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7:20 AM Pacific Time
Registration & Breakfast for Pre-Conference Small Group Meeting Attendees
7:40 AM Pacific Time
Going from Small to Mid-sized Player-The Necessary Preparation & Processes (Small Group Meeting Open for Apartment Owner/Operators/Investors Only)

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.

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

Laurence Pelosi

Restore Utah
8:00 AM Pacific Time
Registration & Breakfast for All Conference Attendees
8:25 AM Pacific Time
Multifamily Fundamentals and the Cycle in a Shifting Trump Economic & Political Environment
  •  Will the expected stimulus and looser government regulation extend the business, credit & real estate cycle?
  •  Trump tweets, corporate America listens… What is the impact?
  •  Wall of maturity: Will it affect the middle sized multifamily investor?
  •  Is there irrational exuberance in multifamily values?
  •  Future of Freddie & Fannie… Anything new?
  •  Spread compression & cap rates: How are they derived and where they are likely to go?
  •  Are rental drivers continuing to point towards increases? 
  •  Valuation of 24 hour cities vs. Opportunity of secondary markets
  •  Non-institutional markets will become so-What are the common market traits?
  •  How is the saturation of the luxury markets going to impact “B/C” properties?
  •  Co-Living and micro-apartments… Is small beautiful?

Todd Franks

Executive Managing Director
Greystone | Investment Sales Group

Robert Champion

Founder & CEO
Champion Real Estate Company

Ian Formigle


Gary Carmell

CWS Capital Partners

Jim Wilson

Managing Director
JMP Asset Management
9:10 AM Pacific Time
Working with Institutional Capital
  •  The drop in homeownership rates was one of the contributors to the strength of multifamily during this cycle… How are you factoring that into your analysis going forward?
  •  View on urban/suburban or high-rise/garden
  •  How are you and your investors evaluating lower current-yield in exchange for potentially higher exit values?
  •  How should operators approach you?
  •  How do you evaluate operators?
  •  Deal terms on different types of multifamily properties
  •  Level of oversight on joint ventures
  •  Working with new construction projects
  •  What is your strategy? How/why do you shift among sectors?
  •  Buying developers out of deals and other underwriting exits  Do you invest in non-institutional properties

Brian Eisendrath

Vice Chairman

Matthew Levy

VP, Investments
The Laramar Group, LLC

Keith Rosenthal

President & CEO
Phoenix Realty Group

Jerry Fink

Managing Partner
The Bascom Group

Noah Hochman

Co-Chief Investment Officer & Head of Capital Markets
TruAmerica Multifamily, LLC

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company
9:55 AM Pacific Time
Networking Break Courtesy of:

10:25 AM Track A
Financing & Investing in Stabilized, Cash Flowing Properties… Are they Getting to Expensive to Buy and Bankroll?
  •  How much would you pay for cash flow + appreciation?
  •  Increasing cash flow… What is in your play book?
  •  Financing products & terms, recourse, cash flow necessary and debt service coverage
  •  Cash flows of different property classes
  •  Floating vs. fixed; 3- vs. 10-year?... Where should you be?
  •  Where is your sweet spot? What is sour?
  •  Core vs. value-added markets: How do you look at stable properties in unstable markets?
  •  Maturity refinancing requests, cash-out financing terms, subordinate financing & leverage availability
  •  What kind of buildings are eligible for the Freddie Mac Small Balance program?

Kathy Fettke

Real Wealth Network

Joakim Mortensen

Chief Client Officer

Mark Besharaty

Hunt Companies

Steve Taylor

President & Founder
Ness Holdings

Samuel Landman

VP Capital Markets
Wealthstone LLC
10:25 AM Track B
Marketing Units & Social Media for Multifamily Owner/Operators … Out of the Box Thinking

In an era where 85% of units are found on renters’ phone are you still clinging to your ‘90s methods?

  •  Distinguishing your asset from the rest- Competing with peer, new or superior properties
  •  Attracting attention on the content side-What are online “must have’s” vs. the bells and whistles
  •  Managing tenant expectations after move in, how much do online ratings and reviews matter today and
  • omparing what low ratings mean for class “C” vs. “A” properties
  •  Screening tenant tools 
  •  Marketing “A” vs “C” units
  •  Increasing conversions and evaluating investments and online marketing spend based on marketing channel performance
  •   Customer service, resident recognition/reward, and social engagement
  •  Leveraging customer data and insights
  •  The renter customer journey-Facebook presence and the sources renters use for apartment search

Doug Brien

Co-CEO & Co-Founder
Mynd Property Management

Miguel Gutierrez


Demetri Themelis


Marie Murphy

Principal and CEO
MJD Capital Partners

Brandon Jurkovich

VP,National Sales Manager
11:10 AM Track A
Opportunistic/Value-Added Plays- Redevelopment & Bringing Older/Vintage Properties Up to Date
  •  Managing capital expenditure ROI
  •  Finding affordable value-add plays
  •  Property management… Identifying the challenges and solutions
  •  Buying fractured condos
  •  Michael Jackson, Studio 54 and Hair Metal… ‘70s and ‘80s vintage properties
  •  Value-added renovation and amenity best practices/ROI measurement for different apartment classes
  •  Filling empty apartments
  •  Adding new sources of revenue… What are some of the ones with the most bang for the buck? 
  •  Working on the expense side
  •  When does it pay to knock it down and start all over?
  •  Financing/refinancing
  •  In-house vs. using contractors
  •  Sell vs. hold … Does this change your rehab strategy?

Merrick Lackner

Rently Keyless

Marc Venegas

Orion Real Estate Partners

Quincy Allen

Co-Founder & Managing Partner
Arc Capital Partners

David Lichtenger

Managing Partner
Intrepid Capital Investments

Brendan Gibney

Senior Associate
Interstate Equities Corporation

Glenn Gonzales

Obsidian Capital
11:10 AM Track B
New Construction & Development Investment & Finance
  •  Buying land… How does that factor into the decision outside of the monetary part?
  •  How much rent can you get for a new class “A” or “B” rental?
  •  Small vs. larger construction projects
  •  Special considerations for high cost markets
  •  How much cash do you need to bring to the table for construction vs. acquisition? What are the current structures out there?
  •  Inclusionary low income housing requirements
  •  The condo vs. rental decision
  •  Have you looked in to modular? How much $$ and time does it save?

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

Elliot Chun


Jay Caplan

Managing Director
Envisage Companies

Michael Fleischer

Managing Director
Real Estate Credit Solutions

Eddie Lorin

CEO/ Founder
Alliant Strategic
12:05 PM Track A
Financing Unstabilized Properties/White Knight Funding
  • Bridge equity, debt and hard $ and loan-to-own players... What are the current terms?
  • The planned takeout
  • How do you finance the newly stabilized project?
  • Interest-only and prepayment structures
  • Mezz and preferred equity structures with or without bridge financing
  • Construction financing
  • Value-add terms 

Jason Buxbaum

Jevan Capital

Elliot Chun


Sam Isaacson

Managing Director
JCR Capital

Ranajoy Sarkar

Chief Product Officer
Roc Capital by Roc360

Charles Taylor

SVP, Capital Markets
The Klotz Companies
12:05 PM Track B
Tax Planning, Tax Incentives, 1031 Exchanges, IRAs & Other Tax-Advantaged Multifamily Investments in a Trump Environment
  •  The new administration… New tax developments and IRS regulations to be aware off on the horizon
  •  Cost segregation, avoiding capital gains, ordinary income, depreciation recapture, treating cash distributions, avoiding passive loss limitations, repair/rehab classification
  •  Entity structure and capital role
  •  Tax credits including affordable housing
  •  Strategies to minimize local taxes
  •  Using pre- vs. after-tax income to invest in multifamily
  •  Tax lien acquisitions
  •  Seller financing and taxable income 
  •  Refinancing tax-free
  •  Getting financing & raising equity for TICs
  •  Using 1031 proceeds and mixing with other financing
  •  Pulling equity out of a building and using proceeds to purchase additional units
  • What you need to know about and IRA-and 401(k)- owned property

Paul Murad

Metroplex Realty

Yunna Weinzerl

Tax Partner
Armanino LLP

Mark Weinstein

MJW Investments

Kathy Fettke

Real Wealth Network
12:50 PM Pacific Time
Luncheon Featuring Optional Geographic Roundtables
  • Arizona/Colorado/Texas
  • Northern California
  • Midwest
  • Northeast;
  • Southeast/Florida
  • Greater LA
  • Orange County
  • San Diego
2:00 PM Track A
Going Deal by Deal vs. Establishing a Fund
  •  When are you ready for a fund?
  •  Did you do a fund and discover that you rather raise funds deal by deal?
  •  Advantages and disadvantages of the deal-by-deal structure
  •  What should you look for in an LP partner?
  •  Sourcing investors and deals… Comparing institutional vs. high net worth markets
  •  Spin out fund for new venture
  •  Reporting, manager control and investor rights
  •  Economics vs. single fund
  •  Is your strength deal making or fundraising?
  •  Fees, waterfalls & other structural options

Peter Fischer

Sklar Kirsh, LLP

Aaron Gorin

Cedar Grove Capital LLC

Robert Lee

Managing Partner- Acquisitions
Beverly Park Group -IV Capital

John Azar

Managing Partner / Founder
Peak 15 Capital LLC.

Edward Pascual

Managing Director
Oak Pass Capital Management

John Charles Maddux

President & CEO
Sunstone Properties Trust
2:00 PM Track B
50-100 Unit Building Investments (small group meeting-open to owner/operators/investors only)

Your questions, answers and contributions are welcomed during this small group meeting focusing on issues such as finding product as reasonable prices, debt/equity finance sources and structure and making property management/operations more efficient and your buildings more profitable. 

Randy Anglin

Right Angle LLC

Michael Heckman

Director of Acquisitions
Alexander Forrest Investments, LLC
2:45 PM Track A
You Gotta Know When to Hold ‘em, Know When to Fold ‘em… The Sell vs. Hold Decision
  • What is your exit strategy when going into a deal? How often does the planned exit come to fruition?
  •  Do you hold or sell renovated deals?
  •  Appreciation, capital gains and cash flow impact on the decision
  •  Will capital gains taxes change under the new Presidential administration? Will this effect your decision?
  •  Plans for the sale proceeds?
  •  What are the factors that comprise future yield for continuing to hold?
  •  Impact of the market area

Christopher Crippen

Managing Partner
Azul Asset Management

Keith Wasserman

President & Co-Founder
Gelt, Inc.

Jon Krebbs

SVN | TJF Investments

Daniel Carter

Founder & CEO
Windmill Investments, LLC
2:45 PM Track B
21-50 Unit Building Investments (small group meeting-open to owner/operators/investors only)

Been looking for mid-sized buildings but are having trouble finding them at realistic values? Finding financing is getting too expensive to make money at the current cap rates? Tenants and toilet costs going up, up, up.  Get a handle on all of your issues and help others out in this peer-led discussion.

Adam Whitmire

Fund Manager
Arabella Capital
3:30 PM Track A
Acquisition Shark Tank

Owners are bulking up and on the hunt for portfolios of properties… This panel will feature 2 apartment deals pitched to potential buyers followed by a question and answer period for each of the transactions

Tank Leader:  Aaron Gorin, CIO, Cedar Grove Capital LLC

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

  • Bruce Wuollet, Founder, BAKERSON, LLC
  • Edward Ryder, Senior Managing Directo, WAYPOINT RESIDENTAIL

The Sellers: Will present the following portfolios for sale.

  • Chris Manning, Managing Director, PEAK CAPITAL PARTNERS
  • Christopher Crippen, Managing Director, VIE MANAGEMENT

Aaron Gorin

Cedar Grove Capital LLC

Bruce Wuollet

Bakerson, LLC

Christopher Crippen

Managing Partner
Azul Asset Management

Ash Baraghoush

Investment Director
Hanover Financial Company

Chris Manning

Managing Director
Peak Capital Partners

Edward Ryder

Senior Managing Director
Waypoint Residential
3:30 PM Track B
Less than 20 Unit Building Investments (small group meeting-open to owner/operators/investors only)

All will ask questions and participate in this lively meeting featuring walk ups, four-, six- and eight-plexes, railroad apartments and the like as we highlight issues such as equity contribution/financing, acquisitions and management/operations unique to profitably invest in and manage.

Ned Grace

Ausmerica LLC

John Ward

Turnstone Capital Management
4:15 PM Pacific Time
Networking Break Courtesy of:


4:40 PM Pacific Time
Multifamily Investments in an Inflationary Rising Interest Rate Environment… Cap Rate/Interest Rate/Inflation Rate Relationship-Part I (Research paper)

The 10-year Treasury rate-the benchmark used for multifamily borrowing-increased 65 basis points following the election due to slowly accelerating economic growth, the Fed’s rate rise and the prospect for more robust domestic output during President-elect Trump’s administration.  Now that higher rates are here, what will happen with property yields? Certainly, higher long-term interest rates have the potential to be a headwind for the industry. The overall impact, however, will depend on a variety of factors including how much and how quickly rates rise, and the performance of property fundamentals, since rent growth mitigates the impact of higher interest rates.

  •  Inflation vs. rent growth
  •  Buying homes vs. renting
  •  Cost of new construction vs. acquiring existing
  •  I can get 10% from a bank CD… What will I expect from my equity returns?


Jeff Adler

VP, Matrix
Yardi Systems
5:00 PM Pacific Time
Multifamily Investments in an Inflationary Rising Interest Rate Environment… Cap Rate/Interest Rate/Inflation Rate Relationship-Part 2… What Will be the Impact on your Business Plan?
  •  What kind of inflation/growth rate are you currently underwriting?
  •  What happens if inflation goes to double digits?
  •  Libor/Treasury/Fed Funds rate relationship
  •  Time to be floating or fixed? Long-term vs. short
  •  Do you leave your CapEx at acquisition amount the whole life of the property or do you reassess to keep up with inflation?
  •  Inflation expectations and rent growth
  •  Impact on acquisition price

Brian Sconyers

HB Sconyers and Company

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

David Valger

DVO Real Estate

Joe Anfuso

MG Properties

Brent Rivard

Managing Director, CFO & COO
Pathfinder Partners, LLC
5:45 PM Pacific Time
Networking Reception
6:45 PM Pacific Time
Conclusion of Networking Reception and Close of Day One
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Event Contacts for The Middle-Market Multifamily Forum (West): A Forum for Small & Mid-Sized Apartment Owners and Developers


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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


    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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