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March 19, 2024
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- Miscellanous
Exhibit Hall -
- Networking
Grand View Terrace
March 20, 2024
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- Miscellanous
Exhibit Hall -
- Session
Track A -
- Session
Track A- Which trends are you focusing on most closely when making strategic decisions in this high rate environment?
- Where is supply coming from? Are builders selling off excess inventory?
- Capital raising and availability of financing
- What are institutional buyers looking for right now?
- Are you actively pursuing deals, being highly selective and biding your time or planning exits?
- Which markets do you think will overperform/underperform in the coming 12-24 months?
- How are small/new/fringe players adapting to survive in this climate?
- Where are your team focusing their efforts on cost control and operational efficiencies?
- How do you see the role of technology and AI changing in the near future?
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- Session
Track B- Traditional SFR townhomes, horizontal apartments, attached, detached, duplex/triplex
- Purpose built communities vs. scattered lot homes
- Importance of amenities: how do they improve returns?
- Which concepts/product types are most attractive to investors? Which allow smaller investors to play in the space?
- How do capital providers view horizontal vs. traditional townhome
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- Session
Track A- Current supply/demand dynamics and forecast
- Is the housing shortage going to get worse before it gets better?
- Effects of housing prices, interest rates, cap rates, negative leverage and debt spreads
- When can we expect capital markets to allow meaningful development to restart?
- 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
- How will recent activity in Congress impact residential real estate most significantly, if at all?
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- Session
Track B- 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?
- What are the main sources of financing when purchasing stabilized? Fannie/Freddie?
- 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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- Networking
Exhibit Hall -
- Session
Track A- 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- Is financing available for new construction deals today? Who is providing it?
- Who is getting construction financing?
- What are terms like today? How are you underwriting deals?
- Construction loans converting to a bridge loan
- Lending on the entire project from land, through development and construction then the takeout
- Bank lending activity
- Completion guarantees, personal guarantees, interest accruals & LTC
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- Session
Track A- 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?
- Outlook for joint venture deals
- 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 B- What are your most common demands from prospective tenants today?
- Which of these amenity/design demands work for different product types?
- Who are your tenants going to be in the next 2, 5, 10 years?
- 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 A- 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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- Session
Track B- How can ESG investment create opportunities for low income and affordable housing?
- Company-level and industry-wide targets and challenges
- What needs to be done to set ESG data and reporting standards?
- Where do you start with making ESG improvements? How can this be done efficiently and in a cost-effective manner?
- Local community impact programs
- Rent to own structures
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- Networking
Exhibit Hall -
- Session
Track A- 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 B- In a period of economic uncertainty are larger builders looking for acquisition opportunities?
- Are private equity investors actively looking at builders?
- What sort of conversations are public and private builders having re M&A at the moment?
- Foreign investment? What are they looking for in terms of performance, ESG etc?
- Are there particular company types or regionals markets that are particularly well-placed for M&A today?
- Are larger builders looking to acquire construction companies, tech, supply etc. for vertical integration?
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- Session
Track A- 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?
- Managing timelines, optimizing use of resources and navigating regulatory requirements
- Analyzing vast volumes of data to support strategy and decision making
- How are you utilizing AI in your processes?
- Which applications are you most excited about?
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- Session
Track B- How are you creating investment opportunities in the current market?
- Are you active at the moment and seeing deal opportunities? What types of deals are you targeting? Keeping the powder dry or ready to allocate?
- When do you expect to see distress?
- Which market trends are you following most closely? Where do you see rents moving?
- Has the way you analyze risk changed significantly? How have your return expectations changed?
- Funds vs. deal-by-deal vs. JV partnerships: what structures make most sense today?
- Which strategies make most sense for a JV in this environment? What are you looking for from an operating partner?
- Which projects/product types/markets are most attractive? Master planned communities vs. scattered site portfolios?
- How have your exit strategies changed in the past year?
- Are you still seeing much foreign money entering the market? What are their pain points?
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- Networking
Exhibit Hall -
- Session
Track A- 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 potential for rate cuts in 2024?
- 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- What is demand like for flexible short term financing?
- Acquiring and stabilizing communities with bridge loans: how bespoke are these agreements?
- Evaluating the bridge to perm market, cash-outs and refis
- Term lengths and extension options
- Lease-up, value-add, lease trade-outs and other strategies: what are you comfortable with?
- Are ARM products increasing in demand?
- Update on DSCR financing activity
- Are credit standards changing?
- Short term construction lending
- How are you underwriting these deals today?
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- Session
General Session- What are the benefits of a dedicated revenue management strategy?
- How do you allocate resources to analyzing and understanding customer behavior and market trends?
- Managing and analyzing data to better inform decision making at the executive level and at the property level
- Are you utilizing AI to do this?
- Using revenue management solutions to maximize rent value potential
- Reporting tools to ensure transparency between owners, operators and investors
- Which tools do you use to best maximize NOI in the long term?
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- Miscellanous
Exhibit Hall
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March 21, 2024
-
- Miscellanous
Exhibit Hall -
- Session
Track A- 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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- Session
Track B- Supply and demand dynamics for finished lots
- How can builders and developers make use of land banking to manage land strategy risk?
- How are land banks typically being funded? Does this differ by region?
- Considerations regarding financing and fee structuring
- 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- 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 B- 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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- Networking
Exhibit Hall -
- Session
Track A- 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?
- Using technology and data to maximize NOI
- How can AI and automation be harnessed by operators?
- 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 B- Where are you seeing most distress in residential real estate today?
- Will 2024 look like 2010? Do you seem similar challenges and opportunities?
- Which market drivers and trends do you watch most closely to indicate distress?
- Are there any geographical markets in which you see/expect most distressed deal flow?
- Insurance pain points: pricing, capacity, deductible requirement and liability issues
- What is your view on current valuations and where do you see these moving?
- Update on non-performing loans, servicing and foreclosure activity
- Bank loan sale updates
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- Session
General Session- 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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- Miscellanous
Exhibit Hall
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