This is a past event. To see the list of our current events, please click  HERE
7:15 AM Eastern Time
Registration and Breakfast for Small Group Meeting Attendees
7:35 AM Eastern Time
Crowdfunding 101 (Small Group Meeting Open for Owners/Operators and Developers Only)

Crowdfunding is great way to raise debt and equity for small and mid-sized apartment owners... See how it works; How to get started; How much you can raise; How long it takes; What services a crowdfunder provides, how it has changed as well as legal and financing basics.

Adam Hooper

CEO & Founder

Nate Hanks

CEO & President
8:00 AM Eastern Time
Registration and Breakfast For All Attendees
8:25 AM Eastern Time
Multifamily Fundamentals & the Economy-Year Two of the Administration

• Will rental demand and rental growth keep up for the mid- and long-term?
• Low unemployment-How is it impacting multifamily?
• Local MSAs and compressed cap rates- When and where does the bubble burst first?  
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new in the global economy or from the government that will impact the market?
• What is your favorite indicator? What does it say?
• Pricing & valuation… How high can it go?
• Impact of rental home market
• Market performance & its drivers
• Household formations and deciphering the latest consumer data
• Are we building too many apartments?

Bryan Draga

Wholesale Marketing Director

Steven McDonald

Chief Economist
Community Solutions Group

Jim Wilson

Managing Director
JMP Asset Management

Jeff Adler

VP, Matrix
Yardi Systems
9:10 AM Eastern Time
Multifamily Investments in a Mature Cycle with Rising Prices… What Does History Say?

Can’t believe that we are still in still in expansion? Can’t believe multifamily prices continue to increase? You are not alone. This paper will discuss the historic relationship between prices and the economic cycle and crystal ball what the future may look like. 

Jeff Adler

VP, Matrix
Yardi Systems
9:25 AM Eastern Time
Multifamily Investments in a Mature Cycle with Rising Prices … What Will be the Impact on your Business Plan?

• Where Should you be in this Part of the Cycle?: The sell/hold decision
• Passive investing in a few projects vs. majority owner in one
• Should you monetize your experience in financing, managing and developing?
• Urban vs. Suburban vs. Rural
• Build to sell vs. build to own
• Is it time to see if the grass is greener in other markets/sub-markets? Other residential asset classes? Other real estate asset classes?

Gabriel Pozo

Advalurem Group

Michael Miller

Chief Marketing and Production Officer
5 Arch

Paul Murad

Metroplex Realty

Jeronimo Hirscheld

CEO & Principal
One Real Estate Investment

Brandon Jurkovich

VP,National Sales Manager
10:10 AM Eastern Time
Morning Networking Break Courtesy of:

Please Choose Track 'A' or 'B'

10:55 AM Track A
Comparing Sources of Equity Capital: Friends & Family vs. Institutional Investors vs. Family Office vs. Real Estate Funds

• What kind of challenges are the different investor types facing?
• Comparing public vs. private pension funds
• What are fund-of-funds looking for?
• Endowment & Foundation investments and what makes them different
• Comparing high-net-worth vs. single vs. multi-family offices
• Foreign institutional investors: How are they looking at the US?
• What kind of funds are they looking at?
• What are the differences in terms?
• Reporting equity likes to see

Elizabeth Braman

Chief Production Officer

Joakim Mortensen

Chief Client Officer

David Eyzenberg

Eyzenberg & Company

Kevin Dowling

Strategic Account Director
Juniper Square

Paul Murad

Metroplex Realty
10:55 AM Track B
Property Management-Increasing ROI, Monthly Income & Shaving Operational Costs

With multifamily rents predicted to stabilize this year after a long period of growth, finding new revenue streams and running a more efficient property management operation is key for property managers.
• What kind of long –term plan do you come up with for a property?
• What is the newest policy change you have made?
• Tenant screening practices
• The key to effective collections
• Keeping maintenance and daily operational costs under control
• When to Use 3rd-party managers. What do you look for when selecting one?
• Getting ready for peak leasing season
• Evaluating different technology systems
• What was the latest amenity you added? What was the ROI?
• The energy management side
• Pushing rent without getting a push back
• Taking back management? Why?
• Using your property management function as a profit center

Dave Sherbal

C2G Asset Management

Zach Beck

National Sales Manager

Mike Ballard

Ascent Multifamily Accounting

Chase Harrington

President & COO
Entrata, Inc.

Eric Welles

VP Business Development

Reichen Kuhl

CEO & Founder
LeaseLock Inc.
11:50 AM Track A
Fannie Mae/Freddie Mac Update

• Evaluating Freddie and Fannie’s small balance loan program-What are the target areas? Recourse and leverage
• Comparing DUS, HUD and conventional programs
• What information do you need to get a loan?
• Securitization of assets
• What kind of properties do these serve?
• What if your property has a mixed-use component?
• Affordable housing financing
• It isn’t easy being green- Environmental financing options
• Rehab loan requirements
• Comparison vs. bank and other lending

Christopher Crippen

Managing Partner
Azul Asset Management

Matthew Robbins

Associate Director

Gabe Seghi

Hunt Real Estate Capital

Danny Kattan

11:50 AM Track B
50-200 Unit Multifamily: Acquiring, Financing, Rehabbing and Managing

• Finding product as reasonable prices
• Debt/equity finance sources and structures
• Making property management/operations more efficient and your buildings more profitable
• Technology solutions
• What do you do in-house? Outsource?
• Expenses and fees

Nathan Tabor

Real Estate Investor/Consultant

Charles Foschini

Senior Managing Director

David Blatt

CapStack Partners

Brian Hettinger


Davis Hovland

Account Executive
Rently Keyless
12:35 PM Track A
New Apartment Construction & Marketing Units

• Looking at market dynamics
• Finding land vs. Finding Neverland-Which is easier?
• Once you find the land… Dealing with Entitlement challenges and NIMBYism
• The cost side… Any improvement
• The financing side: How easy is it to get financing? What are the terms that are out there?
• What has been your biggest challenge with your latest project?
• Knock down vs. heavy rehab
• How are you financing the infrastructure?
• Looking for local tax breaks-any successes?
• Public sector financing

• Social media use

• Video, 3-D tours and virtual reality

Jesse Shemesh

Point Acquistions LLC

Chad Musgrove

Vice President
Hunt Real Estate Capital

E. William Henry

Managing Member
RGA Design Forensics

Kathy Fettke

Real Wealth Network

Matt Weirich

Co-Founder & CEO
12:35 PM Track B
The Acquisitions Panel: How has your Acquisition Strategy Changed as the Market has Changed?

• What is your sweet spot?
• Do sellers now have the stronger hand? If so, what are you doing about it?
• What market characteristic do you look at that others do not?
• What are your due diligence best practices?
• Do you ask for pro-rated bonuses on existing contracts?
• Post-acquisition strategies
• How are you looking at core cities?
• Acquiring properties you can expand

Irwin Boris

SVP Acquisitions
Heritage Capital Management

Randy Ferreira

BlueRoc Premier, LLC

Joe Fishman

FM Capital, and Sheridan Capital

Mark Hafner

HASTA Capital

Shravan Parsi

CEO & Principal
American Ventures LLC
1:20 PM Eastern Time

Optional Luncheon Roundtable Discussions

  • California 
  • Florida (Central/North)
  • Florida (South)
  • Georgia/Carolina's
  • Mid-Atlantic/NY
  • Midwest
2:20 PM Track A
Financing to Create Value… Unstabilized Properties, Opportunistic/Value-Added Plays and White Knight Funding

• Pricing for value added vs. stabilized
• Length to stabilization… What is the term of the loan you are comfortable with?
• Refinancing underwater properties
• Financing the acquisition, construction… Comparing singular and blended structures
• When is mezz and preferred equity financing available?
• Bridge loan financing • What are you comfortable lending per apartment for upgrades?
• Private equity vs. other capital sources
• Facility structures
• Construction financing-Is there a pull back?

Sam Isaacson

Managing Director
JCR Capital

Gene Clark

5 Arch

Brian Cauthen

Director of Multifamily & Commercial Financing
Lima One Capital

Matt Neisser


Randy Anglin

Right Angle LLC

Ranajoy Sarkar

Chief Product Officer
Roc Capital by Roc360
2:20 PM Track B
Going from Mid-sized to Large Player (Small Group Meeting Open for Owners/Operators and Developers Only )

Do you have a few thousand doors? Own in multiple markets? Looking to take your business to the next level? This peer lead discussion, is looking for your questions and experience to participate and learn.

Lorne Polger

Senior Managing Director
Pathfinder Partners, LLC
3:05 PM Track A
Financing & Investing in Stabilized, Cash Flowing Properties

• Are there parts of the multifamily market you are less than bullish on and not lending to?
• Comparing fees and structures for stabilized properties in urban vs. secondary/tertiary cities
• Do all assets have access to financing: Institutional vs. non-institutional properties
• Financing the $1-$5 million market
• Recourse, rates and leverage
• Rent roll evaluation
• Floating vs. fixed

Cole Whitaker

Senior Managing Director

John Bailey

Owner / President
Aco Management

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

Sasha Bernier

Managing Partner
Hestia Holdings

Michael D'Onofrio

Managing Director
Engineered Tax Services Inc

Scott Davis

Founder & Partner
The Loring Group
3:05 PM Track B
Going from Small to Mid-sized Player (Small Group Meeting Open for Owners/Operators and Developers Only )

Glenn Gonzales

Obsidian Capital

Richard Fishman

Valcap Group
3:50 PM Eastern Time
Afternoon Networking Break Courtesy of:

4:15 PM Eastern Time
Working with Institutional Capital-The Large Multifamily Owner Session

• What do you like about multifamily?
• The courting process- What does it take to get married?
• How do you evaluate new and existing operators?
• Secondary markets… What does it take you to get on that connecting flight?
• What kind of unicorn are you looking for?
• Return expectations… Are they dropping?
• What is your appetite for construction?
• The fundraising side of things
• Development vs. purchasing value-added

Kevin Dowling

Strategic Account Director
Juniper Square

Mark Lippmann

Managing Director
Abacus Capital Group

Jerry Fink

Managing Partner
The Bascom Group

Joseph Ianoale

LEM Capital

Matt Ferrari

TruAmerica Multifamily
5:00 PM Eastern Time
Multifamily Owner/Private Equity Shark Tank Joint Venture Financing Panel

This panel will feature 2 multifamily deals pitched to these potential partners followed by a question and answer period for each of the transactions

Tank Leader-Will moderate the panel

  • Eric Silverman, Founder and Managing Director, EASTHAM CAPITAL

Private Equity Players- Will evaluate the following projects to see if they are interested, the deal structure and how much they will pay…

  • Mark Lippmann, Managing Director , ABACUS CAPITAL GROUP
  • Jared Zeisler, Partner, CAPITAL SOLUTIONS INC.
  • Lorne Polger, Senior Managing Director, PATHFINDER PARTNERS, LLC
  • Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC

Multifamily Owners/Operators-Will present the deals

  • Aaron Mesmer, Principal-Acquisitions, BLOCK REAL ESTATE SERVICES, LLC
  • Dilip Barot, President, CREATIVE CHOICE GROUP

Eric Silverman

Founder & Managing Director
Eastham Capital

Mark Lippmann

Managing Director
Abacus Capital Group

Aaron Mesmer

Senior Vice President, Development & Acquisitions
Block Real Estate Services, LLC

Jared Zeisler

Capital Solutions, Inc.

Dilip Barot

Creative Choice Group

Lorne Polger

Senior Managing Director
Pathfinder Partners, LLC

Jerry Fink

Managing Partner
The Bascom Group
5:45 PM Eastern Time
Networking Reception
6:45 PM Eastern Time
Conclusion of Day One
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 2nd Annual Middle-Market Multifamily Forum (East): A Forum for Small & Mid-Sized Apartment Owners and Developers


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Information Management Network - Privacy Notice

Introduction - Who we are

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This Privacy Notice was updated on 23 May 2018

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    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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