7:15 AM
Breakfast & Registration Small Group Meeting Attendees
7:40 AM
Creating Your Own Management Firm (Small Group Meeting for Apartment Owners Only)

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


Mike Ballard

Ascent Multifamily Accounting

Steve Firestone

Managing Partner
Crown Bay Group LLC

Max Yang

LT Global Investment, Inc
7:45 AM
Breakfast & Registration for all Attendees
8:30 AM
Multifamily Investments in a Mature Cycle with Rising Prices… What Does History Say?

Can’t believe that we are still in still in expansion? Can’t believe multifamily prices continue to increase? You are not alone. This paper will discuss the historic relationship between prices and the economic cycle and crystal ball what the future may look like

Jeff Adler

VP, Matrix
Yardi Systems
8:45 AM
Multifamily Fundamentals & the Economy… Year Two of the Administration-What will be Different?

• Will rental demand and rental growth keep up for the mid- and long-term
• Low unemployment, rental homes and household formations-How are they impacting multifamily?
• Local MSAs and compressed cap rates
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new from the government that will impact the market?
• What is your favorite indicator? What does it say?
• Pricing & valuation… How high can it go?
• When does the bubble burst? Where first?
• Market performance & its drivers?
• Global economy: Any influence on US multifamily?
•  With 4000 new apartments forecasted for downtown LA…

Jeff Adler

VP, Matrix
Yardi Systems

Spencer Schlee

Vice President
Canyon Partners Real Estate LLC

Jim Wilson

Managing Director
JMP Asset Management

Dave Borsos

VP, Capital Markets

Alex Saunders

Managing Director
Phoenix Realty Group
9:30 AM
Working with Institutional Capital-The Large Multifamily Owner Session

• What do you like about multifamily?
• The courting process- What does it take to get married?
• How do you evaluate new and existing operators?
• Secondary markets… What does it take you to get on that connecting flight?
• What kind of unicorn are you looking for?
• Return expectations… Are they dropping?
• What is your appetite for construction?
• The fundraising side of things
• Development vs. purchasing value-added

Peter Fischer

Sklar Kirsh, LLP

Lydia Tan

SVP & Head of Development
Bentall Kennedy

Jonathan Epstein

Partner & Head, West Coast
GreenOak US

Jerry Fink

Managing Partner
The Bascom Group, LLC

Matthew Levy

VP, Investments
The Laramar Group, LLC

Jared Lazarus

Oaktree Capital MGMT LLC
10:15 AM
Networking Break Courtesy of:

11:00 AM Track A
Financing Unstabilized Properties/White Knight Funding

• Pricing for value added vs. stabilized
• Length to stabilization… What is the term of the loan you are comfortable with?
• Refinancing underwater properties
• Financing the acquisition, construction… Comparing singular and blended structures
• When is mezz and preferred equity financing available?
• Bridge loan financing
• What are you comfortable lending per apartment for upgrades?
• Private equity vs. other capital sources
• Facility structures

Matt Neisser


Michael Miller

5 Arch

Brian Murphy

Managing Director, Multifamily Lending
CIVIC Financial Services

Joakim Mortensen

Chief Client Officer
CoreVest Finance

Greg Galusha

Head of Commercial Real Estate

Bill Lanting

VP, Commercial Debt Originations

William Valentine

Vale Capital, Inc.
11:00 AM Track B
Property Management-Increasing ROI, Monthly Income & Shaving Operational Costs

With multifamily rents predicted to stabilize this year after a long period of growth, finding new revenue streams and running a more efficient property management operation is key for property managers.

• What kind of long –term plan do you come up with for a property?
• What is the newest policy change you have made?
• Tenant screening practices
• The key to effective collections
• Keeping maintenance and daily operational costs under control
• When to Use 3rd-party managers. What do you look for when selecting one?
• Getting ready for peak leasing season
• Evaluating different technology systems
• What was the latest amenity you added? What was the ROI?
• The energy management side
• Pushing rent without getting a push back
• Taking back management? Why?
• Using your property management function as a profit center

Adam Blake


Kristen Thomasino

VP, Vertical Sales & AP Automation Expert

Larry Acker


G. Joseph Viery

Senior Director Business Development
Bedford Portfolio Team

Doug Brien

Co-CEO & Co-Founder

Mark Limpert

Orion Real Estate Partners LLC

Sean Miller

11:55 AM Track A
Affordable Housing Options-Micro units, Co-Living, Accessory Dwelling Units, Government Subsidized and Workforce Housing Markets

As the price of rent and building apartments go up, rents either have to rise or smaller sized unit options need to explored.  This session will explore the later

Michael Mayer

Managing Member & CEO
Associated Ventures, LLC

David Hagele

President, DLH Realty Capital
Vice Mayor, City of Healdsburg

Wah Chen

Founding Partner
InSite Development

Divya Tandon

SJI Properties

George Webb

Founder & CEO
The Stratford Company
11:55 AM Track B
Financing Multifamily-Fannie Mae/Freddie Mac Update

• Evaluating Freddie and Fannie’s small balance loan program-What are the target areas? Recourse and leverage
• Comparing DUS, HUD and conventional programs
• What information do you need to get a loan?
• Securitization of assets
• What kind of properties do these serve?
• What if your property has a mixed-use component?
• Affordable housing financing
• It isn’t easy being green- Environmental financing options
• Rehab loan requirements
• Comparison vs. bank and other lending
• Mezz loans with rental increase restrictions  

Jim McArthur

JLL Capital Markets

Mitch Clarfield

Senior Managing Director
Berkeley Point Capital

Amy Finn Bernier

Customer Account Manager, Multifamily
Fannie Mae

Brendan McBreen

Director Underwriting & Credit, Western Region
Freddie Mac

Larry Wilemon

Hunt Mortgage Group

Mark Pearson

General Counsel
Nitya Capital
12:40 PM Track A
Going Deal by Deal vs. Establishing a Fund: What are the Strategic Advantages of Both Approaches?

• The papers say it is very difficult for all but the biggest players to raise institutional capital funds… What are the keys to success?
• Evaluating different types of institutional capital
• How much time is it taking to raise $$ today?
• Does the use of sidecar vehicles give a manager the flexibility of going deal by deal?
• Manager control vs. investors rights
• Fund and deal terms on your latest deals
• Foreign fundraising


Alex Haimson

Strategic Account Director
Juniper Square

Muhammad A. Nadhiri

Managing Partner
Axis Development Group

Brian Good


Jason Buxbaum

Jevan Capital

Stephen Lanni


John Charles Maddux

President & CEO
Sunstone Properties Trust
12:40 PM Track B
50-200 Unit Multifamily: Acquiring, Financing and Managing

• Finding product as reasonable prices
• Debt/equity finance sources and structures
• Making property management/operations more efficient and your buildings more profitable
• Technology solutions
• What do you do in-house? Outsource?
• Expenses and fees

Jon Krebbs

Managing Partner
The Multifamily Group

Jesse Shemesh

Portfolio Manager
1217 Realty Group LLC

Joseph Gozlan

EBG Acquisitions

Larry Wilemon

Hunt Mortgage Group

Nathan Tabor

Real Estate Investor/Consultant
1:25 PM

Please sign up for the optional roundtables at registration:

  • AZ/Col/Texas
  • Northern Cal/Pacific NW
  • SE/FL
  • Greater LA
  • Orange County/San Diego
2:25 PM Track A
New Apartment Construction- Costly Mistakes and How You Can Avoid Them

• How do you look at market dynamics now and at project completion?

• Finding land at reasonable prices vs. finding Neverland-Which is easier?

• Once you find the land… Dealing with entitlement challenges and NIMBYism

• The cost side… Any improvement?

• Financing side: How easy is it to get financing? What are the terms that are out there?

• What has been your biggest challenge with your latest project?

• Knock down vs. heavy rehab

• How are you financing the infrastructure?

• Looking for local tax breaks and public sector financing-any successes?

• Prefab construction-When does it pay?

Properly insuring in case disaster strikes during construction. Costly mistakes to be avoided

Aaron Marzwell

Founder & CEO
APPA Real Estate

Theo Oliphant

Managing Partner
Axis Development Group

Martin Bronstein

Senior Principal
BHW Capital

Kathy Fettke

Real Wealth Network

Steve Severaid

The Greenspan Co./Adjusters International

Chris Rossman

Vice President - Development
The Wolff Company
2:25 PM Track B
Going from Mid-sized to Large Player (Small Group Meeting Open for Apartment Owners Only)

Do you have a thousand doors? Own in multiple markets? Looking to take your business to the next level? This peer lead discussion, is looking for your input-questions and experience to participate and learn. Some of the key issues are-What are the key hurdles multifamily owners face as they become larger players? What are the challenges and obstacles that come with larger sized communities? What are some of the creative incentive compensation packages for associates and junior partners looking to advance within the organization?

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

Eddie Lorin

Strategic Realty Holdings LLC
3:10 PM Track A
The Apartment of the Future

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

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

Sean Miller


Ross Reagan

Principal, Managing Director
Alpha Investing

Aaron Marzwell

Founder & CEO
APPA Real Estate

Mike Rovito


Tom Few

VP, Business Development

Adam Blake

3:10 PM Track B
Going from Small to Mid-sized Player-How do you know when you are ready? What Needs to be Done? (Small Group Meeting Open for Apartment Owners Only)

Do you have 200-750 doors? Have you gotten through your first non-family & friends fundraise and now are thinking of hitting up institutions? What is the most critical operations positions to fill? How do you know when you're ready to make a leap??  This peer lead discussion, is looking for your questions and experiences to participate.

Glenn Gonzales

Principal & Co-Founder
NAPA Ventures LLC

John Ward

Turnstone Capital Management
3:55 PM
Networking Break Courtesy of:

4:20 PM
Acquisition Shark Tank

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

Tank Leader- Will moderate the panel

David Valger, President, DVO REAL ESTATE 

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

Colin Apple, Managing Director, BRIDGE INVESTMENT GROUP

Geraldine Barry, Principal , GERALDINE BARRY & ASSOCIATES

Swapnil Agarwal, Founder & Managing Principal, NITYA CAPITAL & KARYA PROPERTY MANAGEMENT

The Sellers: Will present portfolios for sale.


Henry Manoucheri, Chairmen & CEO, UNIVERSE HOLDINGS

David Valger

DVO Real Estate

Colin Apple

Managing Director
Bridge Investment Group

Geraldine Barry

Geraldine Barry & Associates

Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

Daniel Carter

Founder & CEO
Windmill Investments, LLC

Henry Manoucheri

Chairman & CEO
Universe Holdings
5:05 PM
Small Owner Joint Ventures

Preferred structures/returns for different deals
• Comparing family office vs. private equity partners
• Passive vs. sponsor vs. JV equity requirements
• Getting equity and debt from the same provider… The good, bad and ugly
• Stabilized vs. value-added vs. ground-up deals
• What had been your biggest equity challenge?
• The document
• Negotiations… I’ll do anything for equity but I won’t do that

David Blatt

CapStack Partners

Mark Tronstein

Managing Director, Real Estate
Andell, Inc.

JJ Mueller

Homerock, LLC

Eddie Lorin

Strategic Realty Holdings LLC

Christopher Crippen

Vie Management

Samuel Shin

WS Vested
5:50 PM
Networking Reception
6:50 PM
Conclusion of Day 1
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Event Specific Contacts for 2nd Annual Middle-Market Multifamily Forum (West)


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

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

  1. Marketing:

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

  1. Trading in Personal Data:

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

  1. Cookies and similar technologies

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

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

We may use cookies to:

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

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

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

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

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

Consents and opt-outs

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

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

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


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

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

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

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

Public forums, message boards and blogs

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

Transfers outside the EEA

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

Confidentiality and Security of Your Personal Data

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

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

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

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

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

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

How to Access, Update and Erase your Personal Information

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

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

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

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

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

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

This Privacy Statement was last updated in April 2012.

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