Industrial Outdoor Storage (IOS) Forum

Sept 5, Long Beach CA

• The IOS market is expanding with larger transactions and increasing institutional investment.
• Strong capital inflows and emerging financing pathways are key growth drivers, with financing costs accelerating institutional involvement.
• IOS is becoming mainstream, but zoning remains a critical factor for site viability.
• Guidance included familiarity with wherever you plan to build; don't let the first day on the job be the first time you step foot in that city.
• Acquiring IOS properties is complex, with ownership and tax issues complicating the process.
• Tech adoption is rising, and institutional interest presents significant opportunities over the next 18 months despite tenant demand being slightly behind.

HEI & Home Equity Capital Markets Forum 

Sept 5-6, Austin Marriott Downtown TX

• Regulation is standardizing the market and attracting long-term investment, driving growth and helping consumer protection.
• HEI is beneficial for long-term investors, such as insurance companies. Though the importance of homeowner education emerged, highlighting collective responsibility to inform homeowners about HEIs as an alternative financing option.
• Rising home values increase costs, limiting homeowner liquidity, which HEI products help unlock.
• Significant growth and credibility have emerged over the past 24 months, supported by risk assessments from rating agencies.
• Increased securitizations are boosting investor confidence, though the market growth rate may be growing faster than regulatory frameworks.

The Student Housing 360 Forum

Sept 9, Dana Point CA

• International student enrollment may decline due to political factors and current efforts to prioritize helping local students.
• There has been a 30% decrease in off-campus housing supply over the last three years.
• Strong markets will continue to grow, while smaller schools may struggle.
• Seamless PropTech integration is essential, though it can increase stress on teams; operational efficiencies, like subscription rent payments, are crucial for boosting performance.
• Communication - including with student parents - is a top leasing priority alongside student safety and cleanliness.
• Recent changes to student aid affecting home affordability i.e. high California costs creating concern of student homelessness.

Accessory Dwelling Units Forum

Sept 10, Monarch Beach CA

• Approval vs. Construction: While getting approvals is relatively straightforward, finding a contractor to build ADUs can be challenging. Knowing the right people, knowing the city, help advantage.
• Key Considerations: Sewer systems, parking, and safety are major factors, especially in high-driving areas like California, where off-street parking and garages are important.
• Financing Challenges: Securing financing and aligning client expectations with actual building costs are commonhurdles.
• Modern Design Trends: ADUs are seeing increased demand for modern architectural styles, featuring big windows, tall ceilings, and flat roofs.
• Investor Opportunities: There’s a growing opportunity to convert distressed assets into ADUs, with cities like San Diego at the forefront of this trend.