This is a past event. To see the list of our current events, please click  HERE
7:30 AM Central Time
Breakfast is served...Exhibition Open

Courtesy of:

                    
8:25 AM - 9:10 AM Central Time
The Economic & Industry Overview, Business & Consumer Travel Outlook, Short Term Renter Demographics & Covid-Era Demand Drivers To Consider

• More players and Institutional $$ coming in… Is it a good thing?
• Competing with hotels
• Traveling local vs. getting on a plane vs. going outside the US
• How does inflation, outsized economic growth and consumer confidence translate?  
• Are there an adequate number of listings to meet demand? What kind of growth are you seeing? Will it be sustained?
• What should you know about renter income and inflation impact?
• Profiling emerging demographics like the short-term renter by choice, The business traveler who stays longer for vacation and the work from home traveler
• How many renters are Gen-Z vs. Millennials? How do they book their travel?
• Your favorite markets…

Vince Ciepiel

Senior Research Analyst
Cleveland Research Company

Jamie Lane

VP of research
AirDNA

Michael Broussard

Regional Sales Director
AvantStay

Micaela Lumpkin

Chief Credit Officer
CoreVest

Tanvir Aman

Founder
Dunyha

Mark Burch

Business Development Manager
Temple View Capital
9:10 AM - 9:25 AM Central Time
Keynote Address: The Mainstreamification of Short-Term Rentals

TJ Clark

Vice President of Business Development
Vacasa
9:25 AM - 10:10 AM Central Time
New Regulatory Themes, Enforcement & Future-Proofing Your Business From Legislation & Post-Regulatory Change

• What are municipalities allowing? Curtailing? What do government types need to know about the industry and its impact on low-income housing and the local economy to be more open to the industry?
• Tax regimes and compliance vs. traditional long-term
• Regulations in urban vs. resort towns
• How a non-lawyer can make sure you are following local regulations? Stay current on licenses, certifications, fees and taxes
• Any Federal government concerns?
• Are highly regulated locations a good thing? Which compliant cities are looking at increasing regulation?
• Role of the property manager
• Are local regulations easy to understand and follow? What to do if they aren’t
• Are you open to medium- and long-term occupants? How quick can you make the switch?
• Getting around some regulations

Jordan Bem

Principal
Arizona Investissements

Matthew Clinton

Sales & Customer Relations Director
PI Rentals

Colin Carvey

Chief Executive Officer
Revedy

Matt Curtis

Founder
Smart City Policy

Gretchen Kornutik

Director
The Whitmire Group, LLC

Adam Frank

Senior Compliance Regulatory Counsel
Vacasa
10:10 AM - 10:25 AM Central Time
Networking Refreshments

Courtesy of:

 

   

    

                                    
           

 

           

10:15 AM - 10:55 AM Central Time
Women’s Plenary

Diversity and inclusion, managing teams, mentoring and talent search will be among the tough questions to be debated in this discussion

 

* This session will be held in Salon 7 on the left hand side

MeiLani Hock

President
Why Not Me Bnb

Diane Maldonado

Owner
Fast Impact Real Estate, LLC
11:00 AM - 11:45 AM Track A
Comparing Long Term vs. Short Term Renter Business… What You Need To Know (Small group Meeting open to all)

Just because you can receive 3 times the cash flow, that’s right 3x the cash flow of a long-term lease doesn’t mean there is a lot of other comparison points you need to know to effectively invest in or transition to the short-term rental business.  Some of the keys include the numbers you need to know and how do they compare; financing differences; property management haircuts and a bunch of other stuff

Andy Morris

Founder
Seattle Vacation Home

Allison Ambrose

CEO
ARG REALTY AND PROPERTY MANAGEMENT

Natalia Sosnina

VP of Acquisitions
Crosby Capital

Justin Brodin

Director of Marketing
Proper Insurance

Edward Yu

Founder
Red Maple Capital, LLC
11:00 AM - 11:45 AM Track B
Onboarding: Do's and Don'ts

• How do you get properties onboarded, launched, live, and flowing cash as quickly as possible with little disruption?
• What are some of the common challenges to onboarding multiple properties (permitting, compliance, etc.)?
• What are some key learnings when it comes to onboarding and integration?
• If you decide to use a 3rd party to assist
• The latest technology to available
• The owner vs. platform perspective


 

Tim Horvath

VP, Acquisitions
The Whitmire Group, LLC

Agustin Desintonio

Head of Hospitality Development
ARIZONA INVESTISSEMENTS

Andria Santos

CEO
Fülhaus inc.

Kassandra Webb-Galarza

Sr. Director of Homeowner Experience
Vacasa

Beth Friedman

Director of Business Development
Walker Luxury Vacation Rentals
11:45 AM - 12:30 PM Track A
How Do You Value & Underwrite Income Generating Short-Term Rentals?

• Should your comps be hotels or apartments?
• Modeling income and occupancy
• Technology you can use
• Working with appraisers
• Rental income vs. appreciation
• Portfolio vs. individual unit
• Valuing a new vs. aged unit
• Cash flow indicators you like to look at
• How do you determine which markets will have a steady stream of built in guests?

Stephen Hester

Managing Partner
Vacation Rental Real Estate

Jason Sprenkle

CEO
KeyData Dashboard

John Tarantino

VP/Lending Team Manager
Genesis Capital

Trent Hawthorne

COO
Rabbu

Colin Carvey

Chief Executive Officer
Revedy

Ian Gallagher

Director of Bus. Development
Vacasa
11:45 AM - 12:30 PM Track B
The Booking Process, Channel Management, Owner/Guest Communications and Guest Screening Insurance-A Comparison Of Platforms & Operators

• What has covid changed? What is sticking and what is melting away?
• Which channels have increased? Decreased?
• Lease agreements-What needs to be in them
• Managing bookings, preventing double bookings and updating listings across multiple websites 
• 69% of all inquiries do not leave a message…
• And what does all of this cost?
• Getting paid

 

Sharon Walker

Owner/CEO
Walker Luxury Vacation Rentals

Veronique Lalonde

Co-Founder & COO
Angel Host

Vince Perez

Partner
Beach House Rentals

Erin Lenhardt

Founder
The Brighthouse

Ari Eryorulmaz

Founder
Extenteam

Edye Malcolm

VP of Sales
Safely
12:30 PM - 1:15 PM Track A
Scaling & Institutionalizing Short Term Rental Units

• On the construction side…
• What do institutions look for in partners?
• Entering new markets
• The outsourcing decision tree
• Can you scale and keep your niche?
• Technology to assist
• What kind of funding are you using?
• What has been your surprise success? Biggest challenge? • Finding expertise

Mike Hosier

Head of Real Estate
Overmoon

Jeff Smith

Director of Sales
Blueprint Title

Jesse DePinto

Co-Founder
Frontdesk

Nitesh Gandhi

Founder & CEO
Locale

Jason Fudin

CEO and Co-Founder
Placemakr

Emir Dukic

CEO
Rabbu, Inc.
12:30 PM - 1:15 PM Track B
The Medium-Term Rental Market And The Blurring Of The Extended Stay Hotel Market… What Kind Of Growth Can Be Expected For This Niche?

• Designing for medium- vs. short-term
• Comparing medical vs. corporate markets
• Targeting those new to the city
• The business traveler staying on to explore the city
• What kind of design, furniture, and functionality needs to be in the room
• Where is your competition… Marketing vs. extended stay hotels
• Regulatory restrictions vs. shorter-term leases

Ariel Wade

New Market Sales Executive
Padsplit

Amanda Williams

CEO
Carolina Furnished Rentals

Brian Carrico

Co-Founder
The Guild

Becca Madigan

Senior Solutions Consultant
Price Labs

William Powers

President
RTO Property
1:15 PM Central Time
Luncheon for all

Courtesy of:

2:15 PM - 3:00 PM Track A
Institutional Construction & Scattered Site Portfolio Permanent Financing Options

• What kind of products are out there?
• What is the deal size you are looking to underwrite?
• How do you value the property?
• Financing single family rentals vs. apartments vs. short-term and vacation rentals
• As rates are rising should you lock in?
• How do you evaluate potential income?
• New construction vs. acquisition loans
• What kind of debt service ratio are you looking for?
• Financing mixed short- & long-term apartments: How much of a building needs to be STR before you underwriting changes?  

David Eyzenberg

President
Eyzenberg & Company

Alex Offutt

Managing Director
Constructive Capital

Robin Simon

Partner
Easy Street Capital

Adam Windham

Co-Founder & CEO
Host Financial

Jeffrey Tesch

CEO
RCN Capital
2:15 PM - 3:00 PM Track B
Turning, Cleaning, Staffing: Apps, Tech & Property Management Best Practices: How Have They Changed?

• Is cleanliness next to godliness? How big of a factor is cleanliness when choosing a unit? How many guests opt-out of cleaning their unit?
• How often do you do the “deep clean?”
• Staffing during peak & non-peak times, recruitment, training & retention
• Scattered site strategies
• Do it yourself vs. having a 3rd-party come in: What to look for in an outsourced provider and compensation packages to keep workers motivated
• Using Federal government immigrant recruitment programs
• What is the true cost of turning/cleaning?   

Tom Powers

Director of Business Development
Resortia

Mark Dennis

-
Agape Real Estate

Matt Barr

Director of Sales
Breezeway

Toivo Halvorsen

CEO
Dharma Hospitality Solutions

John Chu

Co-Founder & CIO
Dunyha

Elizabeth Sickels

Executive Goddess
Elizabeth Maora LLC
3:00 PM - 3:45 PM Track A
Looking Towards The Smaller Owner… Home Equity Loans, Seconds & What Else Is Out There
  • Changes in agency home loan policies and their impact
  •  Using home equity vs. traditional and seconds
  •  When is your local bank the best option? When is it the time to switch to institutional lenders?
  •  Purchase vs. refi
  •  Appraisals and comps
  •  Single home vs. condos vs. multi-unit while living on-site
  •  What type of institutions are financing?
  •  How much money down?  How are you evaluating a borrower’s creditworthiness, DTI ratios +?

Matt Matza

President
Visio Lending

Collin Duffy

Head of Originations
Easy Street Capital

Adam Windham

Co-Founder & CEO
Host Financial

Yair Benyamini

CEO
Lendai

Mark Welch

SVP Private Capital
Kram Capital Group
3:00 PM - 3:45 PM Track B
Developing Purpose-Built, Short-Term & Vacation Rental Communities

• What kind of amenity mix do you need?
• Using exterior space
• Mixing long- and short-term tenants in the same development
• Apartments vs. single family developments: Where are the differences?
• How important is sustainability?
• Dealing with supply and labor shortages
• How readily can you finance these projects? What are the terms?
• What have been the covid-related changes that you have implemented on your new builds?

Mathew Avrhami

Founder
Rockridge Properties and Investments

Eddy Barrows

Director of Development, CRE
AvantStay

Meg Epstein

Founder and CEO
CA South

Elizabeth Herzberg

Vice President, Development
Mint House
3:45 PM - 4:10 AM Central Time
Refreshments

Courtesy of:

   

    

                                          
         
4:10 PM - 4:55 PM Track A
The Bridge & Short-Term Market: When Is Going Short Your Best Option?

• Approval and closing process
• Property/personal loan income requirements and creditworthiness
• Interest rates, repayment period, fees, covenants and terms
• How do vacation and short term rentals impact the property’s valuation?
• Comparing short-term rental vs. bridge loans
• Bridge to perm
• Recommendations in a rising rate environment

Terrence Taylor

Process and Business Development Manager
Acra Lending

Vincent Ciardullo

SVP, Capital Markets
Civic Financial Services

Stephen Hagerman

President
Easy Street Capital

Allen Tucker

President and co-founder
Legacy Lending

Aidan Mosher

Business Development Manager
Lima One Capital
4:10 PM - 4:55 PM Track B
Profitability, Financial Sustainability, Metrics, Revenue Management & Margins-What Is The Data & Corporate Strategy That Will Maximize Revenue?

• Is this a tech or operations space?
• Partnering with companies for 10, 20 or 30 year deals when those operators measure their runway in months
• Why can’t some of the largest operators make a profit? After covid why do so many STR business fail?
• Margins and expenses when scaling
• Demand management, pricing dynamics, expected vacancies and the key metrics on the customer side?
• What kind of unforeseen costs arise? How much in reserves do you need? |
• Insourcing vs. outsourcing processes… Comparing expense models
• What kind of upsell opportunities return the most ROI?
• Accounting technology tools
• Protecting your bottom line… Risk mitigation, insurance & legal concerns

Michael Greene

CEO
ResiShares

Ryan Saylor

Head of Partnerships
Beyond

Misha Sulpover

VP of Artificial Intelligence Product
Cherre

Zach Beck

National Sales Manager
Conservice

John An

President
Ohana Stay LLC

Andreas King-Geovanis

CEO
Sextant Stays
4:55 PM - 5:55 PM Track A
Growth Strategies To Successfully Build Operations & Property Management For Scale

Whether management companies are adding a few homes at a time, merging with other entities or acquiring an entire portfolio to their inventory, successfully scaling operations is an important piece of the business and a common challenge.
Key takeaways will include how technology has powered operational efficiencies in field teams including housekeeping; when to outsource and how to approach new markets.  Real scenarios and workable solutions critical for a company’s long-term growth will be featured.

Raj Sarangam

President
ORP Investments, Inc.

Jacobie Olin

President
C2G Advisors

Rabih Elawar

Vice President of Growth
Inspectify

Greg Carr

Vice President of Real Estate Development
Palmilla Beach Resort and Golf Community

Brooke Pfautz

Founder & CEO
Vintory

TJ Clark

Vice President of Business Development
Vacasa
4:55 PM - 5:40 PM Track B
Inside The Unit… Design, Furnishings, Smart Technology & Home Automation

Leslie Sonnier

CEO
Rebl Rentals

Barb Hale

Co-Founding Partner
dluxSuites

Jeff Iloulian

Co-Founder & CEO
HostGPO

Chad Hensel

Chief Operating Officer
Rentlyne/LakeLyne

Michael Venereo

Owner
Axess Luxury
5:40 PM - 6:40 PM Central Time
Networking Reception

Courtesy of:

6:40 PM Central Time
Day One Concludes
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Event Contacts for Short Term Rental Forum

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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).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    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.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • 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.
  • Email Tracking

    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).

International Transfers

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.

Retention Periods

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.

How You Can Set Your Data & Privacy Preferences

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.

Your Rights

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
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    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.

Protecting Your Data

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.

Third Party Sites

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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