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Are you a small building owner looking to expand rapidly and want to make sure your property management function can easily expand with you? Looking at larger buildings and wondering how you should treat them differently than your current buildings? Should you hire a senior executive to manage the function for you or outsource functions? Are you leaving your home market and looking for the best way to keep tabs from afar? This session is here to answer all of your property management questions as you expand
• Demographics impact
• As the unemployment goes down how are you keeping/finding your staff?
• How will higher interest rates impact your decision to rehab?
• What is rent growth looking like?
• Strategies in different markets
• When do you outsource? When do you keep in-house? When do you use multiple vendors?
• Do you rotate managers? When is it an effective strategy?
• Electric cars & Technology game changers-Impact on single family homes and property managers
• Home automation-what you need to include
• Green/sustainability- economically reducing the environmental impact of your building
- How to approach a trade show meeting
- Defining a smart home- What is expected in class “A”? What is trickling down? How much more rent do these amenities command?
- Future-proofing residences and systems
- What kind of products save management $$?
- Accounting and construction management software-What do you like to see on your dashboard
- You’ll never find a perfect system… What is perfect enough?
- Evaluating hardware and support equipment needs for the new software
- How big a factor is cost vs. functionality?
- Technology evaluation for new building openings
- What was the latest smart home application that you installed? How is it working out?
- Mechanical locks and their advantages
- Smart phone vs. remote control operation
- What property management companies are trying to gain through M&A
- What trends are driving M&A in the industry?
- Post M&A integration
- Earn outs and structuring the deal
- Legal stuff
- Mergers vs. joint venture
- Company valuation methodology
- Putting lipstick on a pig-How to dress up your company if you are looking to get bought
- Portfolio vs. entity purchase
• Why do you keep in-house? Why do you outsource?
• Cost-based decisions
• Out-of-state properties: What are the best options?
• Overseas options-Is it worth the $$ saved?
• Virtual assistance
• Fees vs. in-house cost
• Evaluating property managers of managers
• I didn’t plan to outsource but I need it… Is it worth the decreased cash flow?
• Menu-based approaches… Outsourcing some asset management functions, keeping others in-house
• Property & asset management due diligence best practices-initial selection, aligning interests, transparency, working out conflicts & on-going performance measurement/monitoring
• Structuring your operation-centralized vs. de-centralized; departmental vs. portfolio-taking advantage of multi-building & geographic efficiencies
• Finding, retaining & staffing ratios for different apartment types
• Changing management companies & asset management vendors-best practices
Part 1: The Property… Marketing to Attracting the Tenant
- Rental Price Determination
- Opening and managing: new, renovated, existing
Part 2: The Tenant: Identifying, Evaluating & Leasing
- The importance and challenges of landlord referrals
- Improving the leasing process, strategies that integrate tech
Part 3: Social Media Vs. Traditional Strategies, Best Practices
- Building Brand Trust
- Metrics to use
- Marketing: materials/websites
- Social Media Strategies
• Increasing ROI, monthly income & shaving operational costs
• Financial Performance: Which financial metrics are property managers responsible for and how do they control them?
• Occupancy & delinquency numbers
• Finding ancillary revenue
• Capital expenditure ROI
• Impact of hold period
• Are green programs money makers?
• Different ROIs of different capital improvements
• Pluses and minuses of using business intelligence and data integration programs
• Cost segregation and depreciation
Please sign up for the optional roundtables at registration:
- Dallas (City)
- Dallas (Suburban)
• Supplementing foundation systems
• What have you been doing to replace the spreadsheet?
• Customization options
• The onboard
• Should you be in the business of technology?
• People costs and expertise
• What systems did you develop in-house? Which one(s) did you outsource?
• Using outside consultants to develop in-house software-The pros and cons
• Keeping systems up-to-date
• Protecting data integrity
• Finding and hiring subs
• Lease option type properties and their options
• How do you handle the yard?
• How low can your maintenance expenses go? What was your latest initiative in cutting costs?
• Technology best practices
• Deferred maintenance policy
• Different property types-Expense expectations vs. reality
• Selling your property-What do you look to do?
• Market conditions when you might not want to rehab
• Factoring in rising material & labor costs
• Reversing methamphetamine use residue contamination
• Developing operating & capital budgets
Samuel Tucci IV
• Working with utilities on energy efficiency and different energy types-Should you pass the costs onto your tenants?
• How much can you make on cable, telephone and internet access?
• What kind of data will help you in a negotiation?
• Service level agreements and what you need to know
• Pricing-How low will they go?
• How are you collecting rent? Evaluating new payment alternatives for residents
• What are the benefits and costs of forcing electronic payments vs. traditional methods ?
• Are you accepting crypto currencies?
• Phone apps-What to look for
• The cost side… Traditional credit card processing fees vs. banks fees vs. new economy fees
• Staffing different approaches
• Managing the 4-plex market
• Software that makes sense
• Should you hire a property management company? Fee structures for all vendors
• Green best practices on a small scale
• When can you use an internal property manager?
• Metrics for the small firm
• Mobile apps-What do you use?
• Tenant management
• What to look for in a demo
• Integrating personal and business programs
• Is managing by exception effective? Determining what/when you should get involved with
• Tenant screening-What do you look at?
• Preventing tenant damage
• HUD bond agreements and financing-What does a property manager need to know?
• What kind of hand holding are you finding necessary?
• Trouble paying the rent-What is your next action?
• Changes in the programs-How are you handling?
• What goes into raising the rent?
• The turn-What are your best practices?
• The whole building rehab
• When it gets into the courts…
• Preventing meth houses
• Problem collections/defaults/evictions
More than 2/3 of consumers are apt to move on to use a competitor’s services following a poor customer service experience… More so, up to 70% of consumers would willingly pay more for a better customer service experience...
• Developing a positive customer service culture-How much can you charge for higher levels of service?
• Taking care of bills like utilities
• Tenants want to be heard-On-site staff is your first line of defense… How should you listen? Which weapons should be at their disposal? How quickly should problems be taken care of?
• How much service is too much service?
• Class “A” vs. Class “C”; urban vs. suburban vs. tertiary market; small vs. large buildings
• Local regulatory guidelines
• Texting best practices
• How do you handle service calls and repairs?- Maintenance request management
• Surveys and follow up
• Setting employee expectations
• How much can technology save?
• Using a 3rd-Party… How should you monitor?
• Due diligence-Upon search and after
• Fees vs. other markets
• When does it pay to have your own staff? Figuring out the salary structure
• Does giving incentives work? What are the right ones?
• Vendor location vis a vis the property
• Going with a national vs. local manager
• Frequency of reporting
• Ledger maintenance
• Integrating with accounting style
• What should be negotiated up front?
• How are you staffing the joint venture operation?
• Is the additional revenue worth it?
• OPAC requirements and compliance
• HUD guidelines to be aware of
• Negotiations-What are the top points?
• Building models that scale with large clients
• Maintenance and turn issues specific to fund models
• Preparing to sell your building/portfolio to institutional investors
• What kind of risk management do investors and lenders look for?
• Looking at different product types- Class “A” vs. “D”; Urban vs. Tertiary; SFR vs. Apartment
• What kind of eviction rates should you expect?
• Determining the right level of fees
• How much vacancy and turn is optimal? Comparisons vs. local market
• The technology needed to get it done
• Looking at social media returns
• What to do with the common areas
• What do you focus on updating during the turn?
• Comparing gently used vs. expensive turn… What do you change and why
• Increasing units in buildings
• Integrating acquired operations
• What to do with the tenant during a value-added rehab? Vacate building vs. apartment-by-apartment renovation
• Do you need the gym and pool?
• The changing economies of parking
• Ancillary revenue products and potential
• Aging rental capx vs. long term maintenance-should you take the hit now or later?
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing firstname.lastname@example.org or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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