Agenda
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- Session
Track B, Marina Ballroom E -
- Session
Track A, Marina Ballroom G- How do yields compare across the spectrum?
- How do you view lease up across the spectrum?
- How important is future rent growth in each of these strategies?
- What are the financing structures available based on the acquisition structure? Bridge or Agency?
- Are you seeing opportunities for forward purchasing in this market?
- What happens if things go wrong with the builder?
- If you purchase the land, how are you getting the development work done? Is there cost risk associated? How does that translate into yield requirements?
- How competitive is the land/finished lot market? Once you have lots, how are you getting the homes built?
- If you self perform, how do you account for the overhead of designing, estimating, purchasing and constructing without scale or relationships in the business? Is it harder than you expected? How much is your overhead per unit?
- If you use a fee builder, which structure makes the most sense to you: sell lots and buy back finished product at a fixed price; cost plus % or fee; short term Guaranteed Price; or Long term Guaranteed Price with an inflation adjustment mechanism?
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- Session
Track A, Marina Ballroom G- How are existing projects performing?
- What are the key challenges you’ve been seeing on the ground?
- How are you overcoming these challenges? Have you had to use untraditional methods?
- Procurement challenges: how are you managing a shortage in materials and labor?
- Have labor and material prices started to adjust?
- What do you expect for active projects in the coming year?
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- Miscellanous
Marina Ballroom F -
- Session
Track B, Marina Ballroom E- How can operators determine if the technology they are using is right for their strategy?
- What should operators be asking their service providers in this environment where operational efficiency is more important than ever?
- What does the next wave of must-have products look like?
- Bespoke vs. off-the-shelf services: how to determine which is right for your business?
- Are operators focusing on tenant- or landlord-facing technologies when it comes to identifying areas to improve efficiency and cut costs?
- Which ancillary products have the most profit-making potential and are popular with tenants?
- Cost of installing, servicing and maintaining smart home technology for an existing vs. new home
- Comparing device installation, servicing and maintenance approaches
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- Session
Track B, Marina Ballroom E- Where is institutional equity today? How expensive is it compared to debt?
- What are you underwriting to?
- What are the most frequent asks from borrowers? How are you responding?
- Agency and bank lending parameters and requirements
- Is financing availability vastly different across product types?
- Forward contract sales and completion guarantees
- How do you see borrower and lender risk tolerance changing over the coming year?
- How are higher insurance and other costs impacting your underwriting?
- Refinancing and workouts activity: what are the options?
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- Session
Track A, Marina Ballroom G- How are these transactions typically structured?
- How do these transactional agreements vary from other deal types?
- What provisions are typically included in the transfer agreement with regards to funding and development?
- What percentage of your transactional volume is forward purchase agreements?
- Obligation to complete vs. rights given to other 3rd parties and conditions of closing
- Essential insurance considerations
- Recourse available to insure the seller’s obligation to complete post-closing work
- Is the seller permitted to use deposits?
- Who provides warranties of condition?
- Title insurance complexities
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- Session
Track A, Marina Ballroom G- What makes for a good BTR opportunity for an investor? What makes for a good BTR sales opportunity for a homebuilder?
- What strategies do you have as a homebuilder to bridge the current pricing gap between retail and BTR pricing?
- As an investor, has underwriting changed with the lack of rate cuts this year but possibility that they begin in the next 3-6 months?
- What is the preferred investment structure for investors – C/O sales, progress funding, hybrid debt equity etc? How do each of these structures effect your underwriting?
- What are the preferred sales structures for homebuilders?
- What are the best strategies for identifying investor pools of capital?
- What is the best way to engage homebuilders if you are interested in BTR opportunities?
- What characteristics make for a good equity partner as well as homebuilder partners?
- What type of BTR deals and markets are penciling in today’s market environment?
- Given more and more builders are creating BTR strategies, what is your prediction for how the relationship between homebuilders and investment partners will develop over time?
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- Session
Track B, Marina Ballroom E- What is ‘Missing Middle’ Housing?
- How do the characteristics of these products lend themselves to the rental market?
- Who are the target tenants? What do they demand from their homes?
- Are investors attracted to these products?
- Management challenges
- Financing Missing Middle communities and portfolios
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- Session
Track A, Marina Ballroom G- What are your most common demands from prospective tenants today?
- Which of these amenity/design demands work for different product types?
- Floorplan designs and lessons learned
- Working from home: office spaces/rooms and IoT
- Building Green: sustainable construction processes and technologies
- Living Green: smart devices and solar power
- Parking, EV charging vs. public transport proximity
- Outdoor space
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- Session
Track B, Marina Ballroom E- Occupancy/vacancy rates across markets: a look at the numbers
- Strategies to make homes more attractive to renters
- Keys to a successful launch
- How large do you have to be to have a brand?
- Rebranding best practices
- Measuring new brand performance
- Challenges when branding scattered site housing
- Allocating marketing budget to different channels: what works best for different demographics?
- Using technology and AI to optimize the marketing process
- How can these directly increase NOI?
- How should you respond to negative social media?
- Reversing a bad reputation
- What should you do on a tenant-level?
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- Session
Track A, Marina Ballroom G -
- Session
Track A, Marina Ballroom G- As higher rates become the norm, what performance are investors looking for in BTR?
- Return expectations and capital raising vs. other asset classes
- Who’s raising successfully? Who is providing it?
- How will deal structures change moving forward?
- What do you see in terms of a recovery for valuations?
- How are owners, investors and operators working together to refine their strategy at this time?
- Where will new opportunities first rear their heads?
- Any alterations to exit plans?
- Managing rising insurance costs
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- Session
Track A, Marina Ballroom G- Update on supply and demand dynamics for finished lots
- How are your deals structured today from a risk-return perspective? Fee structures?
- What is your preference with regards to location and deal size/duration?
- How do you see this strategy playing out for all parties in the long term?
- What is involved in the due diligence process when receiving requests from builders?
- Learning from past experiences – what has worked and what has been a bust?
- Filling land banking arrangements with new vs. previously owned parcels
- What legal considerations have to be made?
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- Session
Track A, Marina Ballroom G- How do you see land prices trending in the next 6-12 months?
- How are you underwriting land deals today?
- Does your strategy vary by market? Are you targeting raw, entitled or finished lots?
- Which financing options are most attractive in this environment?
- How has your risk assessment model changed since the beginning of the pandemic?
- What are the main operational challenges you are facing?
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- Networking
Coronado Terrace -
- Session
Track B, Marina Ballroom E- Where do you see cap rates in 6 months? 1 year?
- How have exit strategies changed in the past 6 months? Are you extending hold times?
- How are you assessing and underwriting rent growth?
- Underwriting different markets and property types
- What does your underwriting tech stack look like?
- Tax and insurance considerations
- Who is buying today? How are you identifying buyers?
- What do valuations look like and how are they trending?
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- Networking
Cash Bar -
- Session
Track A, Marina Ballroom G -
- Networking
Marina Ballroom F -
- Networking
Marina Ballroom F -
- Networking
Marina Ballroom F -
- Networking
Coronado Terrace -
- Session
Track A, Marina Ballroom G- What is your latest forecasting and planning around possible interest rate scenarios?
- Are you actively pursuing deals, being highly selective and biding your time or planning exits?
- Has reasonably priced financing become more available?
- Where is institutional investor interest right now?
- Which markets do you think will overperform/underperform in the coming 12-24 months?
- Where are your team focusing their efforts on cost control and operational efficiencies?
- In what ways do you foresee technology and artificial intelligence reshaping industry dynamics in the immediate future?
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- Session
Track A, Marina Ballroom G- Purpose built communities vs. scattered lot homes
- How do services offered and capabilities vary between most in-house teams vs. large national or regional third party managers?
- Maintenance management
- Investment and implementation of technology and smart systems: who is responsible?
- Scaling and fragmentation portfolio: at which point does it make sense to choose a third party over in-house? Hiring teams in new markets?
- Owner/manager case studies: examples of when it made sense to manage in-house and when it made sense to use a third party
- Selecting a third party manager: what do owners look for?
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- Networking
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- Networking
Marina Ballroom F & Marina Ballroom Foyer -
- Miscellanous
Marina Ballroom F & Marina Ballroom Foyer -
- Session
Track B, Marina Ballroom E- Are there any new joint ventures in the BTR space in the past 6 months?
- Are there opportunities for targeting distress in the sector?
- How are you identifying a partner in this new economic environment?
- How are these JVs structured today?
- Risk management best practices and due diligence
- Where is equity coming from? What projects and markets are most attractive to sophisticated capital?
- Planning an exit: short vs. long term
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- Session
Track B, Marina Ballroom EStrategies for Increasing NOI: Maximizing Ancillary Services, Income & Reducing Costs
- Optimizing current income streams and adding new income-generating products and services
- Which ancillary services and products are most important to today’s tenants?
- How does this vary by property type/geographic market?
- Tracking and adjusting resident fees
- Reducing costs to increase NOI: quick fixes vs. longer term, strategic investments
- Reducing tenant turnover, turnover time and associated costs
- How do you grow from 100s of homes to 1000s without sacrificing the tenant experience?
- Using rent collection services and optimizing insurance products
- Challenges and efficiencies in managing amenities and ancillary services
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- Session
Track A, Marina Ballroom G- A look at the numbers: where is supply coming from?
- Which projects are under construction and how much is planned?
- Effects of housing prices, interest rates, cap rates, negative leverage and debt spreads
- Which markets are seeing the most demand for rental single family products? Which products are most desirable in these markets?
- What are rent growth expectations within the markets you operate? Communities vs. scattered site?
- Impact of CRE debt maturities
- Availability and cost of labor and materials
- Potential impact of election results on the BTR supply chain and investment activity
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- Session
Track B, Marina Ballroom E- Latest innovations in new home construction processes
- New materials used in home construction
- What are the cost benefits for the builder? How are these savings passed on to the consumer?
- What is the uptake of these new technologies? Are they scalable?
- Managing timelines, optimizing use of resources and navigating regulatory requirements
- How do these innovations lead to better quality and value for the customer?
- How can AI help builders and construction companies be more efficient?
- Which parts of the pre-construction and construction process can benefit most from AI assistance?
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- Session
Track A- What are you doing to maximize tenant retention?
- What kind of asset management best practices are you undertaking while the tenant is in place?
- What are you doing to minimize costs? Which part of the leasing and management cycle are you focusing on?
- Negotiating tenant rent and terms - what are the terms that potential tenants are having trouble with?
- How are you minimizing tenant turn time?
- Smart maintenance and other tools that increase NOI
- How do you analyze which products and services are essential and which make sense in terms of ROI?
- Purpose built communities vs. scattered lot homes
- What are you doing on the risk management side?
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