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7:30 AM - 8:00 AM Eastern Time
Registration and set-up for all exhibitors
8:00 AM Eastern Time
General Registration & Breakfast is served… Exhibition Opens
8:25 AM - 9:10 AM Eastern Time
Multifamily Overview: The New Macroeconomic Realities Of Challenging Cap Rates Levels, Rising Interest Rates & Bubbles Forming

• Rent affordability
• How will covid effect the market over the next year?
• Impact of possible tax and government changes
• Cost of construction materials, keeping and paying talent
• Inner city vs. tertiary markets
• Are the demographic shifts permanent?
• Moratoriums and evictions
• Pricing and valuations as interest rates rise
• Will capital inflows continue?
• Where aren’t the institutions playing?


Ben Beggs

Managing Director

David Manheimer

Co-Founder & Partner
Brooklyn Standard Properties

John Prins

Managing Director

Anoop Varghese

Head of US Multifamily
CPPIB America, Inc.

Teodora Zobel

Chief Investment Officer
MIDWOOD Investment & Development
9:10 AM - 9:55 AM Eastern Time
Financing: Long Term Debt vs. Short Term Bridge And The Refi Decision
  • Key drivers in the debt market that are impacting rates and spreads and what has been the impact on take outs
  • When the loan comes due…  What does it take to get a recap?
  • Are ARMS and other variable rate products coming back? How about assumable loans?
  • Sponsors hot buttons in the debt negotiations
  • Are hedging products and caps a requirement? How about MAC clauses?
  • What are your underwriting exit cap or refi rates when bridge debt comes due in 2-3 years with rates rising over the next 24-36 months? How are you making sure your borrowers won’t be defaulting?
  • Construction bridge and heavy renovation plays
  • Debt yield constraints and LTC/LTV on different products
  • Prepayment penalty evaluation-When is the answer sell?
  • Underwriting rent growth vs. increasing expenses
  • Why lock in? Why not?

Brian Flax

Executive Vice President of Sales
Executive Vice President of Sales

Gary Newman

Managing Director – Investment Management
BrightSpire Capital

David Schwartz

Managing Partner
Fort Amsterdam Capital

Thomas Peloquin


Michael Ramin

Director of Business Development

David Kwitman

Ready Capital
9:55 AM - 10:50 AM Eastern Time
10:05 AM - 10:45 AM Eastern Time
Women’s Inclusionary Leadership Small Group Meeting

Strategies for success, mentorship, industry practices, barriers to advancement plus your input will be among the discussions at this


Tristan Last

Managing Director
Arch Companies

Alina Trigub

Managing Partner
SAMO Financial
10:50 AM - 11:35 AM Track A
The Large Institutional Apartment Owner Panel: How Are You Playing With Lowering Cap Rates And Increasing Inflation?
  • Are you changing anything about your investment targets?
  • What are you looking for in an acquisition, construction or management partner? Construction vs. operating JV terms
  • 2023: Net buyer or seller?
  • Hold periods as per inflation
  • Core … is it the best property in a tertiary market?  
  • Single-family rentals and other alternative rental classes you are exploring or ramping up
  • How are you financing?
  • This years’ buy metrics

Jonathan Shechtman

Managing Principal
Axonic Properties

Victor Cole

AION Partners

Rob Deckey

Managing Director

Paul Hughson

Executive Managing Director
Island Capital Group

Jimmy Carrion

SVP Investor Relations
Lloyd Jones LLC
10:50 AM - 11:35 AM Track B
Future of Multifamily Industry, Technology & Unit Living Space: Where Is It Going In This Work From Home Environment?
  • What can robotics offer?
  • Bitcoin, the blockchain, crypto mortgages and tokenized buildings
  • What is the most futuristic technology you see emerging in multifamily over the next 3 years? 5 years?
  • How smart will future communities be?
  • Real estate in the metaverse
  • Work from home technology: A keeper? How is it impacting unit size, apartment location, furniture packages, workspaces and common areas?
  • How is 5G changing things? E-cars?
  • Resident technology expectations
  • With the ability to work from anywhere are more expensive downtown units underperforming? Selling at a discount?
  • In-apartment workspaces vs. co-working units in public areas: Where is the demand? How much can you hike rents? Charge in fees?

Victoria Cowart, CPM, NAAEI Faculty

Dir. Education & Outreach

Mariam Rogers

Director, Multifamily Sales

Dan Myers


Lesley Lisser

Director-Asset Management
Invesco Real Estate

Jordan Bernstein

Head of Development Strategy and Operations
Mint House

Anna Malhari

Chief Operating Officer
Veris Residential, Inc.
11:35 AM - 12:20 PM Track A
Debt and Equity Deal Structures & The Capital Stack: How Can We Minimize The Cost Of Capital?
  • Impact on interest rate changes on the bridge market
  • Equity, recaps and getting equity out of the deal
  • Stretch seniors at 85%, preferred equity above 90% and how the terms change with rate  
  • Products that allow pref equity behind bridge
  • Is it time to brush up on IOs and ARMs?
  • As rates rise are you looking to add more equity to your stack?
  • Structuring to the business plan and how the business plan is changing  
  • Stabilized vs. value added vs. construction
  • Construction vs. value-add

Elliot Horowitz

Managing Member
H Equities

Jeffrey Simpson

Managing Partner
Arch Companies

Abie Hidary

Chief Executive Officer
Hidrock Properties

Nick Condie

Strategic Account Director
Juniper Square

Remy Raisner

Founder & CEO
The Raisner Group
11:35 AM - 12:20 PM Track B
Revenue Management, ROI Best Practices And The Amenities That Unit Owners Are Looking For In This Market
  • How do you think about ROI when you're purchasing technology?
  • Deposit solutions/Rent guarantee programs
  • Cost segregation
  • What works for smaller landlords, smaller buildings and smaller units?
  • In-unit vs. common area vs. outside amenities
  • What has work from home changed?
  • What kind of vendor support should you have?
  • What is gen “Z” looking for?
  • Data, Data, Data… Which data points you really need to pay attention to?
  • New stuff to consider

Sean Grundy

Co-Founder and CEO

Kristin Ellis

National Account Manager

Todd Thorpe

VP of Sales

Geoffrey Kimmel

Engineered Tax Services Inc

Rowland Hobbs

CEO, Co-founder
12:20 PM - 1:05 PM Track A
Growing In Your Own Area Via Ramping Up Multifamily Acquisitions, New Asset Investment or Expanding Products Offered vs. Expanding Into New Local vs.  National Markets
  •  Which alternative residential rental assets do you like?
  • New market decision process
  • What do you look for in a market? Which market(s) do you see weathering the storm?
  • Asset and property management in new and not local markets
  • Are you selling?
  • How about changing building class focus? Going from value added to construction or stabilized?
  • Picking emerging local markets
  • What kind of services are you providing? What is your newest one?

Alex Lebowitz

Partners Path Capital

Shawn Hakimian

The Hakimian Org & North Point Capital

Anthony Scandariato

Co-Founder & Managing Principal
Red Knight Properties

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC
12:20 PM - 1:05 PM Track B
Property Management… What Are You Doing About Inflation & the Rising Costs On The Operational Side Of The Business?
  • ESG best practices
  • Rent collection levels
  • Charging stations ins and outs
  • Disaster and emergency planning
  • Rent: How much runway is left?
  • Streamlining operations, expense control
  • Self-guided tours, lock boxes, keypads and freeing up agents
  • Are you seeing a correlation between customer experience, tech implementation, and employee satisfaction/retention
  • Sensory technology success stories  
  • The future of landlord/owner technology & and how will the multifamily market be leveraging these innovations? 


John Mejia

Providence Investments

Alexandra Nicoletti

Camber Creek

Andrew Smallwood

VP of Revenue
Second Nature

Remy Raisner

Founder & CEO
The Raisner Group

Henson Orser

Two Dots
1:05 PM - 2:05 PM Eastern Time
2:05 PM - 2:50 PM Track A
The Family Office Panel: What Do You Look For In A Multifamily Investment? Partner?
  • Do you chase yield?
  • Are you willing to take entitlement risk?
  • What do you think of the Co-GP structure? When do you look to be a GP vs. LP?
  • Debt structures you use
  • What do you like about the middle market multifamily area?
  • What do you look for in a JV partner? What kind of structures do you use?
  • Construction vs. acquisition: In the current pricing environment which way should you go?
  • What are you looking for in an acquisition, construction or management partner?

Susan Hewitt

Cheshire Group

David Bruhowzki

Director / Client Advisor
Alex Brown

Sasha Bernier

Managing Partner
Hestia Holdings

Raphael Sidelsky

Chief Investment Officer-Real Estate
W5 Group

Chris Luo

Managing Director/ Founder
Willton Investment Management

Alex Lebowitz

Partners Path Capital
2:05 PM - 2:50 PM Track B
3rd-Party Management vs. Taking Management In-House
  • Why have construction, development, leasing and property management under one roof
  • Do you really want to look for construction materials yourself?
  • How do you evaluate your 3rd parties?
  • Investing in new markets: When do you use your own staff vs. outsource?
  • Influence of higher pay, labor shortages and finding new staff

Mike Ballard

Ascent Multifamily Accounting

Johnny Din

Chief Executive Officer
Cycamore Capital

Aaron Luque

Founder and CEO
EnviroSpark Energy Solutions

Anthony Scandariato

Co-Founder & Managing Principal
Red Knight Properties

John Mejia

Providence Investments

Rob Beardsley

Lone Star Capital
2:50 PM - 3:35 PM Track A
Joint Ventures & Where JV Equity Is Pricing
  • Evolving terms with partners on programmatic vs. one-off JVs
  • What do you look for in a partner?
  • Land, developmental and construction partnerships
  • Working with foreign investors and other types of equity capital
  • Finding partners
  • What kind of reporting and technology is necessary?
  • What are construction and value-added JVs looking like?
  • JV horror stories and how to avoid

Rob Beardsley

Lone Star Capital

Michael Barna

VP Financial Management
DeBartolo Development

JC Clemens

MD, Chief Production Officer
Flagship Capital Partners

Dean Marchi

CEO & Co-Founder
Grand Street Development

Alex Glassman

Managing Director
Fundamental Holdings Ltd
2:50 PM - 3:35 PM Track B
The Under $20million Dollar Market-Acquisitions, Finance & Property Management
  • Are you seeing larger firms playing in the under $20m market?
  • Looking at different price point under within this market
  • Syndicators’ activity in this market
  • As unit prices go from 100k to 200k a unit…
  • Who are the lenders playing in this market? 
  • Market liquidity and equity available


Peter Auerbach

Founder and CEO
Auerbach Funds, LLC

Steven Kachanian

Managing Principal
Klosed Properties

Lana Choi

Managing Partner
Sage Investing Group

Josh Eitingon

Managing Partner
DXE Properties

Fernando Mendez

Ready Capital Corporation
3:35 PM - 3:50 PM Eastern Time
Networking Break
3:50 PM - 4:35 PM Track A
Are You Seeing Slim Pickings Going Through Normal Acquisition Channels? The Latest Experiences With Finding Off-Market Transactions
  • Are you seeing owner/operators selling their properties just prior to the end of the prepayment penalty period?
  • Are there reversions out there?
  • How underwriting Is changing as inflation expectations rise?
  • What is new on the due diligence checklist?
  • What kind of premiums are sellers looking for? Are rising rates impacting pricing?
  • What specific shifts in your business plans have you made on new acquisitions to add value in the face of low cap rates
  • What would cause you to slow down your acquisition pace?

Josh Eitingon

Managing Partner
DXE Properties

James Simmons III

Asland Capital Partners;

Ed Modzel

Managing Member
Gimme Shelter

Maggie Cheung

Managing Member
Sage Investing Group
3:50 PM - 4:35 PM Track B
Ground Up Development, Rehab & Construction: Are Supply Chains Getting Any Better? How Is Inflation Impacting?
  • Will rent growth outpace inflationary cost rises?
  • How are supply chain disruptions continuing to affect construction schedules?
  • Inflation’s effect on project budgeting
  • Impact of the dearth of finished lots available
  • Do you expect labor shortages to continue?
  • Is transit-oriented development of interest in this WFH environment? 

Adam Altman

Managing Member
KABR Real Estate Investment Partners

Ian Eichner


Dana Rowan

Managing Partner
The Exeter Companies

George Vallone

The Hoboken Brownstone Company

Oliver Swan

Managing Partner
Quad Real Estate Partners, LLC
4:35 PM - 5:20 PM Eastern Time
How Is Inflation Impacting Your Deals? Can Rent Growth Keep Up? Multifamily Investing In A Rising Rate Environment
  • Are you slowing down acquisitions? Selling? How is inflation impacting the buying habits of owners?
  • How is inflation effecting valuation?  Appraisals and taxes?
  • Are you cutting back in the workforce/affordable sector? 
  • Are your hold times changing?
  • Stressing at different interest rate and rent levels: What do the numbers say?
  • How are you mitigating the risk of rates rising before you lock into a perm?
  • How much room is there to raise rents?
  • Managing rising expenses on the cost side

Doug Faron

Managing Partner
Shoreham Capital

Jacob Sacks

Cayuga Capital Management LLC

Elan Hakimian

Certes Partners

Daren Hornig

Managing Partner
Hornig Capital Partners

Manish Shah

Senior Managing Director
Palladius Capital Management
5:20 PM - 6:20 PM Eastern Time
Networking Reception
6:20 PM Eastern Time
Conference Concludes
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Event Contacts for 5th Annual Middle-Market Multifamily Forum (Northeast)


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Information Management Network - Privacy Notice

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    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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