This is a past event. To see the list of our current events, please click  HERE
7:15 AM Eastern Time
Registration for all Workshop Attendees...Breakfast is served courtesy of:

7:40-8:25A Workshop 1...Crowdfunding 101

What is crowdfunding? How does it work? How much $$ can I raise? Who can I raise from? How can it be used for residential investment? These are among the key discussion points that will be examined in this pre-conference discussion.

Discussion Leader:

Christopher J. Crippen, Fund Manager, US RESIDENTIAL ASSET FUND [ BIO ]

Christopher Crippen, Fund Manager, US RESIDENTIAL ASSET FUND
7:40-8:25B Workshop 2...New Funds, Vegas Rules, Closed Door Session

You have done the friends and family fundraise and want to take it up to the next notch. Was your initial fund raise less than a smashing success? This discussion with other up-and-coming and first-time funds will discuss real life experiences and the harsh realities of what is needed to succeed on an institutional-level.

Discussion Leaders:

Joel Block, Chief Deal Maker, BULLSEYE CAPITAL [ BIO ]
Thibault Adrien, Founder and CEO, LAFAYETTE REAL ESTATE [ BIO ]

Joel Block, Chief Deal Maker, BULLSEYE CAPITAL
Thibault Adrien, Founder and CEO, LAFAYETTE REAL ESTATE
8:15 AM Eastern Time
Registration for all Non-Workshop Attendees… Breakfast continues courtesy of:

8:45 AM Eastern Time
Macroeconomics, Housing Markets and the Single Family Rental Market
• Housing market… Bearish or bullish? • When/How much do you expect interest rates to rise? • Low mortgage rates… Where are they going? • What will the next “correction” look like? • Government industry regulations… A little less talk and a little more action? • Is the industry changing from acquisition to consolidation phase? • Vacancy rates • Foreclosure, shadow inventory & short sales: how much distressed left? • Industry consolidation • Do you expect home price appreciation? • Interest rates… Where are they going and their impact

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Rick Sharga

Executive Vice President

Greg Rand

Chief Strategy Officer
Renters Warehouse

Daren Blomquist

Vice President

Walter 'Wally' Charnoff


Bernard Werner

Managing Director
Transcendent Investment Management
9:30 AM Eastern Time
The Large/Mid-Sized Fund Panel
• Fundraising from Institutions (pension, endowment, foundation) vs. retail (High-net-worth, private banks, financial advisors) • Foreign fundraising • Are you looking this as a trade or business? Is the trade over? Are you selling? • Fund joint ventures with lenders • Are you considering build-to-rent? Notes? • Cap rate vs. HPA • 2016 end of fund life plans • Returns to investors • What can you tell us about your profit profile, leverage and margins? • How do you model your investment performance? HPA vs. asset recovery vs. cash flow? • Exit strategy • Relative value vs. other real estate assets

Jade Rahmani

Managing Director, Commercial Real Estate Finance
Keefe, Bruyette & Woods, Inc.

Michael Cook

MCB Capital

Benjamin Hellweg

Head of Acquisitions
Home Partners of America

Brett Moore

RDG Funds

Oliver Chang

Managing Director
Sylvan Road Capital, LLC

Jordan Kavana

Transcendent Electra
10:15 AM Eastern Time
Refreshments Courtesy of

Please Choose Track “A”, “B” or “C”
10:45 AM Track A
The Wild West of Crowdfunding: Taming This New Financing Method For The Single Family Rental Market
• How it works • Legal and regulatory issues you need to know • Financial structures and how much the portal gets • Hurdles a developer needs to overcome • Routes to market • Attracting the crowd • Platform due diligence and governance • Role of RIAs and Self-directed IRAs • Managing risks • After the fundraise and exit

Josh Stech

Founding Partner

Joel Block


John Mangham

Epicity Real Estate Services

Doug Cochrane

Senior Vice President of Underwriting
Patch of Land

Jilliene Helman

Chief Executive Officer
10:45 AM Track B
More, More, More… Acquisition Strategies and Are You Finding New Product in Distress With Foreclosure, Shadow Inventory & Short Sales?
• Foreclosed and performing property auctions: What is your bidding strategy? What has the pricing been like recently? • Banks… Is there anything left? • Are there bulk deals available? Are they worth it or are the just junk sales? • Entity-level acquisitions • Short sales • I’m from the government and I’m here to help you buy some houses… • What kind of alternative housing product (not 3 bedroom 2 baths) would you consider? • Notes to rental • Price points • What do you need to hunt zombie foreclosures? • As the ’08 modifications come due is the supply of foreclosures going to rise? • Which markets offer the deepest discounts on foreclosure homes? • Impact of judicial vs. non-judicial states • Are states with lots of foreclosures left the best locations for REO-to-rental? • Out of court foreclosures • Evaluating foreclosure quality • Role of not-for-profits • Back to the future… Probates and divorces • Are you considering buildto-rent? • Section 8

Christian Broadwell

Realty Pilot, LLC

Marlene Minemier

Director, Brokerage Services
Cityside Management Corp

Sean Tierney

HavenBrook Homes

Gary McCarthy

HMC Assets

Michael Krein

RIO Software Solutions, Inc.

Erik Cribbs

Senior Program Advisor, Asset Sales
U.S. Dept. of Housing and Urban Development
10:45 AM Track C
Property Management Systems
• Is your property management system off-the-shelf or self-developed? Comparing costs and functionality • What are the most important features of a single family rental system? • Does your property management system include applications used for acquisitions? • What needs to be present for tenant-facing applications? • Vendor management

Fabrizio Santoro

ALTO Investments

Justin Allen

National Sales Director

Dan Strayer

VP of Business Development
HMS National

John Keeton


Timmi Ryerson

Smart Property Systems
1:30 PM Track A
Financing Rental Properties & Loans Using Long Term Debt
• Negotiating loan agreements • Small loan terms • Recourse vs. nonrecourse • How long does it take to close? • Financing after the cash purchase • LTV, prepay penalties and loan size • Borrower types that are in your sweet spot • Do you offer a 10-year product? • Financing foreign nationals • Lending standards • How much leverage can you get? • What do you look for when a customer wants to go from short term to stabilized? • Impact of the securitization • Products available • What are borrowers looking for? • Underwriting challenges • Documentation issues • Exit strategies

Kraig Kohring


John Beacham

B2R Finance

Beth O'Brien

Chief Executive Officer

Gene Clark

5 Arch

Randy Reiff

Chief Executive Officer
FirstKey Lending, LLC

Stephen Blevit

Sidley Austin LLP
1:30 PM Track B
Underwriting Pitfalls & Unexpected Problems of Investing in Single Family Rentals
• What should you look for in a physical inspection for a rental or flip vs. traditional sale? • Risk of tenanted houses • Swimming pools-The pluses and minuses • Are comparables really comparable? Is replacement value the real cost?• Tail risk- Is it a pit bull or poodle? • Insurance… How can it help? • The property management side

Gretchan Francis

Regional Vice President
Proctor Financial, Inc.

Stori Upright

Principal / Owner
Bluestone Insurance

Randy Hagedorn

Director of Acquisitions
Broadtree Homes

Denia Graham

Nations Property Solutions

Lee Rogers


Robert Johnson

Account Executive
TruAssets, LLC

Dana Sprong

Co-Founder & Managing Partner
VineBrook Homes
1:30 PM Track C
Maintaining Asset Value & Making the Operations Side Work: What are the Key Operating Metrics and Expense Ratios?
• Unexpected expenses: What was higher than you thought? • Which expenses are controllable? How are you controlling them? • OPEX… Past vs. current vs. future• Outsourcing… How does that impact your expenses? • Holding down costs • Property management’s impact on performance • Property preservation • Stabilizing your portfolio’s occupancy rate… How much will it improve your operating metrics? • Time and/or expense to gain possession and renovate properties • Minimizing general and administrative expenses • Real estate taxes… When should you look to decrease • Depreciation and amortization • REO vs. NPL expenses • When is it time to cut rent? • Maximizing rent and alternative rental streams • The technology side

Terry Sadowski

Chief Marketing Officer
Assurant Field Asset Services

Mike Elam


Peggy Tseung

Managing Partner
Broome Capital, LLC

Yanir Ram

DRI Holdings, Inc.

Josh Sarchet

Founder & CEO
Northsight Management LLC

Meghan Jones-Rolla

Vice President-Corporate Counsel

Graham Doran

Vice President, Real Estate Product Manager
SES Insurance Brokerage Services, Inc.
2:30 PM Track A
Assessing Today's Bridge & Short-Term Markets

Tim Herriage

DFW Investors

Eric Atlas

Managing Director
FirstKey Lending, LLC

Mark Filler

SMS Assist

Brandon Nielson

Managing Partner
Keystone National Group

Jeffrey Tesch

RCN Capital

Stuart Denyer

New Western
2:30 PM Track B
Home Price Appreciation + ...Evaluating Local Housing Market Changes When the Aggregators Come to Town
• What will happen when all the buyers want to sell? • Markets with highest/lowest actual and forecasted home price appreciation… What is driving your forecast? • Impact of current mortgage availability on HPA… What will happen if the banks loosen up?

Thomas Eggleston

RENU Management

Christopher Flanagan

Managing Director
Bank of America

Domonic Purviance

Subject Matter Expert
Federal Reserve Bank of Atlanta

Simon Frost

President and Chief Operating Officer
Key Property Services

John Murray

2:30 PM Track C
Building a Management Team vs. Outsourcing
This discussion will focus on when it pays to hire outside vendors to perform single family services vs. when it pays to keep them in-house and will focus on• How much would it cost to build an in-house team? How many homes do you need locally before you an in-house team is the way to go? • Outsourcing acquisitions: What are the arrangements? • Outsourcing rehab: How to keep the costs manageable • When do you have enough scale to bring a service in-house? Why do you want to keep it external?

Sandra Noonan

Director of Communications
HavenBrook Homes

Todd Katler

Anyone Home, Inc.

Libby Hertz

President / COO
Key Residential Services

Christian Broadwell

Realty Pilot, LLC

Lynn Effinger

SVP of Institutional Services
RIO Software Solutions, Inc

David Dolan

Chief Operations Officer
ZVN Properties Inc.
12:30 IMN Single Family Rental Golf Tourney

For more information please click here.
1:15 Sessions Conclude...Golf & Other Activities

Mountain bikes and children’s bikes are available for rent through the Concierge Desk. Scenic trails on property and off property. Call the Concierge at ext. 7001 for more information.

Jackrabbit Pool Complex
Offers our Hoppin’ Jack’s Restaurant, children’s water oasis, and ping pong table. The pool is 3 ½ feet at its deepest point. Pool open 24hrs.

Mummy Mountain Hiking Trail
Trail begins just past Mummy Mountain Cookout Town. Start the hike by crossing over the bridge. The trail is approximately 300 yards (1000 feet) up the mountain.

Located near the Valet lot in front of the lobby. Equipment for all ages, a play area, half court basketball, and shuffle board. See the Bellmen for the basketball and shuffle board equipment.

The courts are located near the playground. Call ext. 7824 or Concierge Desk for lessons or court reservations. Tennis professional on staff daily.

Golf Lessons
Are available for the young enthusiast. Call the Pro Shop at ext. 7050 or Concierge Desk for arrangements.

Pitch & Putt Golf Course and Putting Green
Located in the front of the resort. See the Bellmen for clubs and balls.
Late Afternoon Workshop - Open To All
4:15 PM Eastern Time
Workshop 3...Notes 101...An Interactive Discussion - Open To All
The courthouse steps are becoming too crowded? REO pricing becoming too competitive? Don’t want to deal with toilets and tenants? As the single family REO market dries up many are succeeding in note purchases. This discussion will focus on the key investment, operational and risk issues you should consider.

Eddie Speed

5:30 PM Eastern Time
Networking Reception Courtesy of:

6:30 PM Eastern Time
Day One Concludes
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for The 3rd Annual Single Family Rental Investment Forum


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Information Management Network - Privacy Notice

Introduction - Who we are

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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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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    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


    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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