This is a past event. To see the list of our current events, please click  HERE
7:15 AM Mountain Time/Arizona
Registration for Pre-Conference Small Group Meetings, Breakfast is served Courtesy of:

Please Choose Workshop 'A' or 'B'

7:35 AM Workshop A
Getting to 50-100 Flips a Year

(For Investors Only)

  • Your little side investment is now becoming too big to handle, even after quitting your full time job. Now that you are all in what are the steps you need to take to increase your growth and profits.

John Helmick

Gorilla Capital
7:35 AM Workshop B
New Fund Challenges

(For Investors Only) 

  • 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 highlight real life experiences and the harsh realities of what is needed to succeed on an institutional-level.

Hubert Hultgren

Principal & Co-Founder
Golden Pacific Capital

James Guajardo

Founder & President
Wealth Investor Network

Adam Child

Fund Manager
WIN Opportunity Fund
7:45 AM Mountain Time/Arizona
Registration Opens and Breakfast is served for main conference, Courtesy of the Gold Sponsors
8:20 AM Mountain Time/Arizona
Opening Remarks from IMN and NRHC

Steven Glener

SVP/Director of Programming
Information Management Network

Diane Tomb

Executive Director
National Rental Home Council (NRHC)
8:30 AM Mountain Time/Arizona
The SFR Economy
  • Identifying the current drivers of the SFR market 
  • Which one of the backdrop risks will have the biggest impact on the economy? 
  • Rents and prices rise as economy improves… Comparing SFR vs. other residential products? 
  • Home supply: Where is it going? 
  • Looking at the fracking economies… Opportunity or not yet 
  • Are tight underwriting standards for homebuyers continuing? 
  • Rental rate/home builder affordability math 
  • One in ten households currently rent homes… Will this equation increase or decrease? 
  • Population predictions and their impact 
  • HELOC resets…. A source of supply? 
  • Impact of the new Presidential administration

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Daren Blomquist

Sr VP of Communications
Attom Data Solutions

Tim Reilly

Green River Capital

Walter 'Wally' Charnoff


Greg Rand

Chief Strategy Officer
Renters Warehouse

Rick Sharga

Executive Vice President Market Intelligence,

Mike Hayward

VP, Auction Operations
9:25 AM Mountain Time/Arizona
The Large Private SFR Institutional Panel-Part I
  • How much are you looking to buy this year? Sell? Why?
  • What markets do you like? Why? What were the economics behind your last purchase?
  • Where have economies of scale work the best? How much cost savings can you say is due to operational efficiency within a market? How many units are needed to reach that level?
  • Outsourcing policy - What are you looking for in a partner?
  • Lending vs. owning
  • Still trading below liquidation level? What have you been doing? Would you liquidate?
  • What has been your biggest operational challenge? Portfolio integration?
  • What are public vs private investors looking for?
  • Preparing for securitization refinancing...
  • Public vs. private...REIT vs. funds...Equity vs. debt...Evaluating the optimal structure and cost of capital for your entity and its strategy
  • Entering a new market...What is your strategy?

Gary Beasley

CEO & Co-Founder

C. Jay Byce

Managing Partner
American Housing Ventures (AHV)

Bryan Smith

Chief Operating Officer
American Homes 4 Rent

Drew Flahive


Patrick Whelan

HavenBrook Homes

Dave Feldman

EVP, Strategic Operations & Acquisitions
Progress Residential

Chad Carpenter

Chairman & CEO
Reven Capital
10:20 AM Mountain Time/Arizona
Networking Break Courtesy of:

Please Choose Track 'A' 'B' or 'C'

10:45 AM Track A
Long-Term Financing
  • What are your perm loan qualifications?
  • What are some of the hurdles that private finance companies pose?
  • Using cash for initial acquisition, then financing after the rehab...How do you look at?
  • Single home vs. portfolio structures
  • What products/georaphies won't you finance? Where is your sweet spot?
  • Deal terms: LTV, LTC, costs, timeframe, servicing, cash management
  • Negotiating the standard loan documents
  • Borrower reporting necessary
  • 5, 10, 30 year products differences in terms and underwriting LTC, TLV, guarantees

Stephen Blevit

Sidley Austin LLP

Gene Clark

5 Arch

James Muliawan

Assistant Vice President
B2R Finance

Joakim Mortensen

Chief Client Officer

Josh Woodward

Chief Financial Officer
Lima One Capital

Jennifer Pfeifer

Director of Business Development
New Direction IRA Inc.

Bill Mecklenburg

SES Insurance Brokerage Services, Inc.
10:45 AM Track B
Disposition Strategies… Where is the Biggest ROI?
  • When to get in/out/hold: The flip vs. hold decision
  • What is your long term plan?
  • How big is the retail vs. institutional buyer price gap? Does this change in the luxury or other sectors/ geography?
  • The retail option - The returns vs. cost and effort of the one-by-one sale
  • Do you have control over when to liquidate?
  • Disposition potential barriers?
  • Factoring in market conditions

Dan Magder

Managing Director

Andy Pollock

Senior Relationship Manager, Enterprise Sales

Brittney Fairweather

Chief Bus. Development Officer
Aureus Finance Group

Bruce McNeilage

Chief Executive Officer
Kinloch Partners

Danny Kattan

Managing Partner
PIA Residential
10:45 AM Track C
Rehab for Fix & Flippers
  • Financing your last rehab
  • Aligning your potential sale with the rehab...What is your standard rehab for sale? When to go high end on finishes?
  • What systems do you use to manage the rehab?
  • Do you have in-house staff or outsource?
  • How have you shortened your rehab time frame?
  • How much do you budget for unexpected finds?
  • Multiple contractor management

Gerald Lemoine

The Lemoine Group, Inc.

Gary McCarthy

HMC Assets

Jake Harris

Managing Partner
Harris Bay

Josh Sarchet

Founder & CEO
Northsight Management LLC

Marty Boardman

REIMidwest, LLC

Samuel Tucci IV

Resolute Property Solutions LLC
11:30 AM Track A
Financing A Single Home Flip… Short-Term & Bridge Financing Options
  • What are the pros and cons of using a hard money vs. bank or institutional non-bank lenders?
  • LOC products
  • When to go to private $$ vs. your local banker?
  • Capital cost calculation
  • What are your hot products/ geographies?
  • Interest rates and structures
  • Loan to cost vs. after rehab value
  • Customer credit background
  • For those that have a less than pristine credit history...

Shawn Miller

5 Arch

Gary McCarthy

HMC Assets

Michael Gifford

Director, Strategic Accounts

Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

Jennifer Pfeifer

Director of Business Development
New Direction IRA Inc.

Jason Hartman

Founder & CEO

Jeffrey Tesch

RCN Capital
11:30 AM Track B
Valuation...Market Trends Move Quickly...What is the Most Effective Methods for Single Family Rentals?
  • How do you deal with appraisals lagging the market?
  • How big of an affect is shadow inventory?
  • What are the other key forces that impact valuation?
  • Vs. retail prices
  • Portfolio vs. Individual home pricing
  • Technology solutions
  • Considering construction/replacement costs
  • How much appreciation are you factoring in?
  • Current cash flow
  • Cap rates vs. comps

Lee Rogers


JP Ackerman

President, Strategic Real Estate Products
HouseCanary, Inc.

John Gutman

Vice President of Sales & Acquisitions
MACK Companies

Sharad Mehta

Max Properties

Craig Lasson

SVP, Business Development
Red Bell Real Estate
11:30 AM Track C
Rental Turn Management & Marketing...How do you Minimize Vacancy Time?
  • Drive by appeal...How do you make your exterior appealing?
  • How much do you budget?
  • The best way to minimize rental turn expenses is to keep a good tenant...What is your secret sauce?
  • When do you keep a problem tenant vacancy?
  • Turnover seasonality
  • Balancing turnover costs vs. raising rent
  • Marketing automation
  • HUD guidelines on running criminal background checks for prospective tenants
  • Reviewing the acquired portfolio for open litigation cases, insurance coverage and claims

Fabrizio Santoro

ALTO Investments

Jon Ortner

Senior Vice President
Renters Warehouse

Merrick Lackner

Rently Keyless

Ken Davis

CEO & Founder

James Barrett

Chief Executive Officer
Tenant Turner

David Quine

VineBrook Homes
12:15 PM Track A
Securitization Markets & Structures
  • Where is pricing?
  • Issues around aggregating loans
  • Multi vs.Single borrower structures and risks
  • Refinancing's...How are they going?
  • Is the leverage expected to rise?
  • Performance of the first generation...Is it all that has been advertised?
  • Tweaks by the rating agencies
  • Investor interest ...Is it broadening?
  • Are rental rates boosting securitization?
  • Rent to own securitizations


Mark Leibovit

Chief Market Strategist/Editor

Matthew Zall

First Vice President
B2R Finance

Kevin Dwyer

Head of RMBS
Morningstar Credit Ratings

Giselle Barth

Sidley Austin LLP
12:15 PM Track B
Multi-Unit Homes & Small Apartments - What are the Advantages & Disadvantages vs. Single Family Rentals

With 74% of all apartment buildings consisting of less than 19 units this is a plentiful asset that single family rental owners should seriously consider.  Discussion will include

  • Multifamily vs. Single family rental economy and market dynamics
  • Comparing financing for 2-4 vs. 5-19
  • Outsource vs. self-manage and the management transition
  • Role of rental control
  • Going outside you market 
  • Valuation
  • Financing: Equity vs. debt
  • Opportunistic vs. core plays
  • The ABC’s of apartment class
  • Construction vs. acquisition
  • Property management


Doug Brien

Co-CEO & Co-Founder
Mynd Property Management

Ned Grace

Ausmerica LLC

Bruce Wuollet

Bakerson, LLC

David Lichtenger

Managing Partner
Intrepid Capital Investments

Todd Franks

Executive Managing Director
Greystone | Investment Sales Group
12:15 PM Track C
Building Your Own Property Management Team vs. Outsourcing
  • “A man got to know his limitation:” Evaluating where your organizations and your expertise lies
  • What size operation should consider outsourcing?
  • Options when spreading to new markets
  • Partial outsourcing models
  • If you outsource do you lose the ability to add value-added tenant services?
  • Have you built your own property management technology or are the off-the-shelf systems now adequate?
  • Developing in-house vs. hiring new, experienced employees
  • Is it worth the time to manage operations staff?
  • What should be your property management expense for in-house and outsourced approaches?

Kevin Ortner

President & CEO
Renters Warehouse

David Buttross

Buttross Properties

Yanir Ram

DRI Holdings, Inc.

Chris Skardon

Managing Partner
Gorelick Brothers Capital

Deb Newell

Executive Consultant
Real-Time Consulting Services

Mike Travalini

President, Residential
SMS Assist
12:30 PM Mountain Time/Arizona
IMN Single Family Rental Golf Tournament

For more information please click here

1:00 PM Mountain Time/Arizona
Time at Leisure: Afternoon Activity Options
  • Spa Biltmore
  • Dining at 
    • The Wright Bar
    • Wright’s at the Biltmore
    • Frank & Alberts
  • Golf
    • The Links Course
  • Biltmore Pools and Cabana
  • Tennis
  • Fitness Classes
  • Hiking/Biking


​​​​​​For more information on any of these options please visit


1:30 PM Mountain Time/Arizona
Exhibit Hall Closes
4:00 PM Mountain Time/Arizona
Exhibit Hall Opens
4:00 PM Mountain Time/Arizona
Must know Legal Tips for Rental Owners or Fix & Flippers (small group meeting open to all)
  •  Raising money under the new 2012 Job’s Act Provisions
  • The new TILA-RESPA integrated disclosure rules on commercial lending
  • Current underwriting and legal traps affecting the space

Are among the key legal issues that will be touched upon at this interactive small group meeting.  
Plus: What is on your mind…

Everyone will have an opportunity to discuss with the group some of the key legal issues that they are thinking about…


Jonathan Hornik

4:45 PM Mountain Time/Arizona
IRA, 1031s & Other Tax-Advantaged Approaches to Fuel your Portfolio Returns (Small Group Meeting Open to all)
  • Seller finance strategies
  • Innovative way to use the 121 exclusion
  • Gain determination
  • Balancing deferral vs. tax payment
  • Transaction cost expectation
  • Using a 1031 strategy to gain entry into a new market while leaving an old market
  • Tenant in Common vs. Delaware Statutory trust
  • Using a 1031 strategy to gain entry into a new market while leaving an old market
  • Tenant in Common vs. Delaware Statutory trust
  • Multiple property exchange complexities
  • Comparing the services of 3rd party custodians
  • Impact of portfolio flexibility & diversification
  • Lending $$ from your IRA
  • Comparing the various IRA structures and what works best for SFR investing 

Bob Repass

Managing Director
Colonial Funding Group

Kathy Fettke

Real Wealth Network
5:30 PM Mountain Time/Arizona
Networking Reception
6:30 PM Mountain Time/Arizona
IMN Cocktails Concludes
7:00 PM Mountain Time/Arizona
National Rental Home Council Membership Drive, Hosted By:

Want to learn more about the National Rental Home Council and the benefits of membership? Join us for a welcome reception at 7:00 PM in the Frank Lloyd Wright Ballroom GH. Beverages will be served. 

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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 5th Annual Single Family Rental Investment Forum (West)


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Information Management Network - Privacy Notice

Introduction - Who we are

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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    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


    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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