Asset Management Symposium (2016)

This discussion will explore a myriad of opportunities to boost net operating income including, Energy Efficiency, Ancillary Income Opportunities, Insurance Premium Management, Property Tax Management, Rent Maximization At Subsidized Properties, Utility Allowance Management, and more…

Moderators:

• Beverly Hanlin, National Housing Trust, Washington, DC
• Roger Yorkshaitis, Gatehouse Group, Mansfield, MA

This discussion will explore key strategies and structures asset management executives can implement to improve department operations.  Key topics may include: Reporting Structures, Monitoring Protocols, Process and Systems Improvements and Approaches to Budgeting and Paying for Asset Management Services.  The discussion will explore the pro’s and con’s of different approaches organizations take in incorporating asset management into key functions including project finance, property budgeting and capital needs planning.

Moderators:

• Charles Moran, Vesta Corporation, Weatogue, CT
• Chris Dischinger, LDG Development, LLC, Louisville, KY

There are many tools asset managers can use to identify opportunities across their portfolio and at the micro level.  In this session owners will demonstrate how they are using individual products including software and data packages to spot opportunities and derive portfolio value.

Presenter:

• Austin Herzog, Real Estate Development Services, Clovis, CA
• Jerry Lemmon, WinnResidential, Lowell, MA

There are many tools asset managers can use to identify opportunities across their portfolio and at the micro level.  In this session owners will demonstrate how they are using individual products including software and data packages to spot opportunities and derive portfolio value.

Presenter:

• Trisha Miller, Wishrock Housing Partners & Investment Group, Washington, DC
• Dan Teague, WegoWise Inc, Boston, MA

Asset management can play a key role in maximizing a refinancing, recapitalization or sale.  This session will explore how to create a process to manage and prepare for capital events across a portfolio and key strategies asset managers can implement to maximize owner returns across multiple executions.

Moderators:

• Austin Herzog, Real Estate Development Services, Clovis, CA
• Marianne Votta, Bank of America Merrill Lynch, Boston, MA

Whether you firm owns and operates its own property management company or utilizes 3^rd party management communications is key.  This session will explore how asset managers can facilitate aligning property management with owner priorities and facilitate increased accountability across departments.  The session will also discuss the pro’s and con’s of using 3^rd party management and when it makes sense to start an in-house property management firm or joint venture.

Moderators:

• Andrew Kerivan, Grenwold Real Estate Advisors LLC, Quincy, MA
• Jerry Lemmon, WinnResidential, Lowell, MA
• Kevin Rose, Wishrock Housing Partners & Investment Group, LLC, Portland, ME

There are many tools asset managers can use to identify opportunities across their portfolio and at the micro level.  In this session owners will demonstrate how they are using individual products including software and data packages to spot opportunities and derive portfolio value.

Presenters:

• Abby M. Cohen, Novogradac & Company LLP, Bethesda, MD
• H. Blair Kincer, Novogradac & Company LLP, Bethesda, MD

Identify and mitigating risk is one of the most important roles an asset manager can play.  This session will explore different approaches to developing a risk-rating system for deal evaluation or underwriting, the value of utilizing diverse funding sources and financial partners as well as the pro’s and con’s of budgeting from the property  up to the portfolio vs. setting budgets at the portfolio level and allocating down to the properties.

Moderators:

• Brendt Rusten, Dominium Development & Acquisition, LLC, Plymouth, MN
• Todd Sears, Herman & Kittle Properties, Inc., Indianapolis, IN

Good talent is hard to find and harder to keep.  This session will explore the key skills necessary in an asset manager, workload management, metrics for evaluating successful performance, creating an in house training protocol and the pro’s and con’s of commercially available asset management training and certifications.

Moderators:

• Mary Corthell, Beacon Communities, Boston, MA
• Peter Desjardins, Volunteers of America, Alexandria, VA
• Dena Xifaras, Preservation of Affordable Housing, Inc., Boston, MA