This is a past event. To see the list of our current events, please click  HERE
Please note: the following Pre-Conference Workshops are limited to Single Family Investors including Buy & Holders, Fix & Flippers, Note & Bond Buyers, REITs and Funds

7:00 AM Registration opens and Breakfast is available for all those attending Pre-Conference workshops, courtesy of:

Choose Workshop 1 or 2

7:25 AM Workshop 1...Crowdfunding 101, Closed Door Session

This new method of fundraising has proven a very effective way to fundraise in the SFR market. Hear about How it works, How your get started, How much can I raise, How long does it take, What services a crowdfunder provides as well as Legal and Financing basics.

Discussion Leader:
Anand Patel, President, KAJAINE CAPITAL [ BIO ]

Anand Patel, President, KAJAINE CAPITAL

7:25 AM 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 fundraise 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 Leader:
Christopher Crippen, Fund Manager, US RESIDENTIAL ASSET FUND [ BIO ]

Christopher Crippen, Fund Manager, US RESIDENTIAL ASSET FUND
7:30 AM Eastern Time
General Registration and Breakfast is served courtesy of:

8:25 AM Eastern Time
Macroeconomics, Housing Markets and the Single Family Rental Market
  • How many homes do aggregators own? How many are in the hands of those institutions that own 10+ homes? 100+? 
  • Rental rates moving forward 
  • How much foreclosure product is really left? 
  • Risks in the current market 
  • Interest rates… We’ve been saying they will rise… Well? What will happen when interest rates rise 
  • During the last recession… How many renters didn’t pay? How much did home prices fall? What would this do to the market? 
  • Renter pool… Is it increasing or decreasing? 
  • Impact of foreign $$ coming into the market 
  • Oil patch economies… What will be the impact?

Dennis Cisterna III

Chief Investment Officer
Lafayette Communities

Rick Sharga

Executive Vice President

Peter Ciganik

Managing Director
GTIS Partners

Jack McCabe

McCabe Research and Consulting

Greg Rand

Chief Strategy Officer
Renters Warehouse

Walter 'Wally' Charnoff

9:30 AM Eastern Time
The Rise of the Super Regional Single Family Rental Institution... The President/CEO Panel
Like the banking market of 20 years ago there has been a growth in the markets of a mid-tier of owners. Below the publics, some approaching 1000 homes under management, others 2000, this is a group that a few years ago had less than 100 houses under management. This panel will focus on how they got from here to there and what their plans are for the future and will include… 
  • What is your strategy when entering a new market? 
  • Outsource vs. in-sourcing 
  • Financing and capital access 
  • Acquisition strategy 
  • Notes vs. property 
  • At what price would you sell? 
  • What have you learned from the big publics? 
  • Securitization & IPOs

Rick Sharga

Executive Vice President

John Halasz

US Home Aggregation

John Earl

Managing Partner
Keystone National Group, LLC

Ed Renwick

Raineth Housing

Thomas Silvia

Managing Director
VineBrook Partners
10:15 AM Eastern Time
Refreshments Courtesy Of:

Please Choose Track 'A', 'B' or 'C'
10:45 AM Track A
Entity-Level Mergers & Acquisitions
AHR/Beazer, Colony entities, Starwood/Waypoint, Silver Bay/The American Home are among the big deals that have been executed in this market during the past year or so. Hear the key details including
  • Comparing public vs. private deals 
  • Portfolio vs. entity acquisition 
  • Structure of the deal 
  • Negotiation points 
  • Merging inter-related companies 
  • Where did you get the $$...Paying for the merger 
  • OK the merger is closed and now is the hard part… the integration 
  • Stock vs. cash

Jade Rahmani

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

Chris Capolongo

BLT Homes

Benjamin Hellweg

Head of Acquisitions
Home Partners of America

Anthony Paolone

Executive Director-Americas Equity Research
J.P. Morgan Securities LLC

Steven Loffman

Managing Director
Raymond James & Associates

Chad Carpenter

Chairman & CEO
Reven Capital
10:45 AM Track B
Home Price Appreciation & Rent Growth... Will it Continue? What will be the Ramifications?
  • Evaluating local housing market changes when the aggregators come to town 
  • Reviewing the historical relationship between home prices and rents suggests 
  • Net yields vs. other investment opportunities. 
  • SFR REITs trading to NAV 
  • Moving to higher-priced markets/stock… How much HPA/rent growth can you expect? 
  • The supply side… The shadow knows 
  • Moving downtown and to transit-oriented developments 
  • Looking at specific markets 
  • Your predictions… HPA and rent growth for the next five years?

Howard Steinberg

Co-Founder & Managing Partner
Revest Asset Management

Domonic Purviance

Subject Matter Expert
Federal Reserve Bank of Atlanta

Scott Herrington

Sr. Director of Marketing

Alex Sifakis

JWB Real Estate Capital

Daren Blomquist

Vice President

Walter 'Wally' Charnoff

10:45 AM Track C
Bridge & Short-Term Financing... Making Sure it is Not a Bridge Over Troubled Water
  • What are the most common reasons you decline a bridge loan request? 
  • How do LTV and LTC factor into your underwriting? 
  • Are there geographies you favor? 
  • How do you underwrite value-add properties needing significant work? 
  • How has bridge lending market changed over the last few years? 
  • Have you ever had a default on a loan, if so, how did you handle it? What was the final outcome? 
  • As markets become frothier, are we headed back into a 2006-2008 environment of easy money? 
  • Comparisons vs. hard $$

Mark Filler

SMS Assist

Craig Krandel

Managing Director
Amherst Capital

Ryan McBride

Chief Operating Officer
Colony American Finance

Gregor Watson

Dwell Finance

Eric Atlas

Managing Director
FirstKey Lending, LLC

Brian LaBua

Chief Loan Officer
RCN Capital
11:30 AM Track A
Financing Rental Properties & Loans Using Long Term Debt
  • April 22, 2015… What are your loan terms? 
  • Loan-to-cost/value 
  • What do you look for in a first-time term borrower? How much basis would you like to see remaining? 
  • When are you ok with cash outs? 
  • What type of reporting do you require? 
  • Do/would you take a preferred equity piece?
  • Are you offering fixed rate? Non-recourse? Can I buy down the interest rates? What are the terms? 
  • Compliance and title/ title underwriting 
  • Funding and post-closing issues

Craig Halperin

Partner/ CEO
Marquee Investment Lending Services, LLC

John Beacham

B2R Finance

Beth O'Brien

Chief Executive Officer

Randy Reiff

Chief Executive Officer
FirstKey Lending, LLC

Josh Stech

Founding Partner

Jamie Wunder

OS National LLC
11:30 AM Track B
Building Your Own Management Team vs. Outsourcing... What are the Numbers?
  • Expansion mode… 
  • Using employees vs. sub-contractors 
  • Managing reputational risk when outsourcing 
  • What do you feel you need control of? What wouldn’t you want to give up? 
  • Off-shoring 
  • Using a national vs. local/regional supplier 
  • Tenant management 
  • Impact of size of whole firm vs. local market presence 
  • What type of skills would you need to manage? 
  • Building your own team in some markets, outsourcing in others… The hybrid model 
  • Building a contractor pool 
  • What type of licensing do you need for local management? What legal status should you have? 
  • How many properties should a property manager manage? How much should a property manager get paid? 
  • What will your company culture look like? 
  • How will you provide amazing customer service? 
  • How will you handle property inspections? 
  • What vendors will still you need? 
  • Should you hire an accountant and a lawyer?

Todd Katler

Anyone Home, Inc.

Jeff Erenberg

BLT Homes

Renee Deane

EVP, Property Management
Carrington Property Services

Yanir Ram

DRI Holdings, Inc.

Libby Hertz

President / COO
Key Residential Services

Robert Johnson

Business Development Executive
ZVN Properties, Inc.
11:30 AM Track C
Rehabbing Properties / Ongoing Maintenance
How much should you spend? After purchase you realize you need to pay way more to rehab...What should you do? Comparing rehab in cold vs. warmer climates Stages of estimation Managing material costs Managing the rehab Avoiding the nickel and dime Utilizing technology When contractors go bad Flip vs. rental portfolio considerations Have you tapped Government programs? Section-8 housing Code violations

Brad Bordelon

Vice President
ZVN Properties Inc

Fabrizio Santoro

ALTO Investments

Steven Helser

Chief Executive Officer

Andy Capps

Ameritrust Residential Services LLC

Charles Nelson

Radius Renovation Group

Dovie Lieberman

Trust Field Services

Samuel Tucci IV

Resolute Property Solutions LLC
12:30 PM Track A
Fix & Flip
  • How to Make it Work in This Environment 
  • Remodel vs. purchase price 
  • Return expectations 
  • How are you accommodating the more demanding retail buyer? 
  • Pricing strategy 
  • When does the property go to you rental portfolio? 
  • Luxury market flips 
  • Financing out there 
  • As the distressed market dries up how are you finding properties? Factoring in the competition from the aggregators are the returns as good? Factoring in renovation costs and other expenditures 
  • Impact of all the home shows on the TV

Josh Stech

Founding Partner

Ted Weinstein

VP, Banking Relations
CastleRock REO

Andrew Broeren

Lafayette Communities

Aaron Fragnito

Peoples Capital Group, LLC

Jeffrey Tesch

RCN Capital

Rob Helmick

Real Estate Solutions

Jack Bevier

The Dominion Group
12:30 PM Track B
Buying Performing and Non-Performing Notes
  • Sourcing where are you finding notes today?
  • Pricing non- vs. sub- vs. performing notes 
  • What are the Federal Government issues you need to pay attention to? 
  • Where the big shops aren’t 
  • Note-To-Rental 
  • Loan modification & foreclosure… Should you? 
  • Dual tracking
  • Servicing… What you need to know

Jeff Drott

Managing Director
MountainView Capital Holdings

Scott Shultz

Managing Director
25 Capital Partners

Doug Smith

Portfolio Manager & COO
Castle Rock Capital Management

Joseph Cvelbar

Director of Housing Counseling
Consolidated Credit Services

Cody Faller

Managing Director
Javlin Capital LLC

Peter Slagowitz

Chief Executive Officer
Spurs Capital LLC

Sam Shin

Kajaine Capital
12:30 PM Track C
There have been 13 deals to date at press time and that is proving to be a lucky number as this market goes from niche to mainstream. Discussion will include 
  • The latest deals structures, terms and coupon rates 
  • Collateral that investors and rating agencies are comfortable with 
  • Issue risk factor 
  • Amortization evolution 
  • Investor appetite 
  • What do rating agencies scrutinize? 
  • Valuation challenges 
  • New issuance surveillance 
  • Multiborrower deals… Where are they coming from? 
  • Impact of an inability to refinance a loan backing an SFR deal

Laura Ferris

Managing Director
Pretium Partners, LLC

Randy Reiff

Chief Executive Officer
FirstKey Lending, LLC

David Harrison

Senior Vice President
Midland Loan Services, a PNC RE Business

Navneet Agarwal

Managing Director - Americas Structured Fin
Moody's Investors Service

Becky Cao

Managing Director - RMBS
Morningstar Credit Ratings

Lea Overby

Head of CMBS Research
Wells Fargo Securities
1:30 PM Eastern Time
Sessions Conclude… Exhibit Hall Closes
3:55 PM Exhibit Hall Reopens

Small group discussions are open to all to attend
Choose Workshop 3 or 4
4:05 PM Eastern Time
Workshop 3... HOA Issues
Investors and institutional providers alike are running into a significant conundrum in this industry: HOAs assist with the stabilization of property values (therefore investors like to purchase properties within associations), but HOAs provide significant securitization, monitoring and payment obstacles that, if dropped off someone’s desk, could seriously jeopardize investors interest. This small group meeting will also talk about the pros and cons of purchasing within an HOA and the obstacles that come with.

Rob Dewald

Project Director
Prescient, Inc.

Greg Coleman

Co-Founder & Managing Partner
Revest Asset Management
4:55 PM Eastern Time
Workshop 4... Notes 201... An Interactive Discussion
Is the decrease in REO inventory making it more difficult to find investment properties for your portfolio? Have you looked into notes but still have some questions before you take the plunge? This Notes 201 session, focusing on the key investment, operational and risk issues, will assist you in taking the next step in adding the note business to your real estate investment portfolio.

Eddie Speed

Colonial Funding Group
5:50 PM Eastern Time
Networking Reception Courtesy of:

6:50 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 (East)


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    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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