2016 Senior Housing Summit



Senior Housing Summit 2016
October 27, 2016

Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, MN 55427

7:15 AM Registration
7:30 AM Hot Buffet
8:00 AM – 12:00 PM Program

7:55 AM Welcome & Introductions
Emcee: Jonathan Lundberg,

8:00 AM 2016 Senior Housing State of the Market
Moderator: Kari Thurlow,
Leading Age Minnesota
Matt Mullins,  Maxfield Research & Consulting, LLC
Jerry Taylor, National Health Investors, Inc.  (NYSE: NHI)
• Where is the current inventory and what is our capacity
• Population Trends and how that impacts future Senior Housing needs
• What projects are in the Pipeline
• Where is development Happening
• Who is buying what and how does Minnesota stack up to the rest of the country
• CAP Rates – Where are we at and where are we heading

8:35 AM Capital Market Strategies and Solutions for your next project
Moderator: Dave Brenne,
Michael Leonard, JLL Capital Markets
Quintin Harris, Lancaster Pollard
Michael Bisanz, Dougherty Mortgage
Aaron Youngdahl, Northland Securities

• Raising Equity for your next Senior Project
• What is the outlook for 2017 for lenders
• Funds and REIT’s Chasing deals in Minnesota
• Who is lending and what are the current requirement to secure debt & equity
• What types of alternative sources of capital are available – EB5 & Other
• Traditional and innovative methods for securing financing for a project
• HUD Financing Solutions

9:15 AM Planning strategies and incentives to make your senior housing development profitable
Moderator: Joe Signore,
Susan Farr, Ebenezer
Mark Ross, Baker Tilly
Wayne Schiferl, Baker Tilly
• Finding the ideal location – competitive environment analysis and demographic projections
• Strategies to raise capital and limit debt for your development
• Types of tax credits for senior housing, including the affordable housing credit
• Operators view – pre-build process and real life senior housing experiences

9:55 AM Break

10:05 AM Protecting Your Senior Housing Investment – Lessons Learned

Moderator: Darren Lazan,
Mary Chapa, Ebenezer
Mary Swartz, Ebenezer
Susan Ferguson, Ebenezer
Dereck A. Mattson, Vaaler Insurance
• Critical Legal & Liability Issues all Developers need to know
• Securing your property and your tenants
• How advancements in Technology are improving operations of your property
• Marketing Trends – Tips to operating your property at full capacity
• Create a Community that Lasts a Lifetime
• Hiring a Strong Workforce

10:55 AM Hospital/Health Care Trends in Senior Care
Moderator: Candace Gislason, Ebenezer
Sandra McGurran, Fairview Homecare & Hospice
Dr. Kenneth Kephart, Fairview Geriatric Services
Angela Booher, Fairview Health Services
• Acute Care Needs
• Community Based Care
• Funding Sources for Senior Care

11:20 AM  Development Trends & How to Evaluate Projects to guarantee success
Moderator: Susan Farr,
Christine Soma, Pope Architects
Rick Fenske, Weis Builders
Shannon Rusk, Oppidan Investment Company
Eric A. Reiners, Sperides Reiners Architects, Inc.
• Non-Profits acting Like Non-Profits – It’s a thing of the past
• Connecting with a local Hospital or Clinic – why this is critical
• What has been the impact of churches and other non-profits
• The importance of partnering with a reputable operator
• How to avoid mistakes to avoid losses and losing your project
• Important steps developers need to consider to help with developing a successful project
• Adaptive Re-use of existing properties
• Future Trends and Predications on the future of the Senior Housing Industry
• Looking at other Industries for ideas that will change the way we build Senior Housing

12:00 PM Adjourn & Networking

2016 Senior Housing Summit


  • When

  • Thursday, October 27, 2016
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley Rd
    Golden Valley, Minnesota 55427

Contact Information

Jeff Johnson

Jay Kodytek

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