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2:10pm departure from the hotel (transportation will be provided for those who need it) – 2:30pm-4:30pm sail
*Space on the Aurora and the Adirondack II is booked. To add your name to the waitlist, please email: Heather.Rothmann@imn.org.
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 1990s in a tall ship fashion. The Adirondack II is a classic 80’ schooner. As you glide through the waves enjoy gorgeous coastline views and be awed as you glance upward at the sails billowing from 65’ masts.
Aurora – departs from a dock that is walking distance from the hotel; 2:30pm – 4:30pm Sail
Adirondack II – 2:10 departure from hotel (IMN will provide transportation); 2:30pm – 4:30pm Sail
*Space on the Aurora and the Adirondack II is booked. To add your name to the waitlist, please send an email to Heather.Rothmann@imn.org.
All Sponsors and Exhibitors setting up a booth
All attendees staying at the hotel or attending the Welcome Networking Reception.
Registration open to all attendees
Breakfast courtesy of:
• Is there a disconnect between interest rates and valuation? When will it be back to normal?
• When do you think inflation will start to dissipate? How is this impacting property investment strategy?
• How are the current geographic migration patterns impacting?
• Are you seeing any asset bubbles? Are they close to bursting?
• What are your deal collaborations looking like?
• Amount of $$ and absorption
• Where will work and shop from home be in 5 years?
• Government decisions today and the impact on real estate tomorrow
• Portfolio allocation changes post-covid
• Strategy for compressed vs. non-compressed cap rate sectors
• Are the smile state and suburban demand trends long term in your investment decision? How is that impacting your gateway city investments?
• How is work from home impacted your office, Co-working and multifamily investment decisions? Shop from home and your retail and industrial strategies?
• What are your favorite non-food group investment types?
• Are you putting all the $$ out or holding back as the economy changes?
• As values rise are you taking profits?
This interactive discussion will address topics like the real estate glass ceiling, career development and your questions in this intimate, small group setting.
• Has inflation changed your thoughts?
• Janet Jackson said it best… Control
• Asset- and geo-specific issues
• Is loan-to-own part of your playbook?
• Impact of building appreciation, stabilization progress; tax implications, fees earned, fund liquidity and your investment strategy
• Preferred, debt and mezz
• When would you use seller finance to sweeten a disposition?
• Changing waterfalls, promotes, negotiations?
• 1031 exchange market possibilities
• Partial exits and the complexities of bring in new $$
• 1031 and current capital gains regulations… Here to stay?
• New standards around investment return measurement and marketing
• The atmosphere surrounding rent regulations and housing affordability
• Climate change, wind and other renewable energy
• What Washington is doing to ease the supply chain and its impact on real estate
• Impact of electric car support
• What a real estate executive needs to know about the infrastructure and build back plans
• Where are we with opportunity zones and EB-5?
• SEC & new disclosure regulations
• What should you look for in a vendor partner?
• What are the technology must haves
• Going from other structures to a fund… What are the differences on the admin side?
• What kind and the amount of staffing and expertise is needed in-house
• What do you want to keep in-house?
• Working through conflicts with your outsourced partners
• The fund launch…
• What is the impact of rates on today’s changing interest rate environment?
• Is there still a record amount of capital out there?
• Comparing bank, life company, CMBS lenders and debt funds
• Role of GSEs
• Asset classes and geographies you like
• Underwriting and value
• How are you looking at covid-impacted assets and owners?
• Bridge to perm
• Should you lock in?
After presenting the key issues of the asset including valuation, cash flow, the impact of macroeconomics factors and stress test assumptions if the market turns the audience then will be polled on their interest in investing in the following sectors
Tami Davidman, Partner Eisner Advisory Group LLC
> Scattered Site Single Family Rentals- Henchman LeMaistre, CEO Picket Homes & Inertia Realty Services
> Notes- Nathan Turner, President, Earnest Inc
> Student Housing- Kevin White, Chief Investment Officer, Virtus Real Estate Capital
> Manufactured Housing- Thomas McDevitt, President Edgewood Capital
• ILPA and NCREIF compliance
• Staffing for do-it-your-self vs. using a fund administrator
• Emerging managers and what needs to be done for a successful fund launch? Go from friends and family to institutional capital?
•Transparency and reporting expectations between GP, LPs and administrators
• Asset- vs. fund-level reporting and how deep you need to go
• Key considerations for administrating the retails market
• ESG fund challenges
• The newest data uses and technology
• How much equity should an anchor put up? What are their expectations? Should you re-up your legacy anchor investor?
• Special considerations for open ended & perpetual life/evergreen funds distressed and debt funds
• Fund-level rescue capital terms and fund re-structuring in the past vs. now
• Successor planning
• Structuring with foreign capital
• The LP side as they demand more structural options
• Fee light vs. higher participation on the back end
• Going distressed- What does it take to change your mandate?
• When is it advantageous to use the Co-GP structure?
• Are you currently getting an uptick in redemption requests? What are your options?
• Which markets do you like? Are avoiding?
• Performance over the next 3 years
• Amenity ROI winners and losers
• As costs rise are you looking towards new development?
• Should you switch from HUD to Fannie or Freddie?
• Do you like market rate or luxury?
• Value-added vs. conversion vs. new construction
• What do you think of rental alternatives like single family rental/build-to-rent, student housing, senior housing and short-term rental
• The migration to the smile states
• Do you evaluate your GPs on a women’s track record? What are some other good policies you’d advocate to ensure women are equally considered for promotion and growth opportunities?
• ESG, housing & real estate impact investing
• LEED certification-How important? How about some of the other certificates out there?
• Keeping your returns high in an ESG environment
• On the lookout for greenwashing?
• Keeping pace with Pace
• Article 9 funds
• Finding benchmarks & fund allocation targets
• Net Zero Carbon Strategy development or implementation
• Sustainable debt market
• Impact of SEC environmental disclosure proposal on private markets
• Performance of Workforce Housing vs. Class during COVID?
• What kind of capital is entering the market
• New government and GSE initiatives
• Operations side initiatives that have increased revenues or decreased expenses?
• Where is the MILTC at?
• Housing as an ESG play
• Latest developments in tax credit and vouchers
• What kind of amenities work even for those with restricted incomes?
• Determining if there is enough left for a value-add play and keep it work force or affordable
• Debt market availability and structure
• Partner due diligence
• Recent pain points
• How do you like new funds to communicate with you?
• What do you look for in a successor fund? Rolling in vs. rolling out your $$
• Making the promote terms crystal clear
• How do you look at compounding frequency, contribution timing and clawback provisions?
• Equity in the fund, ownership interests and incentive fees
• When do you use a 3rd-party to insure you are on the same page?
- How sponsors are using tech to scale their businesses, maintain control, and access and serve passive investors.
- The evolution and maturation of online syndication into a reliable and accessible capital source that sponsors shouldn’t ignore.
- The benefits of access to flexible equity options, including preferred equity, passive LP equity, and GP equity.
- Ways in which sponsors can access ready-to-fund, passive equity, while mitigating risks.
- Turnkey solutions for operational efficiency covering everything, from capital calls to calculating return profiles, all while making it easier than ever for sponsors to deliver an institutional-quality experience to their investors.
• As investments flow to the smile states is there value in gateway cities?
• Construction prices have gone through the roof, and now we have a major labor shortage… How has this impacted your ability to take on value-add/opportunistic deals?
• What parts of the markets are cheap? Overvalued?
• Are you looking to reposition any of your office, retail or hotel assets?
• How are you changing your thinking on what makes a good sub-market?
• Are you shifting your thinking on equity vs. debt?
After presenting the key issues of the asset like valuation, cash flow, the impact of macroeconomics factors and stress test assumptions if the market turns the audience then will be polled on their interest in investing in the following sectors
Rep from Juniper Square
Nathan Turner, President, Earnest Inc
> Self-Storage- Robert Stern, Managing Partner Castle Hill Investors, LLC
> Life Sciences-Lauren Gilchrist, Managing Director of Research Longfellow
> Medical Office/Health Care-Related Facilities- Brian Newman, Senior Vice President and Portfolio Manager Ventas Investment Management
> Data Centers-Gary Werner, Managing Director NextTier Real Estate Investors
• What do you look for in a manager?
• For first time funds, do take into consideration risk spectrum in making a selection
• What role do you see ESG playing going forward?
• Debt and alternative assets as part of your allocation
• Partner due diligence
• New thinking on cash flow from operations and capital transactions
• Allocation changes, target returns and newest mandates
DJ Van Keuren
• Comparing where you should invest… Class “A”, big box facilities; class “B”, last mile; multi-tenant flex space or cold storage?
• Where are the growth markets and the how is the environment for new construction and/or renovations?
• Approach to value-add and growth markets
• As larger players continue to enter the space how are you finding supply?
• What are some of the intangibles as you look at deals
• Debt products and financial tools in the space
• Outsourcing property management vs. vertical integration
• What are some of the newer forms of collaboration?
• Co-GP structure and side-car arrangements
• Innovations in the JV structure
• The accounting, back-office and reporting side
• The seeds of a failed equity investment
• Small vs. large checks and what else do you look for beside $$ in an equity investor?
• Sponsor equity in deal
• Looking at different foreign and domestic equity sources and their negotiable points
• What do you think of longer dated and bespoke funds?
• What does construction equity look like?
• Sometimes you want to be a GP; sometimes an LP…
• How can you model or schedule new construction or conversion with inflation and uncertain supply lines?
• What kind of assets are you looking to convert? What would be their alternative use?
• Anatomy of a geography ripe for conversion
• What kind of credits and programs are out there to ease conversion costs in multifamily or other assets?
• Going from” B/C” to Class “A”
• Suburban vs. inner-city plays
• How much above replacement cost would you go? What are the factors that feed into that decision?
• How are you assessing value?
• Where is construction penciling?
• The cost of land and its impact
• Valuing properties in opportunity zones
• Where are hotels over-performing? Are the brands getting tougher on Pips and other key issues
• Class AAA Office seems to be performing better than other office properties… What can you expect to spend on building modernization to that level?
• What kinds of assets would you be looking to adapt to different purposes?
• Evaluating the retail to mixed-use play
• What to do when your competition is work from home, covid and Amazon?
• Metaverse community platforms and what type of assets have value?
• Using blockchain to tokenize real estate
• Bitcoin and metaverse mortgages
• Looking out for fraud
• Investing in web 3.0 and 5G
• The digital land grab
• Where to apply AI
• Getting the tenant… Experiential platforms in 3D & virtual reality tours and what is needed to get it done
• Keeping the tenant… What is the I-generation looking for?
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?
• Have you found placement agents willing to help raise an initial fund for a sponsor moving to fund model from deal-by-deal one?
• With a similar sized investment pool where can you make the most money?
• 1031s, DSTs and tax inefficiencies to consider
• When do you forego covenants such as leasing milestones and minimum net worth coverage for construction projects?
• Portraying a track record that can pass fund due diligence
• Investing on a LP-level
• What kind of equity structures do you prefer? Carry, management fees and capital brought in +…
• Direct investments and what you like
• How should you be approached by potential partners? What do you look for in a pitch? Meeting?
• What do you think of opportunity zones?
• ESG and the social side of real estate investing
• What kind of service, infrastructure and reporting is needed?
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- Kamil Homsi, Founder/CEO, GRC Investment Group-Dubai (SFO)
The LPs will consider investing in the funds: Adam Frankel, Trustee - City Commissioner Delray Beach General Employees; Alan Stanzler, Chief Investment Officer, Fassino Family Office; Matthew Freedman, CIO, Lousiana SERS
The GPs will provide fund information: Adam Whitmire, Fund Manger, Arabella Capital; Ted Fowler, Head of Real Estate and Portfolio Manager, Prospect Capital
• What is your acquisition strategy? Why?
• Data… What is your favorite?
• How is ESG compliance affecting due diligence and acquisitions process? What ESG factors are you considering with your assets?
• Looking at a full cycle: Acquisitions through recap/disposition
• What types of assets are you looking for your fund vs. other investment pools?
• Has your property and seller due diligence changed post-covid with tools like zoom and 3-D walkthroughs?
Sondra C. Wenger
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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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