13th Annual MREJ Senior Housing Summit

13th Annual Senior Housing Summit
Friday, November 1, 2019
8:00 am - 12:00 pm Program
Golden Valley Country Club
7001 Golden Valley Rd, Golden Valley, Minnesota, 55427, USA

7:55 AM Welcome, Introductions & Keynote Remarks
John Kriesel, Staff Sergeant, Director of Veterans Services, KFAN Radio Personality
• Combat survivors and their stories of conquering life challenges, Housing struggles
• Senior living communities we develop, build and operate have also experienced many life challenges and losses.
• These residents are discovering a new normal as they adapt to their current homes.

8:15 AM 2019 Senior Housing State of the Market
Matt Mullins, Vice President, Maxfield Research
Peter Baum, Director, CLA Minneapolis
• What is the current inventory and market capacity for Senior Housing?
• Population trends that impact future Senior Housing needs
• What types of new projects are in various stages of development?
• Current trends for Senior Housing lease-up and occupancy rates

8:30 AM What to Consider in Developing a Successful Assisted Living & Memory Care Community 
Moderator: Shannon Rusk, Senior Vice President, Oppidan Investment Company
Kari Thurlow, Senior Vice President of Advocacy, Leading Age Minnesota
Christine Soma, Associate/Architect, Pope Architects
Melissa Zentz, Activities Director, Orchards of Minnetonka
• Upcoming regulatory changes impacting the development and delivery of Assisted Living
• Staffing challenges and opportunities
• Partnering with the right operator to ensure quality of care and meeting pro forma goals
• Current trends in Assisted Living & Memory Care building design/programing
 
9:15 AM The Emerging Popularity of Active Independent Living Communities
Moderator: Lisa Dunn, Associate, RE/MAX Results
Nadette Waligora, Director of Home Owner Association, Ebenezer
Matt Mullins, Vice President, Maxfield Research
Nichol L. Beckstrand, President, MN Multi Housing Association (MHA)
Liza Kapisak, Associate Partner, BKV Group
• Why are we seeing more stand-alone Independent Living communities?
• Current and future trends for Independent Living building amenities and services
• How to address the need for affordable senior housing- and what is the definition of “affordable housing”?
• What are the biggest opportunities in the Independent Senior Living market?
• Sales centers now have a new look and feel 

10:00 AM Break & Networking

10:15 AM Capital Market Strategies and Solutions for your next project
Moderator: Kurt Apfelbacher, Senior Vice President, Dougherty Company LLC/Dougherty Mortgage LLC
Mark Landreville, Managing Director, Ziegler
Christy Stone, Senior Vice President, Welltower REIT
• Raising equity for your next senior housing project
• What is the outlook in 2020 for lenders?
• Funds and REIT’s outlook on the Senior Housing Market
• Who is lending and what are the current requirements to secure debt & equity
• Tax Credits and HUD Financing solutions

11:00 AM Design & Construction Trends Impacting the Senior Housing Market 
Moderator: Jonathan Lundberg, President & CEO, Ebenezer
Susan Farr, Vice President, Ebenezer
Joyce Stupnik, Partner, bdh + young
Jill Nokleby-Kaiser, Director of Housing Development, Ebenezer
Ray Oborn, Vice President, United Properties
Matthew Rauenhorst, Executive Vice President, The Opus Group
• Finding the ideal location – site selection process
• Working effectively with cities to get deals done
• Future design & construction trends
• How to avoid common pitfalls that negatively impact your project
• New building time lines and the shortage of trades 

12:00 PM Adjourn & Networking