“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