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Agenda


 WEDNESDAY, JUNE 14
 12:30 - 1:30 pm
 Lunch Served  

 1:45 - 2:45 pm
 REIT Performance Analysis 
 Marc Boorstein, MJ Partners Self Storage Group

 A comprehensive analysis of investment and development activity, certificate-of-occupancy transactions,
 operations and management, and capital activities of the top public REITs. 

 3:00 – 4:00 pm  Private Equity Discussion
 Nathan Bennet, Crow Holding Capital RE
 Scott Humphreys, Virtus Real Estate Capital 
 Elliott Pessis, Harrison Street
 Moderator: Davis Deadman, Advantage Self Storage


 Session will address:
  • Why institutional investors find value in self-storage over other asset classes
  • Strength and appeal of opportunities in the major Texas markets
  • Measuring performance and expectations on risks and returns
  • Typical investment life cycle for storage
 4:15 – 5:30 pm  Impact of New Supply
 Clint Wynn, Hixon Properties
 Joel Keaton, CubeSmart
 Rick Jones, Advantage Self Storage
 Moderator: Anne Hawkins, STR

 
 Session will address:
  • Forecasting impact on rent and occupancy when new supply enters your area
  • Adjusting assumptions when new development enters your development site
  • Understanding supply and demand metrics to assess where we are in the growth cycle
  • Detailed analysis of performance in the major Texas markets 
 5:45 – 6:30 pm  Best Site I Never Built
 RK Kliebenstein, Metro Self Storage
 Jim Stratton, Stratton Research
 Gary Sugarman, William Warren Group
 Moderator: Robert Loeb, SurePoint Self Storage

 
 
Session will address:
  • Calculating demand and understanding when there is too much supply
  • How land and construction costs effect pro forma projections  
  • Site selection pitfalls
  • Controlling expenses when the transaction doesn’t close 
 6:45 – 8:00 pm  Welcome Reception (Open to All Attendees) 

 THURSDAY, JUNE 15
 9:00 - 9:30 am  Opening Remarks 

 9:30 – 10:30 am  Market Update: Trends in the Self-Storage Sector 
 Chris Sonne, CBRE Self Storage Valuation Group

 An overview of the performance characteristics of the self-storage sector, including an analysis of rents and
 occupancy rates nationwide, review of transaction activity in the top markets, trending decline of interest
 rates and cap rates, and a breakdown of planned and new development nationwide. 

 10:45 – 11:45 am  Financing Update Discussion
 Griffin Guthneck, JLL
 Shawn Hill, The BSC Group
 Mike Sela, Trinity Real Estate Finance
 Moderator: Ricky Jenkins, The Jenkins Organization


 Session will address:
  • State of construction lending for development
  • Effect rising interest rates have on cap rates and existing acquisitions
  • How fixed rates are affecting the economic marketplace
  • Cap rate fluctuation during the underwriting process 
 12:00 – 1:15 pm  Lunch Served

 1:30 – 2:30 pm  Round Table Discussion Groups (Two rounds, 30 minutes each) 
 #1: Zoning Strategy
 #2: Development & Acquisition Incentives
 #3: Development Activity
 #4: Construction Pitfalls

 2:45 – 3:45 pm  Operations Best Practices Discussion
 Jeff Bateman, Storage Choice
 Joel Keaton, CubeSmart
 Gary Sugarman, William Warren Group 
 Moderator: Mike Gately, Daughtry Properties


 Session will address:
  • Techniques for independent operators to manage dynamically
  • Strategies for online rentals
  • Effectively administering discounts and concessions
  • Recruiting and retaining top manager talent 
 3:45 – 4:00 pm  Closing Remarks & Recap


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Engaging Speakers.  Current Topics.  Relaxed Learning.  Enjoy and Connect.