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Sunday, July 18th from 6:00-8:00 PM
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Monday, July 19th from 7:00-7:45 AM
Registration for all remaining sponsors and exhibitors. Registration for first half of investor/owner/builder attendees.
Monday, July 19th from 7:45-8:15 AM
Registration for remaining investor/owner/builder attendees.
Monday, July 19th from 8:15-9:00 AM
Registration for all service providers and all remaining attendees.
Please click on the registration tab at the top of the page for details on your tiered registration time.
Please note: the Registration Desk and Exhibit Hall are closed from 1:30-4:00pm today.
• Property management and maintenance of each building type
• Density and land cost
• What is the minimum amount of BFR homes you need to maximize operational efficiencies
• Scattered site vs. community BFR
• Financing variations
• Master built and mixed for-sale communities
• Merchant building vs. keep for account
• Amenity mix and community amenity planning
To renovate or not to renovate, the best financing methods given your situation and innovative ways to find more supply plus your questions will be among the key issues to be discussed.
(Small Group Meeting For Owners Only)
Access the panel presentation slides HERE.
• Will all the new players and their money continue to enter the market? Is this causing a bubble?
• Lingering impact of Covid-19 on property taxes going forward
• Anything interesting from the new administration?
• Building inside opportunity zones… An opportunity?
• Caprate compression and high profits… Will they both continue?
• How much juice is left in the flip markets?
• Is the growth in BTR a Covid-19 thing due to the need for increased space to be able to work/school from home, the recent run up in home prices or a permanent shift?
• Impact of FHFA limits on purchasing investment properties
Please access the live stream for this session on the opening remarks panel above.
• What are negotiable points?
• Current terms: Are apartment and SFR finance converging?
• Agency debt availability
• Financing the coming wave of foreclosed homes
• Capital markets vs. community banks
• Refis and cash outs vs. new origination
• Deferrals, defaults, workouts and backlogs
• Product availability
• How can an investor position themselves for the most favored terms?
• Are you following your customers into the secondary and tertiary markets?
• Comparison vs. other recent market downturns
• What kind of level of forbearance are you seeing today? In which direction is it pointing?
• Evaluating recent state and federal regulatory changes
• Comparing retail vs. institutional distress
• Will the heat of the SFR market result in prices near market value?
• Recent sources of distress
• Are you seeing landlord distress due to rental forbearance?
• When you buy a home in foreclosure do you rent back to the occupant?
• How does the wholesale market look? High end?
• How long is it taking from acquisition to sale today?
• Once the moratorium ends…
• Since homes are selling for more are you willing to pay more?
• When working with a rehab vendor are you paying for materials directly?
• Which direction are margins going?
• What are the characteristics of the flipping markets you like? Dislike?
• Exit strategy options
• What do clients look for in a rehabbed house post Covid-19? How are you keeping rehab costs down when supply-side expenses are still high?
• Where are defaults going? How is that going to impact flip supply?
This panel will consist of owners and property managers asking pointed questions to vendors, the types of questions you would want answered when evaluating a new product or system for your operation including ROI, how much is the install, how long does it take to make your money back as well as implementation brain damage
• Spec building and finish levels
• What kind of gross and net cap rates are you seeing?
• City or suburbs: What is your preference?
• What are the long-term market participation plans of large homebuilders?
• Where are you seeing the underwriting risk?
• OPEX, reserves, rent level and lease up vs. older homes
• Trend or here to stay?
• Big builder market interest… Will it continue? Will apartment owners be jumping in?
• Target yields and returns
• Vertical integration in the BFR markets
Dennis Cisterna III
• Key underwriting changes you’ve recently instituted
• Leverage available
• Specific market concerns
• Prepayment penalties
• Blended loans and takeout structures
• Equity you are looking for
• Should you go with fixed or floating?
• What do you look for in an owner?
• DSCR requirements
• Loan fees
• Creating demand/demand drivers- Considering external factors-concerts, ball games
• Pricing strategy/revenue management
• Airbnb alternatives
• Scaling from 50-100 vs. 1-2 rentals
• Traveler expectations- Vacation renter vs. business traveler
• Mixed portfolio-choosing which units to be in rental pool vs. short-term
• Furnishing & Improvements needed to make the unit rentable
• Cash flow predictors
• Local legal/zoning
• Operational challenges
• Market predictions/overview/economy: Are short term rentals a recession-proof product?
Continue the networking by dining at:
- Bar Collins
- Lure Fishbar
- Preston’s Market
- Nautilus Pool Bar & Grill
OR have some leisure time at:
- Exhale Spa
- Fitness Center
- Mind & Body Studio
- Glam + Go Salon
- Pool & Beach
- Water Sports
For more information on any of these options please visit https://www.loewshotels.com/miami-beach/services-amenities
The exhbit hall and registration are open. Please see below for the two networking receptions.
Please join us for a Women in SFR networking Mojito reception & raffle courtesy of Rently. Come share your experiences and seek advice on the unique challenges women face in the industry. To RSVP and register for the raffle please click here: https://miamiadvicerentlykeyless.rsvpify.com
It is a difficult market for Smaller investors. Very low supply, difficulty in getting good deals and little distress. This discussion will shed some light what the small investor needs to do to increase their portfolio size.
(Small Group Meeting For Owners Only)
• Size of unit and units per acre
• Working with small vs. bigger builders
• Community size and the amenities that work the best
• Local land and development costs
• Which style/size product has the most demand?
• Ancillary home amenities that have the best ROIs and take up
• Home cost after land A&D
• Are families looking for non-home amenities?
• Property management and maintenance of each building type
• What is the minimum amount of BFR homes you need to maximize operational efficiencies?
• How different architecture and planning approaches affect the end product
• Property specs you are looking for
• Public sources of info
• Markets you are looking to add
• Expansion plans into real estate brokerage, long-term ownership and other corners of the market
• Fee structures
• What are you doing with your inventory? Sales to institutional vs. retail buyers?
• Virtual house inspection and technology introduction into the inspection process: Hybrid vs. all tech approaches
• Client transparency and where to get clean data
• Using internal vs. external brokers
• How accurate are the automated valuation platforms?
• Financing and its impact on exit strategy
• How are you making the numbers work?
• How are you finding your deals? What is the typical deal size?
• Do you buy vacant or occupied?
• How much rehab are you putting into the vacant property? When do you add smart home features? In-house vs. outsource: How do you manage the rehab?
• The retail channel
• Evaluating the rent-to-own niche
• When do you flip vs. keep for rental?
• How are appraisals coming in?
• Technology and software platforms we can use
• How much rehab are you comfortable with?
• How are you financing your acquisition and construction? What are the terms and rates?
• The most innovative way you found a recent purchase
• Deciding between a flip and a long term hold
• What are the key attributes you use when choosing your title company and broker?
• Scaling the acquisitions side of your business?
• What do you look for in a borrower in order to get the best rate?
• Keys to getting the best financing rate and terms
• How much equity is necessary? Raising funds vs. joint ventures
• What kind of deals are you looking for? What do you redline?
• Can you also do the takeout?
• What does your client look like?
• Special consideration for luxury/jumbo properties
• Loans that have gone bad, what trends are you noticing?
• What are the current products you offer?
• Exit strategies you allow for long term transactions
• When is the LOC a better than multiple homes with individual mortgages?
• ESG-Linked revolving credit facilities
• What is your level of payment like? Why aren’t institutions and tenants paying? Any common characteristics of non-payers
• Security deposit solutions
• State regulations to be aware of
• Workouts: How are you looking at? What if someone offered you 80 cents on the dollar?
• What is your role in assisting tenants and landlords find appropriate programs to help with their obligations
• Unique solutions to minimizing risks
• What to look for in a subservicing partner during COVID?
• Cash for keys
• How to minimize damage
• Lending on the entire project from land, through development and construction then the takeout
• Is agency financing available?
• Bridge vs. construction debt
• Must the land be pre-sold to a developer to finance?
• Completion guarantees, personal guarantees, interest accruals & LTC
• First-time BTR land developer tips
• Red and green light markets
A new set of participants but the same popular format… This panel will consist of owners and property managers asking pointed questions to vendors, the types of questions you would want answered when evaluating a new product or system for your operation including ROI, how much is the install, how long does it take to make your money back as well as implementation brain damage.
• Lessons learned and what you would change?
• How big should the portfolio be? How geographically concentrated?
• Institutional investors buy box
• Predicting the markets institutional buyers will be interested in in the near future
• How do you plan to sell?
• What are the number you can expect?
• What are the newest influences on your underwriting?
• Are you using any prefab? Sustainable construction options?
• Partnerships & JVs
• Zoning approval: What does it take?
• Exit strategies including selling vs. keeping as a rental
• Best practices for underwriting estimated taxes
• Development risk mitigation and do you close on land before or after entitlement approval?
• What does underwriting look like in terms of vacancy, lease length and renewal rates? Do you look to finance with bridge vs. construction debt?
• Is it too late to build land inventory?
Paul M. Davey
• Preventive maintenance for big ticket items like HVAC, plumbing and leak detention
• Cost of installing, servicing and maintaining smart home technology for an existing vs. new home: How much does it decrease cost? What kind of ROI can be expected?
• Getting the tenants involved: What is your strategy?
• 24-hour tenant call centers: What is your staffing solution?
• Maintenance and renovation scope on unit turnovers
• Making the technology work for smaller landlords
• How much can you charge for smart home technology? Fee structures and revenue sharing
• What does the middle market mean to you?
• Using a bank vs. using a private lender
• Mezzanine lending options
• Senior debt structures
• Build-for-rent loan terms
• What do you look for in a borrower?
• Refis and are you allowing take-outs?
• Portfolio loans: Can they include multiple collateral types?
• Options regarding recourse
• Financing new SFR and BTR owners: What does it take? What are the terms?
***TRACK B LIVESTREAM IS UNAVAILABLE, WE WILL POST A RECORDING FOR ON-DEMAND VIEWING ASAP***
• Making the technology work for smaller landlords
• Tracking information on tours
• When do you still need to use people?
• Cleaning policy between tours
• Should you use off hours or exclusively?
• Entry lock options
• Measuring ROI
• How much brain damage does it take to implement?
• What about Wifi-less areas?
• How high-end should finishes be? Are energy-efficient appliances an amenity?
• Privacy and backyards in BFR communities vs. shared amenities like pools, fitness centers, clubhouses and walking paths
• Amenities in BTR communities vs. scattered-site SFR
• Which amenities have the highest return? Take up?
• Fee structures
• On the technology side…
• Selling individual units or partial communities: What do you need to do in the planning stage?
• Where are exit cap rates?
• Build, stabilize then sell-off: What kind of returns can you expect?
• Different investors... different exit strategies
• When does opportunistic selling make sense?
• Selling the development, Keeping the property management
• Tenant insurance and security deposits
• Are you looking to make money on late fees?
• Which services offered result in the most ancillary revenue? Highest ROI?
• Storage and package solutions-Any interest?
• How much do you charge?
• Has enhancing services led to longer-staying tenants?
• What should be in the resident benefit package?
• What are the latest in demands from the renter? Is there ROI there?
Brian A. Flaherty
• Which markets and product types are in your current buy box? Have you expanded your buy box due to low supply? What are you looking to sell? Why?
• Are you a net buyer or seller?
• What is your target demographic?
• How tenant moratoriums are impacting your long term growth strategy?
• Work from home policy going forward
• Joint ventures and LP partners
• Recent improvements in the operational side of the business
• Heightened local competition: What is the game plan?
• Insights on all the competitors and money entering the field
• How big can the single family rental market get?
• Tenant demographics and migration patterns post Covid-19...will they be permanent?
• Are we becoming a renter nation?
• Interest rates… Where are they going?
• Are you expecting a flood of foreclosures at some point? Role of homeowner equity? Will some areas be hit more than others?
• Are you expecting lots of REO?
• Supply side forces: Land, material costs and labor availability
• Home prices… Where are they going?
• Aging populations… Are they moving in or out of SFR?
• Market impact of national minimum wage
• Where will mortgage rates be in 6 months? A year? 3 years?
• Terms, deal types and size of investment
• Does ESG matter?
• Hold periods, promotes, prefs, splits, incentives, operator management fees and return on cost expectations
• BTR Communities vs. Scattered SFR… What is your preference?
• JV terms and exit strategy
• After the split is paid what is the % split to equity investors and operators?
• How are collections? How has your late fee policy changed? Impact of evictions and CDC halts
• Are you raising rents or keeping the same?
• What is the most recent technology that you have added that has increased ROI? The resident experience?
• Managing OPEX pressure like commodity and property tax increases
• BTR lease up vs. traditional SFR
• Employee per household ratio
• Vacancy days on market level and when do you cut rates or offer incentives?
• Minority staff and resident best practices recently enacted
• Are programs like not charging late fees, payment plans and extra covid-related expenses a positive on returns? • What are your current renewal rates? Are they acceptable?
• Self showing tech: What needs to be present?
• BFR vs. SFR OPEX, CAPX reserves
Gillian Sutton Cho
• Will the next housing crisis have lots of REO?
• Interesting new business models that you think will take hold
• Will any of the strategies outside of build-to-rent create meaningful inventory?
• Will growth and demand continue to be high?
• The future of multifamily and its impact on single family rentals
• Demographic and SFR trends that will come to fruition when the build-to-rent community you just started is completed
• How competitive are secondary markets?
• Performance and lessons learned
• Which markets have surprisingly low institutional investment rates? Starting to have $$ come into?
• Institutional vs. sub-institutional asset markets
• Considering affordability and economic growth
• Yields vs. primary MSA markets
• Volatility on market downturns… A concern?
Featuring 2 SFR sales pitched to potential buyers followed by a Q&A period for each of the transactions.
The Sharks: Are Interested In Acquiring Portfolios Of Homes
The Property Owners: Will Present The Portfolios For Sale
• How are you pricing your assets? Are you using traditional measures like cap rate, area rating, asset classification and NOI?
• How effective are tools like Zillow, Trulia MLS etc.? Does their effectiveness vary by market?
• Occupied vs. paying… Which is more important?
• Valuing BFR vs. Scattered site SFR product
• Are full appraisals a thing of the past? Do they take too long during boom times? Are the pitfalls of alternative valuation methods too great?
• Institutional investor approaches
• How important is cash flow? Appreciation?
Save sessions of interest, print for onsite use and insert to calendar for auto reminders.
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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).
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.
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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