Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

Swapnil is responsible for strategic planning, investment decisions, and overseeing all aspects of the company’s operations, financing activities, and investor relations. He has over 11 years of financial/investment experience with over 8 years of experience in real estate globally Swapnil began his career in energy investment banking at Simmons & Company before joining Forum Partners, an international real estate private equity firm with over $5.0 billion in assets where he focused on originating, structuring, and executing real estate investments in the Asia Pacific region. He was personally responsible for closing deals in companies worth $3.0+ billion in India, China, Australia, and ... (view full description)

Mark Allen

Executive Director
SVN | Investment Sales Group

Mark entered the world of investment real estate in 2009 during the recession and has been involved in the acquisition, renovation, management and disposition of a variety of asset types and classes across multiple markets. Today, Mark focuses on Multifamily owner representation, leveraging his sales and real estate investment experience to provide superior service for his clients.   In his first year as a broker, Mark helped broker $176M in transaction volume (3000+ units) and was recognized as the SVN “Rookie of the Year”. In 2018, Mark was awarded the SVN | ISG “Broker of the Year” and promoted to Executive Director. Mark is a D Magazine"Power Broker" for 2018, and was also aw ... (view full description)

Michael Anderson

Managing Director - Acquisitions
Westmount Realty Capital

With more than 15 years of experience in commercial real estate, Michael Anderson, managing director – acquisitions for Westmount Realty Capital, LLC, leads the acquisitions team in identifying new value-add multifamily opportunities throughout the Southwest. During his tenure with Westmount, Michael and the acquisitions team have closed or are under contract on nearly 2,000 units totaling $175 million in cumulative value. Prior to joining Westmount in 2016, Michael was a senior director and founding member of Vanguard Real Estate Advisors in Dallas, where he contributed to the marketing and sales of more than $360M in assets. Previously, he was with Rockwood Real Estate Advisors as an ... (view full description)

Sterling Anderson

CEO
Sterling Capital Investments

Sterling Anderson is President & CEO of Sterling Capital Investments LLC, A MultiFamily Investment Group Located In Omaha, Nebraska.

John Azar

EVP, Member Principle
MACC Venture Partners, LLC

  John is the Executive Vice President and Member Principle of MACC Venture Partners and the Capstone Multifamily Group companies where he directs strategic development, capital management and growth for the families of companies. He also oversees alternative financing and investor/portfolio development.  John has a history of pronounced success in investment management, institutional sales and distribution as well as commercial banking and lending.   He was a co-Founder and Managing Partner of Boston Venture Partners (BVP), a private equity consulting and finance firm based in Boston specializing in real estate development, and struc ... (view full description)

Andre Bailey

Managing Director
Pioneer Realty Capital

No biography specified

Mike Ballard

Partner
Ascent Multifamily Accounting

Mike Ballard is a partner at Ascent Multifamily Accounting and has worked in the real estate and accounting industries for almost 30 years. At Ascent, Mike leads Ascent’s consulting practice, where he advises multifamily clients on strategic planning, process improvement, and tax credits.  Mike was a founding member of the board of the Lied Institute for Real Estate Studies at University of Nevada, Las Vegas and also helped with the formation of the local National Association of Industrial and Office Properties (NAIOP) and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. Mike has ... (view full description)

John Barker

Founding Principal
180 Multifamily Properties

In 2009, John created 180 Multifamily Properties with his business partner Lance Woodward and started acquiring value added multifamily assets throughout Dallas/Fort Worth.  Now with over eleven hundred units under ownership and management, John and Lance have successfully transitioned many distressed Multifamily assets into strong cash flow properties. John later created 180 Multifamily Capital and continued to grow their multifamily portfolio in the Dallas/Fort Worth market and recently expanding into the Oklahoma City market. John started his commercial real estate career in 2001, by joining a national brokerage firm as a multifamily specialist. While working as an ... (view full description)

Timothy Barton

Chief Executive Officer
JMJ Development

As founder and CEO of JMJ Development, Mr. Barton leads JMJ in establishing a global presence as a premier real estate development company. He is responsible for the strategic planning and growth of the company and maintains oversight over all aspects of JMJ.    Prior to founding JMJ Development in 1990, Mr. Barton distinguished career began with his family’s real estate business in Connecticut. Mr. Barton’s entrepreneurial ambition has spent the last 28 years supplying master-planned developments and driving market-leading financial returns for JMJ and its investment partners. Today, JMJ is a diversified, full service real estate firm that is active in the development of hotel, ... (view full description)

Michael Becker

Principal
Strategic Property Investment

No biography specified

Lane Beene

Managing Principal
Pilot Properties

No biography specified

Sasha Bernier

SVP
Cheltenham Enterprises

Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies. Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund. Mr. Bernier graduated from the University of North Carolina at ... (view full description)

Irwin Boris

COO
Heritage Capital Group

Irwin is the CIO/COO for Heritage Capital Group, a 3rd Generation Family Office. Prior to joining, Mr. Boris worked sourcing acquisitions for several private investors (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10 year tenure with Capmark Finance / GMAC Commercial Mortgage.  Irwin has more than 25 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct lender, principal, investment banker and advisor in more than $5.0 billion in real estate transactions. Irwin started his ca ... (view full description)

Martin Bronstein

Senior Principal
BHW Capital

Mr. Bronstein is a founder and Senior Principal of BHW, where he is responsible for targeting land, retail, multifamily and office properties for acquisition, recapitalization, liquidity events, financing and development.  He has a 45-year track record of successfully investing, valuing, analyzing, financing, re-positioning, and developing a broad range of commercial real estate assets throughout the United States and Europe.   Situs, the firm Mr. Bronstein founded in 1985, grew from a local Houston-based brokerage company into one of the world’s leading commercial real estate consultancies.  The firm provided due diligence, primary and special servicing and asset management to i ... (view full description)

Carlos Burneo

Senior Director
TH Real Estate

With 20 years of real estate experience, Carlos is a Senior Director for TH Real Estate for housing investments in South and West Florida as well as cross border investment activities between US and Latin American markets. Carlos is the lead for housing acquisitions and asset management in Florida including over 20 multifamily properties. Carlos previous roles included Senior Vice President for JLL Capital Markets Group based in Miami where he was responsible for investment sales and equity placements in Florida and Latin America. Prior to that Carlos was a Director at Trade Street Capital,  a Taft Harley pension fund advisor, focusing on multifamily and mixed use developme ... (view full description)

Greg Cason

Principal
CrestMarc Residential

Mr. Cason is the founder of CrestMarc - a vertically integrated multifamily investment company providing a comprehensive spectrum of real estate services in Texas and Oklahoma.  A 25+ year veteran of the multi-family housing business, Greg Cason has spearheaded the acquisitions of over 26,000 multi-family housing units valued in excess of $1.1 billion.  He was first exposed to the multi-family business as an asset manager at MetLife.  While overseeing various property types (office, industrial, and hotel) Mr. Cason made the decision to focus his career on multi-family properties.  Over his career, he has held senior/partner positions at several nationally known multi-family compa ... (view full description)

Vic Clark

Senior Managing Director
Hunt Real Estate Capital

No biography specified

Hugh Cobb

Partner
Alpha Barnes Real Estate Services

No biography specified

Mike Coco

President
Choice Property Resources, Inc.

Mike Coco is the President of Choice Property Resources, a leading advisor to the multifamily industry. With two decades of experience in multifamily technologies and consulting, Mike recognizes the impact that broadband and technology services have on residents, communities, businesses and organizations. He and the Choice team partner with owners, developers and managers to provide the services their residents need now and into the future. Mike is a member of the National Apartment Association, National Suppliers Council and National Affordable Housing Management Association. Currently, he holds the designation of Certified Apartment Supplier with the NAA. Mike is also a candida ... (view full description)

Donny Cohen

CEO
PrivCap Companies

No biography specified

Colin Cross

Director
Hunt Compaies

No biography specified

Mark Drumm

Managing Director
Regent Park Advisors

Mr. Drumm has 30 years of providing key national, regional and local market, economic, financial and strategic direction for a variety of builders and developers and institutional investors and managers. A native of Georgia, Mr. Drumm graduated from the University of Georgia with a bachelor’s degree in Real Estate. Upon graduation, he joined RCLCo as a management consultant gaining national experience in a wide range of projects including mixed-use and master-planned community feasibility, specific product investment analysis, corporate strategic planning, and portfolio work-out initiatives for public and private real estate organizations. He left in 1995 to work directly with developers, bu ... (view full description)

Eiran Feldman

Principal
First Insite Realty

No biography specified

Richard Fishman

President
The Valcap Group

Founder of The Valcap Group, LLC as well as an investor in over 5000 apartments nationwide, Our target markets are Texas, Tenessee and the greater Southeast. We look for opportunities for rent growth in A and B communities. Richard is in charge of acquistion, business strategy, financing and investor relations for this closely held multifamily company.  A graduate of UPenn with a B.A. and M.A. in Regional Science,  Richard combines an underlying knowledge of how communities evolve with market economics.  The Valcap Group is headquartered in San Antonio, Texas.  JV opportunities are also being pursued to grow the company's platform.  Our company seeks to "maximize revenue through customer sa ... (view full description)

Bruce Fraser

Managing Partner
Elkhorn Capital Partners

No biography specified

Steven Gesis

Executive Vice President
Smartland

Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at Cleveland Clinic, where he was the instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelors from The Ohio State University. Steven and his wife are both blessed and very busy with 3 children under 4 years old.

Adam Gottfried

Vice President - CRE
Roc Capital

Mr. Gottfried is a Vice President of Roc Capital's Commercial Real Estate Group, which he joined in 2018. He is responsible for sourcing, evaluating, structuring, and asset managing opportunistic investments across all commercial property types. Prior to Roc Capital, Mr. Gottfried worked for Arbor Realty Trust's Structured Finance group, and was on the Acquisitions team of Mack Cali. Mr. Gottfried received a B.S. degree in Management from Arizona State University, and an MBA from Baruch College.
 

Joseph Gozlan

Founder
EBG Acquisitions

Joseph Gozlan, B.Sc. Information Systems Joseph is a multifamily investments specialist. Leading group acquisitions of over $30MM in real estate and providing asset management services to a portfolio of over 500 units and growing. Joseph is a former lieutenant in the Israeli Defense Forces (IDF) and over 17 years of leadership experience in the software industry, 12 of which working for publicly traded companies such as GameStop, Retalix (NCR) and JCPenney which enhanced his business acumen, analytical skills and “big picture” perspective, all skills that he leverages to maximize efficiency in the real estate business. In his last IT role as a Senior ... (view full description)

Mark Hafner

CEO
HASTA Capital

Mark Hafner is Chief Executive Officer and co-founder of HASTA Capital.   Headquartered in Mexico City, HASTA Capital is focused on the investment and development of residential multifamily rental assets in Latin America and the United States.  HASTA combines its specialized operational expertise, rigorous analytical methodology and meticulous attention to detail, sustainability and quality control throughout the development process to create world class buildings and living environments that improve their cities and generate superior risk adjusted returns for their investors. Prior to founding HASTA, Mr. Hafner was Senior Managing Director at Greystar, the largest operator of apartmen ... (view full description)

Rami Hakim

Partner
Capital Solutions, Inc.

CAPITAL SOLUTIONS, INC. is an investment firm founded in 1991 that specializes in providing joint venture equity for real estate opportunities. Through a large network of private and institutional investors, approximately $250 million of equity is currently committed across the real estate portfolio, representing a total portfolio value of over $1 billion. We are currently looking to partner with experienced operators/developers throughout the U.S. MR. RAMI HAKIM is a partner at Capital Solutions, Inc., where he is primarily responsible for the origination, evaluation, and structuring of real estate investments. Rami has expertise in the acquisition and re ... (view full description)

Jake Harris

Managing Partner
Harris Bay

Mr. Jake Harris is the co-founder and managing partner of Harris Bay a boutique private equity real estate investment firm with experince in operations and assets Arizona, California, Texas, Georgia and North Carolina. Harris Bay operates opportunistic funds, development funds and coming soon a debt fund. Harris Bay is currently looking for financing options for development of high density mixed use projects, sources for distressed or value add SFR sources and large data mining sources.  Mr. Harris handles the day to day operations of the firm. His studies include BS in Entrepreneurship from Rasmussen College, MS in International Real Estate at Florida International U ... (view full description)

Chris Harris

Senior Vice President - Capital Markets
Walker & Dunlop

Chris Harris, senior vice president, is responsible for nationwide equity placement and loan originations and is located Walker & Dunlop’s Dallas, Texas office. Throughout his career, Mr. Harris has originated over $14 billion in equity and debt financings for multifamily, student, and affordable properties throughout the United States.   Prior to joining Walker & Dunlop, Mr. Harris served as a principal and chief financial officer at Criterion Development Partners, LLC where he was responsible for finance, accounting, planning, investor relations, and risk management. Before Criterion, Mr. Harris was employed by FirstWorthing where he served as executive vice president, ... (view full description)

Randle Harwood

Planning and Development Director
City of Fort Worth

No biography specified

Nick Hathaway

Partner | Director of Development
Hathaway Development

Nick Hathaway joined Hathaway Development Partners in 2007 after working in multi-family brokerage for multiple years. During that time, he was responsible for underwriting, market analysis and financial analysis, within a team that focused on institutional grade multi-family transactions at Marcus and Millichap. Nick then went on to close approximately $80M worth of multi-family assets as a standalone agent. Nick has also represented principals in land acquisitions of a broker. Nick Hathaway attended NYU and Kennesaw State University with a focus on Business Management and Economics. While working at Hathaway Development as Director of Development Nick worked with the development team to le ... (view full description)

Shally Hu

Head of Acquisitions
ARON Asset Management

Head of Acquisitions at ARON Asset Management,  QOZ Fund focusing on tax efficient real estate investments in distressed US communities.  Shally has over 10 years of experience managing institutional real estate transactions totaling over $6.2 Billion. Shally previously worked for GE Capital Real Estate, where she was responsible for real estate portfolio acquisitions, dispositions and underwriting in their $80 Billion portfolio globally. Shally also worked at Cushman & Wakefield in the investment sales group and for Bank of China leading negotiations and transactions for high profile assets such as the Time Warner Center, 220 Central Park South, the Plaza Hotel, the Sky buil ... (view full description)

Lindsay Hyde

Venture Partner
Moderne Ventures

No biography specified

Benjamin Inman

Managing Member
EQUIS Residential, LLC

Originally from Nashville, TN, I have over 15 years of experience working in many facets of the Real Estate Industry. I am the Managing Member, EQUIS Residential LLC based in Nashville, TN.  EQUIS Residential, LLC is a privately held real estate investment company with offices in Nashville, TN and Atlanta, GA., is focused on the acquisition and management of quality income producing multifamily properties within strategic growth markets throughout the Southeastern United States. EQUIS Residential was established by Benjamin Inman in West Palm Beach, FL while overseeing the Real Estate Portfolios and Acquisitions and Dispositions efforts of three separate Single Family Offices. ... (view full description)

Daniel Jaramillo

CEO
Strategic Properties

Daniel Jaramillo is an Economist & Mathematics graduate of Florida International University. Daniel has selected, negotiated and managed investments of over $150 million dollars and procured financing of over 30 investment properties. As one of the founders of Strategic Properties LLC, he spearheaded the development of an efficient model to manage moderately priced multifamily properties in a more cost-efficient way, thus netting similar, if not higher, yields than large multifamily complexes. As a technology enthusiast, Daniel led Strategic Properties in becoming paperless and was able to move many office operating duties overseas, thus reducing the company’s overhead. ... (view full description)

Merrill Kaliser

CEO
Axiom RE Properties LLC

He was born in Augusta, Georgia and raised in Dallas, Texas. He attended the University of Texas for his undergraduate degree and received his Juris Doctorate from Washington University School of Law in 1999. He joined Gardere as a national and international corporate bankruptcy and restructuring lawyer. After 4 years of extensive experience in some of the largest bankruptcies and workouts in the history of our country, Merrill left Gardere for a boutique firm that had a significant focus on commercial restructuring and workouts. In 2008, Merrill became a sole practitioner where his primary focus was corporate, real estate and creditor representation. Over the years Merrill has refined ... (view full description)

Anand Kapadia

Executive Vice President
Interwest Capital Group

Mr. Kapadia is a seasoned finance professional with a diverse background that spans over twenty-five years. At Interwest, he is focused in the areas of expanding the Company’s capital markets relationships, project and platform level financial structuring, developing new business ventures, strategic planning, and is a member of the Company’s investment committee. During his career, he has developed hotels and commercial real estate; been instrumental in creating a unique energy finance platform; and has provided consulting services to numerous principal owners, investors, and financial institutions, and to credit rating agencies. Mr. Kapadia has been an executive with major financial s ... (view full description)

Kevin Kirton

CEO
Buckhead Investment Partners

No biography specified

Jon Krebbs

Managing Partner
The Multifamily Group

Jon began his career in real estate in 2005, purchasing and renovating several multifamily properties while attending college. Since then, he has been involved in the brokerage, management, development, and construction of multifamily and single family assets across Texas and Oklahoma. Prior to forming The Multifamily Group, Jon was a top producer at Sperry Van Ness and at the Henry S. Miller Company. Jon specializes in asset valuation, coordination of the marketing process, property tours, and contract negotiations for sellers of multifamily properties. With 13 years of real estate experience and an abundance of industry contacts, Jon analyzes each assignment carefully and ... (view full description)

Mickey Kropf

CEO
Vector Travel

Mickey Kropf is the Co-Founder and CEO of Vector Travel, Inc, a tech-enabled multifamily short term rental fee management company. Prior to Vector Travel, Mickey co-founded and led growth at Rented.com, a short-term rental marketplace connecting landlords with short-term rental management companies. Mickey has a background in commercial real estate development and finance. Mickey is a graduate of Harvard College and a washout of the Detroit Tigers organization.

Chihiro Kurokawa

Managing Partner
BlackRiver Equity Partners

I founded BlackRiver Equity Partners in 2017 and we made our first acquisition in November 2018 with a planned close in February 2019. I am a 2015 MBA graduate of the UCLA Anderson School of Management. 

Business address:
4100 Eldorado Parkway
Suite 100-260
McKinney, TX 75070

David Lagat

Principal
Bella Asset Management

No biography specified

Scott LaMontagne

Managing Director
JLL Capital Markets

No biography specified

Justin Laub

Managing Partner
Pegasus Real Estate

No biography specified

George Lintz

President
Bellaire Partners LLC

George Lintz founded the Bellaire Group of Companies in 2009 starting with Bellaire Real Estate Investment Trust, a private REIT that invests in real estate debt and equity investments in the United States. Bellaire began investing in high yielding apartment buildings in 2009 in California. In 2014 Bellaire moved its focus to the Dallas-Fort Worth real estate market. Bellaire has expanded to San Antonio and the Midwest. Bellaire entities act as a sponsor to various multifamily real estate investments. George is the President of BRC Commercial Bridge Fund LLC, which is a small balance private money lender, servicing developers of commercial and residential properties in California. George ear ... (view full description)

Doug MacGinnitie

CEO
River Oak Risk, LLC

River Oak Risk offers an Owner Controlled Tenant Liability Insurance Program for Multi-Family landlords.  If you own or manage >1,000 units and are looking to generate a new revenue stream, you will want to learn more about our program.  It offers industry leading economics and helps make your operations more efficient.  Doug has deep insurance, tax and legal experience. From 2011- 2015, he served as State Revenue Commissioner for Georgia, managing the state’s Department of Revenue. Prior to his public service, he was the COO and a Director of Beecher Carlson, a commercial property and casualty insurance brokerage firm based in Atlanta. He also served as General Counsel of the ... (view full description)

David Marcinkowski

Principal
Madera Residential

No biography specified

Ian Mattingly

President
LumaCorp

Ian Mattingly, CPM® is President of LumaCorp Inc., a private multifamily investment and property management firm based in Dallas. Mr. Mattingly oversees the firm’s operations, serves on its investment committee, and promotes its strategic vision. He is an active board and committee member of several real estate industry associations, and is also involved in non-profits focused on education and homelessness prevention. Mattingly regularly speaks on leadership and technology trends, and is a contributor to publications such as UNITS, Multifamily Executive, and Rooflines.
 

Rayna Mike

CEO
My Love Apartments

22 years experience in Real Estate and Mortgage Banking, She started as a loan originator and insurance agent in Los Angeles in 1989 and progressed into branch, regional, divisional, and national management roles in the same bank holding company over 8 years. In 1998 she established a mortgage banking and real estate brokerage business. In 2004 she started a European wholesale real estate and mortgage division, opened offices in UK and Bul- garia and capitalized on the booming emerging real estate market in Bulgaria. In 2008, she and her partner established a renewable and environmental business, Bel Air Green which focuses on solar and wind power projects in Central and E ... (view full description)

Michael Miller

CMO
5 Arch

Michael Miller currently serves as the Chief Marketing Officer of 5AFC and its parent company, 5 Arches, LLC. Prior to this, Michael was the CMO of Epsilon Agency Services and Managing Director of Catapult Marketing. He also cofounded Hyper Marketing which was later acquired by Epsilon. Mr. Miller lead global strategic initiatives and marketing for MRM Worldwide and advised McCann Worldgroup as well as other prominent advertising agencies. He has developed global marketing platforms across brands including JPMorgan Chase, Union Bank, Wells Fargo, Google, Intel, GM, The Home Depot, Lenn ... (view full description)

Cindy Mirliss

Lead Counsel
Kaliser & Associates

No biography specified

Darin Munson

President
The Phoenix Group

  Darin Munson graduated Magna Cum Laude from the University of Wisconsin-Lacrosse in 1996 with a degree in Business Administration. He got involved in Real Estate investing while in college.   Darin has well over two decades of experience and has participated in hundreds of real estate transactions ranging from residential to commercial.   Range of experience and expertise for commercial includes: Principal in well over $1B in Commercial Real Estate Asset Portfolios; Principal in multiple Commercial Development and acquisition Companies. Principal in  Property Management Company which: Has managed and/ ... (view full description)

David Namkoong

Account Executive
Rently Keyless

David Namkoong is a Senior Account Executive at Rently Keyless, a real estate technology solutions provider. Based in Los Angeles, his current focus is national sales and business development for the Rently Keyless smart-home platform. Prior to joining Rently Keyless he has worked at previous technology companies and spent years studying and working in Asia. David is a graduate of University of California Riverside (B.A. Business Economics) and Shanghai University (International Business Certificate).
 

Chris Nebenzahl

Senior Analyst
Yardi Matrix

Chris Nebenzahl is the Institutional Research Manager at Yardi Matrix, and is responsible for overseeing market research and data analytics, as well as editorial composition for Yardi Matrix, Commercial Property Executive and Multi-housing News. Mr. Nebenzahl facilitates the expansion of the Yardi Matrix reporting suite and provides in-depth analytical tools for clients across the commercial real estate industry. His focus includes data analytics and reporting for the multifamily, office, self-storage and industrial asset classes. Before joining Yardi, Mr. Nebenzahl served as a portfolio manager for the Bank of New York Mellon, managing fixed income portfolios for municipal and p ... (view full description)

Matt Neisser

COO
LendingOne

Mr. Neisser is the COO and co-founder of LendingOne.  A Cum Laude graduate from Rutgers University New Brunswick with a Bachelor of Science in Finance and a graduate with honors from Columbia Business School with an MBA, Mr. Neisser has focused his career in real estate and finance.  He served as the Principal at Markeim-Chalmers, Inc. where he managed a team that oversaw $100 Million in annual commercial real estate sales for office, industrial, retail, multi-family and land properties.  Mr. Neisser also gained valuable experience in residential real estate and land development throughout his career.  Mr. Neisser brings to LendingOne years of knowledge in technology and finance and has coup ... (view full description)

Cortney Newmans

Director, Business Development
Lima One Capital

Cortney is a 2011 graduate of the University of Georgia. He was a double major in Consumer Economics and Real Estate. Cortney previously worked one year in the merchant services industry in outside sales, where he was recognized for being in the top 10% of company sales representatives. In 2012, Cortney kicked off his career in real estate with Lima One Capital where he accepted the position of Head of Business Development for Atlanta. Cortney was promoted to Director of Business Development for the company in 2014. He heads up the expansion for sales into 40 new states and over 75 new markets. Not only knowing the financing side of the business, Cortney is an active real estate investor ... (view full description)

Heather Niedens

Commercial Escrow Manager
AXIOM Title

No biography specified

Marina Palmer

Senior Asset Manager
Peak Capital Partners

No biography specified

Paul Panza

President & CEO
Nicholas Residential

Paul N. Panza is Founder, President and CEO of Nicholas Residential. In this capacity, he establishes and executes the strategy of the Company and oversees the financial and operational performance. Mr. Panza has over a decade of experience in the commercial real estate markets, focused largely on “value-add” and “opportunistic” investing. Under his leadership and direction, the firm has achieved strong growth and performance, and expanded its acquisition, development and managerial services to meet the goals of its clients, which include institutional money managers, insurance companies, family offices and high-net-worth investors spanning the United St ... (view full description)

Shravan Parsi

Co-Chief Executive Officer & Principal
NAPA Ventures LLC

Shravan Parsi is an entrepreneur and an innovator with a background in two diversified professional fields: real estate investments and pharmaceutical research. Shravan is the Co-CEO & Co-Founder of NAPA Ventures LLC. NAPA is a multifamily and commercial real estate investment company focused on the acquisition, rehabilitation and operation of value-add and core asset investment properties.  NAPA has experienced exceptional business growth, acquiring 4000 units in the last couple of years, and is set to more than double the portfolio with a planned pipeline of acquisitions slated to close in 2017/2018. NAPA's ultimate goal is to generate passive or active incomes & enhanc ... (view full description)

Michael Poolin

President
NY Capital Development, LLC

Michael Poolin, a private real estate investor and lender, founded NY Capital Development (NYCAPDEV) in 2017.  NYCAPDEV focuses on real estate opportunities in all asset classes and invests/ partners/ funds sophisticated local operators.  We can provide the insight and expertise to restructure and reposition deals and make them actionable in today's marketplace. Some of our recent highlights include the acquisition, self-financing, repurposing, and repositioning of multifamily assets and SFR portfolios in the NYC boroughs of Brooklyn, Queens, the Bronx, Nassau County NY, California, and Nevada.
 

Gabriel Pozo

Principal
Advalurem Group

Mr. Pozo is Principal and Founder of Advalurem Group with the primary responsibilities of setting strategy, developing business and overseeing acquisitions. He is a member of the Investment Committee. Mr. Pozo has 17 years of institutional real estate experience, including positions in private equity, investment banking and management consulting. Over his career, Mr. Pozo has overseen the acquisition and financing of more than $5 billion in commercial real estate.  Prior to forming Advalurem Group, Mr. Pozo was a senior member of the acquisitions and business development team at Madison International Realty, a value-added real estate fund with over $2 billion of assets under mana ... (view full description)

Kimberly Radaker

Managing Principal
Exponential Property Group

No biography specified

Grant O. Reves

Acqusitions & Capital Markets
Block Funds

No biography specified

Ryan Reyes

Director of Acquisitions
Stoneweg U.S.

No biography specified

Glen Rich

Managing Director
Crowdstreet

Glen Rich is the Managing Director in the South Central U.S. for the CrowdStreet’s online capital formation and investor acquisition/relationship management platform.  Glen leads the team to provide investment firms, sponsors and developers access to over thousands of accredited investors for deal and fund capital formation.   CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services that connects successful investors and CRE firms in order to maximize wealth.  Investors can directly access institutional-quality commercial real estate offerings through CrowdStreet’s marketplace. For CRE developers and operato ... (view full description)

Mariana Robina

SVP of Finance & Portfolio Management
Eagle Property Capital

Mariana is Senior Vice President of Finance & Portfolio Management of Eagle Property Capital, and a member of the Investment Committee.  Mariana is also Co-Founder and Partner of Vidalta Property Management, an affiliate of EPC. Vidalta is vertically integrated with EPC to provide exclusively property management services properties owned by EPC. Mariana is responsible for overseeing origination, analysis, underwriting and due diligence of acquisitions, debt financing, managing and monitoring the overall performance of the portfolio, and reporting to investors and lenders. At EPC, she has led the underwriting, acquisition, due diligence, and asset management of over 4,450 apartments in 18 ... (view full description)

Benoit Rochard

Vice President
CFH Investment Partners

No biography specified

Ron Rossi

VP, Business Development
IMS CRE

Ron Rossi serves as the VP of Business Development for Investor Management Services (IMS).  Ron has over 20 years of commercial real estate experience with a focus on CRE software over the last 6 years.  Ron is responsible for delivering best in class analytics and reporting that enables clients of IMS to proactively manage their business and investments in the most efficient and proactive manner thereby increasing yields and minimizing risk.   IMS offers an Investor Management platform for CRE owners.  We focus on creating investor transparency and engagement by providing dashboards, document dissemination, and a centralized location for new offerings.  Additionally, IMS creates ... (view full description)

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings

• Chief Product Officer at Roc Capital, a middle market focused real estate lender for non-owner occupied residential and commercial real estate • Portfolio Manager in the mortgage strategies group at Napier Park Global Capital (2007-­2016), a multi­‐strategy asset manager with $6bn in AUM, and its predecessor Citi Capital Advisors • Portfolio Manager at Koch Global Capital (2006-2007) • Managing Director, Fixed Income Research at Bear Stearns (2003-2006), Associate, Fixed Income Trading at Lehman Brothers (1998-2000) • Bachelor of Technology in Aerospace Engineering from the Indian Institute of Technology, Kanpur, India in 1996; M.B.A. from the John M. Olin School of ... (view full description)

Joy Schoffler

Chief Strategy Officer
Upside Avenue

Joy Schoffler serves as Chief Strategy Officer for Upside Avenue, a public non-traded multifamily focused income REIT which co-invests in real estate alongside their family office and high net worth investors in multifamily investments with highly vetted sponsors throughout the U.S. Upside Avenue grew out of a time-tested, vertically integrated, real estate-focused family enterprise, which has acquired, managed and repositioned over $1.2 billion in properties. A leader within the global financial technology community, Joy serves a key role in developing and implementing the overall technology and investor relations strategy for Upside Avenue , a tech-enabled non-trade ... (view full description)

Matt Shafiezadeh

Principal
Urban Genesis

Matt is responsible for investment strategy and acquisitions at Urban Genesis, a $200+ million AUM group based in Houston, TX.  Prior to founding Urban Genesis in 2013, Matt was a senior acquisition officer with Lionstone Investments where he led real estate strategy and investing for the west coast and Texas for all product types. Matt was directly responsible for $1.0+ billion of development and investing.  Matt also held various investment roles with Highland Capital Management and Lazard Freres. 
 
Matt is a graduate of the University of Texas at Austin.
 

Dave Sherbal

Owner
Heschel Asset Management

No biography specified

Samuel Shin

Managing Partner
Roussin Capital Group

No biography specified

Paul Shively

Director- Passive Income Club
FortuneBuilders.com

Paul Shively has over 8 years of experience in the real estate and investment sector, and has been involved in over $500M in real estate investments. As the Director of the Passive Income Club at FortuneBuilders.com Paul and his Team have developed strategic Real Estate Portfolios for over 1,500 clients. 

Paul currently oversees and manages the Team at the Passive Income Club at FortuneBuilders and is also the Director of Investments at FortuneBuilders where he oversees Investor Relations. Paul holds a degree from the University of California - San Diego. 
 
 

Andrew Shook

Head of Commercial Real Estate Lending
Lima One Capital

Multifamily Value Add Lending
"Get Freddie Ready"

Single Family Rental Portfolio Lending

Ryan Smith

Principal
Elevation Capital Group

Mr. Smith is a co-founder of Elevation Capital Group, based in Orlando, Florida.  Elevation Capital Group has sponsored multiple investment funds specializing in Self Storage and/or Manufactured Housing Community assets and has acquired, or developed, assets in more than 20 States.   Mr. Smith graduated from the University of Tampa with a Bachelor’s of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.   Mr. Smith is c ... (view full description)

Daniel Sobelman

Director of Investments
Pangea Properties

Daniel Sobelman is the Director of Investments at Pangea Properties, a privately-held real estate investment trust. He is responsible for the continued growth of both Pangea Mortgage Capital, a commercial real estate lender, and Pangea Real Estate, a private REIT with over 13,000+ apartment units throughout Chicago, Indianapolis and Baltimore. Prior to joining Pangea, Daniel was Managing Director for 8 years at Barnett Capital. As Managing Director, he built and oversaw the multifamily investment platform as well as the bridge-money & hard money lending business. He also served as the founding and Managing Partner of Citerra Capital Partners, a discretionary private equity re ... (view full description)

Jennifer Sutherland

Director of Strategic Account
Juniper Square

No biography specified

Josh Viner

Senior Manager
Vacasa

Josh is a proven leader with experience in local, national and global hospitality organizations. While starting his career in hotel F&B, Josh completed is MBA at the Beedie School of Business in Vancouver. He has managed major projects across the vacation rental industry including meta-search, corporate housing and Vacasa's Multifamily program. Josh is responsible for building Vacasa's partnership program with developers, REITs and family offices. Outside of business, Brazilian jiu jitsu and kiteboarding keep him sane.
 

Michael Walker

Managing Partner
Pilot And Legacy Opportunity Fund, LLC

No biography specified

Adam Whitmire

Director, Acquisitions
The Whitmire Group, LLC

Adam Whitmire is a third generation investor/developer with over 15 years of real estate experience in owning and operating single-family and multifamily portfolios, residential development, and new construction projects, with a strong focus on investment portfolio management and real estate market development. From coordination of large commercial and residential acquisitions to Institutional fund administration, Mr. Whitmire is highly valued for his market analysis, investment advisory and negotiation skills. He has represented eight of the largest institutional investment funds in the U.S. acquiring and managing the acquisition of hundreds of residential assets. During his tenure with ... (view full description)

Jim Wilson

Managing Director
JMP Asset Management

Jim is a Managing Director of JMP Asset Management, Co-Portfolio manager of the JMP Realty Partners I (the “Fund”) and a member of the Investment Committee. Jim joined JMP Securities in 2000 as Director of Research and Senior Real Estate and Housing Analyst. He held those positions for 11 years. He also headed the residential Real Estate investment banking effort for JMP Securities from 2012-2015. Prior to joining JMP, Jim was a Managing Director and senior research analyst for four years at Jefferies & Company, where he covered REITs, homebuilders, manufactured housing and resort, vacation ownership and property-related service companies. From 1989 through 1996, Jim serve ... (view full description)

Jay Wilson

Senior Manager, Customer Success
Buildium

Jay oversees the entire customer account management team at Buildium. Buildium's skilled account managers work with property and association managers all across the country to get the most out of their software and further their business objectives.
 

Patrick Winters

Director, Special Projects
Nadel Architects, Inc.

Patrick Winters is an Owner, Principal, and Design Director at Nadel Architects. He has over 30 years of professional experience working with leading architecture and design firms. Skilled in all aspects of project conceptualization, organization and presentation, as well as an in-depth understanding of technical fundamentals and construction practices, he is able to simultaneously manage the design, and construction of high-profile building projects.

Bruce Wuollet

Founder
Bakerson, LLC

Bruce Wuollet is the cofounder of Bakerson LLC, a real estate capital management firm. Bruce is responsible for overseeing day-to-day operations, which includes employees, equity funds, property specific syndications, wholesaling, retailing and finance. Since October 2002, Bruce and his team have flipped over 2200 homes, 25 apartment buildings, 250 space mobile home park and a motel. Bruce has spearheaded the creation of 5 private equity funds with numbers 6 & 7 in formation stages. What makes Bruce so successful in his business is his passion for changing people’s lives by the transformation of their community. He is also very involved with crowdfunding and how it wil ... (view full description)

Paul Yazbeck

Managing Partner
The Multifamily Group

Paul is a Managing Partner with The Multifamily Group (TMG) where he specializes in multifamily owner representation in Texas, Oklahoma, and New Mexico.  Prior to forming The Multifamily Group, Paul was an Executive Director in Investment Sales with a national firm and finished as the company’s #7 highest performing broker out of over 1,100 brokers worldwide in 2017, the #1 ranked broker in the Southwest Region, and the top producer in the office in 2017. In 2016, Paul was the 3rd ranked broker in the Southwest Region, was the 25th highest producing Broker worldwide, and top producer in the office in 2016. He qualified for the company’s Partner’s Circle recognition in both 2016 a ... (view full description)
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Event Contacts for Middle-Market Multifamily Forum (Southwest): A Forum for Small & Mid-Sized Apartment Owners & Developers

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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    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

    Email: dataprotectionofficer@euromoneyplc.com

    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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