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

CEO
Guardian Residential

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 , Amherst SFR
Amherst Holdings, LLC

Chad Carpenter

Chairman & CEO
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

President
Compass RE Solutions, Inc.

Paul Yazbeck

Executive Director
SVN | Investment Sales Group

Joe Mueller

Founder and CEO
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

President
Constructive loans, LLC

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

CEO
WC Equity Group

James Wagley

SVP, Single Family
Propertyware, a RealPage Company

Brian Hettinger

Partner
Recromax

Missy McCall

CEO
Retire With Real Estate

Charles Nelson

EVP
Radius Renovation Group

Samuel Tucci

CEO
Resolute Property Solutions
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
Florida’s Best Realty Services, LLC

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 Flaherty

COO
Global Strategic Business Process Solution Inc.

John Hirschfeld

Chairman & 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

Head of 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

AVP - Analyst
Moody's Investors Service

Jack Bevier

Partner
The Dominion Group

James Barrett

CEO & Co-Founder
Tenant Turner

Christopher Crippen

VP
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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    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

    Email: dataprotectionofficer@euromoneyplc.com

    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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