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7:20 AM
Registration & Breakfast for Small Group Meeting Attendees
7:40 AM
Going From Small to Mid-sized Player, What do you need to do?

*Small Group Meeting for Owner/Operators Only 

How will you get around higher interest rates as you try to grow? How can you find good hires and contractors as labor becomes scarcer and more expensive? How are you raising capital and structuring deals? What kind of technology is out there that can assist me in this expansion? These queries and your own pressing questions will be answered at this meeting for owner/operators only

Justin Ford

Pax Properties

John Ward

Turnstone Capital Management
8:00 AM
Registration & Breakfast for All Attendees
8:25 AM
The Macro Economy & The Multifamily Market

• Suburban vs. urban: Where is the growth left?
• Seniors and students: Do demographics still make this an area to invest in?
• Can you build affordable housing with the current level of subsidy?
• Easing of credit standards: Property owners and the increase in subprime
• Will the lion’s share of development continue to be in inner cities?
• Will the sharing economy continue to change everything?
• What has been the impact of single-family rentals and other newer products on the multifamily market?
• Issues surrounding affordability
• Dodd-Frank reform: Will we be seeing more smaller banks entering the market?

Shawn Miller

5 Arch

Glenn Mueller

Real Estate Investment Strategist, Managing Director
Black Creek Group

Domonic Purviance

Senior Financial Specialist
Federal Reserve Bank of Atlanta

Thomas Errath

Managing Director
Harrison Street

Derek Wyatt


Henry Manoucheri

Chairman & CEO
Universe Holdings
9:10 AM
Working with Institutional Capital: The Large Multifamily Session

• How are you looking at the multifamily market now? How is that impacting the way you are participating in the market?
• What do you look for in one-off deals vs. joint venture partnership?
• Basis and rent growth benchmarks
• As more money comes into the market how has your strategy changed?
• Deal terms, control, management, reporting
• Secondary vs. primary markets; Class “A” vs. “B” buildings: How are you looking at differently?

Melissa Houston

Head of Sales
Juniper Square

Robert Bollhoffer

Managing Principal
29th Street Capital

Mark Mosch

AndMark Management Company

Spencer Schlee

Senior Director
Canyon Partners Real Estate LLC

Jared Lazarus

Managing Director
Oaktree Capital Management
9:55 AM
Networking Break Courtesy Of:
10:45 AM Track A
Less than 50 Units: What Kind Of Financing Is Out There?

• What are the structures & terms currently available? 
• Are you seeing more institutional money in this sector? 
 • Long term debt vs. short term floaters 
• Construction and rehab loans 
• What do you look for in an owner? 
• Comparisons vs. larger building financings

Graham Crain

Managing Partner
Anderson-Crain Investment Group

Michael Miller

Chief Marketing and Production Officer
5 Arch

Andrew Shook

Head of Commercial Lending
Lima One Capital

Scott Croul

Senior Managing Director and Head of Multifamily Small Loan Originations
Red Capital Group, LLC

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings, LLC
10:45 AM Track B
Technology Game Changers: What Is And Will Be The Impact On Apartments And Property Managers

• Data collection, analyzation and interpretation
• Getting your residences ready for 26 billion devices using IOT and 1 trillion sensors interfacing real time with other devices on the grid
• Remote control device infrastructure needs
• Operator-based technology tools
• Artificial intelligence is getting real applications in apartments
• When will driverless cars really happen?
• Alexa

Jason Buxbaum

Jevan Capital

David Gaultiere

Group Product Manager
Appfolio Investment Management

Brandon Jurkovich

VP,National Sales Manager

David Montierth

SVP & General Manager

Joseph Soleiman

11:30 AM Track A
Acquisitions & Exit Strategies: Non-Traditional Sources & New Technologies You Are Using At This Cycle Point

Prices are getting kind of high and the cycle is long in the tooth… Are there any changes in the way you are building or dispose of your portfolio at this time?
• Do you see small buildings holding up better in a recession?
• When is it time to buy, sell, flip?
• Looking at local markets: How did they hold up during the last downtown?
• What information is being mined?  What are the sources?
• Secondary and tertiary market best practices
• Selling & buying single building vs. portfolio
• Putting lipstick on a pig: What are the quick fixes that will get you top dollar? What is a waste?
• The 1031 options, Lease option or subject to deals
• Selling & buying a piece of the action and not have it result in swimming with the fishes

Paul Fuhrman

Managing Partner
Miramar Capital

David Eyzenberg

Eyzenberg & Company

Aaron Weisman

Gomel Capital Partners

Jim Wilson

Managing Director
JMP Asset Management

Adam Riddle

Co-Founder & Principal
Nexus Commercial Realty

Matthew Romney

Managing Director - Capital Markets
Sundance Bay
11:30 AM Track B
Alternatives That Are Available To Landlords To Fill Vacancies: What Kind Of Money Can You Make?

• Comparing Airbnb and the other the models out there
• Regulations to be aware of
• Key metrics to consider
• Outsourcing vs. doing on your own
• The corporate and vacation models
• The maintenance side of things  
•  Short vs. extended stay  
•  What to learn from the hotel market
• Filling up common spaces

Mickey Kropf

Vector Travel

Michael Mayer

Managing Member & CEO
Associated Ventures

David Madrid

Director of Real Estate Western

Paul Murad

Metroplex Realty

Jason Kamen

Director – Real Estate & Partnerships
12:15 PM Track A
Evaluating The Cost Of Multifamily Debt Financing: Increase In Players Vs. Rising Rates

• What are the structures available for stabilized, cash flow properties? Transitional properties?
• Impact on use of proceeds
• Underwriting negative leverage during the first year of ownership
• Different thresholds for getting better terms
• Construction vs. value-added
• Creative financing being used to beat the market
• Cash out and refi deals
• Mezzanine and bridge pieces
• What is available to the smaller owner? What is negotiable?
• Time for forwarding locks?
• Evaluating new and changing programs and products from the GSEs

Andrew Shook

Head of Commercial Lending
Lima One Capital

Charles Jones

Vice President
Hunt Real Estate Capital

Jonathan Pickering

Co-Founder and Managing Director
K2 Clean Energy Capital, LLC

Zach Murphy

Co-Founder, CIO
Pender Capital

Jordan Goforth

Ready Capital
12:15 PM Track B
Preparing For Tomorrows Apartments: Operational Savings, Increased Property Value & ROI On New Tech Developments

• Millennials vs. baby boomers: What kind of technology is expected?
• With the increase in people working from home: What kind of technology do they need?
• In 5 years what will IOT be? Making sure the apartment can take all the connected devices
• Smart home technology: Is it a smart investment?
• Utility apps that will help the owner save money
• What are tenants finding appealing? The role of big data
• Apps on the marketing and lease renewal side
• Tenant communication, service, and apps: What is the ROI?
• Software builds, buys & assessments
• Reporting and management software to help out

Demetrios Barnes

Chief Operating Officer

Larry Acker


Jerry Cohen

Sr. Product Manager

Adam Waskewics

Regional Director
Luxer One

Josh McIntire

McIntire Real Estate Inc.

Zach Goulhiane

Division Manager
Rently Keyless
1:00 PM
2:00 PM Track A
Rehabbing & Maintaining Units

• Technology to assist 
• Accounting for the increasing costs of materials and personnel 
• Using reserves vs. borrowing
• Which way to go: Money out there if need to borrow 
• Where is the ROI? 
• The gut rehab 
• What to do with the tenant? 
• Separating the “musts” from the “nice to haves” 
• Rehab then sell
• Asking the tenant 
• Importance of curb appeal 
• Modest vs. top-grade rehab 

Bruce Wuollet

Bakerson, LLC

Marie Murphy

Principal and CEO
MJD Capital Partners

Bruce Mack

Platinum Trust Group & Platinum Financing Group

Laura Verduzco

Program Manager

Sanford Coggins

VisionWise Capital
2:00 PM Track B
Affordable by Design vs. Government Subsidy: What Are The Investment Prospects? How Will They Be Impacted By Local Rent Control Initiatives?

This discussion will focus on the investment prospects on lower-income apartment options like Micro Units, Co-Living, Accessory Dwelling Units, Government Subsidized & Workforce Housing
• Local vs. state law: What are the new rules and what do they mean? What are some surprises you found?  How are these new regulations going to be impacting the way you do business?
• Impact on where you are going to be placing your capital
• If new investors are running away from locations that threaten increased rent control is there an opportunity?
• Capital stack of market rate vs. subsidized
• Market demands and challenges
• How do you analyze/underwrite affordability in your business model? 
• Politics of Affordable Housing:  What would motivate you to include more Affordable Housing in your projects? 
• Affordable housing construction finance
• Management of Affordable Units vs. Market Rate Units
• Using sustainability and green credits

Kevin Deegan

Hunt Real Estate Capital

Shally Hu

Head of Acquisitions
ARON Asset Management

Wah Chen

Founding Partner
InSite Development

Dani Evanson

Managing Director
RMA, Inc & Align Finance Partners

Scott Choppin

The Urban Pacific Group of Companies
2:45 PM Track A
Apartment Equity: Going Deal by Deal vs. Establishing a Fund; Small Company Joint Ventures, Preferred Equity & Syndication

• Construction vs. rehab vs. acquisition: What types of projects would you look for preferred equity? JV equity? Provide it? 
• Comparing structural variations and risk-adjusted returns of preferred vs. straight equity and mezz: Negotiable points and legal stuff
• When are friends and family the best source? Institutions?
• With so much capital available are terms getting less onerous?
• Syndication Issues that can arise from the LP side and how to manage them
• Using crowdfunding, foreign and EB-5 monies
• Fees, structures, terms, discretion waterfalls, exits, investor protections, board representation, consent rights and anti-dilution rights
•  Time, money and brain damage needed to raise and administer funds: How large do you need to be for it to be worth it? How important is track record and experience?
 • What kind of deals are better equipped for a fund vs. deal-by-deal structure?   


Ron Rossi

VP, Business Development

Melanie Pennell-Mayer

Principal & COO
Associated Ventures

Jillian Sidoti


Ryan Smith

Elevation Capital Group

Alex Saunders

Managing Director
Phoenix Realty Group

Mark Pearson

General Counsel
Nitya Capital
2:45 PM Track B
Third Party Management vs. Taking Management In-House

• Creating your own management firm: What are the key considerations? 
• Identifying your core expertise 
• How many doors should you have under management before it makes sense?
 • Hiring someone in-house vs. keeping outsourced 
• What is wrong with your current management firm: Is there a way of improving that situation? 
• Outsourcing some management, keeping some in-house: What is behind that decision? 
• Impact of concentrated vs. dispersed portfolio 
• Do lenders approve?

Mike Ballard

Ascent Multifamily Accounting

Bruce Wuollet

Bakerson, LLC

Steve Firestone

Managing Partner
Crown Bay Group LLC

Matthew Sant

Asset Manager
Peak Capital Partners

Mickey Kropf

Vector Travel
3:30 PM
Networking Break Courtesy Of:
4:00 PM
Acquisition Shark Tank

This panel will feature 2 multifamily deals pitched to these potential buyers followed by a question and answer period for each of the transactions

Tank Leader- Will moderate the panel Brian Good, CEO iBorrow

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;
Dave Osborne, Director of Private Equity, CRE
Paul Shively, VP  Grand Coast Capital; 
Matthew Levy,VP-Investments The Laramar Group, LLC 
Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC

The Sellers: Will present portfolios for sale
Edward Ring, Founder & CEO New Standard Equities, Inc.
Farhan Mahmood, Director of Acquisitions Trion Properties


Brian Good


Colin Apple

Managing Director
Bridge Investment Group

Dave Osborne

Director of Private Equity

Paul Shively

Director- Passive Income Club

Matthew Levy

VP, Investments
The Laramar Group, LLC

Eddie Ring

Founder & CEO
New Standard Equities

Farhan Mahmood

Director of Acquisitions
Trion Properties

Jerry Fink

Managing Partner
The Bascom Group
4:55 PM
Value-Added Success Stories

• Adaptive reuse: What made the building perfect for multifamily?
• Impact of construction cost rise
• How are you sourcing opportunities?
• What are you adding? What is its ROI?
• Financing available and what it costs
• As the business cycle gets long in the tooth is it the best time to do a value-added project? What are you doing to manage these cycle risks?
• Functionally obsolete apartments: What is the playbook?
• Tenant buyouts: What works?
• Post-value-add: How much were you able to increase rents: What was the ROI?
• Your social activity playbook

Jon Krebbs

Managing Partner
The Multifamily Group

Mark Rowson

Principal & CEO
Envisage Companies

Tom Jonsson

Director, Multifamily
James Capital Advisors

Jeff Weller

Managing Principal
Lion Real Estate Group, LLC

Kim Bunting

River Oak Risk

Eric Golubitsky

Institutional Capital Raise
5:40 PM
Networking Reception
6:40 PM
Day One Concludes
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Event Contacts for 3rd Annual Middle-Market Multifamily Forum (West)


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  • 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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