7:20 AM
Registration and Breakfast For Pre-Conference Attendees
7:40 AM
Creating Your Own Management Firm Small Group Meeting

We will discuss the pros and cons of an owner taking the management in-house after using a third party management company. We will share case studies of firms that have done so and some that felt that was a mistake.

*Closed Door Session for Owner/Operators only*

Mike Ballard

Ascent Multifamily Accounting

Steve Firestone

Managing Partner
Crown Bay Group LLC
8:00 AM
Registration and Breakfast for Main-Conference Attendees
8:30 AM
Opening Remarks

John Sebree

National Director
Marcus & Millichap
8:40 AM
Multifamily Fundamentals & The Economy-Year Two Of The Administration

• Increasing prices, decreasing volume… What does that mean?
• Rental affordability in big coastal cities
• Will rental demand and rental growth keep up for the mid- and long-term vs. the bubble bursting
• Global economy: What’s new?  
• Low unemployment-How does that impact multifamily?
• Local MSAs high prices and compressed cap rates
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new from the government that will change the market?
• Market performance & its drivers-What is your favorite indicator? What does it say?
• Impact of rental home market
• Household formations- Deciphering the latest consumer data
• Big yields in small markets?

John Sebree

National Director
Marcus & Millichap

Jim LePorte

Director Acquisitions
Abacus Capital Group

Mark Hickey

Real Estate Economist
Co-Star Group

James Flynn

President & CIO
Hunt Companies

Jim Wilson

Managing Director
JMP Asset Management

Russell Appel

Praedium Group, LLC
9:25 AM
Working With Institutional Capital-The Large Multifamily Owner Session

• What do you like about multifamily? What don’t you like?  +
• The joint venture/equity finance 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
• Debt vs. equity-Which do you like going forward?

Ron Rossi

VP, Business Development

Jim LePorte

Director Acquisitions
Abacus Capital Group

Raphael Sidelsky

Senior Managing Director-Principal Investments
C-III Capital Partners

Scott Zwilling

Spirit Investment Partners

Henry Gom

Senior Vice President
Torchlight Investors, LLC

Chad Goodman

Senior Vice President
Westport Capital Partners LLC
10:10 AM
Networking Break

Please Choose Track 'A' or 'B'

10:40 AM Track A
Syndication: The Keys For Getting The Deal Over The Finish Line

• Finding investors
• Putting the deal together... How much should you retain?
• The disposition
• Property management
• Reporting and accountability to investors
• When to use syndication vs. other financing methodologies
• The changing legal environment
• Vs. other equity finance methods

Jenny Swayne

Strategic Account Director
Juniper Square

George Lintz

Bellaire Partners LLC

Jon Bianco

Managing Director

Joseph Gozlan

EBG Acquisitions

Jeff Weller

Managing Principal
Lion Real Estate Group, LLC

Mitch Paskover

Managing Principal
Trion Properties
10:40 AM Track B
Cash Flow Vs. Appreciation-What Is The Best Approach?

With valuation high in many markets and the expansion getting long in the tooth can we still count on appreciation to bolster our investment returns? On the other hand the fed is raising rates and inflation will allow us to increase rents making our apartments buildings more profitable. On the third hand if the economy goes in the tank it would be nice to have a dependable cash flow.
• Impact of your investment goals
• What pays off in the long run?
• Why you need appreciation? Cash flow?
• IRR and exit strategy
• Does geography and market conditions change the argument?

Meyer Mintz

Berdon LLP

Aaron Gorin

Managing Partner
Cedar Grove Capital

Aaron Weisman

Gomel Capital Partners

Peter Von Der Ahe

Senior Managing Director
Institutional Property Advisors

Danny Kattan


John Cohen

Toro Real Estate Partners
11:25 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 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
• Going deal-by-deal vs. fund  
• Construction vs. acquisition vs. value-added improvement

Elizabeth Braman

Chief Production Officer

Eli Braha

Managing Member & CEO
Berkley Aquisitions LLC

Jody Kriss

East River Partners

Bryan Schultz

VP, Commercial Equity

Jay Clark

Southeast Capital Companies
11:25 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 update
• 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?
• 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
• Marketing units & social media

Ned Grace

Ausmerica LLC

Matt Kreuter

Sr. Account Executive

Yisrael Cimerring


Reichen Kuhl

CEO & Founder
LeaseLock Inc.

Jonathan Wogan

The Lennox Companies

Sean Miller

12:10 PM Track A
Acquisition Shark Tank

It is all about finding new properties and in this session sellers will pitch 2 apartment deals to potential buyers followed by a question and answer period for each of the transactions

Tank Leader
David Manheimer, Co-Founder & Partner Brooklyn Standard Properties LLC

The Buyers:   Will evaluate their interest in the below projects, deal structure and how much they would pay

Nizan Mosery, Owner/Manager Cornerstone Investment Partners
Newton Kershaw III, CEO Elm Grove Companies
Yuen Yung, CEO, Casoro Capital

Dan Jaramillo, CEO, Strategic Partners

The Sellers: Will present portfolios for sale.

Max Sharkansky, Managing Partner, Trion Properties


David Manheimer

Co-Founder & Partner
Brooklyn Standard Properties LLC

Nizan Mosery

Cornerstone Investment Partners

Newton Kershaw III

CEO , Multifamily Acquisitions & Development
Elm Grove Companies

Yuen Yung

Casoro Capital

Daniel Jaramillo

Strategic Properties

Max Sharkansky

Managing Partner
Trion Properties
12:10 PM Track B
Smart Strategies For Smart Apartments

The Internet of Things (IoT) is upon us and for multifamily owners and managers that means smart apartments. Smart apartments include devices, such as lights, locks, thermostats, sensors, and outlets that are networked, enabling remote control, automation, and the digitization of previously manual or tangible acts. There is plenty of excitement around IoT and smart devices, but

• What value can they really bring to the multifamily industry?
• To whom does that value flow?
• How does one go about evaluating an investment in smart apartments? Which approaches to IoT investment unlock different aspects of that value?  
• Identify the value that smart apartments provide to both residents and managers
• Assessing the limitations and challenges of implementing smart apartments
• Evaluating how different approaches limit the value a smart apartment can provide to different stakeholders
• Evaluating the true ROI of a smart apartment investment

Mike Rovito


Gashar Dixon

Chief Acquisitions Officer
Anglestone Real Estate Venture Partners

Kali Valenzuela

Acquisitions Manager
GDC Properties

Colby Swartz

Managing Director
Suzuki Capital LLC

Paul Moore

Founder & Managing Director
Wellings Capital
12:55 PM

Rountable discussions: Mid-Atlantic, New York City, New England, The Midwest, Southeast The West

1:55 PM Track A
50-200 Unit Multifamily: Acquiring, Financing 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
• Costly mistakes and how to avoid them
• New construction vs. acquisition

Abe Schlisselfeld

Marks Paneth LLP

Cory Weiss

Ingram Yuzek Gainen Carroll & Bertolotti, LLP

Justin Goldberg

Navarino Capital Management LLC

Mark Pearson

General Counsel
Nitya Capital

Erik Dowling

Managing Director
Value Partners
1:55 PM Track B
Going From Mid-Sized To Large Player Small Group Meeting

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.

*Closed Door Session for Owner/Operators only*

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

Richard Fishman

The Valcap Group
2:40 PM Track A
Tax Planning, Tax Incentives, 1031 Exchanges, IRAs

• New from DC… Does it look like anything will be changing? • On the front line with assessments
• Tax credits and tax-exempt bond developments
• Full expensing vs. 1031s • Impact of home deduction elimination on the multifamily market
• On the energy front…
• Affordable and work force housing 
• SDIRAs applications for multifamily investments

Nizan Mosery

Cornerstone Investment Partners

Bruce Johnson

Co-Founder and Partner
Capstan Tax

Ted Farry

Conatus Real Estate Inc.

Edward Ratinoff

James Investment Partners

Dan Zitofsky

President & CEO
Zitofsky Capital Management
2:40 PM Track B
Going From Small To Mid-Sized Player-How Do You Know When You Are Ready? What Needs To Be Done? Small Group Meeting

Do you have 200-750 doors? Have you gotten through your first non-family & friends fundraise and now are thinking of organizing a fund? Are you wondering how you can improve your operations and grow? Are you ready for the next step?  This peer lead discussion, is looking for your questions and experience to participate.

*Closed Door Session for Owner/Operators only*

Matt Faircloth

President & Co-Founder
The DeRosa Group

Joseph Gozlan

EBG Acquisitions

Paul Moore

Founder & Managing Director
Wellings Capital
3:25 PM
Networking Break


General Session Resumes

3:50 PM
How Small And Mid-Sized Landlords Can Get Into Co-Living? What Are The Challenges? What The Numbers Look Like?

Brad Hargreaves

Founder & CEO
4:15 PM
Picking Emerging Neighborhoods & Successfully Entering The Market

• What are your investment goals? How does the market you are considering meet them?
• What are the macro factors that you look for that others might not?
• How do you quickly learn specific market nuances?
• When do you need boots on the ground?
• Coming up with a uniform leasing structure that works in multiple markets
• Networking in the market and recruiting site staff
• Getting comfortable with the historical data and comparable properties?
• Local partnerships
• Your first new market investment… How do you “dip your toes in the water?

Martin Bronstein

Senior Principal
BHW Capital

Irwin Boris

Heritage Capital Group

Paul Turovsky

Chief Operating Officer
Four Square Realty Investments/TRAC Global

John Azar

EVP, Member Principle
MACC Venture Partners, LLC

Kimberly Byrum

SVP, Advisory
Meyers Research LLC, a Kennedy Wilson Company
5:00 PM
How do you Create Value? Opportunistic And Value-Added Plays

• Which improvement do you focus on? How much more rent can you get? What are their ROI?  Do you undertake these improvements when apartment is vacant or occupied?
• How much are surrounding comps getting?
• Should you sell or keep these properties after the value-added improvements have been done
• Redevelopment & bringing 60s and 70s property up to date-Is deferred maintenance or code violations the biggest problem?
• Managing capital expenditure ROI
• Looking for reasonable-priced value-add
• Comparing different apartment classes
• Buying from non-institutional owners-What should you look for?
• How much to push rent?
• Common area repurposing
• When to go condo

Kenneth Munkacy

Senior Managing Director
Kingbird Properties LLC

Marie Murphy

Managing Partner
MJD Capital Partners

Nizan Mosery

Cornerstone Investment Partners

Jason Danley

Peak Capital Partners

Sean Miller


John Hansen

Sunstone Properties Trust
5:45 PM
Networking Reception
6:45 PM
Day One Concludes
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Event Specific Contacts for Middle-Market Multifamily Forum (Northeast): A Forum for Small & Mid-Sized Apartment Owners and Developers


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    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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