Land & Homebuilding (East)
Miami, FL
April 29 - 30, 2019

Description

IMN is pleased to announce the 6th Annual Real Estate Private Equity Forum on Land & Homebuilding (East), which will return to Miami, FL on April 29-30, 2019.

The forum, which in its 6th year has become the premier gathering of homebuilders, developers, and capital providers, will once again provide senior level industry participants with a day and half of panel discussions, keynote addresses, and networking & dealmaking opportunities.

Focusing on private equity, debt and joint venture financing in the dynamic land, homebuilding & condo development markets, our agenda will examine the latest investment opportunities, strategies and trends that will help carry your business forward in 2019 and beyond.

Topics of discussion will include the Macroeconomic Outlook for the Land and Single Family Home for Sale Market; Equity & Joint Venture Financing; Land Light vs. Land Long Strategies; and much more.

Be sure to bookmark this website and check back for regularly updated information.

We look forward to seeing you in Miami, FL on April 29-30!

Who Should Attend
  • Funds
  • Homebuilders
  • Land Developers
  • Land Owners
  • Private Equity Firms
  • Property Management Firms
  • Legal Firms

Conference Highlights

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Networking

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My Agenda

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Agenda

    Monday, April 29th, 2019

      8:00 AM
      Registration & Breakfast Courtesy of:


      8:40 AM
      IMN Welcome Remarks


      8:45 AM
      Macroeconomic Factors and their Implications for the Homebuilding Market

        • Where are we in the cycle?
        • Trump, tariffs and trade wars: what are the impacts on homebuilding?
        • Analyzing mortgage rate trends and their effect on consumer and homebuilder confidence
        • Regulatory and governmental changes
        • What does the recent interest rates hike mean for the national housing market?

        • Ali Wolf , Director, Economic Research (Zonda | Metrostudy)

        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files
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      9:15 AM
      National Homebuilding and Land Market Outlook

        • How has the supply/demand balance for various products? 
        • What impact has this had on prices and what are the expected trends for the coming year?
        • Will prices continue to rise in typically expensive coastal markets?
        • Land, labor and material costs: where are the opportunities to increase productivity by managing costs?
        • What is the current appetite amongst first time, second time and foreign buyers?
        • State by state: which markets are performing particularly well and which are in a slump?

        • Timothy Sullivan , Managing Principal (Zonda | Metrostudy)
        • Noah Breakstone , Managing Partner (BTI Partners LLC)
        • Michael Maxwell , Chief Operating Officer (Builder Finance Inc.)
        • Paul Megler , Vice President, Real Estate (KB Home)
        • Michael Miller , CMO (5 Arch)

      10:00 AM
      Private Equity Perspectives: Homebuilding Investment Strategies in Today’s Market

        • How are you creating investment opportunities in the current land and homebuilding market?
        • What types of deals are you targeting? 
        • Where do you see the most up-side, in terms of product and geography?
        • Small private homebuilders: what do first time private equity users need to know?  What are common misconceptions they have?
        • Evaluation of current debt and equity structures
        • What do you look for in an ideal JV partner?
        • Are you seeing much foreign money entering the market?  What are their pain points?

        • Richard Gollis , Principal (The Concord Group, LLC)
        • Blake Thompson , Managing Director (Blake Investment Partners)
        • Ed McDowell , Managing Director-Acquisitions (GTIS Partners)
        • Rodney Montag , CEO & Managing Partner (RAM Real Estate Capital)
        • Frederick Cooper , SVP, Finance, Int. Dev. & IR (Toll Brothers, Inc)
        • Shannon Rex , Senior Vice President (Walker & Dunlop)

      10:45 AM
      Networking Break Courtesy of:

      •                     

      11:30 AM
      Project Finance for Build to Rent

        • What is the preferred model for private homebuilders when it comes to single family homes for rent?
        • What do the financing options really cost?
        • Tax considerations and the impact of interest rate hikes
        • How many projects do you have simultaneously and are you financing them the same way?
        • How do investors feel about backing single family rental projects?  What are their reservations?
        • Economies of scale: what is required to make this model financially viable and successful?
        • Risk management strategies

        • Timothy Sullivan , Managing Principal (Zonda | Metrostudy)
        • Michael Miller , CMO (5 Arch)
        • Matt Rodak , Founder & CEO (Fund That Flip, Inc.)
        • Tom Hallock , Chief Credit Officer (Genesis Capital)
        • Matt Neisser , COO (LendingOne)
        • Cortney Newmans , Director-Business Development (Lima One Capital)

      12:15 PM
      Diversity and Inclusion in Homebuilding

      • Senior homebuilding executives and board members discuss the importance of gender, race and generational diversity within leadership teams.  How can this lead to a closer relationship with the consumer? 
        • Kathi James , Division President (Beazer Homes)
        • Kris McNally , Vice President, Strategic Marketing (Ashton Woods Homes)
        • Alaina Money-Garman , Founder & CEO (Garman Homes & Fresh Paint)
        • Maria Menendez , CFO (GL Homes)
        • Bailey Neal , Principal (Legacy South Companies)

      12:55 PM
      Luncheon


      2:00 PM
      Special Assessment District Public Infrastructure Financing

        • What are the benefits to forming a special assessment district?
        • How does it impact land development costs for developers?
        • Steps and parties involved in these development tools

        • Jeffrey R. Rink , Jeff Rink, Managing Director (KeyBanc Capital Markets)
        • Lindsay Banner , VP-Public Finance (Municap)

        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      2:35 PM
      M&A Opportunities in Homebuilding

        • M&A activity has been picking up as starts have peaked and organic growth is slowing
        • Considerations for sellers: valuations, earn outs, timelines and diligence; an overview of what to expect
        • Foreign real estate companies are engaged, how do they compare to the US counterparts as long term partners?
        • What are the pros & cons of consolidating into a public company?
        • How do you adapt your strategy to compete with peers gaining increasing share in your markets?

        • Margaret Whelan , Founder & CEO (Whelan Advisory, LLC)
        • Patrick Zalupski , CEO & Co-Founder (Dream Finders Homes, LLC)
        • Steven Lear , Partner, Leader of the National Joint Venture Team (Holland & Knight)
        • Lou Steffens , President, Acquisitions (Taylor Morrison)
        • E. John Wagner, II , Partner (Williams Parker)

      3:15 PM
      Private Homebuilder Strategies

        • Current supply/demand dynamics in the areas in which you operate
        • Which markets are you most bullish on in the next three years?
        • Financing strategies: what works best for your business and why?
        • What deals will you be looking to finance in the next year?
        • Which markets have the most upside this coming year and why?
        • Land light vs land long: what is the ideal strategy in markets where land is desirable but difficult to acquire?
        • How do you adapt your strategy to compete with larger players entering your markets?

        • Matt Rodak , Founder & CEO (Fund That Flip, Inc.)
        • Mike Benshoof , President (Berks Homes)
        • Bojan Knez , President and CEO (B.R. Knez Homes)
        • David Tracy , President (Classic Cottages, LLC)
        • Batey McGraw , Vice President-Land (Dream Finders Homes, LLC)

      3:55 PM
      Networking Break Courtesy of:

      •                     

      4:10 PM
      Appealing to the Consumer: Technological Innovations Within the Home

        • What innovative designs and technology solutions are being utilized to save costs, increase efficiency and still create an attractive product? 
        • Government and municipal incentive: which are worthwhile and how can these be improved?
        • How can builders work with technology providers to deliver solutions that make sense for the consumer?
        • How can these strategic partnerships eventually lead to the realization of affordable housing on a larger scale?
        • What gadgets and other modern amenities are millennials, active adults and seniors demanding?  Are you looking ahead to Generation Z?

        • Alaina Money-Garman , Founder & CEO (Garman Homes & Fresh Paint)
        • Bob Swainhart , Director of Professional Services (Constellation HomeBuilder Systems)
        • Matthew Montgomery , President (GroundStone, Inc.)
        • Jay Mason , VP, Market Intelligence (PulteGroup, Inc.)

      4:50 PM
      Financing Land Development Deals in 2019

        • What are the basic differences and similarities between mezzanine debt and preferred equity?
        • What types of development deals lend themselves best to a mixture of secured senior debt and subordinated debt and/or preferred equity?  What characteristics make a project more (or less) a good fit for structured capital?
        • What are the benefits and disadvantages to the developer related to mezzanine debt and preferred equity?  What are typical restrictions and requirements of subordinated debt/equity for the developer?
        • Do you see subordinated debt/equity structures becoming more or less prevalent in 2019?  Why?

        • Steve LaTerra , Managing Director (Zonda | Metrostudy)
        • Amit Rind , Director (GTIS Partners)
        • Chris Bley , Partner (Newport Pacific Land)
        • Matt Matteson , Sr. Vice President (RAM Real Estate Capital)
        • Ed Steffelin , President and SVP (GS Partners/STAC/Balcar)
        • Jordan Socaransky , Principal (Westport Capital Partners, LLC)

      5:30 PM
      Networking Reception Courtesy of:


      6:30 PM
      Day One of the 6th Annual Real Estate Private Equity Forum on Land & Homebuilding (East) Concludes


    Tuesday, April 30th, 2019

      8:30 AM
      Breakfast and Registration Courtesy of:


      9:00 AM
      Land Banking Capital: Sourcing and Structuring the Deal

        • What are the main drivers behind land banking in the current market?
        • How are land banks typically being funded?  Does this differ by region?
        • Considerations regarding financing and fee structuring
        • Learning from past experiences: what has worked and what has been a bust?
        • Do you have any risk management practices in place?
        • Filling land banking arrangements with new vs. previously owned parcels
        • What legal considerations have to be made?

        • Dan McCann , Managing Principal (Arroyo Capital)
        • Andrew Brausa , SVP (Brookfield Capital Partners)
        • Justin Onorato , Director (BTI Partners)
        • Graig Bantle , Director Business Development (Gibraltar Real Estate Capital)

      9:45 AM
      Innovation in Construction Methods, Products and Processes

        • Who is leading the charge with R&D into prefabricated homes?
        • Supply chain challenges with manufactured and modular homes
        • What are the cost benefits for the builder?  How are these savings passed on to the consumer?
        • Outside of prefab, what other innovations are homebuilders employing?
        • How do these innovations lead to better quality and value for the customer? 

        • Jeff Meyers , President (Zonda | Metrostudy)
        • Betsy Scott , Executive Director (Housing Innovation Alliance)
        • Felix Vasquez , Chief Executive Officer (Hyphen Solutions)
        • Ryan Melin , President (Innovative Construction Group)

      10:30 AM
      Networking Break Courtesy of:

      •                     

      11:00 AM
      Land Entitlement: Success Stories and Challenging Cases

        • What is the current risk appetite of land developers, homebuilders and investors regarding the entitlement of projects in the Eastern states? 
        • What are the costs and timeframes to obtain entitlements like these days and how does that impact contract structuring with the land owner?
        • What are the most common obstacles in the entitlement process and how are processes being adapted to improve the likelihood of success?
        • Which major potential legal issues should be taken into consideration?
        • How best to work with councils and governing bodies to fast-track approvals and ensure that projects are right for the community and the investor?
        • Similarly, is NIMBYism on the rise and what are the best approaches with groups who oppose a development project?
        • Greenfields vs urban development: how does the entitlement process differ?

        • Laurie Ford , Principal & Co-Owner (Lomonaco Investments Inc.)
        • Charles McKeag , President (MLC Holdings)
        • Chris Raley , President (SCG Florida)
        • Larry Franks , Director Land Acquisition (Toll Brothers)

      11:45 AM
      Land Acquisition, Construction & Financing Your Build to Rent Developments

        • Buying a B2R community from a merchant builder vs. building yourself
        • Working within a master planned community
        • Rates and structures vs. traditional SFR and new home construction financing
        • Location, location, location: what are the differences when considering B2R vs. traditional rental locations?
        • Finding and retaining construction personnel and contractors

        • Ed Steffelin , President and SVP (GS Partners/STAC/Balcar)
        • Joakim Mortensen , CCO (CoreVest Finance)
        • Rick Dalton , CEO (Dalton Communities)
        • Dennis Cisterna , CEO (Guardian Residential)
        • Bruce McNeilage , CEO (Kinloch Partners, LLC)
        • Chad Carpenter , Chairman & CEO (Reven Housing REIT, Inc.)

      12:30 PM
      The 6th Annual Real Estate Private Equity Forum on Land & Homebuilding (East) Concludes


Sponsors

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Contact Us

Venue

  • Conference Venue
  • W South Beach


    2201 Collins Ave
    Miami Beach, FL, 33139
    USA

    Additional Info:

    Please use the link above to book a room in our block, pending availability, until our cutoff date of Monday, April 8.  IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making a reservation at the W Hotel South Beach, you must make your reservation using the link above.

Speakers

Content/Audio Files

  • <span style="color: #888; font-size: 0.8em;">Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab. <br/> <br/> Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files. </span>
  • Monday, April 29th, 2019
  • Macroeconomic Factors and their Implications for the Homebuilding Market


    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    Sign-In
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Special Assessment District Public Infrastructure Financing


    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    Sign-In
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Tuesday, April 30th, 2019

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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