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7:20 AM Eastern Time
Registration and Breakfast For Pre-Conference Attendees
7:40 AM Eastern Time
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

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

John Sebree

National Director
Marcus & Millichap
8:40 AM Eastern Time
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 Eastern Time
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

Senior Director, Partnerships & Alliances
Juniper Square

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

Managing Director
10:10 AM Eastern Time
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 Partner
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

Cedar Grove Capital LLC

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

Wogan Group

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

Nizan Mosery

Chief Executive Officer
Cornerstone Investment Partners

Newton Kershaw III

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

Anglestone Real Estate Venture Partners

Kali Valenzuela

Director of Acquisitions and R.E. Development
T S Development

Colby Swartz

Managing Director
Suzuki Capital LLC

Paul Moore

Founder & Managing Director
Wellings Capital Management, LLC
12:55 PM Eastern Time

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

Senior Managing Director
CBIZ, Marks Paneth

Cory Weiss

Ingram Yuzek Gainen Carroll & Bertolotti, LLP

Justin Goldberg

Navarino Capital Management LLC

Mark Pearson

Private Equity Entrepreneur and Lawyer
Private Equity Entrepreneur and Lawyer

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

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

Chief Executive Officer
Cornerstone Investment Partners

Bruce Johnson

Co-Founder and Partner
Capstan Tax

Ted Farry

Fortune Acquisitions

Edward Ratinoff

Managing Principal
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 Management, LLC
3:25 PM Eastern Time
Networking Break


General Session Resumes

3:50 PM Eastern Time
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 Eastern Time
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

SVP Acquisitions
Heritage Capital Management

Paul Turovsky

Chief Operating Officer
Four Square Realty Investments

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

Kimberly Byrum

SVP, Advisory
Meyers Research LLC, a Kennedy Wilson Company
5:00 PM Eastern Time
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

Principal and CEO
MJD Capital Partners

Nizan Mosery

Chief Executive Officer
Cornerstone Investment Partners

Jason Danley

Peak Capital Partners

Sean Miller


John Hansen

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


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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

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    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    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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