December 2-4, 2025
Fairmont Scottsdale PrincessScottsdale, AZPreliminary Agenda Topics
Provisional Start Times
December 2nd: 7:30am-6:00pm
December 3rd: 7:30am-6:00pm
December 4th: 8:00am-12:30pm
General Trends
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State Of The SFR/BTR Industry: The Economy, Latest Politics, Investor Sentiment & Green Shoots
- What is the latest on tariffs and immigration? How is that impacting the market?
- Distressed signals and should I be preparing for a recession?
- Updates on interest rates, inflation and their market impacts
- Regulatory proposals: Anything going forward? How should we be creating a more positive SFR perception?
- Housing supply and demand dynamics: Is there really a shortage? Where is the strong deal flow? Will the big local discrepancies continue?
- Supply constraints, wage growth, homeownership affordability and their impact on rent growth expectations
- Regional divergence and where the most movement is taking place
- Any updates on the AI rent pricing case?
- Biggest risks and predictions for 5 years from now aside from legislation
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State Of The SFR & BTR Market: Higher For Longer, The Impact On Acquisitions, Development & Property/Asset Management
- BTR development: Are some markets getting too crowded?
- AI & other emerging technologies: Are they really improving efficiencies for underwriting and operations?
- Rent absorption and how are you preserving rent growth?
- As revenue growth slows from recent highs, what strategies are you seeing to preserve NOI growth?
- Buying has been tempered across the space for some time… Are you seeing any signs of life on portfolio trades or are other exit options becoming more viable?
- Will institutions re-enter or will moms and pops continue to account for the majority of the purchases? How about flippers?
- Will the high interest in low-priced homes continue?
- Trends in resident experience and retention
- In which direction is capital availability trending?
- Alternative models: Any becoming the norm?
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Pre-Conference Webinar: Going From Apartment To SFR Investments… What You Need To Know* (Nov 3-3:00est)
- Supply/demand and where is the ROI today? SFR vs. apartments; Buying vs. building?
- Managing scattered site SFR vs. Build-For-Rent vs. Apartments
- Demographic overview and what different demographics are looking for in a residence
- Comparing workforce and low income tenants of both
- 60% of SFR renters cam from apartments: What you need to know
- Exit strategy optionality of SFR & BFR vs. multifamily
- Financing, capital stack, underwriting, structural commonalities and differences
- Assessing amenity mix and resident experience
- A rose by any other name… Looking at variations from stand-alone homes to vertical apartments
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Technology, AI & Best Practices For Minimizing Costs And Increasing Efficiencies For BTR Construction & SFR Rehab And Flips
- How are you improving bid accuracy and turnaround times?
- Managing Insurance claims and how are you thinking about natural disasters?
- What do you look for in a long-term supplier?
- Improving procurement and logistics
- What is the optimal phase strategy?
- Is your labor on ICE? Solving skilled trade shortages and immigration
- Working with language barriers
- AI-driven project management, scheduling and post-construction risk management
- Drones, robot dogs, turtle bots and other pet robots you are seeing on the construction site
- Any successful modular strategies
- Construction joint ventures and the financing side…
- Construction inflation outlook
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Housing Valuation: Where Is It Heading? Where Will It Be In 18 Months?
- What's happening with the GSEs and what will be the impact?
- Valuing affordable vs. market rate housing
- Household formation as immigration drops
- The impact on pricing, capital markets and vacancy levels on the perpetual housing shortage
- If SFR is legislated in certain jurisdictions what will be the effect on valuation?
- Housing affordability and current rent levels
- The rising property tax and insurance levels: How much of an impact?
- Multiple and cap rate buy numbers
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Deals, Deals, Deals… A Review Of The Major Deals Of 2025 & Will These Themes Continue Into '26?
- How active were the big, private equity shops?
- What were the most interesting and creative structures and capital stack innovations out there?
- What about some of the big mergers that were done at a platform-level, especially among property managers, tech-enabled operators and regional players?
- How about portfolio acquisitions?
Strategy
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From A Side Hustle To Building A Real Business Infrastructure To Grow: Getting To 50-100 Rentals In Your Portfolio
- Expansion strategies for '26
- When it is time to leave your day job
- Figuring out when is the best time to use your IRA
- Keys to success
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Buying, Lending Or Managing Properties? Where Should You Be Today? How Can You Transition?
- Will buying continue to be tempered, especially scattered site?
- What kind of price can you get if you were to move on?
- Getting the financial backing for your strategy
- Selling the property, keeping the management
- Future predictions that will help you make the decision
- Land entitlement, construction, sell to retail or institutions: Assessing the different ways you can play the BTR market
- Going from owner/operator to investor
- Dipping the toe in with seller financing
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1000+ Rentals In Your Portfolio… What's Next?
- Should you continue to increase your rentals?
- Should this increase be in existing markets, new markets or should you offer services that are already in-house like property management or brokerage to others in your market?
- How are you increasing efficiencies with AI out there?
- Maybe there are other ways to increase your ROI by self-insuring or 3rd-party management or taking certain functions in-house
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Defying Gravity… Planning Your Growth, Entering New Markets & Executing Like Crazy
- What are the criteria you are looking at when considering a market?
- What kind of scale are you looking for when you enter a market?
- Scale needed to obtain goods and services at lower prices
- Use your own hires vs. outsourcing
- Accessing capital strategy
- Tools and tech to document standard operating procedures
- When do you know when to hire additional personnel?
- What kind of due diligence are you doing on new workers and partners?
- Which physical markets and SFR sub-categories have you added? Divested from?
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Large Senior Executive Owner SFR/BTR Underview: On The Ground Realities, Hidden Costs & Gut Check On The Market
- Macro impacts and how you are dealing with them
- Anatomy of a portfolio of homes: What, where, why and performance
- As the smile states slow down how are you thinking about exit optionality, hold periods and geographic rebalancing?
- Buy box: Is it getting larger or smaller?
- Your number 1 new amenity is...
- Decreasing rent growth and ability to raise rent: What are your strategies to raise income in this environment? What is the lifetime value of a good tenant retained?
- Where have you been finding efficiencies?
- Rising labor, local taxes and insurance in an era of limited rent raises: How are you keeping cost low to balance out?
- Talent & organization strategy
- Strategies to deal with inflationary pressures
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Future of SFR/BTR: Are Golden Years Ahead, Will We Turn & Face The Changes, Or Are We Looking At Ashes To Ashes?
- Are you preparing for stable coins and tokens?
- AI-powered autonomous property management
- Turnkey BTR communities
- Alternative communities focusing on wellness, seniors and other affinity-based living communities
- How is the political side going to play out??
- Will renters by choice continue to increase?
- What will be the largest challenges over the next 3 years?
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Right Here, Right Now: Women's Leadership Elevated
- All are welcomed to see how industry players are empowering women to perform, mentor others, enter traditionally male-dominated areas and rise up the corporate ladder in this time where some of these initiatives are being openly questioned
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How Are You Taking Advantage As Institutions Hit Pause?: The Middle Market "C-Suite" Plenary
- Competing with the large institutions or side stepping?
- What is your niche? How are you deepening or are you looking to add to it?
- Is vertical integration the best way to go?
- Moving into a market: How quickly? Mergers, JVs or going in alone
- Strategy to use 3rd-parties
- Capital structure and sourcing strategy
- What is your branding strategy?
- Tech trends an embracing AI
- Insurance strategy
- What is your takeout strategy and price?
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Value-Added Strategies: Where Is The Real ROI Hiding?
- Considering home size expense vs. extra rent
- ADUs: Are they a high ROI addition?
- Beyond the kitchen and bathroom… Does smart home tech make $? Which other amenities can make you $?
- Loss suppression, where you can cut your premiums and adding resilience
- Is it time to catch up on the deferred maintenance?
- Value-added on the turn
- When should you change purpose to short-term rental, co-living etc.? Which locals are getting less friendly?
- Optimizing your turn… Keep vs. sell? What is your best exit today?
- Which markets are you seeing value-add opportunities? How about product types: 1980's vs new product; 3 bedroom vs. cottage?
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Scaling Smart: Getting From 200-1000 Rentals In Your Portfolio
- How have you been growing your business in this challenged climate?
- What will be the challenges you are expected to face going forward?
- The business is becoming more complex-what kind of key hires and operational systems are you adding?
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If You Can't Beat Them Join Them… Navigating Institutional Partnerships Through JVs, Portfolio Building, Sale & Management
- With PE pulling back what are the real options?
- Experiential Experiences: Working with some of the large SFR non-fund owners
- What kind of cap rates are institutions looking for?
- The latest JV structures, deal terms, governance and control complexities
- What are you looking for in a property management partner? Platforms, reporting +?
- BTR and construction partnerships
- What kind of size and density are you looking for in a community you invest in?
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Private Equity Players Plenary: What Are You Looking For To Get Back In?
- Are you looking to build and back platforms or invest by yourself?
- Scattered site vs. BTR or are you looking to back service providers?
- What is your growth strategy in this area? What kind of capital are you deploying?
- The good, bad & ugly… What are you looking for when backing a first-time partner and immediate red flags
- Deal structures and capital stack innovation with capital partners, funds and JVs
- Exit strategies or long-term hold?
- What are the LPs saying?
- How low of a rate are you looking for?
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Alternative SFR Ownership Models
- Shared equity models and working with not-for-profits, lease to own, downpayment assistance and fractional ownership
- What kind of returns do your approaches yield?
- What happens when rental payments stop?
- Who is responsible for maintenance? Decision rights on refinancing, repairs or resale and how disputes are resolved
- Equity rich home equity owners vs. new loan origination/downpayment assistance approaches
- Co-ownership vs. fractional, rent or debt
- Different products, different credit scores and criteria you are looking for…
- Scaling ability
- What kind of compliance on the marketing and education?
- Seller leaseback and stay and pay options for those in distress
- Rent to own as a disposition strategy
- Exit strategies and underwriting vs. standard underwriting
Economy/Geography
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Comparing SFR Performance In Different Economic, Interest Rate And Inflation Scenarios
- If rates drop what would you expect?
- The new shadow Fed head…
- Role of the housing markets
- Is it all about the 10-year?
- Seems like there isn't a lot of room to raise rents… What if inflation spikes due to tariff hikes? What will that do to construction costs?
- Looking at markets pre- and post-disaster
- How is it looking for those owners with maturity cliff issues?
- Predictions for 2026? Returns 2026? 2030?
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The New SFR Demographic Demands: Floorplans, Amenity Use & Community Preference?
- How is it going with the 1 garage townhouse?
- How many residents have kids?
- How important is design and aesthetics? Landscaping and curb appeal?
- 1st vs. 2nd floor bedrooms
- Square footage: What is ideal?
- 2 vs. 1 floor layouts
- Evaluating regional differences
- How many SFR renters aren't interested in owning a home? How can you identify them?
- Tech stack preferences and amenities by age
- What kind of floorplan mix do you go after?
- What kind of technology do different groups have as "must-haves"?
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Looking For An Edge When Valuing Homes: What Is The Under-The-Covers Data Sets You Are Using
- Riding the market roller coaster… Where are we up? Down?
- Spread between portfolio's retail value vs. investment value vs. MLS
- Newest valuation tools including AI-enhanced AVMs
- How much of a hit are natural disaster markets taking?
- Which amenities are paying for themselves?
- Spreads between secondary and primary markets
- How much NOI variance is due to macroeconomic conditions?
- How do you account for behavioral and sentiment data?
- Retail vs. investment: Valuation spread by exit strategy
- Comparing peak vs. markets with room to grow
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Smile Vs. Frown Markets In The Smile States
- Institutional BTR buildout, affordability pressures, natural disasters, migration-driven demand and saturation pockets will be among the discussion points
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Pac Northwest & Mountain West
- Inventory bottlenecks, tech spillover effects, emerging BTR hubs and rising labor costs will be some of the themes discussed.
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Midwestern Growth And Not-So-Growth Markets
- Value-add plays, cash-on-cash return focus, operational efficiency, resident longevity
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Succeeding In The Northeastern Markets
- Regulatory complexities, high-barrier entry points, urban-to-suburban shifts will be some of the discussion points with your input a key part of the equation
Acquisitions
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Increasing Accuracy, Decreasing Costs & Providing The Best Property Acquisition Info: Data, AI & Tech Must Haves
- Leveraging alternative data sets and insuring their accuracy
- Untrended vs. Trended return on costs
- Better use and presentation of information and data… How much is this costing? How much are you saving?
- How much more of an impact is insurance, natural disasters and tax? How about the ultimate disaster- Regulation?
- Tracking migration trends
- Are you using VA's?
- Construction cost forecasting and takeout risk
- What are the under-the-radar indicators you are stressing to determine that there will be a demand for your product?
- Using large language models for manual processes vs. Human-in-the-loop vs. full automation
- Which function is the first one you should automate?
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Underwriting: Are Models Getting A Little More Optimistic? Will This Lead To More Deals Getting Done?
- Speed, quality and cost: How are you improving?
- Are investors coming in earlier? How is capital underwriting vs. owners
- Model inputs, initial proforma & exit valuation
- Cap rates vs. stabilized yield vs. other numbers that make you buy
- Where are construction costs?
- Climate change impact
- Which platforms are you using for your underwriting models? How about AI
- The latest addition to your black box
- What untrended return on cost do you need to underwrite to? How are you getting there?
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Deal Of The Year Case Study Competition
- This session will present the winners from the December 1 contest of the BTR, Scattered Site SFR and Flip of the Year and what made them so.
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Acquisitions Cap Rates, Cash-On-Cash Returns & IRR
- Comparing portfolio vs. Individual pricing
- Are you finding properties that comply with the 1% rule at a 12% GRM? Are they worth investing in?
- Light rehab vs. heavy rehab properties: Where is the ROI?
- Are the opportunities on the exchange worth it?
- Are you changing your buy box?
- Debt strategy, rest of the capital stack, underwriting and exit cap
- Are rising insurance and property tax reassessments killing deals or forcing re-trades?
- What was your target acquisition number in '25? What will it be in '26?
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Everybody Is Fishing In The Same Pond… Diversifying Your Approach With Alternative Acquisition Strategies & Sources
- Comparing deal terms & pricing
- Playing the numbers… Looking at 721s and 1031a
- Going downstream: Creative land acquisition strategy
- Playing in the city vs. burbs vs. ex-burbs
- Can you get a better price from local wholesalers?
- How much of a % can you attribute your deals to your efforts to build relationships?
- Seller carryback, earn-outs, seller financing and option-to-purchase options
- Small parcel aggregation
- Are there off-market deals out there? How are you finding them?
BTR
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BTR Financing: Comparing Phased Financing Vs. One Stop Shop
- Getting a single lender support "cradle to grave" financing? What does it look like? What about the bridge-to-perm part?
- How do you handle day 1 leverage offered to builders to refinance a land loan or cashing out of finished lots before going vertical?
- What does the equity piece look like?
- Draw facility and phased capital terms
- Capital stack: Is there preferred out there? Which part are developers having trouble filling?
- How are you handling distress?
- Working with the GSEs
- Non-rate complexities, cash management and negotiation points
- Green, yellow or red: Looking at markets
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Property & Asset Management Of Your BTR Portfolio
- Staffing during vs. after the lease up
- What do you do on the turn? Resident retention strategies so you don't need the turn
- What is the amenity mix? Which ones are the must haves?
- When do you offer concessions? How about now?
- Which roles are you outsourcing?
- Are you putting any additional spend into smart tech like thermostats, water detection, energy and water use?
- Who do you use to lease up? Internal or 3rd-parties?
- Amenity ROI and utilization tracking… Any surprises?
- What have been some of the most frequent complaints? How have you solved the most frequent ones? Does it help to guarantee response times
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Raw Vs. Permitted Land: How Are You Derisking? Where Is The Exit Value Today?
- What is your most effective acquisition strategy today?
- Comparing selling to the builder vs. retail
- Comparing financing structures of today
- Individual vs. platted lots
- Factoring in the time value of money
- Assessing the market for land banking
- Finding capital partners and what kind of structures are available
- Special considerations for urban and expensive markets
- What is the current BTR vs. Build-for-sale spread?
- Land for sale: What's out there?
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Build-For Rent Industry Overview: Gauging Builder Sentiment, Market Sentiment & Will Projects Be Returning As Expected Going Forward?
- As the industry starts to mature how is the rent and amenity growth looking? What are some of those 5-year-old projects returning? How much more is the maintenance in year 1 vs. 5?
- What kind of projects are on the market today?
- Sale velocity, absorption rates and Is density increasing?
- New variations on theme
- Construction cost direction and tariff volatility
- Geographic hot spots and how are urban vs. other markets performing?
- Any demographic surprises?
- Institutional equity and debt financing out there
- Spec building and markets: what is out there?
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BTR Interactive Group Meeting
- Which development deals are viable, acquisition strategy, sourcing, land acquisition, takeouts and your questions and observations will be detailed during the discussion
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BTR Takeout vs. Refinance: Enhancing Exit Options And Optimizing IRR
- The anatomy of a strategy change: Going from retail to institutional vs. the reverse
- What about those turnkey guys?
- Selling one-offs vs. completed phases vs. whole community to investors
- Selling before vs. after the lease up: What are the current exit premiums and risk adjusted returns?
- Exiting during the land or construction phase
- Role of capital recycling and end of fund life: Are there structures that can extend the lifecycle and add optionality?
- How long do you plan on keeping?
- Rent-to-own as an exit strategy
- What are take-out partners looking for?
- Disposition strategy by product type
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Buying From The Builder/The Builder As A Seller: Are There Any Tricks Of The Trade You Need To Know?
- When are builders trying to get their inventory off-of-the books? Seasonality realities you need to know
- Are you looking for lots of lots?
- Builder lender incentives: What can you ask for that might be accepted?
- Lot premium negotiations
- Model homes for sale
- Relationship builders that will make builders call you first after that cancellation
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The Large BTR Player Senior Executive Panel: Meeting ROI Goals Amid Increased Development, Supply & Slower Absorption
- How are you navigating political and regulatory risk?
- Are you looking to build more this year? Are you going to keep or sell?
- What is your hold period flexibility? Exit strategy?
- Are you increasing resilience to disasters in areas susceptible to such weather-related losses on your new builds?
- Strategies you've been using to minimize construction costs?
- How important is design and aesthetics?
- Are you looking at tertiary markets? How are you making them pencil?
- Property management strategy and latest way you are controlling operating costs
- What is your amenity philosophy?
Fix & Flips
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Fix & Flip Overview: Where Are The Challenges?
- How fierce is the competition out there? Are inventory shortages driving prices up too much?
- Buyer affordability in the retail market vs. institutions on the sideline… What is the better choice?
- Are construction costs finally leveling off? What has been the impact of enhanced ICE enforcement?
- Which amenities are presenting the best returns?
- The lending side
- The surprise softening of the sunbelt
- What are some of the biggest drivers of return in today's market?
- Unexpected challenges that you see increasing going forward
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Not Flipping Out… Acquiring & Financing Your Fix & Flips
- What are some of the attractive markets for you? What makes them attractive?
- What kind of product has the most value potential today?
- Are there any new fixes that are returning over their heels?
- What kind of flip IRR are you looking for? Exit cap you are targeting? What is your equity buffer?
- When do you keep? What does your equity think of this change? How do you finance?
- What are the most active equity sources out there? What are their terms and structures?
- What kind of debt out there? When is RTL the best choice? Hard money?
- The 100% LTC financing deal: What are the terms?
- What kind of line of credits are out there? How are they being used? What do current draw structures look like?
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Active Fix & Flippers
- For all sizes and locations of flippers we will debate issues like where the best returns are light rehab vs. heavy rehab properties; hidden supply corners of the market and the best & worst deals you've been seeing lately
Sub-Asset Classes/Alternative Models
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The Distressed Buyer/Seller/Workout Panel & The Emerging Pressure Points
- Finding real distressed SFR investment opportunities: What resources, platforms, or networks are you leveraging
- Specific market and regions where you are seeing distress
- Mom and pop pain points
- Assessing the current state of the note market: Are there portfolios available or onesies? Creating notes using seller lease back and stay and play options
- What does your due diligence process look like when evaluating distressed opportunities?
- What strategies are you using for portfolio acquisitions, and how have they evolved recently?
- Is the retail channel currently viable for distressed acquisitions? What are some of the reasons that retail homes are available? Do you find that direct-to-homeowner marketing is still effective in this environment vs. other methods?
- Are there delinquent HOA and tax liens out there?
- Anatomy of a successful extension
- Natural disaster opportunities
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Investing In SFR/BTR Sub-Sectors
- Can you drive 55? Looking at active senior SFR communities
- Vacation, short- and medium-term rentals haven't been a great play lately, but they can be…
- Adding an ADU to your property: What kind of return?
- Low income and workforce housing
- Don't call it a comeback, I've been here for years: The notes market updated
- Co-living and student housing opportunities
- Mobile home parks
- Looking at luxury communities: What are the bells and whistles? How much more can you charge?
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Workforce & Affordable Housing Deep Dive: Is The New Political Climate Increasing Doubt In This Market?
- Tenant behavior and amenity preferences compared to other demographics
- Urban vs. suburban vs. rural markets
- The most affordable neighborhoods have seen the most rent inflation… Is there room for rent growth?
- Changing non-payers to payers
- Key to tenant retention: Are you targeting essential workers
- Making affordable BTR communities work
- Are the big institutions playing in this area?
- What is out there regarding government financing?
- New developments in the capital stack
- The federal government: Taking advantage of HUD 221(d) and middle-income housing programs
- Where are the market fundamentals going? Is it time to dust off your exit strategy
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What Kind Of Information Do you Look For Before Investing In A Secondary Or Tertiary Market?
- What are the economics? Where can you get a better price vs. more densely populated areas?
- Cost/rent ratios: How important?
- Measuring exit liquidity and buyer depth pool vs. first-mover advantages
- Defining growth, population inflow and stickiness and hyper-growth markets
- Finding vendors and partners
- BTR in tertiary markets: How are you making it pencil?
- Which locals are becoming more landlord-friendly?
- Do you go 3rd-party management?
- And the undervalued market of the year is…
Financing
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DSCR Deals: How You Can Hit A Homerun With Your Deal
- What does your origination box look like? Property type and favorite markets
- DSCR thresholds and reserve requirements, what are some of the most meaningful risk mitigants lenders are putting in place?
- How are you looking at the payment history of original loans when underwriting new loans?
- Performance monitoring and when do you put a loan into default?
- DSCR investor demand
- Are you offering sub-1.0 DSCR loans?
- Prepayment penalties and exit flexibility
- Underwriting to market vs. in-place rents
- Loan stacking and portfolio strategy
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The Long Term Debt Financing Limbo: How Low Will Your Cap Rate Go? How Much Will You Stretch The Leverage?
- How are underwriting guidelines changing?
- Home equity products for investment products
- Determining deal volume limits for repeat borrowers
- How do you evaluate low income and workforce housing?
- Evaluating equity and other capital sources in the stack
- Working with brokers
- Borrower must haves
- Markets and products you are not lending into
- Holistic risk assessment and portfolio monitoring
- Construction take outs and cash-out refis
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Building The Equity Part Of Your Stack: Fund Structures vs. Deal-By-Deal, SDIRAs, Crowdfunding & 1031 Leverage
- How is the math looking?
- Pari passu; Pref 1st hurdle, second hurdle and splits: Evaluating PE terms today
- What is your equity/debt mix?
- Using private capital for capital growth
- LIHTC, Solar equity and ESG-based financing coupled with o-zones, REAP and historic tax credits
- Co-GP structures and programmatic equity models
- How much do your investors expect" Skin in the game?
- Looking at different equity: Family offices vs. RIAs vs. institutions vs. SDIRA investors vs. retail capital platforms
- What are some of the innovative equity structures out there?
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The Mortgage Broker Interactive Small Group Meeting
- This interactive session brings together mortgage brokers navigating the evolving SFR lending space. Share deal structures, underwriting trends, and creative financing strategies in a candid, small-group format designed for real-world knowledge exchange
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Borrower-To-Borrower Capital Conversations On What Is Really Happening When Looking For Debt & Equity?
- Debt, equity, preferred, what is your capital stack like?
- What are the latest structures and pricing?
- How are you dealing with any workouts?
- Are you using brokers? Do they get you better pricing?
- These plus your questions and insights will be the focus
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Financing State Of The SFR/BFR Industry: What Are Some of the Most Notable Shifts & What Are Their Impacts?
- When will we see accretive leverage again?
- How active is the securitization market? How is that impacting the SFR/BTR market?
- Will debt maturities lead to any forced selling
- Yield curve in one year
- How do you see loan pricing evolving?
- The latest on DSCR and non-QM loan underwriting standards and terms
- Capital availability, sources, securitization and its impact on origination ability
- Competition and how it is affecting rates, fees and leverage
- How are you looking at infill opportunities?
- Construction loan pullback… Do you see any green shoots in any sector?
- Looking at the equity side and your leverage requirements
- How are 2024 loans performing? How is that impacting your underwriting credit practices? Deal terms?
Tech
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Tech Interactive Group Meeting: What An SFR Owner/Operator Needs To Know (Interactive Small Group Meeting-Owners only)
- From platform fatigue to resident preferences, we'll explore which technologies are driving value—and which are draining time and resources
- Bring your experiences and questions as we dive into managing client portals, unlocking NOI with smart tech, and adapting AI tools in real time
- This open-format discussion is powered by you, the attendees
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Tech Hot Seat: Real Conversations Between Property Managers & Vendors
- This highly interactive session creates a no-fluff zone for property managers and technology vendors to exchange insights in real time
- Co-chairs will lead candid discussions on selecting the right systems, navigating pre-implementation hurdles, uncovering cost-saving strategies, and sharing rollout best practices
- Vendors will showcase their latest solutions while responding to real-world challenges—think live feedback, unscripted dialogue, and actionable takeaways to those pesky puzzles you are trying to solve
Property/Asset Management
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Change Management: Strategies To Implement Transformative Change Effectively & Ensuring It Sticks
- Who do you need to get onboard? What should your team look like?
- Communication best practices for employees, vendors and residents
- Applying change management to centralization or dispersing property management
- Metrics and KPIs
- Bringing people into the office or reducing staff
- Looking for new vendors and working with existing vendors during this change
- AI adaption, tech stack consolidation and change fatigue
- Transforming call center strategy
- Managing the chaos of business shifts
- Using virtual assistants
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Large Institutional, Senior Executive Property Management Plenary: What Are Your Key Initiatives For '26
- How are you trying to reduce turn times?
- What's new in frauds out there? How are you fighting back? How are you balancing fraud vs. lease momentum?
- Maintenance vans and windshield time and storage: When do they pay off?
- Centralization vs. decentralization
- How are you using AI? Do you see AI saving you enough $ to charge less in rent?
- Marijuana legalization and its impact
- Looking for new property managers: What are the attributes?
- With staffing challenges and labor costs on the rise, how are you adjusting your staffing models to maintain service while protecting margins and NOI
- Are you already accepting bitcoin? Preparing for stable coin?
- What's the newest addition to your dashboard?
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Resident Experience & Tenant Satisfaction: How Do You Measure Success? What Is The Data You Need?
- Is tenant satisfaction the best metric? But do metrics lead to renewals and long-term tenants?
- What are some assumptions that you found were not correct? What are the biggest surprise?
- Have you tried to have the resident directly schedule their appointments? Is your app being used or are residents still using the phone? What is the ideal number of work order per unit?
- How are you distinguishing true pain points from complaints?
- Mitigating reputational damage from bad reviews
- How successful are community building programs?
- Rewarding good tenants/teaching up problems tenants
- Data Gathering: Do you have to incentivize tenants to get accurate information?
- Comparing different demographic preferences
- Lifecycle mapping
- Which amenities have you cut back on? Where have you been spending?
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The Efficient Asset Manager: What Are The Tricks Of The Trade For Running The Property Optimally?
- Managing insurance risk and cost: Are you looking at alternatives like captives and self-insurance?
- New developments in managing the data maturity curve and the debt side of asset management
- Cost to maintain: Capital renovation of aging portfolios, BTR communities as they age and what kind of renovation ROI are you looking for?
- Are you making your properties more resilient where exposed to the elements?
- How much is it worth to retain a good tenant?
- Comparing portfolio performance of 3rd-party vs, internal management
- What is your favorite operational efficiency metric?
- Lease conversion, average vacant downtime and are incentives and renewal programs working?
- What are some new factors you are using to determine a property sale?
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Managing Institutional-Wide Overhead Costs & Budgets
- How are you insuring per-property profitability? Are you doing any scenario planning and stress testing?
- Where do you expect construction and maintenance costs to go? What are your latest supply chain optimization efforts? How about personnel? Warehouses, where they are and what do you keep in them?
- Centralizing vs. decentralizing vs. outsourcing
- Role of executive leadership and the information they need to make decisions
- Technology and how it is saving costs
- Staffing and costs including legal, tax, accounting and compliance staffing
- Are you increasing resilience to disasters in areas susceptible to such weather-related losses?
- When costs rise but rents don't: Tactics for tackling labor, tax & insurance pressures
- Deferred maintenance mapping
- Aligning asset-level strategy with institutional capital goals
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Assessing The Cutting Edge Of Marketing, AI & Digital Vs. Traditional Methods
- Curb appeal and what are new, potential residents looking for?
- How are you educating your prospective tenant and why to go SFR?
- Conversion optimization: Now that you have them on the hook what does it take to get the lease signed?
- Lead profiling, audience segmentation and content personalization
- Self touring and virtual lease tool evaluation
- Measuring marketing ROI by channel
- Updates on the case of using AI in rent pricing
- Building your brand
- Toying around with different AI platforms
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Tenant Satisfaction Metrics & Best Practices
- Metrics don't renew… Is tenant satisfaction the only metric that matters?
- Differences in SFR and apartment tenant metrics
- Work order response: What kind of time frame are we talking about before the customer gets upset? Are you using chatbots and AI?
- Expectation management methods
- Resident technology demands and where should the spend be?
- What are the most beneficial questions that can be asked in a renewal, post maintenance visit or exit?
- Low-cost high return satisfaction practices
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Achieving Turn ROI Maximization & Operational Excellence
- What was the latest best practice implemented to reduce turn times?
- Matching the amount of houses you take down to the amount you can rent
- What kind of technology has really speed up the turn?
- Vendor scheduling and management best practices
- Everything you need to know about the construction side
- What kind of energy savings do you employ on the turn?
- Durability vs. cost
- What are some of the newest pre-move-out punch list items you are checking? What are you doing before the moveout while keeping the existing tenant pleased?
- Where is your highest ROI on the turn?
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AI, What Is "Take Homeable" & The Latest Property Management Efficiencies
- Uses for predictive maintenance and workflow automation
- Dynamic pricing engines and rent maximization
- Coming up with a turn budget and schedule
- Digital tour analytics and optimizing marketing, lead-to-lease and screening
- Knowledge sharing tools
- Catastrophe modeling
- What kind of stress testing are you doing?
- Chat bot success stories
- Algorithmic tenant-credit and behavioral screening
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Property Managers Small Group Meeting
- AI driven operations and predictive maintenance
- Centralized vs. dispersed management
- The latest data and your questions and insights will be the script for this discussion