Day two - 8/25 (2026 PRELIMINARY AGENDA)Tuesday, August 25, 2026 - CST

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Registration

8:00am - 8:30am

Registration & Breakfast

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General Session

8:30am - 9:00am

Setting Up The Infrastructure You Need To Recruit, Manage & Keep Institutional Clients

9:00am - 9:30am

Surviving All- In Pricing Models: The Bad, Worse And Even Worse

Responding to the crackdown on fees related to credit reporting, utility, and valet trash expenses
How do you solve the misalignment of incentives when a PM receives a percentage fee while the owner demands the lowest cost and highest NOI?
What will be the primary consequence for early movers who eliminate ancillary fees ahead of federal compliance deadlines?
Cutting costs: How do you decide between adding a 3rd-party vendor or W-2 labor for maintenance to mitigate rising labor costs?
All-in pricing structures for different demographics
Debating the juice-to-squeeze ratio for internalizing tenant insurance vs. the added liability on the balance sheet?
What are the costs of non-compliance?
Coming up with the perfect lease to bullet-proof your risk of tenants using AI for litigation purposes

9:30am - 10:00am

Turns, Renovations & Budgets: How are You Reducing Cost & Vacancy?

Evaluating methods, metrics, and dashboards to automate turn budgeting, speed, and processes
Is leveraging Talk to Scope and room-scanning AI the best way to get owners, operators, and the construction crew on the same page?
Argentic vendor management
Deciding between adding a small fee that might frustrate tenants vs. rolling out a larger value-add ancillary program?
As the supply chain improves and the risk of delays lessens, are you still pre-staging standardized renovation kits and saving real dollars?
Are you utilizing AI to prove work was completed according to institutional standards while maintaining checks and balances?
Which upgrades provide the ROI and higher lease renewal rates you should prioritize?
The latest punch list additions
What were once upgrades are now standard requirements… The most recent amenities that crossed over
Biometric onboarding: Is it necessary?
What is the impact of bringing turns in-house, and did your payroll increase beyond the projected savings compared to outsourcing?

10:00am - 10:30am

Marketing, AI-Driven Lead Management & Using The Latest AI-Applications For Recruiting Tenants

Comparing the cost of additional entry-level staff vs. the expenses of using AI and technology for leasing roles?
How will you implement AI-driven lead management and phone systems to mitigate the loss in vacancy and lead generation for A-Quality tenant conversion?
Preventing your marketing funnel from driving high traffic but low-quality credit profiles
How will you utilize predictive analytics to target residents with the highest lifetime value rather than just the lowest move-in cost?
What is the impact of centralizing lead management to a national desk versus maintaining localized property-level leasing agents?
How do you benchmark your lead-to-lease conversion metrics against the top national PM providers?
(F)loorplans, (A)menities & (D)emographics: Making sure your SFR unit & community is relevant, appealing, and not a FAD
The BTR community strategy
Agent-to-agent leasing apps and agentic AI shoppers

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Networking

10:30am - 10:45am

Networking Break

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General Session

10:45am - 11:30am

C-Suite Middle Market PM: Leveraging Operational Agility to Capture Market Share (Less Than 1500)

The new federal regulations: Where is the opportunity?
Eviction reset… Are you going back to state minimum timelines for non-payment as HUD/USDA 30-day notice rules are retired?
How are you absorbing new compliance costs?
As in-migration and immigration slow, what is your renewal strategy?
Captive insurance: Are you considering?
Current thoughts on competitive efficiency of 3rd-party vs. internal management
What is your approach—Paying for offices vs. minimal virtual expense structure
Using AI and the latest tech for automated lead responses and maintaining service quality?
How are you pitching your strategic advantage of remaining an institutional-lite operator?
Customizing software solutions to replace human hours for inspections and self-showings without losing local expertise?
What are the available financing options allowing mid-sized operators to buy out smaller mom-and-pop players?

11:30am - 12:00pm

Turns, Renovations & Budgets: How are You Reducing Cost & Vacancy?

Is leveraging Talk to Scope and room-scanning AI the best way to get owners, operators, and the construction crew on the same page?
Argentic vendor management
Evaluating methods, metrics, and dashboards to automate turn budgeting, speed, and processes
Deciding between adding a small fee that might frustrate tenants vs. rolling out a larger value-add ancillary program?
As the supply chain improves and the risk of delays lessens, are you still pre-staging standardized renovation kits and saving real dollars?
Are you utilizing AI to prove work was completed according to institutional standards while maintaining checks and balances?
Which upgrades provide the ROI and higher lease renewal rates you should prioritize?
The latest punch list additions
What were once upgrades are now standard requirements… The most recent amenities that crossed over
Biometric onboarding: Is it necessary?
What is the impact of bringing turns in-house, and did your payroll increase beyond the projected savings compared to outsourcing?

12:00pm - 12:30pm

Building A Retention-First Resident Experience: What Are The Amenities That Will Protect Your Yield And Drive Renewals?

Transitioning to all-in pricing models
How do you uncover hidden tenant satisfaction metrics to identify the exact retention price needed to beat the high cost of a full unit turn?
Should you centralize resident communication?
Balancing maximizing profitability with focusing on the resident experience to drive long-term social and financial metrics?
How do you decide which move-in incentives to offer? Should the cost be borne by the investor or the PM?
Proactive maintenance visits… What is the right amount?
The resident non-renewal window: When is it and what is your procedure and the behavioral data you examine to make sure they do not get there?
Utilizing automated resident surveys to benchmark your on-site team's performance
Garage and yard vs. resort-style living: The inside scope on the outside amenity ROIs

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