discuss include
• What kind of deals are out there?
• Valuations and financing out there
• How much growth do we still have?
• Market- and asset-specific conditions
• External factors to consider
• Definitions, oxymorons & drifting style nomenclature
Construction: Austin Carlson, Managing Director Parkview Financial
Opportunistic: Michael Halperin, Senior Vice President Contrarian Capital Management, LLC
Value Added: Brad Takala, Principal Griffith Properties LLC
Core/ Core+: Glenn Mueller, Real Estate Investment Strategist, Managing Director Black Creek Group
Debt: Matthew Klein, Vice President Cross Harbor Capital
Deal terms, waterfalls and cost overruns will dominate the conversation as we discuss joint venture from both the operator and equity provider perspective.
The Tank Leader:
David Valger, President, DVO Real Estate
The Fund Capital Providers:
Michael May, President, Silverstein Capital Partners
Henry Manoucheri, Chairman & CEO, Universe Holdings
Shravan Parsi, CEO & Principal, American Ventures LLC
Blake Whitney Thompson
• Asset and real estate allocation
• Fees, promotes and fund structures to look at
• What are the preferred method(s) for an investor to get into your door?
• Direct ownership and joint venture strategy
• What do you think of opportunity zones?
• Tax planning
• Are you playing in the debt market? Private equity for real estate?
Come and share the trials, tribulations and invaluable insights into how to advance in this very competitive and male-dominated industry. This interactive conversation with attendees as active participants in the discussion will share insights and experiences helping all that attend.
• Finding and making the deals pencil
• Amount of institutional money coming into the area: Is it a good thing?
• What does it take to do an office/loft conversion?
• O-zones + tax credits
• Do you keep as a one-off or in your general fund?
• Political opposition: What you can do to sway the community before the issue comes to a head
• What do you think of longer-dated and bespoke funds? Other new structures
• Fees you are willing to absorb
• Why go to an alternative fund structure?
• Would you provide GP capital?
• Why do a sidecar vs. traditional fund deal?
W. Colin Walker
• Risk/return targets and comparisons
• Advantages and disadvantages of owning vs. lending
• Loan to own strategies
• Target leverage
• Terms and conditions: What’s negotiable? What’s not?
• Different investors, different preferences
• Considering property type
• Intercreditor and mezz debt agreement: Latest clauses
• How much in assets does a fund need to make economic sense?
• What kind of history do you need to make it work?
• Reporting and transparency needed
• Finding institutional investors
• Branching out on your own
• Start up cost: How much time and money
• Entity structuring options
• What should you look for in an accountant and lawyer?
• Fund administration set up
• GP fund structures and other J curve solutions
• Looking at past recessions and what held up
• Blue collar vs. affluent strategies
• How does low income housing hold up?
• Oil patch vs. tech cities vs. manufacturing towns and all in-between
• Where’s the cash flow?
• Financing terms and leverage
• Looking at leases and tenant credit
GPs will present to LPs their fund strategy and terms. LPs will discuss if they are willing to invest and negotiate their terms, fees, carries, most favored nation clauses, splits and hurdles.
The Tank Leader- Mike McCabe, Head of Business Development-Americas MUFG Investor Services
The LPs: will consider investing in the funds
John Girard, Trustee Boca Raton Police & Fire Retirement Fund;
Adam Frankel, Trustee City of Delray General Employees Retirement Fund;
Frank Caprio, Former Treasurer State of Rhode Island
The GPs: will choose among these fund types
Eric Golubitsky, Vice President-Institutional Capital Raise Smartland;
Louis Harrison, COO, Belveron Partners
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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
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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