Agenda - Day Two - 8/22 | Mountain States Middle-Market Multifamily

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Registration & Breakfast

Closed Door Meeting For Owners/ Property Managers Only

8:00am - 8:45am

Registration & Breakfast

8:00am - 8:45am

Closed Door Meeting For Owners/ Property Managers Only

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General Session

8:45am - 9:30am

Successful Strategies For Large Multifamily Property Managers In Today’s Economic Environment

How are top operators improving resident satisfaction and lease renewals in a high-rent, high-vacancy climate?
What’s helping large operators manage expenses in the face of inflation, insurance hikes, and increased repair costs?
What KPIs and tools are driving operational strategy today—especially across multi-state portfolios?
Which upgrades are helping lease-up or retain residents—and which are falling flat?
Are managers shifting focus between value-add, stabilized, and lease-up assets in different metros to hedge risk?
How are you approaching insurance renewal negotiations across multiple assets to protect margins?
What strategies are you using to hit ESG goals without sacrificing NOI?

Erica Sanchez - Regional VP, Cardinal Group
Annalisa Lavoie - Regional Vice President of Operations - Colorado/Utah/Arizona, Kairoi
Brett Frank - Community Director, CenterSpace
Greg Christiansen - President & COO, Akara Partners

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General Session

9:30am - 10:15am

Alternative Equity Sources: Which Path Should You Take?

When does institutional capital take a chance on a middle market owner?
Getting LPs and lenders to sign on
Exploring single owner structures, fund formations, joint ventures and syndications
What is today’s equity cap stack looking like?
Administrative burdens around different types of investors
Are you considering using private credit?
Getting lenders to lend to equity with little skin in the game
Alternative equity sources: Do you need someone to help you find them?
Your investment expertise and how that impacts your equity
Funding acquisitions vs. developments

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General Session

10:15am - 11:00am

Operations 2.0: Leveraging People & Technology to Enhance Apartment Management & Performance

Streamlining back-office operations through outsourcing and automation
Aligning accounting and HR functions with property management goals
Using tech platforms to improve transparency and reduce overhead
Enhancing team performance through better data and reporting
How is data used to coach teams, track KPIs, and create accountability across departments?

11:00am - 11:15am

Networking Break

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General Session

11:15am - 12:00pm

Using AI to Enhance Efficiency & Make Better Investment Decisions

How are you improving margins and ROI?
How are you controlling costs while minimizing churn?
What are some of your best practices for increasing operational efficiency that you would like to implement but haven’t been able to yet?
Have you been going more conservative with expense/capex underwriting? What are your NOI assumptions?
What kind of risks can AI help to mitigate?
Improving data collection, communications, reporting, and analysis & the technology out there to assist
Building your tech stack: Prioritizing tools, vendors, and integrations that deliver
How AI is reshaping staffing needs, from replacements to new positions
Cost savings, revenue potential, and innovative budgeting strategies
Predictive maintenance, risk mitigation, and intelligent building systems

Ben Nollola - VP-Ops, Gables
Connor Pettengill - Investment & Development Senior Investment Manager, Schnitzer West
Nathan Veliz - VP of Operations, RPM Living
Jordan Suther - Director, Finance & Capital, Schnitzer West

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General Session

12:00pm - 12:45pm

The Final Acquisition Countdown: Getting Your Deal Across the Finish Line

Getting LPs and lenders on board
Preventing re-trades
Working with non-profits and the government
Convincing the owner to sell at your price
How owners are tackling issues with limited loan advances, increased capital expenses, and funding challenges
How partnering with a nonprofit can unlock tax exemptions and improve deal economics
Underwriting a development proforma: What is changing?
Is AI, data forecasting, and predictive analysis making your decision-making easier?
What kind of alternative financing solutions should you keep in your back pocket?
Due diligence issues that can cause a deal to hit a wall
What creative solutions have you used to get a difficult deal across the finish line?

Day Two - 8/22Friday, August 22, 2025 - MST