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(Small group meeting: owner/property managers only)
Are you a small property manager looking to expand? Looking at larger portfolios and wondering how you should treat them differently than your current smaller ones? Should you hire a senior executive to help manage the business? Are you leaving your home market and looking for the best way to keep tabs from afar? Are you looking into technology to help in this process? This session is here to answer all of your questions as you expand
(small group meeting: owners/property managers only)
For those institutions with 1000+ doors there are many pain points that start to arise that you do not have to worry about if you are a smaller company. Expanding outside your home markets, what kind of key hires are cost effective? What are the challenges and obstacles that come with larger sized communities? What are some of the creative incentive compensation packages for those property managers looking to advance within the organization? Are some of the critical discussion points that we will discuss.
• What kind of growth level does the institutional single family rental market still have in it? Are the demographics still favorable?
• The growth of build-to-rent
• Industry changes and challenges 2020
• Breakthroughs and technology to improve service
• New regulations to be aware of
• Continuing challenges of low income housing
• Will the search for workers improve?
• Industry consolidation: Blip, or long term?
• NARPM standards: How they will impact your company
• How are the new NARPM property management accounting standards impacting the way you do business?
• Using M&A as a strategy to expand: What would it take for you to get bought out?
• Do you have a minimum in units that you will manage?
• As the owner industry consolidates and gets larger what changes are you doing to keep up?
• Changing renter and owner demands today and how they are different? How are you changing your business to keep up with demands?
• Different strategies in different markets, or the same strategy in multiple markets?
• Outsourcing: When do you outsource? When do you keep in-house?
• How do you find in-house employees, quality vendors, maintenance techs, construction workers in this tight market? Any tools to manage them effectively?
• What are your technology must haves that enhance your business? What property managers should know about market performance
• Streamlining maintenance inspections and coordination so they aren’t such a time suck
• Managing vacant properties
• Long term asset preservation vs. deferred maintenance
• Low cost, short-term vs. longer-term, higher cost solutions
• Using drones
• HVAC maintenance
• Lease to own vs. rent and the associated costs
• Whose job is it-renter vs. property manager
• Working maintenance into the lease
• Average monthly maintenance for U.S. homes
• Ways to improve your digital marketing
• The future of digital property marketing
• Listing tips
• Practices of the highest performing property management companies
• Finding, keeping and incentivizing the best tenants
• How can you discover a tenant might move early on? Can you convince him to stay? Move him to a bigger house? Help his search to buy a house?
• New tech for improving screening, turning and interaction
• Sensitive information, privacy laws, fair housing issues, ADA compliance, new HUD requirements and the newest local laws you need knowledge of
• What do you think about outsourcing any part of the process?
• What are your newest red flags?
• Reconciling your policies with your owners
• Lease breaks, collections, judgements, defaults, eviction best practices, fair housing & when to get the lawyer
• Profit centers: Helping tenants save on the services that they want to buy from you
• Helping tenants with their credit
• What are the first steps needed to take?
• Identifying the goal of your merger
• New vs. a market your already in-What kind of economies of scale do you get?
• Should you leave as 2 independent businesses of merger into 1?
• What are the entity-level valuation factors to consider?
• Integration issues
• What new technologies are moving the needle?
• Defining user-friendly
• The one-stop shop: Do you use the big property managers app?
• Cost and brain damage of having your own app and technology vs. outsourcing
• Are you looking to update, or streamline any of your technology?
• What are your technology must haves that enhance your business?
• Sleeping without implementation nightmares
• Competing on cost vs. value
• Are you looking to stay small? Why? How do you play up the advantages of being small?
• Did you do anything different on the last building you opened? Took over management?
• Importance of building vendor relationships when you can’t always compete on price
• No account is too small…
• Impact of market size
• As your customers are getting larger you are…?
• Preparing for a recession?
• Finding new portfolios, fees & negotiations, on-going relationship management and keeping owners after the house/portfolio sale
• How much of an increase do you need to make up for turnover cost, advertising, commission and lost rent?
• What would make you not renew a tenant?
• Evaluating your rent vs. the market: Is the do-it-yourselfers adequate?
• Considering the cost side
• How to communicate the increase with the tenant
• Can you keep the rent flat and raise amenity pricing?
Looking for a new property management company? IMN has taken its popular shark tank concept into the management side of the business and you’ll see 2 apartment owners who are looking to outsource the management of their property consider bids on their portfolio. Discussions will focus on such issues as what an owner looks for in a property manager, what a property manager looks for in an owner, management structure, compensation and incentives
Isaac Kyle, Partner, GOAL Properties
Property Management Companies:
Matthew Whittaker, Founder GK Houses
Chris Littleton, Owner, PMI Georgia
John Halasz, Managing Director, US Home Aggregation
Jared Garfield, President, ROI Turnkey Properties LLC
Come and share the trials, tribulations and invaluable insights into how to advance in this very competitive and male-dominated industry. The conversation will be interactive and attendees are asked to be active participants in the discussion. Be ready to share insights and experiences that will help your colleagues in attendance.
• Latest revenue growth attempts
• Applying the airline model to apartments
• Utility hook up & tech fees: What makes sense?
• Returns from the tech side of the business
• Acquisition due diligence
• Upgrading vs. quickly leasing
• NOI of different houses in different markets
• Making your maintenance services a profit center
• Expense control: Benchmarks, developing a reserve policy, maintenance & operating capital budget
• Are you happy with the way your built software came out? How much time and money did it take?
• Comparing property management one stop software available: Which modules are you using?
• Maintenance technology: What to look for
• Putting on your checklist a checklist system
• What makes a good CRM system?
• Helping efficiency and transparency
• Is technology making you lose touch with the tenant?
• Going green advantages
• Tech game changers
• Finding property managers/vendors in tertiary markets
• The offshore route for call centers and virtual employees
• What kinds of functions does it pay to centralize? Decentralize?
• Impact of apartment size & number of units
• Can centralizing work with lower income buildings?
• Employee performance
• Insuring uniform standards across a decentralized structure
• Management structure and decision making authority
• Technology in property management: How much can it save in staffing? What are the pluses and minuses?
Emily Goodman Shortall
• When should you still be the CEO? When should you give up the position?
• How large do you need to be before you can afford to give up the captain’s chair?
• Identifying your strengths and weaknesses and staffing to take advantage
• Transitioning from hands-on to a leadership role
• Delegating and managing the flow of information
• Identifying the best use of your time
• How are you preparing your company to grow? How are you generating the capital?
• What does it take to manage in multiple markets?
• Recruiting talent and keeping staff
• The commercial side of the business
• Which up and coming markets are speaking to you? Why?
• Services to outsource? Keep in-house?
• What are you doing to keep the quality consistently high?
• Gentrification time lines and strategies to re-establish the neighborhood
• Vacation and military markets
• As the number of condos in a market increase apartment rent…?
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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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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).
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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
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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