This is a past event. To see the list of our current events, please click  HERE
7:40 AM Eastern Time
Breakfast & Registration for Small Group Meeting Attendees
7:55 AM Eastern Time
First Time Working with Institutional Capital

Small Group Meeting for Owner/Operators Only

Fundraising, investment terms, control and reporting will be among some of the themes discussed at this closed door meeting.

Brad Lyons

Managing Director
Stabilis Capital Management, LP

Richard Fishman

Valcap Group
8:00 AM Eastern Time
Registration for all Attendees
8:00 AM Eastern Time
Breakfast Courtesy of:

8:45 AM Eastern Time
Economy & The Apartment Cycle

• Where are we in the cycle?
• What has been the impact of single family rentals on the multifamily market?
• Effects of tax reform and increasing tariffs
• How sustainable are different market types?
• Immigration reforms impact on tenant occupancy and labor
• When millennials have kids, how will student debt impact?
• Will the lion’s share of supply continue to urban core markets? What does this mean for the other markets? 
• What the sharing economy is meaning
• Easing of credit standards: will that mean more for sale?

Jeff Adler

VP, Matrix
Yardi Systems

Steven McDonald

Chief Economist
Community Solutions Group

Justin West

VP/Regional Manager
Marcus & Millichap

Jack McCabe

McCabe Research and Consulting

Carlos Burneo

Senior Director
Nuveen Real Estate
9:30 AM Eastern Time
Working with Institutional Capital: The Large Multifamily Session

• Non-US Institutional Investors
• Are you starting to look at smaller properties in smaller markets?
• What do you look for in a joint venture partner? Track record and other experience factors
• What type of terms and returns do you look for? What is non-negotiable?
• Is the market fully-valued and is it time to move to another asset class?
• If you are selling what are you doing with the proceeds?
• Ground up vs. value added: where do you see the opportunity?
• Buying portfolios vs. individual buildings
• How are you identifying and successfully entering new areas?
• Exit strategies and what you are doing with the proceeds 

Ben Brown

Senior Asset Manager
Peak Capital Partners

Ronald Muzii

Managing Director
Canyon Partners Real Estate LLC

Bruce Gago

Vice President, Acquisitions

Joseph Ianoale

LEM Capital

Matt Ferrari

TruAmerica Multifamily
10:15 AM Eastern Time
Networking & Refreshment Break Courtesy of:

11:00 AM Eastern Time

Please Choose Either Track A or Track B

11:00 AM Track A
Apartments of the Future

• Will apartments continue to get more tiny and multi-functional?
• Post-millennial preferences
• Future-proofing strategies
• Security systems and getting hacked
• Technology that exists now: what will be the next gen apps?
• What will the consumer be looking at?
• The trend towards experiential events, instant gratification and social experiences
• What is disrupting the industry? How will these disruptions play out?
• How far will telecommuting and the gig economy go?
• E-interaction and entertainment
• What would be the one technology that you would put into a class ”B” or “C” property? 

Adam Blake


Jay Roberts


Debbie Kimball

Senior Account Manager

David Namkoong

Senior Account Executive
Rently Keyless

Jeff Adler

VP, Matrix
Yardi Systems
11:00 AM Track B
Financing Transitional Properties/White Knight Funding

• High leverage providers and structures
• Current bridge loan structures, terms and alternatives
• What is available to the smaller owner?
• Are local banks financing this type of deal now?
• What kind of stories do financing providers like to hear?
• White knight funding
• Reporting expected
• Owner negotiations 
• Impact of rising rates

Nick Hathaway

Partner | Director of Development
Hathaway Development

Michael Miller

Chief Marketing and Production Officer
5 Arch

Mark Fogel

President & CEO
ACRES Capital

Matt Neisser


Cortney Newmans

Head National Accounts & Com. Lending
Lima One Capital

Colin M. Whittier

Managing Director
11:45 AM Track A
Value-Added Success Stories: Are you Finding Rehab or Re-Tenanted Deals?

• How much went into the property? How much rent increase were you able to get?
• Interior amenity upgrades: where is the best ROI today?
• Getting more rent: what does it take?
• Return hurdles
• When can social activities move the needle?
• Re-tenanting: what was your strategy?
• What kind of pricing are you comfortable with?
• What are you options when you can’t raise the rent enough to cover the rehab?
• Condo deconversions
• Evaluating the cost of finding a new tenant vs. keeping them for less rent
• Making a Class “B” a Class “A”

Rayna Mike

My Love Apartments

Jeronimo Hirscheld

CEO & Principal
One Real Estate Investment

Debbie Kimball

Senior Account Manager

John Cohen

Toro Real Estate Partners

Daniel Carter

Founder & CEO
Windmill Investments, LLC
11:45 AM Track B
Property Management: Measuring Capital ROI, Finding Operational Cost Savings & Developing Operating and Capital Budgets

Up to 60% of yield can come through property management. This panel will discuss...

• The unseen reality of maintenance expenses: aging CapX vs. long term maintenance. Take the hit now or later?
• Centralized vs. decentralized operations
• Green savings: where does energy efficiency pay? 
• Generating new sources of revenue: what is the ROI? 
• Using technology to effectively increase back office operational efficiencies and help with budgeting? 
• Different building types: best practices on the kind of reserves should you be thinking about?
• Maximizing tax reserve efficiencies
• New building/rehab construction budgets
• Administrative costs and the tech component
• What are the top reasons for variances? What can be prevented?
• Right-sizing the amount of customer service
• Experienced personnel save money: how are you holding on to them?

Adam Blake


Tamara Sinclair

Senior VP of Operations
4M Capital

Brett Duke

Chief Operating Officer
Atlantic Pacific Real Estate Group

Dave Sherbal

C2G Asset Management

Ned Grace

KangaRent LLC
12:30 PM Track A
50-200 Unit Multifamily: Acquiring, Financing & Managing

• Acquisitions: What is the pricing for buildings with value-added possibilities?
• What are some common maintenance deficiencies do you see?
• Raising rent… How much can you usually get away with?
• What kind of financing is out there?
• Management options: What make the most sense?
• Return expectations: Do you need to widen the net?
• Secondary & tertiary vs. urban markets
• In house vs. outsourced property management
• Competing against the national players for product

Colin M. Whittier

Managing Director

Michael Miller

Chief Marketing and Production Officer
5 Arch

Marc Suarez

Hunt Real Estate Capital

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

Paul Yazbeck

Managing Partner
The Multifamily Group

David Gahagan

Senior Vice President
Walker & Dunlop LLC
12:30 PM Track B
Creating your own Management Firm: What are the Key Considerations?

• Cost of 3rd party management firm vs. keeping in-house
• Identifying your core expertise
• How many doors should you have under management before it makes sense to keep in-house?
• What is wrong with your current management firm: is there a way of improving that situation?
• Outsourcing some management, keeping some in-house: what is behind that decision?
• Impact of concentrated vs. dispersed portfolio
• Do lenders approve?

Mike Ballard

Ascent Multifamily Accounting

Mariana Robina

SVP of Finance & Investments
Eagle Property Capital

Benjamin Inman

Managing Member
Inman Equities

Ned Grace

KangaRent LLC

Glenn Gonzales

Obsidian Capital
1:15 PM Eastern Time

Optional Luncheon Roundtable Discussions

  • Florida (north/central)
  • Florida (south)
  • Georgia/Carolinas
  • Northeast/Mid-Atlantic
  • Texas
  • West
2:15 PM Track A
Syndication: The Key Issues Today

• Tax Structure for multi-member LLC investing through syndication
• Issues that can arise from the LP side and how to manage them
• Role of property management team
• Sponsor responsibilities
• Getting new investors onboard
• Exit term and strategy options
• How do smaller deals look in respect to larger ones?

Jack Rybicki

CliftonLarsonAllen LLP

Maureen Miles

Managing Partner
4M Capital REI

George Lintz

Bellaire Partners LLC

Joseph Gozlan

EBG Acquisitions

Danny Kattan

2:15 PM Track B
Going From Mid-Sized to Large Player: The Keys to Smart Growth

Small Group Meeting for Owner/Operators Only

Looking to hit up some institutional investors for financing? Getting harder to find product in your home market and looking towards greener pastures elsewhere? Should you be insourcing or outsourcing your operations? Have these queries and your own pressing questions answered at this meeting for owner/operators only.


Brett Duke

Chief Operating Officer
Atlantic Pacific Real Estate Group

Josh Mandell

Gateway Companies
3:00 PM Track A
Cash Flow Multifamily Investment Strategies

• Are cash flow strategies the best ones at this point in the cycle?
• Evaluating cash flow stability
• How are you accounting for possible appreciation?
• How much the cash flows represented today will be worth in the future?
• Creating more cash flow: your best ROI answers

Kurt Westfield

WC Equity Group

Kristen Thomasino

VP, Real Estate Solutions

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

John Cohen

Toro Real Estate Partners
3:00 PM Track B
Going From Small to Mid-sized Player: What do you Need to do?

Small Group Meeting for Owner/Operators Only

What does it take to go from owning buildings under 20 units to 50+? Owning a couple of buildings to double digits? What should be your next key hire? Looking for family office money? These and your own questions will make up the discussions at this owner only meeting.

Sasha Bernier

Managing Partner
Hestia Holdings

Daniel Jaramillo

Strategic Properties
3:45 PM Eastern Time
Networking & Refreshment Break Courtesy of:

4:15 PM Eastern Time
Shark Tank: Multifamily Owner/Private Equity Joint Venture Financing Panel

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

Tank Leader: Will moderate the panel

  • Eric Silverman, Managing Partner, 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…

  • Doug Root, Co-Founder/Managing Partner, Blackfin Real Estate Investors, LLC

  • Vince DiSalvo, Director, Acquisitions, Kingbird Properties LLC

  • Daniel Jaramillo, CEO, Strategic Properties

Multifamily Owners/Operators: Will present the deals

  • George Connell, Co-President, Castlegate Property Group

  • Josh Mandell, President/COO, Gateway Companies

Eric Silverman

Founder & Managing Director
Eastham Capital

Doug Root

Co-Founder/Managing Partner
Blackfin Real Estate Investors

Vincent DiSalvo

Director, Acquisitions
Kingbird Properties LLC

Daniel Jaramillo

Strategic Properties

George Connell

Founding Partner
Castlegate Property Group

Josh Mandell

Gateway Companies
5:00 PM Eastern Time
Accepting Lower Yields: Is that Changing your Strategy?

• How do you talk to you investors?
• What does accepting lower yields mean to equity markets? Debt markets?
• Are you looking at smaller markets and smaller properties? Different sub-asset types?
• As interest rates rise will lower yields become a bigger issue?
• Rent growth tapped out?  
• Should capital preservation be the focus at this time?
• Are you accepting lower yields or taking more risk?

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Jose Tello

Bayshore Investment Partners

Martin Bronstein

Senior Principal
BHW Capital

Christopher Czarnecki

CEO & President
Broadstone Real Estate

Aryn Spahr

Managing Partner
Ruttenberg Gordon

John Bennett

Managing Partner
Windcrest Investments
5:45 PM Eastern Time
Cocktails & Networking Reception
6:45 PM Eastern Time
Day One Concludes
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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 3rd Annual Middle-Market Multifamily Forum (Southeast)


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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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  • 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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