Conference Sessions

Hour 1 - Monday, March 22nd - 9:00 am - 10:00 am
 
Session #101

Distressed Investment Opportunities and Challenges of 2010

  • Are we at the bottom yet?
  • Who are the buyers and sellers today?
  • Equity & debt challenges in 2010
  • Changes in the cap rates for A, B & C

Moderator:  Carlos Vaz – President & Founder, CONTI Organization
Randall R. Turner – Chief Executive Officer, Harvard Companies, Inc.
Arthur F. Kline, Jr., CCIM – Vice President, Thompson Realty Corporation

Session #102

Student Housing Investments & Opportunities in 2010 and Beyond

  • State of the market-occupancy, cap rates and returns
  • Capital markets - Student housing gets and A
  • State of the University
  • Chasing opportunities: New market entrants

Moderator:  Ryan S. Reid – Senior VP - National Director of Student Housing, CB Richard Ellis
Oliver Swan – Chief Investment Officer, Campus Habitat
Barrett Kirk – Senior Vice President  - Development & Acquisitions, Asset Plus Companies
Richard Martinez – Managing Regional Director, Freddie Mac

Session #103

Multifamily Survival Course: How to Make Money Today

  • What can be developed and financed today?
  • Distressed properties: What to buy/develop and who will finance it
  • Basic course in HUD financing: What is getting financed and how to do it
  • Basic course in affordable housing

Moderator:  Michael Zukerman – Managing Director & Founder, Whitestone Realty Capital, Inc.
Lawrence Bizjak – Managing Director, Garrison Investment Group
Holly Bray – First Vice President – Senior Loan Originator, Love Funding Corporation

Hour 2 - Monday, March 22nd - 10:45 am - 11:45 am
 
Session #201

Managing Multifamily in Tough Times

  • The impact of the changing multifamily market
  • When will the recovery get here?
  • Will it really be 'Heaven in 2011'?

Moderator:  Rick Graf, CPM – President, Pinnacle
Scott Wilder, CPM – Senior Vice President, Lincoln Property Company
Kinzie Oldham – Central Region President, Pinnacle
Steve Thurber – Senior Vice President, Operations, Pace Realty Corporation

Session #202

Apartment Acquisitions in a Turbulent Market

  • Who bought last year – what was the mix between equity and debt – how long did the transactions take start to finish – what were the issues and how were they resolved?
  • Acquisition financing – what is the trend and what happened in 2009 – leverage levels and interest rates – interest only features?
  • Who were the sellers last year and who will be selling in 2010?
  • The broker’s viewpoint – what type of properties generated the most interest and what will you have to do to compete for the best deals in 2010?
  • The lender’s viewpoint – what will the changes in the debt markets be in 2010 and how can you get your deals done?

Moderator:  Spencer Stuart – Senior Managing Director, Legacy Partners
Doug Chesnut – Senior Vice President of Investments, Gables Residential
Linwood C. Thompson – Managing Director, Marcus & Millichap
Mike Bryant – Senior Vice President / Manager, Berkadia Commercial Mortgage LLC

Hour 3 - Monday, March 22nd - 1:30 pm - 2:30 pm
 
Session #301

Where is the Apartment Market Headed?

  • Is there more distress coming?  Additional risks?
  • When will we see the bottom?
  • Operations & transactions in 2010 - Up or down?
  • Where will the deals be in 2010 and beyond?

Moderator:  Tom Warren – Partner, Hendricks & Partners
Steve Lamberti – President & COO, The Milestone Group
Mark T. Alfieri – COO & Executive Vice President, Behringer Harvard
Jim McDevitt – Executive Vice President, Wells Fargo Multifamily Capital

Session #302

Rents and Retention:  How to Achieve Maximum Rents and Occupancy

  • Strategies for owners to achieve 95% occupancy and raise rents in a down market
  • New technologies on the market:  Which ones are best to improve your bottom line?
  • Amenities and services:  What are tenant's expectations?  The most cost efficient options to enlist and retain tenants
  • Capital Expenditures:  Is now the time to start renovating your property?  Which renovations will give you the best return on your investment?

Moderator: Kitty Wallace – Senior Vice President & National Multifamily Director, Colliers International
Ron Witten – President, Witten Advisors LLC
Scott Wise – Executive Director, Greystar
Laurie Baker – Vice President - Fund & Asset Management, Camden
Ray Barrows – Senior Vice President, Verde Apartment Properties

Session #303

Government Lending – How Has DUS & HUD Lending Changed in This Market & What Further Changes Are in Store

  • What regional issues have the government programs experienced in 2009?
  • What further ‘tightening of the underwriting belt’ should we expect in 2010/11?
  • How should we expect processing timing to be in 2010/11?
  • What are significant differences to be aware of when choosing a DUS or HUD lender?

Moderator:  David Soares – President & Chief Executive Officer, Lexden Capital, LLC
Bud Malone – President, Slone Financial Group, LP
William Tanker – Vice President Origination, Evanston Financial
Phillip Bankhead – Vice President & Producer, NorthMarq Capital

Hour 4 - Monday, March 22nd - 2:45 pm - 3:45 pm

 

Session #401

How To Sell LifeStyle

  • Why lifestyle is a critical component of multi-family communities and developments
  • How to create a lifestyle “concierge” service
  • What leisure element and amenities should be included
  • How to integrate lifestyle into the sales process
  • Why it's vital to integrate lifestyle into the sales process
  • Learn how to leverage the local ecology to create a more comprehensive lifestyle program
  • Understand the costs associated with implementing a lifestyle and leisure program

Moderator:  Frank Guengerich – Executive Vice President, WTS International
Carol Smith – President, Carol Smith-Gephart & Associates, LLC
Gabrielle Bolarakis – Lifestyle Director, WTS International

Session #402

The Challenge of Affordable Housing

  • The asset feasibility challenge
  • The due diligence challenge
  • The capital structure challenge
  • The operational / compliance challenge

Moderator: Rev Richard Hamlet – President & CEO, Global Ministries Foundation (GMF)
Patrick Coffey – Chief Executive Officer, Multifamily Management Inc.
John B. Rucker, III – Executive Vice President, Merchant Capital, LLC
Frank Baldasare – Senior Vice President / Regional Manager, CW Capital, LLC

Session #403

Industry Trends & Innovations in Online Payments

  • Credit card acceptance is no longer simply an amenity - it is essential for Generation Y
  • Credit cards and e-checks can close new leases and reduce delinquencies
  • Cost advantages with credit/debit/e-check payments over paper checks and the NOI impact
  • Marketing essentials to maximize renter adoption
  • RentByText: the best new technology for renters, integrating with accounting software, and more!

Moderator: Matt Golis – Chief Executive Officer, RentPayment (YapStone, Inc)
Ron Laningham – Chief Operating Officer, Jamespoint Management Company
Greg A. Smith – Chief Operating Officer, First Association Bank

Hour 5 - Tuesday, March 23rd - 9:00 am - 10:00 am
 
Session #501

Investing in Seniors Housing – Overview & Insights

  • Overview of the investment characteristics of seniors housing
  • Facts on how seniors housing has been impacted by the economic downturn
  • Identify specific opportunities that will likely exist over the next 18-24 months
  • How seniors housing fits within the context of multifamily and commercial real estate investing

Moderator: Michael Hargrave – Vice President - NIC MAP, National Investment Center for the Seniors Housing & Care Industry (NIC)
Jim Hands – Managing Partner, Salem Equity
Steve Graham – Vice President & Senior Investment Officer, Nationwide Health Properties, Inc.

Session #502

Revenues Beyond Rents

  • What is "Buy-Ready Media” and "Trigger Marketing" - How does this effect renters as consumers?
  • How valuable is the renter demographic? Their annual spend? How do they fit into the Trillion-dollar advertising industry?
  • How national brands tackle marketing to their targeted "demographic" on and offline
  • What agencies need to see in order to turn AD revenue with your company?
  • Strategies for creating an “AD-Ready” environment to your "consumers," your website and facilities

Moderator: Paul J. Kaliades – President, Renters Legal Liability Insurance
Rob Remus – President, Property Centric Group
Leigh Curry – President, Curry Conduits Services
A. David Lynd – Chief Operating Officer, The Lynd Company
Ted Kohnen – Vice President - Interactive Marketing, Stein Rogan & Partners

Session #503

Multifamily Market Evaluation

  • Changing operating strategies in an evolving environment
  • New capital market reality
  • How to reach and keep budget minded residents
  • Loan restructures

Moderator:  David Kim – Portfolio Managing Partner, The Bascom Group
John Barker – Vice President of Investments, Marcus & Millichap
John Griggs – Co-Chief Executive Officer, Centaurus Investments
Holland Smith – Principal / Partner, Fowler Properties Acquisitions
Armand Charbonneau – Senior Vice President - Dallas MultiFamily Group, Transwestern

Hour 6 - Tuesday, March 23rd - 10:15 am - 11:15 am
 
Session #601

Multifamily Financing:  How To Secure A Loan

  • What Is the new “normal”
  • Underwriting the borrower
  • Underwriting the collateral
  • Who are the sources for capital today?

Moderator:  Keith T. Van Arsdale – President & Chief Executive Officer, BMC Capital, LP
Doug Courtney – Senior Investment Officer, John Hancock Real Estate Finance
Tony Spaeth – Managing Director, Greystone
Chris Martineau – Senior Vice President, Mutual of Omaha Bank
Mitchell Gould – Executive Vice President, BRT Realty Trust

Session #602

Personnel Performance System: Recruiting, Training, Motivating & Incentivising In Tough Economic Times

  • Recruitment: Finding and attracting the best and brightest
  • Training: Remote verses centralized
  • Motivating: Understand what makes your employees tick
  • Incentivising: Monetary and non-monetary programs that drive NOI

Moderator: Robert Dominy – President, Merion Realty Management, LLC
Elva Guerra – Vice President Human Resources, BH Management Services, Inc.
Pamela F. Penny – Southern RVP, Merion Realty Management, LLC
Mary Golaboff – Vice President, Riverstone Residential