September 18-19, 2025
Marriott Marquis San Diego MarinaSan Diego, CAPreliminary Agenda Topics
Provisional Start & End Times:
September 18: 8:00 AM – 5:30 PM
September 19: 8:00 AM – 12:30 PM
General Themes
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The ABC’s of ADU: What You Need to Know
- What are the first steps in planning an ADU on a multi-family property — from checking zoning rules to budgeting?
- How to pay for your ADU — from traditional loans and HELOCs to grants, incentives, and financing quirks for multi-family sites.
- Common mistakes owners make when building ADUs, including hidden costs, overbuilding, and missing permit deadlines.
- How to design your ADU smartly to get the best rent or resale value while keeping construction costs manageable.
- What are the land requirements and space requirements?
- Granny Flat, Mother-In-Law Suite, Tiny House: What qualifies as an ADU and what you need to know to follow laws and regulations.
- Can it be rented out? AirBNB? How your ADU works for you
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ADUs on the Rise: Easier Rules, Tougher Rates — What's Next for the West Coast?
- Are new ADU-friendly laws in California, Oregon, and Washington really making it easier to build?
- How much are high interest rates slowing down ADU projects despite better regulations?
- Which cities are getting it right when it comes to fast-track approvals and permitting?
- How are rising construction costs impacting the average return on an ADU investment?
- Can ADUs help "house hack" high-cost markets in 2025?
- What local incentive programs (grants, reduced fees, tax breaks) are actually moving the needle for ADU builders?
- What design trends are emerging to make ADUs cheaper, faster, and easier to build?
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A Look Inside The Growing ADU Movement
- Where are the best plays right now—urban infill, suburban value-add, or mountain town deals?
- What types of deals are being passed on — and why?
- Are development projects across the Mountain States still worth the risk with today’s costs and timelines?
- Is AI or predictive data changing the way you size up deals or time your moves?
- What’s your expected hold strategy — flip fast or long-term in strong-growth corridors
- Early bird gets the worm? Breaking down the investment potential in Texas, New York, Massachusetts, Nevada, Maine, and Arizona - states where ADU laws are in the works
- Keeping it legal: Your need-to-know guide on ADU rules and regs
- The inside scoop: Which states are cooking up new ADU laws (and which ones might stick)
- Why Millennials and Gen Z are all about that backyard home life
Construction/ Building
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Building New, For-Sale Single-Family Developments With ADUs
- How many lots are plated with ADUs as a part of the home plan?
- How many buyers are going with ADUs?
- Are you offering attached, separate or both?
- Are homebuyers using ADUs for additional income or for family members?
- What are the design choices you offer? What are the popular options that homeowners are choosing?
- Are there any government incentives that you are using?
- How much are your ADUs adding to the purchase price? Bottom line ROI?
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Homes That Grow: Communities with ADU Solutions
- Understanding Modern Homebuyer Needs: what you need to know
- Multi-Generational vs. Income-Generating Usage
- Flexible ADU Solutions: Attached & Detached Units
- Popular Design Features & Floor Plans and why they prevail?
- Investment Analysis for Homebuyers
- What are the Cost-Benefit Considerations?
- Community Planning with ADU Integration. Will HOAs allow for it?
- Infrastructure & Zoning Considerations
- Regulatory Compliance Assistance: What are your concerns?
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ADU Build Process: Factory vs. Field Construction
- Budget Breakdown: Factory vs. Site-Built
- Labor & Material Cost Considerations: what makes more financial cents?
- Permanent vs. Relocatable Structures, what will your site allow for?
- Sustainable Design Options, recycling materials can save you money.
- Infrastructure Requirements?
- Pre-Approved Plan Benefits vs. Custom Builds
- Manufacturing Lead Times, will the timelines match?
- Supply Chain Considerations: tariff considerations?
- Site Access & Installation Issues: What challenges persist?
Financial
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ADU Profit Mastery: Your Strategic Guide
- Data, technology, what information on a market and individual residence level is needed to be successful? Which missing items should you watch out for?
- Examining financial feasibility and the role of subsidies
- How much rent can you charge? How much rent do you need to make your ROI?
- Making the 80% AMI market ADU project work
- Site plans and proposed design
- Property Valuation Essentials: From Basics to Advanced Metrics
- Strategic Value Calculations: Understanding Market Impact
- Finding Reliable Comparables in Today's Market
- How to Smart Tax Planning for ADU Properties
- Navigating State-Specific ADU Regulations
- Legal vs. Non-Permitted Units: Value Implication
- Premium Rent Strategies: Design & Amenity Factors
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The Money-Making ADU Formula: From Design to Build
- How underwriting is changing with rates & full-circle returns
- Underwriting a development proforma: What is changing?
- What AI software are you using to propagate or create financial analysis and proformas?
- What risks have you recently mitigated that will improve your income/expense amount?
- Capital expenditures and expense management
- What are you currently underwriting for insurance expense?
- Debt service coverage: How are you ensuring cash flow is sufficient?
- What kind of scenario analysis are you running?
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Smart ADU Funding: Options & Opportunities
- What’s the deal with Fannie & Freddie when it comes to ADUs?
- Are lenders and equity partners actually interested in funding these projects?
- Should you dip into your own reserves, or look for outside money?
- What financing options open up after the ADU is built?
- Let’s talk carrying costs, tax perks, and what credits you might qualify for
- What kind of loans, grants, and tax breaks are out there right now?
- Can Mountain States homeowners get anything like California’s ADU incentives?
- Are there bonus perks for features like tuck-under parking?
- Who can you call to help find the grants and credits you're missing?
- What pilot programs are flying under the radar that you should know about?
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Money Moves: How ADU Investors Are Dealing with Financing Pressure
- Current Lending Landscape: What leverage levels and loan terms are realistically achievable in today’s market—especially for multifamily owners facing debt?
- How are lenders handling technical defaults, missed payments, and capital calls?
- Which assets and borrower profiles are struggling most to refinance, and what deals are lenders avoiding entirely?
- How can owners free up capital in a tight market through cost segregation and accelerated depreciation strategies?
- Where could rates and the 10-Year Treasury land by late 2025, and how should Mountain State owners rethink their capital stack?
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ADU Financing Made Easy: Your Complete Guide to Grants, Programs, and FREE Money
- Breaking Down Fannie & Freddie's Complex ADU Rules
- Will Investors Bite? The Scoop on Equity Funding
- DIY Funding: When to Tap Into Your Own Piggy Bank
- Getting Your Money Back: What Happens After Your ADU is Built
- The Money Talk: Costs, Tax Breaks, and Free Money- Yes, Free Money!
- Bonus Points: Getting Extra Cash for Smart Parking Design
- Need a Money Navigator? Who to Call for Finding Grants and Credits
- How tax credits and fee waivers are being used to speed up affordable housing and ADU development.
- What pitfalls should you watch out for when navigating government-backed financing or incentive programs?
- Financing hacks: How to use 203(k) loans, PACE financing, and other little-known options.
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Cap Rates, Chaos, and Opportunity: Finding Value In Every Deal
- How are cap rate spreads shaking out between market-rate and value-add deals across Mountain State cities?
- If rates drop, what’s really going to happen to ADU valuations?
- How’s today’s 4% Treasury rate messing with cap rate expectations compared to past cycles?
- Where are cap rates actually trending in high-demand Mountain State markets?
- How are investors setting smart exit cap rates when underwriting deals right now?
- What’s the role of affordable and workforce housing as demand keeps surging across the Mountain States?
Asset Types
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Smart Risk, Strong Returns: Acquiring Distressed Multifamily Assets
- What should you watch out for when buying from special servicers in the multifamily space?
- How should you tweak your due diligence checklist when dealing with distressed multifamily?
- How are foreclosures, NPLs, and deeds-in-lieu actually playing out across the Mountain States?
- Foreclosures, NPLs, and deeds-in-lieu: How they’re playing out right now?
- Is the buy/sell gap finally starting to close in cities and mountain towns across the region?
- Is this starting to look like 2008 all over again, or is the market writing a new story?
- Is the buy/sell gap finally closing in cities and mountain town markets?
- Evaluate Repair Costs: Determine the extent of renovations needed to bring the property and ADU up to habitable and legal standards.
- Understand Local Regulations: What municipal codes and regulations regarding ADU construction and rental do you need to know to ensure compliance?
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Closing the Deal: Navigating Hurdles in Your Next ADU Acquisition
- How investors are getting LPs and lenders to commit in today’s cautious capital climate
- Strategies to avoid re-trades and keep deals on track in competitive submarkets
- Partnering with local governments and nonprofits — what works in this policy-driven housing landscape?
- How to persuade owners to meet your price in a state with stubborn valuation gaps
- Under-capitalized assets: How are you maintaining property standards in tenant-sensitive markets?
- Smart financing options: What alternative capital sources are unlocking deals across the Front Range and beyond?
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Turning Challenges into Closings: Strategies for Mountain State ADU Deals
- How are investors getting LPs and lenders to sign on in today’s tougher Mountain States capital market?
- What’s actually working when teaming up with local governments and nonprofits on deals?
- How are buyers convincing sellers to drop prices in markets where owners are still holding out?
- What alternative financing moves are helping get multifamily deals across the finish line in the Mountain States?
- How do you avoid re-trades and keep deals moving in hot, competitive submarkets?
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ADU Asset Management: From Build to Long-Term Value
- Maximizing ROI: Once your ADU is built, what are the most effective strategies for maximizing income, minimizing vacancy, and maintaining long-term value?
- What unique operational challenges come with managing multiple ADUs across different properties or municipalities?
- How do experienced ADU operators monitor expenses, cash flow, and market benchmarks across their units?
- What simple ways can owners keep an eye on their income, costs, and whether the ADU is really pulling its weight?
- What’s your plan when rental demand drops or local laws shift? How do you stay flexible without panic-selling?
- Scaling from 1–2 units to 5–10 isn’t always seamless. Systems that work for a few ADUs often don’t scale well without software, automation, or help. What’s the solution?
Owner/ Operator
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The Large Owner Plenary: Is It Time To Buy? How Are You Closing Deals in 2025?
- What types of deals are you interested in? What would you stay away from?
- Would you consider putting out/using preferred equity?
- What about development deals?
- Are AI tools making you approach deal evaluation differently?
- Would you finance as fixed or variable?
- Role of rent control
- What is your exit strategy? Your hold strategy?
- How are you managing your equity?
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Small Group Meeting For Owners Only
- Are you seeing a price adjustment happening?
- How are you financing more capital going into existing properties and new deals?
- Are you increasing or decreasing staff?
- These topics will be among the key themes discussed by you and the discussion leaders in this open discussion format.
Women’s Small Group Meeting
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- How can influential market players better support the growth of women in the real estate industry?
- Attract more women into the field and cultivate them as leaders, organizations must invest in targeted initiatives such as promoting visibility for female role models, offering leadership and mentorship training, and creating clear pathways for career progression.
- This small group meeting encourages an open dialogue about gender biases and embedding diversity as a core business value to transform the market into one where women can thrive and lead.