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Day Two: 12-4 - MST
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Day Two: 12-4 - MST
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Exhibitors
7:30am - 8:00am
Exhibitors set-up
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Registration
8:00am - 8:30am
Registration & breakfast
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General Session
8:30am - 8:40am
Welcome remarks
8:45am - 9:30am
Grand Canyon state outlook: trends in Arizona’s multifamily sector
- Supply and demand shifts across the region: which markets are under- or over-supplied?
- What is the outlook for new development across the region?
- How is this influenced by tariffs, supply chain woes and labor shortages?
- Vacancy rates, absorption and rent growth outlook for 2026
- How are local demographics impacting supply and demand?
- Where are we seeing net migration trends moving in the region?
- Are there any federal, state or local regulatory concerns on the horizon?
- Analysis of Greater Phoenix area transaction volume trends and pricing recovery
- Opportunities in markets with constrained supply
- Arizona’s role as a hub for seasonal workers, training camps, sports tourism, and short-term stays has introduced new dynamics into the rental market. What strategies best serve this fluctuating demand while maintaining long-term stability?
- What innovations from AI-driven property management to smart amenities are setting Arizona’s multifamily assets apart?
- With a growing labor force, shifting migration trends, and evolving renter preferences, what does the next decade hold for Arizona’s multifamily real estate sector?
- John Carlson - Chief Executive Officer, Mark- Taylor Residential
- Ben Leybovich - Managing Principal, Whitehaven
- James Wilson - CIO, Evolution Investment Management
- Philip Lake - Managing Director - Multifamily, Wentworth
9:30am - 10:15am
Investment, acquisition & portfolio management strategies
- What types of deals are you interested in? What would you stay away from?
- 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?
- 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?
- What is your exit strategy? Your hold strategy?
- Return expectations and capital raising vs. other asset classes
- Dusty Eddy - Founder & Managing Princiapal, Eddy Capital Group
- Gary Lipsky - President, Break of Day Capital
- Jacob Sojka - Vice President- Acquisitions, Origin Investments
- Kevin Kim - Partner, Department Head Corporate & Securities, Fortra Law
- Charlie Koznick - Chief Investment Officer, MC Companies
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Networking
10:15am - 11:00am
Networking break
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General Session
11:00am - 11:45am
Investing in the resident experience through technology and amenities
- Planning for evolving tenant expectations and demographic shifts
- Identifying which amenities most directly impact tenant retention and have most ROI potential
- Measuring the impact of amenities on tenant satisfaction and lease renewals
- Comparing amenity strategies across Class A, B, and C properties
- Developing standard resident benefit packages that deliver value
- Tech-enhanced security: balancing privacy concerns with security benefits
- Tailoring offerings to different demographic needs
- Determining appropriate pricing models for premium amenities
- Implementing water and energy efficiency technologies
- Optimizing investments across outside spaces, common areas, and private spaces
- Creating tech-enabled community experiences
- Mike Brown - CEO, Beagle for PM
- Rachael Kish - Senior Vice President, Operations, Asset Living
- Ryan Hartman - Chief Vision Officer, Avenue North
- Sarah Creighton - Vice President Alternative Risk Strategy, Assured Partners
11:45am - 12:30pm
Maximizing NOI & optimizing asset management: leveraging analytics, efficiency & reporting to reduce stress
- Strategies for increasing NOI: maximizing ancillary services, income & reducing costs
- Smarter Strategies: Harnessing AI and Analytics to Drive Recovery Performance in Multifamily
- What technologies and analytics tools are available to improve data collection, communication, reporting, and decision-making for multifamily operators?
- Which ancillary services and products are most valued by tenants today, and how do preferences vary by property class or geographic market?
- What approaches are most successful in reducing tenant turnover, turnover time, and associated costs while maintaining a positive tenant experience?
- How can preventive maintenance, ESG investments, and sustainability initiatives create opportunities for affordable housing and long-term cost savings?
- Jeanne Klein - Chief Sales Officer, VeriFast
- Adam Eberlein - President & Co-Founder, Pay Ready
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Networking
12:30pm - 1:30pm
Lunch
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General Session
1:30pm - 2:15pm
Middle-market property managers: strategies for thriving in Arizona’s evolving market
- Maximizing retention in a high-turnover market
- Which new income streams are you exploring?
- How is your staffing strategy evolving?
- How are you improving the marketing/operations relationship?
- Practical AI, automation & smart building applications
- Tenant retention and rent raising strategies and trends
- How are skyrocketing insurance rates impacting your strategy?
- How much rope do you give regional managers?
- Proactive versus reactive maintenance
- Tiffany Rosenbaum - Co-Founder, Rosenbaum Realty
- Mike Ballard - Partner, Ascent Multifamily Accounting
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Interactive Breakout Sessions
2:15pm - 3:00pm
Interactive breakout sessions
Breakout session 1: Proactive strategies for effective maintenance and restoration
- Are you continuing to see costs rise? How are you managing this?
- What financing options are you seeing for large restoration projects?
- Preventive maintenance in tight times. Where does AI fit in?
- The importance of regular inspections and monitoring and the use of redundancy and backup systems
- Using AI and tech to mitigate potential emergency situations
- Creating a disaster preparedness and response plan
- Using predictive analysis for restoration timelines
Breakout session 2: Outsourcing vs. in-house management: pros and cons
- Cost vs. control: what does it take for the balance to slant towards third-party or in-house?
- National, regional or local management: which way to go?
- What are the key factors when choosing an outsourced manager?
- How much time do you give a third-party manager to turn things around?
- Leaving and on-boarding managers
- What do the best outsourced solutions have in common beneath the surface?
- Finding workers and labor shortage impact
- The argument for using multiple management companies in one market
- Incentives and performance: What do they look like?
- But I won’t do that…what are you keeping in-house no matter what?
Breakout session 3: Flight to quality vs. buying vintage products
- Putting a value on the uniqueness of some older buildings
- What kind of due diligence is needed?
- Deep diving on the risk/return profiles and potential appreciation
- Liquidity of top tier and “B/C” assets
- Should you do both? Asset diversification
- What has history shown regarding performance?
- Comparing the costs of running and managing the property or outsourcing
- What amenities are residents demanding?
- Judging the current amenities and high ROI improvements that can be made
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Networking
3:00pm - 3:20pm
Networking break
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General Session
3:20pm - 3:50pm
Future-proofing multifamily properties & portfolios through technology
- What solutions best enable owners to enhance efficiencies across their portfolio?
- Keys to implementing technology that adds value without adding too much complexity
- Anticipating future tech needs and implementation requirements
- How should owners/property managers assess ROI vs. cost of implementation, time to adapt and train staff?
- What challenges do you anticipate in the future around occupancy and attracting tenants? How will technology be used as a solution?
- Building flexible infrastructure that can adapt to new technologies
- Keeping tight control over costs and ROI
- Improving data collection, reporting and analysts with technology
- How can AI and automation help in portfolio management?
- Bobbie Norris - Senior Vice President – Operations, Sentral
- Noel Arvizu - Director & Sales, Everon
3:50pm - 4:30pm
Deal structuring and financing: capital providers and borrowers on making deals pencil today
- How are interest rates and economic conditions impacting lender and borrower strategies?
- What adjustments are being made to deal structures
- Cost of capital trends for multifamily owners and developers -changes in LTV ratios, DSCR, and underwriting practices?
- How does financing availability differ across property classes, regional markets, and borrower profiles?
- What are the most frequent asks from borrowers? How are lenders responding?
- What strategies are effective for identifying and attracting alternative equity sources in today’s market?
- What does the current equity capital stack look like, and how are administrative burdens affecting investor decisions?
- How are borrowers and lenders navigating refinancing, workouts, and funding for acquisitions versus development projects?
- Charles Jones - Sr. Director: Multifamily Housing Finance, Western Alliance Bank
- Jeff Sherman - Principal, FSO Capital
- Stuart Gethner - President, Dobson Property Management
- Jim Dobbie - CEO & Founder, Zeal For Living
4:30pm - 5:10pm
Closing the deal: navigating hurdles in your next multifamily acquisition
- Strategies to avoid re-trades and keep deals on track in competitive submarkets
- Partnering with local governments and nonprofits — what works in the 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 a tenant-sensitive market?
- Smart financing options: what alternative capital sources are unlocking deals?
- 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?
- Impacts of the new administration and policy changes on underwriting
- What kind of 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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Informal Networking
5:10pm - 6:10pm
Cocktail Networking Reception
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