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

Omni Dallas Hotel
Dallas, TX
Tuesday, March 5, 2024
8:00 a.m. – 2:00 p.m.

Enrollment Fee: $795

The 2024 NIC Senior Housing Boot Camp: The Art of Assessing a Deal is now sold out! 
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The NIC Senior Housing Boot Camp: The Art of Assessing a Deal

Join us for a transformative one-day course dedicated to honing your skills in deal assessment and market analysis. Led by seasoned industry experts, this immersive experience uses real-world scenarios, data, and case studies, offering you a hands-on opportunity to refine your approach. Whether you are new to the sector or looking to stay up to date on the latest best practices, this course will help you elevate your expertise in senior housing deal assessment.

What to Expect:

  • Gain invaluable insights into today’s senior housing market dynamics, including trends, transaction volumes, and key valuation factors.
  • Hear directly from expert facilitators on how they dissect market supply and demand, formulate investment theses and craft winning strategies.
  • Deep dive into the world of capital acquisition for property financing, uncovering essential strategies for success.
  • Master the art of assessing potential acquisitions or developments, focusing on critical decision points.
  • Leverage operational opportunities, design considerations, sales expertise, disposition strategies, financing options, and valuation methods to evaluate prospective transactions.
  • Engage in dynamic discussions with industry leaders and peers and expand your professional network.
  • Don’t miss this exclusive opportunity for hands-on learning in an intimate setting. Cap off the day with a networking reception alongside some of the brightest minds in the industry—reserve your spot today!

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

Document Schedule
8:15 a.m. – 8:25 a.m. Welcome Mike Segal, Blueprint HCRE & Trever Sweeney, Ventas
8:25 a.m. – 8:55 a.m. Industry Overview Using NIC MAP Vision Data Caroline Clapp, NIC
8:55 a.m. – 9:10 a.m. Case Study Introduction Mike Segal, Blueprint HCRE
9:10 a.m. – 9:40 a.m. Investment Assessment Panel Discussion: Moderator: Sarah Anderson, Newmark Panelists:
  • Andrew Katzmann, Columbia Pacific Advisors
  • Emma Rosen, RSF Partners
  • Shashank Goel, Harrison Street
9:40 a.m. – 10:10 a.m. Market Assessment Susannah Myerson, Wells Fargo
10:10 a.m. – 10:40 a.m. Operational Discussion Panel Discussion: Moderator: Trever Sweeney, Ventas Panelists:
  • Craig Ahlstrom Jr, Avista Senior Living
  • Dennis Murphy, Aviva Senior Living
  • Josh Bagley, Goodwin Living
10:40 a.m. – 11:10 a.m. Capitalizing the Deal
  • Panel Discussion:
Moderator: Fritz Kieckhefer, CIBC Panelists:
  • Audrey Griffin, Wells Fargo
  • Joel Mendes, JLL
11:10 a.m. – 11:25 a.m. Modeling Instructions Mike Segal, Blueprint HCRE
11:25 a.m. – 12:30 p.m. Lunch + Industry Speaker Ken Segarnick, NIC Board of Directors
12:30 p.m. – 1:30 p.m. Table Analysis
1:30 p.m. – 1:50 p.m. Bid Review and Moderated Discussion Mike Segal, Blueprint HCRE & Ryan Chase, Blueprint HCRE
1:50 p.m. – 2:00 p.m. Conclusion & Wrap-Up Mike Segal, Blueprint HCRE & Trever Sweeney, Ventas