7:15 AM
Registration & Breakfast for all Pre-Conference Small Group Meetings
7:35 AM Workshop A
Small Group Meeting A-Getting To 50-100 Flips a Year (Owner/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?

Dan Lain

Founder
Tennessee Home Buyers

Jason Medley

Founder
The Collective Genius Mastermind
7:35 AM Workshop B
Small Group Meeting-B. Property Management (Owner/Investors only)
  • As rental acquisition prices get to higher levels it is of much greater importance for you to increase operational efficiencies and squeeze out as much profit as possible for every home either newly purchases or in your current portfolio.  This session will answer all of your questions on improving your property management best practices.

Cortland Plichta

CEO
Homes Direct, Inc.

John Keeton

Partner
Morningside Funding LLC
7:45 AM
Exhibit Hall Open
8:00 AM
Registration and Breakfast is Served For All Conference Attendees Courtesy Of:

8:20 AM
Opening Remarks from IMN and NRHC

Steven Glener

Senior Vice President/Director of Programming
Information Management Network

Diane Tomb

Executive Director
National Rental Home Council (NRHC)
8:30 AM
The State of the Single Family Rental Market 2017
  •  Affordability of new homes
  •  NPL/SFR government sales trends
  •  Yield vs. HPA: Where will the play be?
  •  Flip vs. hold equation
  •  Retail vs. institutional exit
  •  Where is the shadow inventory hiding?
  •  Rental demand predictions
  •  Impact of Obamacare repeal on the market
  •  Houston… Do we have a problem in the oil states?
  •  Any HUD Changes in the crystal ball?

Dennis Cisterna

Chief Executive Officer
Investability Solutions

JP Ackerman

President, Strategic Real Estate Products
HouseCanary, Inc.

Jack McCabe

CEO
McCabe Research and Consulting

Andrew Waite

President & Publisher
NEXZUS Publishing Group

Rick Sharga

EVP
Ten-X
9:15 AM
Large Private SFR Institutional Senior Executive Panel

Corporate results, margins and portfolio performance… Looking back on the last year and looking forward for this one  How is turnover and consumer sentiment? Where has it been short-term and where is it going long-term? How much is turnover costing you? How is it impacting your rent rates? Are higher- or lower- income tenants moving out?

  •  Identifying non-core homes and disposition strategies
  •  Working with locals and outsourcing policy
  •  Opportunities on the revenue side
  •  Are you in a growth or operational efficiency phase?
  •  Impact of Obamacare repeal on your renters
  •  Are insurance expenses and taxes going up? If so, what have you been doing?

Gary Beasley

CEO & Co-Founder
Roofstock

Jay Byce

SVP of Real Estate Acquisitions
Altisource

Andrew Flahive

President – Single Family Equity
Amherst Holdings, LLC

Chad Carpenter

Chairman & Chief Executive Officer
Reven Housing REIT, Inc.

Phoebe Schreiber

Chief Investment Officer
Streetlane Homes

Dan Bathon

Co-Founder & CEO
VineBrook Homes, LLC
10:10 AM
Networking Break Courtesy Of:

Please Choose Track 'A' 'B' or 'C'

11:05 AM Track A
Rental Home Disposition Strategies… How are you Making Sure you aren’t Leaving any Money on the Table?
  • What goes into your decision about disposing of properties? 
  •  Market-level dispositions
  •  Impact of the rising rate environment
  •  Dealing with re-trades
  •  Redeployment of capital
  •  Disposing occupied vs. vacant
  •  Friction cost vs. price of bulk vs. one-off
  •  Disposition fees
  •  Selling to an institution vs. retail
  •  Small portfolio exit choice evaluation metrics
  •  Impact of buying originally for appreciation; selling for cash flow
  •  What is changing about the local broker market that you need to know?

RJ Palano

Director of Acquisitions
Buy Cash Flow Properties

Doug Smith

Portfolio Manager & COO
Castle Rock Capital Management

Joshua Swift

SVP Investments
Colony Starwood Homes

Brittney Fairweather

Director, Enterprise Sales & Business Development
Investability

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

Joe Mueller

Head of Investment Acquisition
TANIS Group LLC
11:05 AM Track B
Short-Term/Bridge Financing for Rentals Houses and Portfolios
  •  Commercial vs. consumer products
  • When are repurchase agreements and lines of credit the most appropriate financing?
  •  How do you evaluate your potential customer?
  •  100% debt structures… What are the terms and conditions?
  •  Geographic sweet spots and red zones

John Beacham

Chief Executive Officer
Toorak Capital Partners LLC

Michael Miller

CMO
5 Arch

Jack Helfrich

Director of Sales
Civic Financial Services

Ben Fertig

SVP Operations Manager
Finance of America Commercial

John Warren

CEO
Lima One Capital

Shea Pallante

EVP
Sprout Mortgage
11:05 AM Track C
Rehab For Fix & Flippers
  • Buyer expectation of higher quality of material expected
  •  What distressed properties often hide
  •  Not over-improving your property
  •  Rehab timeframe and why delays happen
  •  The gut renovation budget and the “oops” factor
  •  When the simple rehab is not enough
  •  Going to the lender
  •  Don’t forget to…
  •  Doing your own rehab vs. farming out
  • What are the desirable amenities?

Kurt Westfield

Managing Partner
WC Equity Group

James Wagley

SVP - Single Family
Propertyware, a RealPage Company

Brian Hettinger

Owner
Recromax

Missy McCall

CEO
Retire With Real Estate

Charles Nelson

Executive Vice President
SGF Contracting Services, Inc.

Samuel Tucci

VP, Business Operations
U.S. Best Repair Service, Inc.
11:50 AM Track A
Changing Buy & Hold Acquisition Criteria & Lead Generation… Return Expectations and Non-Traditional & Alternative Acquisition
  • Auctions and foreclosures continue to decrease… Searching the web is not cutting it? .... Tapped out your network and it is all tapped out? ... In a position to pull the trigger, but need a target to shoot at.   These panelists will discuss the innovative ways they conquered this obstacle.
  •  Changes in the HUD Claims without conveyance program
  •  HELOC resets
  •  Attracting discounted buying opportunities
  •  Using these channels to increase your deal flow
  •  Attracting motivated sellers
  • The probate market & Lien opportunities

Lee Rogers

President
realprotect

Cris Chico

Owner
Flip Anywhere

Marshall Sklar

Co-Founder & CEO
Florida’s Best Realty

Tommy Sowers

CEO
GoldenKey

Michael Drew

CEO
Real Estate Done 4 U

Shea Pallante

EVP
Sprout Mortgage
11:50 AM Track B
Why Outsourcing vs. Using In-House Resources
  • Using a national vs. local vendor
  •  What is your core competency?
  •  Approaching the biggest market challenge
  •  Measuring performance
  •  Evaluating contractors
  •  How to approach new markets and growth phases
  •  When do the economics point to taking it in-house? Is that the overriding factor?
  •  How do you evaluate vendor partners?
  •  Approach to 24/7 customer service

Sean Galaise

SVP
NRES

Brian A Flaherty

COO
Global Strategic Business Process Solution Inc

John Hirschfeld

Chairman and President
HomeRiver Group

Keith O'Donnell

VP & General Manager
Laudan Properties

Tucker McDermott

Vice President, Sales
SMS Assist

Rich Frank

CFO
Tricor

JB Haller

CEO
US Inspect
11:50 AM Track C
Securitization: The Latest for Borrowers/Investors
  •  Multi-borrower market issues
  •  Extend vs. refinance
  •  Optionality & enhancement trends
  •  Risk retention and the new administration
  •  Handling prepayments
  •  Pricing vs. new credit facilities
  •  How much are administrative costs running today? |
  •  Comparisons vs. other debt today
  •  Swaps and replacing floating with fixed rate alternatives
  •  Section 8, month-to-month leases and other collateral twists
  •  Refinancing portfolios and surrounding complexities 
  • Fix and flip bonds

Roseline Maney

Administrative Vice President
Wilmington Trust

Sonal Patel

Managing Director
BNY Mellon

Carl Bell

Managing Director-Co-Head of Investments
Invictus Capital Partners

Padma Rajagopal

AVP – Analyst
Moody's Investors Service

Kevin Dwyer

Senior Vice President – RMBS
Morningstar Credit Ratings, LLC
12:45 PM Track A
Legal Tips & Taxation Best Practice for SFR Investments
  • Key issues you need to know regarding frauds, title, hazard & flood insurance
  •  Legal documentation to keep you protected
  •  Legal opinions, facts vs. opinions;
  •  Defaults, foreclosures vs. workouts - what's more effective when?
  •  Licensing requirements and legal due diligence, structure and capital cost on the property and entity levels;
  •  Sale options, 1031 exchange and closing issues
  •  Assessed valuations and the best ways to bring them down
  •  Financing acquisitions through IRAs
  •  Capital gains, depreciation, profits/losses and other tax benefits
  •  Property tax minimization strategies
  •  Purchasing tax liens
  • Note vs. BRRR vs. Long-term hold

Brett Kersh

President
Palmetto

RJ Palano

Director of Acquisitions
Buy Cash Flow Properties

Craig Halperin

Managing Partner
Halperin Lyman, LLC

Michael Figueroa

Managing Member
Intuitive Capital Solutions LLC

Jonathan Hornik

Partner
LHRGB, LLP

Bill Humphrey

Co-Founder & CEO
New Direction IRA
12:45 PM Track B
SFR Relative Value vs. Other Mortgage/Real Estate Assets
  • Comparing SFR/ notes
  •  Small apartments… Is there value?
  •  New homebuilding… Rental vs. for-sale
  •  Small office, industrial and retail… Which of the food groups are you tasting?
  •  How do you measure value across asset classes?
  •  Vacation homes as an asset class
  •  Bond buyers across the mortgage universe 
  • Build-to-Rent: How to make the numbers work

Matt Zall

Chief Investment Product Officer
Patch of Land

Mark Wolf

Founder & CEO
AHV Communities

Art Falcone

CEO
Encore Capital Management

Michael Kalis

CEO
Marketplace Homes

Scott Waterstredt

Managing Director
MetLife

Douglas Hannah

Managing Director
Silverleaf Advisors LLC
12:45 PM Track C
Operating/Performance Metrics, Expense Ratios, Bench & Best Practices
  • As rates and home prices rise many SFR owners have switched from aggressive acquisitions to managing their portfolios more efficiently.  This session will go over the numbers all should know.
  •  Property management and maintenance expense ratios
  •  The 2% rule for acquisitions: Does it hold up? Should you use purchase vs. current metrics?
  •  Asset class flow after expenses
  •  Tenant income metrics, turnover rates and rental marketing expenses
  •  Overall and per door NOI margins
  •  Using metrics to figure out what your rental rate should be… price to rent vs. changes in market values and rents
  •  Is EBITA the best overall benchmark for this industry?
  •  Metrics vs. residential investments
  •  6% operational cash flow… How will that change as rates go up?
  • Line item by line item reserves

Kelly McDonald

VP, Residential Debt
RealtyShares

Antoine Gendre

President
Ameristar Groupe

Max Sauray

Analyst
Moody's Investors Service

Jack Bevier

Partner
The Dominion Group

James Barrett

CEO & Co-Founder
Tenant Turner

Christopher Crippen

Portfolio Manager
Vie Management
1:30 PM
Morning Programming Concludes- Exhibit Hall Closed
1:50 PM
Time at Leisure: Afternoon Activity Options
  • Exhale Spa
  •  Fitness Center
  •  Mind & Body Studio
  •  Pool & Beach
  •  Water Sports
  •  Dining at
    • Bar Collins
    • Nautilis
    • Lure Fishbar

For more information on any of these options please visit  https://www.loewshotels.com/miami-beach/services-amenities

5:30 PM
Networking Reception Courtesy Of:

6:30 PM
Day One Concludes
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Event Specific Contacts for The 5th Annual Single Family Rental Investment Forum (East)

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  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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