Day One - 9/18Thursday, September 18, 2025 - PST

• Where are rent growth, absorption, and vacancy rates trending across major metros in California and the West Coast?

• Which second-tier markets in the region are seeing the most investment activity or pipeline growth?

• How are developers and investors adjusting to strict building codes, sustainability mandates, and local political pressure?

• How are operators handling insurance cost spikes, wind/ wildfire risk zones, and climate resilience upgrades?

• Are developers shifting focus to build-to-rent or modular construction as a solution to labor shortages and rising material costs?

• What is the latest with new developments in SoCal?

• 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?

• Cost vs. control: What does it take for the balance to slant towards third-party or in-house?
• Pros and cons of vertical integration or self-management
• National, Regional, or Local Management: Which way to go?
• How much time do you give a third-party manager to turn things around?
• What do the best outsourced solutions have in common beneath the surface?
• Incentives and Performance: What Do They Look Like?
• But I won’t do that…What are you keeping in-house no matter what?
• Investing in new regions: When do you use your staff vs. outsource?
• How are the labor market and the ability to find key people affecting your decision-making?
• How has new technology impacted your business? What new apps have you added to your operation?

A conversation with a factory, a builder, a banker, a developer, and an architect.

• 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 adopt and train staff?

• Understanding Title 24: what do property owners need to know about solar requirements?

• Why is it important to bring a solar sub on early in the process?

• How are increasing energy costs in California impacting solar and tech investment and utilization?

• Planning for evolving tenant expectations and demographic shifts

• What challenges do 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 a tight control over costs and ROI

• Improving data collection, reporting and analysts with technology

• How can AI and automation help in portfolio management?

• How are high interest rates changing the rules for borrowing and refinancing?
• What does today’s capital stack look like, and how are deals still getting done?
• How are LTVs, DSCR expectations, and underwriting standards evolving across banks, insurance companies, CMBS, and private lenders?
• Why is private credit becoming a go-to for middle-market sponsors, and how does it compare to traditional fixed income in terms of yield, risk, and real estate exposure?
• From AI-driven underwriting to predictive risk tools—what platforms are transforming how deals are underwritten and serviced?
• How are policy shifts—rent control, affordability mandates, and housing incentives—affecting lending, deal structure, and risk tolerance?
• Real-world examples of deals that got done creatively—what worked, what didn’t, and why the capital stack matters more than ever.
• What’s the 2025–2026 forecast for access to capital?
• Why is private credit so attractive to mid-market sponsors right now?

• Who is poised to outperform in 2026 — national players or local multifamily operators?
• Capital Markets & Investment Flows: What’s the current state of capital markets, and where is the money going?
• Land, Rates & Development Challenges: How do land scarcity and elevated interest rates influence new construction and rent growth?
• Vacancy & Concessions: What trends are emerging in occupancy rates and lease-up strategies?
• Policy & Regulatory Outlook: What regulatory changes might be on the horizon under the new administration?

• Per unit operating costs, margins & ROI: What is the real inflation you are expecting? How much in rent increases are you budgeting? Resident renewals?

• What are you monitoring the most on the construction/rehab side? How has AI helped?

• Where did the budget blow through your expectations last year? Managing a portfolio with performance tracking and AI

• Managing the churn... Budgeting for vacancies and turnover costs as you raise rent

• What kind of data collection, reporting, analysis and data-driven decisions has AI been helping you with?

• Capex: When to spend and when to defer

• Operational expenses: Where are you budgeting the most significant increases?

• Per unit operating costs: What is the real inflation you are expecting? How much in rent increases are you budgeting? Tenant renewals?

• What are some of your best practices for increasing operational efficiency and amenities that you would like to implement but haven’t been able to yet? How are you managing the cost of implementation?