Student Housing 360
Dana Point, CA
January 16 - 17, 2020

Description

IMN is pleased to announce the Inaugural Student Housing 360 conference, taking place January 16-17 in Dana Point, CA.

Mainstream investors have 'discovered' student housing. This once-niche real estate sector has seen the introduction of major institutional and international capital, REITs and operating companies to the space, with their interest fueled by an attractive combination of skyrocketing prices, record compressed cap rates and favorable demographic trends.

To match growing demand for insight and deal flow within this burgeoning market, we are pleased to offer operational and financing/acquisitions professionals a platform to discuss entry & exit strategies, financing strategies and operational best practices for an industry witnessing unprecedented organic growth.

Be sure to mark your calendar for next January as senior leaders convene at this one-of-a-kind forum for thought leadership, networking and business development.

Who Should Attend
  • Student Housing Owners & Developers
  • Property Management Firms
  • Equity Investors
  • Lenders
  • Brokers
  • Institutional Investors
  • Vendors & Service Providers
    • Law/Accounting
    • Technology/Software
    • Architecture/Planning

Conference Highlights

Networking Tutorial

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Networking

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My Agenda

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Agenda

    Thursday, January 16th, 2020

      8:00 AM
      Registration & Breakfast



      8:55 AM
      IMN Welcome Remarks



      9:00 AM
      National Macroeconomic Outlook and Implications for the Student Housing Market

        • Where are we in the cycle?
        • Trump, tariffs and trade wars – what are the impacts on student housing?
        • Student enrollment number trends and demand for higher education
        • Is student housing truly a recession-resistant asset class?
        • Implications of interest rate cuts on the student housing market
        • How have changes at the GSEs impacted the industry?


        • Grant Puleo, Partner (Duane Morris LLP)
        • Jason Luker, CFO (Cardinal Group Companies)
        • Thomas Errath, Managing Director (Harrison Street)

      9:45 AM
      Top 10 Owners Roundtable Discussion

        • In what ways has your growth strategy changed in the past few years and why?
        • How are you looking to alleviate overbuilding concerns in certain markets you operate in?
        • What do you view as the biggest disrupter to the student housing space in 2020?
        • Where do you see public-private partnerships going in the future?
        • Consolidation in student housing – opportunities and risks


        • Tim Bradley, Founder (TSB Capital Advisors)
        • Michael Orsak, SVP Investments (Campus Advantage)
        • John Wieker, Chief Investment Officer (Core Spaces)
        • Avi Lewittes, Chief investment Officer (The Scion Group)

      10:30 AM
      Networking Break, Courtesy of:

      •              

       

      • Investment/Acquisitions/Financing Track

      Track A 11:15 AM
      Student Housing Investment Strategies

        • Which markets and sectors do you focus on and why?
        • What are the risk factors associated with developing student housing?  How do these differ to conventional multifamily?
        • Does pricing today still reflect an appropriate risk-adjusted return relative to conventional multifamily?
        • How is your business preparing for the possibility of another recession and a potential change in access to capital markets?
        • How can the industry look to tackle affordability issues moving forward?
        • Are portfolio investments part of your plan for the coming year?


        • Douglas Kligman, CIO (Vesper Holdings)
        • Brendan Miller, Vice President of Investments (Core Spaces)
        • Mark Weinstein, President (MJW Investments)
        • Juan Fernando Valdivieso, Managing Director (Peninsula Alternative Real Estate)

      Track A 12:00 PM
      Calculating the Risks and Rewards of Development

        • What kind of returns can be had in the current market?
        • How do the risk factors differ to those of conventional multifamily development?
        • Challenges associated with developing as opposed to an acquisition strategy
        • What market characteristics/demographics do you target for development?
        • What considerations must be taken with urban infill projects?


        • Grant Collard, CEO (Redstone Residential, Inc.)
        • Liang Wu, Partner (Anchor Real Estate Capital)
        • Jared Hutter, Managing Principal & Co-Founder (Aptitude Development)
        • Brantley Basinger, Principal (Mallory & Evans)
        • Bob Perdue, Vice President, Development (Nelson Partners)

       

      • Operations Track

      Track B 11:15 AM
      Attracting International Students to Maximize Occupancy

        • Enrollment trends for foreign students and implications for occupancy rates
        • How do the needs of international students differ from US students?
        • What should leasing teams consider when creating their strategy for marketing to foreign students?


        • Rory O'Connell, CEO (Leap)
        • Jake Jarman, Chief Operating Officer (Redstone Residential, Inc.)
        • JoAnn Orrell, SVP Partnerships (Unilodgers)

      Track B 12:00 PM
      Maximizing Data Utilization to Drive Leads & Leases

        • Sourcing and utilizing data to its full potential
        • What are the most common misconceptions about data usage?
        • How do digital campaigns fit in to overall marketing strategy?
        • How can it help increase occupancy rates?
        • Understanding Generation Z and the importance of social media


        • Jeff Jobe, CEO/Owner (Conversion Logix)
        • Charlie Matthews, Co-Founder & CEO (CollegeHouse)
        • Andrew Cederlind, COO (Conversion Logix)
        • Apurva Oberoi, Agency New Business Manager (Google Marketing Solutions)

      12:45 PM
      Lunch, Courtesy of:



       

      • Investment/Acquisitions/Financing Track

      Track A 1:45 PM
      Disposition and Exit Strategies

        • When making an acquisition, what exit considerations are taken?
        • What are the factors that infer decisions on exit timings
        • What are the primary disposition options available?  Partial or full sale?
        • How can the disposition process be made more efficient?
        • Differences between selling individual assets and portfolios


        • Michael DiSimone, Director of Acquisitions (MJW Investments)
        • Ryan Lang, Vice Chairman - Student Housing (Newmark Knight Frank)
        • Steve Zhang, CIO (OC Ventures)
        • Jason Rootenberg, SVP Investments (Woodbourne Investments)

      2:30 PM
      Opportunity Zones and Student Housing

        • Overview of opportunity zone provisions, following the most recent guidance
        • How do opportunity zone funds fit into your long-term student housing investment strategy and fund structure?
        • Structuring and re-structuring deals to leverage valuable tax benefits
        • Concerns around lack of clarity surrounding development fees, eligibility of ground leases etc.
        • Due diligence on opportunity zone projects and analyzing the merits of the project without the added tax benefits


        • Brad A. Molotsky, Partner (Duane Morris LLP)
        • Jared Hutter, Managing Principal & Co-Founder (Aptitude Development)
        • Raoul Amescua, VP Development (The Michaels Organization)
        • Scott Gale, President (Ventus Group)

       

      • Operations Track

      Track B 1:45 PM
      Creating a 360 Recipe for Success to Boost NOI

        • What approach do operational execs take to NOI strategy?
        • How can investing in amenities help improve and sustain NOI?
        • Utilizing software to improve operational efficiency
        • Advantages to using third party service providers for marketing etc.
        • Location, location, location


        • Roger Phillips, CEO (Texla Housing Partners)
        • Adam Meshekow, Chief Growth Officer (Leap)
        • Demetrios Barnes, Chief Operating Officer (SmartRent)
        • Mitchell Smith, COO (The Scion Group)
        • Mickey Kropf, CEO (Vector Travel)

      3:15 PM
      Networking Break, Courtesy of:


      •            

      3:45 PM
      The Residence of the Future: Innovation, Disruption and the Continued Growth of PropTech

        • Key disruptive technologies that have been successfully integrated into student housing operations
        • Smart apartments, gadgets and internet connectivity
        • How can leaders help their teams deploy new technologies in a safe-to-fail environment?
        • How do these innovations lead to better quality and value for the resident?
        • Going Green - how do sustainability and environmental considerations factor into designs?
        • Interacting and managing the relationship between vendor and operator
        • What does the future look like for PropTech in student housing?  What would be the dream tool for an operator?


        • JT Bailey, Owner (Bailey Technology Group)
        • Robert Nickell, Principal (Rocket Station Real Estate)
        • Jenean Kaiser, COO (Synergy Fiber)
        • Michael Serour, Vice President of Sales (Verdant Environmental Technologies, Inc.)

      4:30 PM
      Rehab, Renovation and General Property Upgrades

        • What is the goal when providing upgrades?  Potential for increased rent, making it habitable or with a view to an exit?
        • In what ways are quality control procedures changing?
        • What regulatory requirement should investors be aware of?
        • Financing options for rehabbing and renovating
        • How can technology and software help with rehabbing?


        • Brittany Herringshaw, VP of Student Housing (Foresite Realty Partners)
        • Blake Wettengel, CEO (Academy West Investments)
        • Curt Christian, President & CEO (F3)
        • Victor Burgos, National Sales Director (MPL Company)
        • Paula Mathews, Executive Vice President (SmartStop Asset Management)
        • Roger Phillips, CEO (Texla Housing Partners)

      5:15 PM
      Networking Reception



      6:15 PM
      Day One Concludes



    Friday, January 17th, 2020

      8:30 AM
      Registration & Breakfast



      8:55 AM
      IMN Welcome Remarks



      9:00 AM
      Assessing the Pros and Cons of Joint Venture Projects

        • What are the benefits of forming joint venture agreements with other owners?
        • Is student housing more management intensive than conventional multifamily?
        • Do you look for partners in specific types of markets?
        • Are JVs better suited to individual properties or portfolios?
        • Structures, terms and items that take the most negotiating


        • Ian Husted, Senior Investment Associate (Woodbourne Investments)
        • Greg Jasper, Partner (Amstad Developement)
        • Stephanie Lynch, Chief Investment Officer (Student Quarters)
        • Vivian Gao, Director of Investments (BCEG International Investment - US)

      9:45 AM
      Deal Sourcing and Acquisition Strategies: Core, Core Plus, Value Add and Opportunistic

        • Where and how do you find deals with each risk-return profile?
        • What approach do you take to diversify your portfolio?
        • Acquiring portfolios – how to attract foreign/institutional capital and achieve scale quickly
        • Using big data and software to aid deal flow
        • Due diligence and best practice to determine potential for rent increase and expense reduction
        • Are there any distressed opportunities out there?


        • Matt Maruccia, CIO (Pierce Education Properties)
        • Edward Talbot, Executive Director (AGC Equity Partners)
        • Michael Carouba, COO (LandPro Development Group)
        • Andy Feinour, President (Student Quarters)

      10:30 AM
      Networking Break, Courtesy of:


      •            

      11:00 AM
      Developing Marketing and Leasing Strategies to Ensure Strong Occupancy Rates

        • How are demographics changing in different markets across the country?
        • Appealing to potential residents – what do they want?
        • The importance of effectively communicating and serving current residents
        • Systems and processes to track and improve customer experience
        • How to be competitive in over-supplied markets


        • Sam Winn, Director of Accounts (Agency Fifty3)
        • April Priebe, SVP Student Housing & Multifamily Operations (Foresite Realty)
        • Katrina Lopez, Leasing Manager (GHP Management)
        • Jerry Wojenski, Chief Executive Officer (Varsity Campus)

      11:45 AM
      Building an In-House Property Management Solution or Outsourcing to Specialists

        • When does it makes sense to bring your property management function in-house?
        • What to consider when entering new markets
        • Key advantages of using a third party management company
        • Best practices in managing the property manager – owner relationship
        • What can be done to make the management process more efficient?


        • Mark Baumgarten, Executive Vice President, Property Management (Trinitas)
        • Chance Kidd, General Manager (GHP Management)
        • Tyler Perlmutter, COO (Pinecrest)
        • Patrick Nelson, Principal, CEO & President (Nelson Partners Student Housing)

      12:30 PM
      The Inaugural Student Housing 360 Forum Concludes



Sponsors

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This is a past conference, no registration is available.

Contact Us

Venue

  • Conference Venue
  • Monarch Beach Resort


    1 Monarch Beach Resort
    Dana Point, CA, 92629
    USA

    Additional Info:

    Please use the link above to make a reservation in our group room block, pending availability, until our cutoff date of Monday, December 16.  A one (1) night room and tax deposit is required at time of booking. Cancellation is 30 days prior to arrival and any cancellation within 30 days will forfeit the aforementioned deposit and is non-refundable.   IMPORTANT NOTE: IMN has not retained a third party booking company to assist with reservations.  If you are interested in making a reservation at Monarch Beach Resort you must make your reservation using the link above.

Speakers

Content/Audio Files

  • Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab.

    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.
  • Thursday, January 16th, 2020
  • 9:00 AM

    National Macroeconomic Outlook and Implications for the Student Housing Market



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 9:45 AM

    Top 10 Owners Roundtable Discussion



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 11:15 AM

    Student Housing Investment Strategies



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 12:00 PM

    Calculating the Risks and Rewards of Development



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 11:15 AM

    Attracting International Students to Maximize Occupancy



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 12:00 PM

    Maximizing Data Utilization to Drive Leads & Leases



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 1:45 PM

    Disposition and Exit Strategies



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 2:30 PM

    Opportunity Zones and Student Housing



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 1:45 PM

    Creating a 360 Recipe for Success to Boost NOI



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 3:45 PM

    The Residence of the Future: Innovation, Disruption and the Continued Growth of PropTech



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 4:30 PM

    Rehab, Renovation and General Property Upgrades



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • Friday, January 17th, 2020
  • 9:00 AM

    Assessing the Pros and Cons of Joint Venture Projects



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 9:45 AM

    Deal Sourcing and Acquisition Strategies: Core, Core Plus, Value Add and Opportunistic



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 11:00 AM

    Developing Marketing and Leasing Strategies to Ensure Strong Occupancy Rates



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 11:45 AM

    Building an In-House Property Management Solution or Outsourcing to Specialists



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

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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