ZIEGLER GREYSTONE

EXECUTIVE SYMPOSIUMMarch 8-9, 2018

SURVEY OF INDUSTRY TRENDS

Eric Hale, Senior Associate

Greystone

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ORGANIZATION PROFILE

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ECONOMIC OUTLOOK

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REAL ESTATE MARKET STRENGTH

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REDEVELOPMENT/EXPANSION PLANS

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PLANS FOR GROWTH/CHANGE

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THREATS

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USE OF SALES/MARKETING INCENTIVES

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OCCUPANCY CHALLENGES

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GROWTH PLANNING OUTLOOK

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THREE-YEAR PLAN

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INVESTMENT CONSTRAINTS

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INVESTMENT PROFILE – TYPE/BUDGET

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INVESTMENT PROFILE – ENTRANCE FEES

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FOR-PROFIT INVESTMENT

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SUCCESSION PLAN

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INDUSTRY NEWS SOURCE

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TECHNOLOGY IMPROVEMENTS

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TODAY’S INFLUENCERS

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Then Now

WORRIES

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Then Now

OPPORTUNITIES

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