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Take some time to connect with your industry peers, and learn more about the products and services that could transform your business, by visiting the exhibit hall and exploring the virtual booths on display.
*A note on timings: we want you to stay engaged with the fantastic content we have on offer today from our superb speaker faculty. Recognizing that a virtual conference is consumed differently, we want to enable you all to grab coffees, snacks, check emails and, dare we say, tend to children (!), therefore each panel includes a 15 minute buffer at its conclusion to allow you to take those breathers, stay charged and ready to go.
- What steps are real estate owners, lenders and investors taking to navigate market dislocation?
- How are you managing relationships with equity holders?
- What are your top concerns around debt service coverage?
- How are you handling negotiations with lenders? What kind of information are they expecting owners and sponsors to provide?
- What terms are lenders offering? Which loan relief options are available?
- Where are you sourcing rescue capital?
- How are CARES Act provisions, SBA relief and alternative financing options impacting your business strategy?
- How are PPP loans affecting your balance sheet? What risks and liabilities are unique to these loans?
Carla R Stoner
Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room!
Visit the BrainBox AI booth to discuss the topic of Investing in Technology to Increase Equity Value
Visit the eFront booth to discuss the topic of Streamline Real Estate Data Management and Reporting
Visit the RSM booth to discuss the topic of Distressed Acquisitions
Visit the SS&C booth to discuss the topic of Fund Administration
- What would the ideal fund administration system look like to meet increasingly complex reporting requirements, as compared to what is feasible?
- To what extent should fund administrators be responsible for transparency?
- How is remote working impacting fund administration?
- What challenges do you face around scaling, and what solutions are you seeking?
- What techniques are fund administrators using to meet increasingly complex regulatory requirements?
- What’s on your checklist when selecting a fund administration service provider? Which functions do you keep in-house?
Join our sponsors for their live, content driven roundtable discussions by going into the sponsor’s booth and clicking Join Live Meeting Room!
Visit the Juniper Square booth to discuss the topic of Investor Reporting
Visit the Lombard International booth to discuss the topic of Using Tax Efficient Structures to Increase Investment Returns
Visit the Withum booth to discuss the topic of Tenants in Peril-Protecting your rights before and after tenant bankruptcy
- In which markets and metropolitan areas do you see the largest changs in the values of investment properties?
- What role are REITs playing in the distressed acquisitions market?
- What strategies are you using to attract international investment in U.S. real estate?
- What are the most efficient and effective structures for facilitating non-U.S. investments in U.S. real estate?
- What is the level of interest by non-U.S. investors in U.S. real estate, and has it changed as a result of the pandemic?
- What types of U.S. real estate are most attractive and what level of returns are expected?
- How has the due diligence process for non-U.S. Investors changed with the pandemic?
- What kinds of on-demand reporting capabilities are investors demanding, and how are you using technology in this area?
- What is your staff and cost related to investor reporting?
- What are the latest trends in reporting standards?
- Which compliance pitfalls will the SEC prioritize, and how can you reduce the risk of an enforcement action?
- What do asset owners and fund managers need to know about compliance, and how will this impact your investor reporting functions?
- What reporting challenges are you facing as your firm adjusts its business strategy? What are the unique complexities of private equity investor reporting?
- What degree of transparency are institutional investors looking for as they increasingly seek out value-add and development opportunities, and how do you manage those demands? How frequently do you report to these clients?
- What opportunities exist to improve budgeting and reforecasting? Which systems, processes, teams and best practices do you have in place now, and how do you expect those will change?
- How can real estate owners improve their data governance to better support their investment strategy and operating model?
- What degree of sophistication are you looking to achieve with your data analysis? Which technologies are enabling more valuable insights?
- How are you using PropTech and FinTech to close more deals, smarter and faster? What results have you achieved?
- What are the most recent innovations in the PropTech space? Where do you expect to see emerging trends go within the next few years?
- What efficiencies can technology help real estate finance and operations professionals achieve? How could the real estate industry benefit from automation? What’s a feasible payback?
- Due diligence: When onboarding a new investor or vendor, what’s on your due diligence checklist? How do you navigate the Know Your Customer process, and what roles does technology play?
- What impact do federal income tax considerations have on the structure of a workout?
- Which tax law changes are poised to have the strongest impact on real estate?
- What are the most important tax considerations of investing in opportunity zones? What are the cyclical risks of opportunity zone funds and other long-term investment vehicles?
- How are you adjusting your strategy in anticipation of a phasing out of LIBOR?
- Which types of real estate loans are entering special servicing and receivership, and how might that change over the next 6-12 months? What legal implications are most important for real estate owners, and which opportunities are emerging?
- To what extent have lenders shifted from accommodating borrowers with forbearance, deferment, etc., to enforcing remedies through foreclosure or loan sale?
- How does turnaround and workout activity vary by sector and geography? What do real estate owners need to know when considering a workout?
- What are your predictions for distressed deal flow and default rates in 2021? How is this informing your business strategy?
- How are innovations in technology impacting the commercial real estate values? What risks are they helping to identify and mitigate?
- What are they key components of your technology investment strategy? How are you leveraging technology to manage compliance, hiring and training, and reporting?
- How critical are data management and governance in your firm today? What are the complexities and rewards of investing in technology and partnering with third-party software and technology companies?
- What inefficiencies has the global pandemic highlighted in your property management strategy, and what solutions are you exploring?
- Which key accounting considerations have come to light during the pandemic?
- What are the most important cost segregation considerations for investors?
- How is remote working impacting accounting functions?
- What parts of your accounting process are you automating?
- How has the pandemic impacted your accounting needs and processes?
Learn the latest tax benefits and strategies in the recent CARES Act of 2020, Coronavirus Relief and PPP and as well as the Tax Extenders Bill the end of 2019 that renewed some important original Energy Policy Act incentives for the real estate industry and design of energy-efficient buildings. Update on all Federal, State and Local programs that may apply retroactively as well as to current and future projects to help maximize results. Valuable tax credit and incentives to be discussed will include Opportunity Zones, EPACT 179D and 45L energy tax credits, Historic tax credits, Solar and Renewable Energy tax credits, and the powerful R&D Tax Credit designed to help architects and engineers who develop new and improved designs, concepts and innovative processes.
- What recent adjustments have you made to your operating model? Do you plan to change this model in the next several quarters?
- How has the pandemic impacted your hiring strategy? What strategies are you relying on to build and grow strong teams?
- Within your organization, where have you identified opportunities to reduce operating costs?
- What tech solutions do you use for back-office management?
- How are you managing change and growth within your organization? What tools are you using to develop a digital transformation strategy?
- Which changes to your operating model do you think will be temporary, and which are more likely to be permanent?
- What strategies are you employing to protect your portfolio?
- What are key considerations when trying to assign value to a distressed asset? How are you assessing the value of assets today?
- What has changed/what will change about the timing and pricing of deals in a distressed environment?
- What are your projections for deal flow over the next 6-12 months?
- Which groups are leading acquisitions and fundraising activity for distressed acquisitions?
- How are you handling due diligence, and what unique challenges are you encountering?
Join a candid discussion about the opportunities and challenges in creating a more diverse, equitable real estate industry. This interactive format encourages engagement and active participation from all attendees, in order to distill the important insights that will aid in your colleagues’ success.
Save sessions of interest, print for onsite use and insert to calendar for auto reminders.
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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.
Registration, Free Trials & Subscriptions
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.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
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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