- Wednesday, September 8th, 2021
- Thursday, September 9th, 2021
- Friday, September 10th, 2021
- Registration Times
- My Agenda
To view your agenda you must be signed in
See departure times from the hotel below (walk to boat); 4:00pm to 6:00pm Sail
*RSVP FULL - WAITLIST AS OF 8/18**
**Space on the Aurora is limited. To reserve a spot, RSVP to Maggie.Donlon@imn.org
**RSVP FULL - WAITLIST AS OF 8/18**
Enjoy a memorable sail on scenic Narragansett Bay. The Aurora is a 101’ traditional wooden schooner, originally built in 1947 in Thomaston, Maine. She was rebuilt in the early 1990’s in a tall ship fashion. There are comfortable seating areas and there is plenty of space for food and drink. There is a tremendous amount of open deck space for guests to move about with ease.
Aurora – 3:45pm departure from the hotel to a dock that is walking distance from the hotel (please be ready by 3:40pm if you are walking over with the group); 4:00pm – 6:00pm Sail
*Space on the Aurora is limited. To reserve a spot, RSVP to Maggie.Donlon@imn.org
This interactive discussion will address topics like the real estate glass ceiling, career development and your questions in this intimate, small group setting. No RSVP in advance is neccessary.
In this interactive forum issues to be discussed will include Are you too late in the game? How are you going to differentiate yourself? Should you do it with in-house staff or hire expertise? What products you should offer? Plus, your questions
Michael F. Frantz
• Demographics and their impact on real estate asset classes and local investments
• Any insights from the Census?
• Thoughts about the impact of the new Presidential administrations as the second 6 months kicks in
• Is there pent-up buying pressure?
• As housing continues to be more expensive and people flock outside the cities will remote work stay remote? What will be the effect on office?
• Impacts as stimulus and forbearance sunset
• Cap rates of different asset classes and where they are going
• What if inflation rears its head?
• Economic recovery = no distress?
• Asset and geographies… Any surprises in the near future?
• Has the Coronavirus made the flow to large funds even more pronounced? Are you looking to go smaller or larger? General or more specific investment mandate?
• What kind of percent of your investors are new vs. returning? Have investors who pulled their contributions at the beginning of the crisis reinvested? Are their return expectations changing?
• Are you finding opportunities and putting out all the $$ you can or holding back capital due to recession fears or rich valuations?
• Structuring for longer hold scenarios-Evergreen vs. closed end
• Entity-level investment trends and picking partners
• What do you think of catchups?
• What would you look for in a fund-level sale?
• Are you looking options like alternative LP structures, open-ended funds and non-traded REITs?
• Are you finding investments for the distressed funds raised for negatively Covid-impacted assets like retail, office and hotels? How about large inner cities?
• Are you looking to increase your allocation to positively impacted assets like single family rentals and industrial? Have you been successful?
Sondra C. Wenger
• Compliance issues
• What to look for when constructing an administrative team
• Technology platforms out there
• Working through fund admin conflicts
• How are outsourced fund solutions bridging the technology demands for data?
• Looking at ILPA and other groups
• Would you outsource your accounting? Investor relations? Treasury?
• What needs to be done to launch a fund?
• How much staff do you need to monitor and work with the fund administrator?
• Platform investment strategies
• Is new construction the way to go? Spec industrial and TI
• Effect of Amazon/changing distribution model on multi-tenant industrial marketplace types
• Comparing sub assets like outdoor, self and truck storage to more traditional industrial assets
• Coastal vs. heartland-Where should you be?
• How low can cap rates go?
• Gmp manufacturing and life sciences
• Are you looking for niche players?
• Allocation changes, target returns and newest mandates
• Recent pain points with GPs
• What makes a great asset manager?
• Social issues like emerging/minority manager programs, equal and voting rights, ESG & climate change?
• How do you like new funds to communicate with you?
• Are you pairing down your investment manager and consultant roster?
• What do you look for in a successor fund? Rolling in vs. rolling out your $$
• Commitments that you pulled at the beginning of the crisis… Were they eventually fulfilled?
• Virtual manager due diligence
• Any condo, senior or student housing conversions to straight multifamily rental deals out there?
• Valuation process now vs. during and before the coronavirus
• GSE financing: Where is it at?
• How do you account for multifamily rents in forbearance when valuing a building?
• Impact of properties with ground floor retail and other uses
• Fundraising in the sector
• Is ground up development attractive at this time
• What is the latest technology that you have implemented or evaluated recently?
• Given the time in the cycle…
• Equity funds: How do your investors think about going to the debt side?
• Selling a building and taking on debt
• Looking in the middle of the stack: Preferred and Mezz
• What is your view on a specific asset or market… Does that drive your decision?
• Loan to own
• Toilets and tenants
• How do the proposed changes in the tax code impact?
• Do you have a target debt/equity allocation?
• Outsourcing vs. bringing back in-house
• Sources when pulling market metrics
• Technology platforms out there
• Working through fund admin conflicts
• How are outsourced fund solutions bridging the technology demands for data?
• Looking at ILPA and other groups
• Would you outsource your accounting? Investor relations? Treasury?
• What needs to be done to launch a fund?
• How much staff do you need to monitor and work with the fund administrator?
• Have you shifted your buy box?
• Properties in distress-Do the valuations make sense?
• Virtual tours: How far can you get into the buy before you get on a plane?
• Adjustments in real estate transactions that will/won’t survive as we get out of Covid
• Where is this off market? Has your methodology of sourcing deals changed? Disposition strategy?
• What has been added to your due diligence best practices in this competitive market?
• Acquiring in a new market… Keys to success
• Acquisition financing: How do they differ among asset classes and locations? How much leverage? Any seller financing out there?
• Do you look for stabilized, value-added rehab or lease up opportunities? What is your exit?
• Why are you selling? Do you think you’ll get your price?
• Where are you deploying capital?
• Accommodating clients who are struggling with cashflow… Are you giving abatements or deferrals?
• Is it a good time to be in new construction?
• What kind of opportunities are you looking to underwrite?
• Are covenants on the comeback?
• Special considerations for hotels, retail, student housing and other assets greatly impacted by the coronavirus
• Are there too many $$ chasing too few deals?
• Opportunities in middle market lending
David A. Barksdale
• Buying existing distressed debt vs. underwriting new distressed loans
• Would you buy at 90 cents on the dollar?
• Which covenants are more negotiable now then last year?
• View of replacement guarantees if sponsor defaults
• Role of pace financing
• Handling unfunded reserves for deals that have a heavy transition component
• Is land part of the equity?
• Defensive structures
• Why the change?
• Is the alternative to accept lower yield?
• What are you rotating out of? Into?
• What do the LPs think?
• Managing changes during vs. post-fundraising
• Competition in new vs. old sectors
• Going from acquisitions to development
• Changing targeted returns in the face of higher prices/more competition
• Going into disposition mode
• Financing vs. acquiring properties
• Impact of the pandemic
• The 5G rollout
• Tenant experience technology
• The continuing development of mobile apps
• New leasing platforms to manage property
• Using social media marketing to find the customer and Showing the customer the product- Lockboxes, 3D tours & virtual reality
• Deal management platforms
• Artificial intelligence doing human things
• Will open floor plans be a thing of the past? Offices?
• Bitcoin and blockchain
• Impact of new administration policies
• What is your favorite asset outside of the 4 food groups? Which ones not so much?
• Do you provide JV equity? What are the terms? Check size?
• What do you look for in a fund?
• Are you going fund, direct, co-invest or REIT route?
• View of fund credit facilities
• What kind of data are you looking for from a GP?
• What structures are they utilizing to invest? Debt, Equity, Mezz…?
• Where in the cap stack are you focusing in on? GP vs. LP
• With all the cannabis legalization is there a real estate play?
• Senior housing capacity post-coronavirus
• How large should your fund size be for alternative assets?
• Evaluating the data center niche
• Life science space as we see the light at the end of the Covid-19 Tunnel
• How does the Fall look for student housing?
• Co-Living, Short-term rentals & Co-Working: How have those markets changed?
• Real estate goes Hollywood: How large can the studio market get?
• Are all medical-related properties created equal?
• Where should you be building cannabis facilities?
• Will the Biden administration be the Wizard of Oz (Opportunity Zones)?
• The latest on 1031 exchanges
• What assets and locations will be the beneficiary of increase infrastructure spending
• RIP carried interest?
• Impact of first-time homebuyer credit
• The future of the EB-5 program
• Will the Biden administration be a positive or negative of the industry?
Now that there is light at the end of the coronavirus tunnel what are the early returns of small and new funds hitting up old friends, family as well as new retail and institutional investors? What is the standard GP commitment looking like today? What is the typical check size and percent of fund? Data LPs are looking for? What should a GP be focused on during this transition point? This small group meeting is by invitation only.
• Small vs. larger deal structures
• Due diligence issues when approaching capital allocators
• Construction JV $ & terms
• What kind of projects do you like to partner on?
• Project vs. entity level positions
• Any changes in LPs going with new structures like operating partnerships, co-investments, separate accounts and platforms
• 2 real estate owners forming a fund joint venture-What are the options?
• Specific project vs. programmatic joint ventures
• Failing JVs, disputes, resolutions & breakups
• What would a JV investing/financing distressed look like vs. a traditional JV
• What are your preferences when?
• What do you think of longer dated and bespoke funds? Other new structures
• Fees you are willing to absorb
• Why go to an alternative fund structure?
• Would you provide GP capital?
• Why do a sidecar vs. traditional fund deal?
Geeta M. Kapadia
What is a low-value concession sponsors would gladly give up that is a high-value deal point to an LP? What type of leverage are fund sponsors comfortable with? What do you look for in a new real estate asset manager? These and of course the fund strategy will be among the points discussed.
The Tank Leader:
Jonathan A. Schein, CEO & Executive Director Real Estate Limited Partner Institute
The LPs (3-4 LPs) will consider investing in the funds:
Lauren Talbot Sertich, Senior Vice President- Real Essets Consulting Callan LLC
Brandon Laughren, Chief Investment Officer The Laughren Group
Joe Wilhelm, Trustee Hampshire County (MA) Retirement System
The GPs (2-3 GPs) will provide fund information:
Adam Fruitbine, Director of Capital Markets Pacific Urban Residential
Andrew Lucas, Director of Capital Markets Trion Properties
• “B” and “C” class assets and cities: Will they continue to out-perform?
• Can you find value-added or opportunistic deals that pencil?
• What attributes of a market/submarket do you look at when deciding to invest? How about areas that are adding infrastructure?
• Do you allocate a specific amount of capital to value-add vs. construction?
• Core with leverage vs. Core construction vs. unlevered opportunistic: Which is riskier?
• Lease up vs. rehab strategies
• What are investors looking for?
• Debt & equity financing available
• With all the new A class supply and recent under-performance should your B-Class building be upgraded?
• As the cap rate gap narrows are the lower quality plays still worth it?
How much equity capital should the operator bring to the table? What are the structuring and negotiating-complexities to navigate? How much equity will be brought to the table? And of course the deals themselves will be some of the highlights of this shark tank
David Valger, President DVO Real Estate
The Fund Capital Providers:
Charles Manna, Managing Director Bank of America
John Azar, Managing Partner & Founder Peak 15 Capital LLC
Michael May, President Silverstein Capital Partners
The Operating Partners:
Jordan Bem, Principal Arizona Investissements
Jonathon K. Yormak · Founder & Managing Principal East End Capital
Jonathon K. Yormak
Hotels, office and retail have been hit the hardest by the Covid pandemic and the big question is how will these assets perform going forward? Are owners going to work these assets out, transform them or walk away? Has the pandemic caused a buying opportunity for others? Are factors like on-line shopping, zoom instead of face-to-face meetings and working from home a Covid-19 blip or long-term change? How about assets like Student & Seniors Housing? What is happening with all the $$ raised for distressed asset purchases? Another factor is the during the last distressed cycle around 2008 it took one to two and a half years for opportunities to materialize-Is that what will be happening again?
*You will receive an email with your tiered registration time ahead of the conference. Please do your best to check in at the registration desk during this time.
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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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