“It’s a crash course…on how to value a deal.”

Marriott Marquis San Diego Marina

San Diego, CA

Mar 1, 2023

9:00 A.M. – 2:30 P.M. PT

The NIC Senior Housing Boot Camp: The Art of Assessing a Deal is designed to provide professionals the opportunity to learn best practices in the art of deal assessment and market analysis from industry experts.

The one-day course will analyze real-world scenarios, data, and case-study details, and provide an opportunity to collaborate with fellow attendees. The course concludes with a competitive bidding exercise, based on an actual case study.

This course is a unique opportunity for hands-on learning in an intimate environment, led by seasoned subject matter experts and concluding with a networking reception with industry thought leaders:

Understand today’s senior housing market fundamentals and trends, transactions volumes, and valuation factors
Hear from expert facilitators on how they analyze market supply and demand, determine their investment thesis, and build a strategy
Learn how buyers access capital to finance property acquisition
Analyze the key decision points for property acquisition and/or development
Assess a prospective transaction by examining operational opportunities, design and building configurations, sales acuity, disposition strategy, financing, and valuation
Discuss industry realities and network with industry leaders and peers

“People don’t just learn about how to value a deal; they take home connections as well.”

Schedule

9:00 am – 9:10 am

Welcome

9:10 am – 9:30 am

Industry Overview

9:30 am – 9:40 am

Case Study Introduction

9:40 am – 10:15 am

Investment Assessment

10:15 am – 10:45 am

Market Assessment

10:45 am – 10:55 am

Break

10:55 am – 11:35 am

Operational Discussion

11:35 am – 11:55 pm

Capitalizing the Deal

11:55 am – 12:30 pm

Lunch & Networking

12:30 pm – 12:45 pm

Modeling Introductions

12:45 pm – 1:25 pm

Table Analysis & Discussion

1:25 pm – 1:50 pm

Bid Review and Moderated Discussion

1:50 pm – 2:00 pm

Conclusion & Wrap-Up

4:30 pm – 5:30 pm
Join NIC and the Future Leaders Council for a Networking Reception

Registration for the NIC Senior Housing Boot Camp will be held in conjunction with the 2023 NIC Spring Conference in San Diego, CA, at the Marriott Marquis San Diego Marina.

You can register for the Boot Camp alone, or add to a conference registration here.

Speakers

Holly Ballarotto, Brandywine Living

Cameron Bell, National Health Investors

Ryan Chase, Blueprint Healthcare Real Estate Advisor

Fritz Kieckhefer, CIBC

Ross Holland, White Oak Healthcare Partners

Alex Massopust, New Perspective Living

Dennis Murphy, Benchmark Living

Susannah Myerson, Wells Fargo Corporate & Investment Banking