Financing & Investing in Single Family Rentals

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About The Conference

iGlobal Forum is pleased to present our inaugural Summit on Financing & Investing in Single Family Rentals, to be held on October 20th in New York City. Multiple demographic and economic factors have converged to fuel unprecedented demand for single family rental homes, and the supply of these homes rose dramatically during the recession as opportunistic institutional investors bought foreclosed homes in bulk and converted them into rental properties. But with the diminished supply of distressed homes and the return on rentals shrinking, the single family rental industry is at a crossroads. Increased competition and consolidation are motivating savvy investors to move into attractively priced new markets, and to explore higher margin opportunities in affiliated sectors such as senior care homes and student housing. At iGlobal’s Financing & Investing in Single Family Rentals Summit, you’ll find out what’s next for the single family rental sector, and hear about the most promising new niches and markets while meeting and networking with senior-level real estate investors, owners & operators, property managers, developers, lenders, and private equity players in this space.

Key Topics Covered

  • Single Family Rentals—Temporary Trend or Permanent Shift in Dwelling Dynamics?
  • Buy vs. Rent—Update on Home Ownership and the American Dream
  • Finding, Fixing, Flipping, and Feeding the Single-Family Rental Food Chain
  • From Main Street to Wall Street: Financing & Securitizing Single Family Rentals
  • Risks & Rewards of Residential Mortgage Notes
  • Established & Emerging Hotspots for Single Family Rentals
  • Keeping Costs Low, Low, Low Across the Entire SFR Lifecycle
  • Investing in Alternative SFR Sectors: Senior Care Homes, Student Housing and Vacation Rentals

Network With Leading

  • Single Family Rental Owners & Operators
  • Real Estate Investors & REITs
  • Real Estate Private Equity & Crowdfunding Platforms
  • Single Family Rental Aggregators & Portfolio Investors
  • Single Family Property Managers & Homebuilders
  • Institutional & Fixed Income Investors
  • Senior & Student Housing Investors
  • Fix & Flippers and Residential Note Buyers
  • Commercial & Investment Bankers
  • Hedge Funds & Nonbank Lenders
8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - BUY VS. RENT—UPDATE ON HOME OWNERSHIP AND THE AMERICAN DREAM
  • Impact of macroeconomic factors and global events on U.S. real estate, including Brexit and the U.S. presidential election
  • Housing supply & demand dynamics–-where the shortages are, and how they impact both home prices and rents
  • Comparing buying vs. renting in a target market across all available housing options—single-family, multifamily, condos
  • Demographic changes influencing the housing market including incoming millennials, downsizing empty-nesters and longer-living seniors
  • Degree of difficulty in qualifying for home mortgages along with current & projected interest rates and loan-to-value ratios
  • How federal, state & local government policies and programs are shaping the housing and mortgage markets
Dr. David Blitzer

Dr. David Blitzer

Managing Director & Chairman of the Index Committee

S&P DOW JONES INDICES

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Matthew S. Blank

Matthew S. Blank

Co-Founder & Principal

BB LIVING

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Robert Wetenhall

Robert Wetenhall

Managing Director

RBC CAPITAL MARKETS

View More

John M. Knab

Moderator:

John M. Knab

Managing Director

AMERICAS HOUSING ALLIANCE

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10:00 am - SINGLE FAMILY RENTALS—TEMPORARY TREND OR PERMANENT SHIFT IN DWELLING DYNAMICS?

The past few years have witnessed the incredible growth and institutionalization of the single-family rental sector. One in nine homes in the U.S. are now single-family rentals, and single-family real estate investors make up nearly 20% of the entire real estate market, accounting for over a million purchases per year. The big question facing industry insiders and investors is “Can the single-family rental industry continue to grow and thrive in the post-recession economy?” Hear how several single-family rental pioneers and industry experts perceive opportunities and threats to the business, and how they will play out in the coming years.

  • Demographic & economic trends driving supply & demand for single-family rentals
  • Breakdown of single-family rental ownership by REITs, private equity, aggregators and hedge funds
  • Consolidation and the SFR food chain: will the big get bigger and the small get swallowed up?
  • Viability of build-to-rent and master-planned rental communities
  • Future of single family rentals: what lies ahead and where the next phase of growth will come from
Anthony Paolone

Anthony Paolone

Executive Director, Americas Equity Research

J.P. MORGAN

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Chad M. Carpenter

Chad M. Carpenter

Chairman & Chief Executive Officer

REVEN HOUSING REIT, INC.

View More

Don Wenner

Don Wenner

Founder & CEO

DLP CAPITAL ADVISORS

View More

Gary Beasley

Moderator:

Gary Beasley

CEO & Co-Founder

ROOFSTOCK, INC.

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10:45 am - MORNING NETWORKING BREAK

*One-on-One Networking Session. Alongside the networking break, we will be running a series of concise meetings where single-family rental investors, financing companies and capital providers will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required to attend this session.)

11:30 am - FINDING, FIXING, FLIPPING, AND FEEDING THE SINGLE-FAMILY RENTAL FOOD CHAIN
  • Role of fix & flippers in the SFR business
  • Profitability of fix & flip deals, average time to flip, number of flips per year
  • Rehab & rent vs. fix & flip–knowing when to hold them and when to fold them
  • Sourcing new supply: MLS listings, foreclosure auctions, short sales and beyond
  • Partnering with aggregators & REITs to generate steady demand for SFR properties
  • Building a portfolio of rental properties to attract institutional investor interest 
  • High-end luxury flips – how and where to find these lucrative opportunities
  • Real estate wholesaling and reverse wholesaling vs. traditional fix & flips
Aaron Kuney

Aaron Kuney

CEO

PIEDMONT ASSET MANAGEMENT

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Matt Faircloth

Matt Faircloth

President & Co-Founder

THE DeROSA GROUP

View More

Andrew Syrios

Andrew Syrios

Partner & Acquisition Manager

STEWARDSHIP PROPERTIES

View More

Robert Orfino

Robert Orfino

CEO

ALPINE PREMIER INVESTMENTS

View More

Dana Rice

Dana Rice

Vice President, Compass

THE DANA RICE GROUP

View More

Kurt Carlton

Moderator:

Kurt Carlton

Founder

NEW WESTERN ACQUISITIONS

View More

12:15 pm - FROM MAIN STREET TO WALL STREET: FINANCING & SECURITIZING SINGLE-FAMILY RENTALS
  • Cash buy vs. alternative financing options, including bridge loans, long-term loans and refis
  • Financing a single home or flip vs. an investor-owned rental portfolio
  • Using a securitized vs. non-securitized lender—considerations, including risk retention rules along with lease, entity and title issues 
  • Shift in single-family rental loan securitizations from large, single-borrower deals to multi-borrower securitizations—future of SFR lending?
  • Pros & cons of online lending platforms and their impact on the SFR market
  • Benefits & risks of new SFR loan programs based on cash flow of property vs. income of borrower
  • Emerging financing options—shared equity lending to borrowers, private funding deals for individual communities
Kurt Carlton

Kurt Carlton

Founder

NEW WESTERN ACQUISITIONS

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John Warren

John Warren

Founder & CEO

LIMA ONE CAPITAL

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Beth O’Brien

Beth O’Brien

President & CEO

COLONY AMERICAN FINANCE

View More

Gene Clark

Gene Clark

President

5 ARCHES, LLC

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John Helmick

Moderator:

John Helmick

CEO

GORILLA CAPITAL

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1:00 pm - NETWORKING LUNCHEON
2:15 pm - ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to get involved in the conversation, and discuss the most pertinent business trends in the Single Family Rental space with your peers. These sessions are designed to allow you to share your expertise with a smaller group of participants, and directly interact with experts leading the sector. Choose one of the following topics:

Roundtable 1

ESTABLISHED & EMERGING HOTSPOTS FOR SINGLE FAMILY RENTALS

  • Identifying ideal features of the best SFR markets—looking at demographics, rents relative to home prices, income levels, occupancy levels, rent controls 
  • Testing the scalability of the SFR operating platform—expanding into new territories 
  • Zooming in on locations that look ripe for single family rental growth (expansion)--finding underserved but highly desirable metro areas (MSAs) 
  • Additional considerations in selecting high-potential SFR locations, including cap rates, valuations, and availability of foreclosures
  • Beyond foreclosures, short sales and auctions: finding SFR opportunities outside the usual channels
John Gutman

John Gutman

Vice President, Sales and Acquisitions

MACK COMPANIES

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Roundtable 2

KEEPING COSTS LOW, LOW, LOW ACROSS THE ENTIRE SFR LIFECYCLE

  • Gauging individual property performance—tracking cash flow, cap rate, occupancy level, cash-on-cash return, net yield, and market value
  • Scaling up—saving money through economies of scale in purchasing, materials, personnel, and proximity of properties 
  • Applying big data & analytics to measure, manage, and continuously improve operating performance and process effectiveness
  • In-house or outsource: title analysis, property management, general construction, design, maintenance, real estate sales, escrow
  • Building a technology-driven operating platform to streamline the entire SFR process including sourcing, bidding, purchasing, renovating, renting, and managing a portfolio of properties

 

John D. Hirschfeld

John D. Hirschfeld

Chairman & President

HOMERIVER GROUP

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3:00 pm - AFTERNOON NETWORKING BREAK
3:15 pm - INVESTING IN ALTERNATIVE SFR SECTORS: SENIOR CARE HOMES, STUDENT HOUSING AND VACATION RENTALS
  • Applying lessons learned from the evolution of SFRs to senior care homes, student housing, and other specialized residential segments 
  • Assisted living facilty and home-based “age in place” alternatives—how senior housing is changing to meet the needs of aging baby boomers and beyond
  • Risk-reward tradeoffs of student housing investments—high occupancy levels and low default rates vs. high cost of amenities and maintenance
  • Short-term vacation rentals (aka Airbnb): complying with restrictions, registration requirements, and other regulatory costs and risk mitigants

Andrew Syrios

Andrew Syrios

Partner & Acquisition Manager

STEWARDSHIP PROPERTIES

View More

Richard Rosen

Richard Rosen

Principal

PERKINS EASTMAN

View More

Brian Egan

Brian Egan

Co-Founder & CEO

EVOLVE VACATION RENTAL NETWORK

View More

Leonard Blangiardo

Moderator:

Leonard Blangiardo

Principal

DRA ASSET MANAGEMENT/DOMAINE REALTY ADVISORS

View More

4:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Speakers

Kurt Carlton

Kurt Carlton

Founder

NEW WESTERN ACQUISITIONS

Kurt Carlton founded New Western Acquisitions in 2008 and has since purchased and resold more than 5,000

View More

Anthony Paolone

Anthony Paolone

Executive Director, Americas Equity Research

J.P. MORGAN

Anthony Paolone is a senior analyst covering REITs and real estate service stocks in the equity research

View More

Dr. David Blitzer

Dr. David Blitzer

Managing Director & Chairman of the Index Committee

S&P DOW JONES INDICES

David M. Blitzer is Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P

View More

John D. Hirschfeld

John D. Hirschfeld

Chairman & President

HOMERIVER GROUP

John D. Hirschfeld is the Chairman and President of HomeRiver Group, an integrated national platform offering

View More

Aaron Kuney

Aaron Kuney

CEO

PIEDMONT ASSET MANAGEMENT

Mr. Kuney is a real estate investment and operations executive with more than a decade of experience in investment

View More

Richard Rosen

Richard Rosen

Principal

PERKINS EASTMAN

Richard is a Principal and recognized expert in the senior living practice and part of its leadership group. He

View More

Robert Orfino

Robert Orfino

CEO

ALPINE PREMIER INVESTMENTS

Born and raised in New Jersey, Robert spent countless summers on the Jersey Shore. When not vacationing, Robert

View More

John Warren

John Warren

Founder & CEO

LIMA ONE CAPITAL

John Warren is the founder and CEO of Lima One Capital, a national lender for residential real estate investors

View More

Gary Beasley

Gary Beasley

CEO & Co-Founder

ROOFSTOCK, INC.

Gary is currently co-founder and CEO of Roofstock, a technology-enabled marketplace for the $2 trillion

View More

John Helmick

John Helmick

CEO

GORILLA CAPITAL

John Helmick, age 57, is co-founder and CEO of Gorilla Capital. Founded in 2006, Gorilla Capital is one of the

View More

Chad M. Carpenter

Chad M. Carpenter

Chairman & Chief Executive Officer

REVEN HOUSING REIT, INC.

Mr. Carpenter is Chairman and CEO of Reven Housing REIT, Inc. a public company, (SYM:RVEN). Mr. Carpenter has been

View More

Andrew Syrios

Andrew Syrios

Partner & Acquisition Manager

STEWARDSHIP PROPERTIES

Andrew Syrios is a partner in and the acquisition manager for Stewardship Investments, LLC along with his brother

View More

Beth O’Brien

Beth O’Brien

President & CEO

COLONY AMERICAN FINANCE

Beth O’Brien is the President and CEO of Colony American Finance, a leading provider of attractively priced

View More

Matt Faircloth

Matt Faircloth

President & Co-Founder

THE DeROSA GROUP

Matt Faircloth is the President and Co-founder of The DeRosa Group which is a developer and owner of commercial

View More

John Gutman

John Gutman

Vice President, Sales and Acquisitions

MACK COMPANIES

John Gutman is the VP of Sales and Acquisitions at MACK Companies, and is responsible for the strategic purchase

View More

Brian Egan

Brian Egan

Co-Founder & CEO

EVOLVE VACATION RENTAL NETWORK

Brian Egan is Co-Founder and CEO of Evolve Vacation Rental Network, a Denver-based vacation rental management

View More

Leonard Blangiardo

Leonard Blangiardo

Principal

DRA ASSET MANAGEMENT/DOMAINE REALTY ADVISORS

During the latter part of his multi-disciplinary 24-year real estate career, Mr. Leonard Blangiardo has been a

View More

Matthew S. Blank

Matthew S. Blank

Co-Founder & Principal

BB LIVING

Matthew Blank is a Co-Founder of Blank Property Group (“BPG”). Prior to forming BPG in 2011, he was a Senior

View More

Dana Rice

Dana Rice

Vice President, Compass

THE DANA RICE GROUP

Dana Rice (dana.rice@compass.com) is Vice President at Compass, the three year old NY-based real estate start-up

View More

Don Wenner

Don Wenner

Founder & CEO

DLP CAPITAL ADVISORS

Don has 10 years of real estate experience and has closed more than 5,000 real estate sales totaling more than

View More

John M. Knab

John M. Knab

Managing Director

AMERICAS HOUSING ALLIANCE

Mr. Knab started his career with 10-years in IBM management; 5-years as a National Director with Verizon; 23-years

View More

Shawn Miller

Shawn Miller

Chief Executive Officer

5 ARCHES, LLC

Shawn Miller is the Chief Executive Officer of 5 Arches, LLC where he is responsible for setting corporate

View More

Robert Wetenhall

Robert Wetenhall

Managing Director

RBC CAPITAL MARKETS

View More

Gene Clark

Gene Clark

President

5 ARCHES, LLC

View More

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  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
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iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Kimpton Hotel Eventi Kimpton Hotel Eventi

Kimpton Hotel Eventi

851 Avenue of the Americas (Sixth Avenue)

New York, NY

 

212-564-4567

http://www.hoteleventi.com/manhattan-hotels/

 

Kimpton Hotel Eventi, an NYC Chelsea hotel, surrounds guests with artful atmosphere, luxury accommodations and easy access to Manhattan. Steps away from Chelsea's plentiful offerings, the Eventi is centrally located to surrounding neighborhoods like NoMad and Flatiron District, plus famed landmarks like the Empire State Building, Times Square, Rockefeller Center and many more.

 

To make a reservation under the event room block, please contact associate LeeAnne Kulik directly at 646.794.6858 or via e-mail at LeeAnne.Kulik@HotelEventi.com and mention iGlobal Forum's Financing & Investing in Single Family Rentals Summit.

Please note that the deadline for all reservations is Friday, October 14th, 2016.

Kurt Carlton

Kurt Carlton

Founder

NEW WESTERN ACQUISITIONS

Kurt Carlton founded New Western Acquisitions in 2008 and has since purchased and resold more than 5,000 distressed

View More

Anthony Paolone

Anthony Paolone

Executive Director, Americas Equity Research

J.P. MORGAN

Anthony Paolone is a senior analyst covering REITs and real estate service stocks in the equity research department of

View More

Dr. David Blitzer

Dr. David Blitzer

Managing Director & Chairman of the Index Committee

S&P DOW JONES INDICES

David M. Blitzer is Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI)

View More

John D. Hirschfeld

John D. Hirschfeld

Chairman & President

HOMERIVER GROUP

John D. Hirschfeld is the Chairman and President of HomeRiver Group, an integrated national platform offering

View More

Aaron Kuney

Aaron Kuney

CEO

PIEDMONT ASSET MANAGEMENT

Mr. Kuney is a real estate investment and operations executive with more than a decade of experience in investment

View More

Richard Rosen

Richard Rosen

Principal

PERKINS EASTMAN

Richard is a Principal and recognized expert in the senior living practice and part of its leadership group. He offers

View More

Robert Orfino

Robert Orfino

CEO

ALPINE PREMIER INVESTMENTS

Born and raised in New Jersey, Robert spent countless summers on the Jersey Shore. When not vacationing, Robert worked

View More

John Warren

John Warren

Founder & CEO

LIMA ONE CAPITAL

John Warren is the founder and CEO of Lima One Capital, a national lender for residential real estate investors

View More

Gary Beasley

Gary Beasley

CEO & Co-Founder

ROOFSTOCK, INC.

Gary is currently co-founder and CEO of Roofstock, a technology-enabled marketplace for the $2 trillion Single-Family

View More

John Helmick

John Helmick

CEO

GORILLA CAPITAL

John Helmick, age 57, is co-founder and CEO of Gorilla Capital. Founded in 2006, Gorilla Capital is one of the

View More

Chad M. Carpenter

Chad M. Carpenter

Chairman & Chief Executive Officer

REVEN HOUSING REIT, INC.

Mr. Carpenter is Chairman and CEO of Reven Housing REIT, Inc. a public company, (SYM:RVEN). Mr. Carpenter has been

View More

Andrew Syrios

Andrew Syrios

Partner & Acquisition Manager

STEWARDSHIP PROPERTIES

Andrew Syrios is a partner in and the acquisition manager for Stewardship Investments, LLC along with his brother and

View More

Beth O’Brien

Beth O’Brien

President & CEO

COLONY AMERICAN FINANCE

Beth O’Brien is the President and CEO of Colony American Finance, a leading provider of attractively priced

View More

Matt Faircloth

Matt Faircloth

President & Co-Founder

THE DeROSA GROUP

Matt Faircloth is the President and Co-founder of The DeRosa Group which is a developer and owner of commercial and

View More

John Gutman

John Gutman

Vice President, Sales and Acquisitions

MACK COMPANIES

John Gutman is the VP of Sales and Acquisitions at MACK Companies, and is responsible for the strategic purchase of all

View More

Brian Egan

Brian Egan

Co-Founder & CEO

EVOLVE VACATION RENTAL NETWORK

Brian Egan is Co-Founder and CEO of Evolve Vacation Rental Network, a Denver-based vacation rental management company.

View More

Leonard Blangiardo

Leonard Blangiardo

Principal

DRA ASSET MANAGEMENT/DOMAINE REALTY ADVISORS

During the latter part of his multi-disciplinary 24-year real estate career, Mr. Leonard Blangiardo has been a

View More

Matthew S. Blank

Matthew S. Blank

Co-Founder & Principal

BB LIVING

Matthew Blank is a Co-Founder of Blank Property Group (“BPG”). Prior to forming BPG in 2011, he was a Senior Equity

View More

Dana Rice

Dana Rice

Vice President, Compass

THE DANA RICE GROUP

Dana Rice (dana.rice@compass.com) is Vice President at Compass, the three year old NY-based real estate start-up that

View More

Don Wenner

Don Wenner

Founder & CEO

DLP CAPITAL ADVISORS

Don has 10 years of real estate experience and has closed more than 5,000 real estate sales totaling more than $750

View More

John M. Knab

John M. Knab

Managing Director

AMERICAS HOUSING ALLIANCE

Mr. Knab started his career with 10-years in IBM management; 5-years as a National Director with Verizon; 23-years as

View More

Shawn Miller

Shawn Miller

Chief Executive Officer

5 ARCHES, LLC

Shawn Miller is the Chief Executive Officer of 5 Arches, LLC where he is responsible for setting corporate direction

View More

Robert Wetenhall

Robert Wetenhall

Managing Director

RBC CAPITAL MARKETS

View More

Gene Clark

Gene Clark

President

5 ARCHES, LLC

View More

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