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Swapnil Agarwal

Founder & Managing Principal
Nitya Capital & Karya Property Management

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

Pete Alford

VP, Investor Relations & Capital Markets
Urban Communities, LLC

Pete spearheads Investor Relations & Capital Markets for UC. He leads a team to source LP/JV/Preferred Equity as well as Bridge and Senior Debt for acquisitions and developments. Pete is actively working towards serving Urban Communities’ goals for 2022, which are to acquire ~5,000 apartment units and raise ~$400MM+ in equity, nationwide.  Pete has spent over 33 years as a Managing Director and Senior Executive with diverse experience in equity/fund raising, private banking, financial services, business development, international sales, investment management consulting and product distribution. Pete spent most of his career with some of the world’s largest financial institutions in ... (view full description)

Joe Anfuso

MG Properties

Joe is responsible for directing the financial and fiscal management of company Operations, including budgeting, treasury, tax, accounting, information technology, risk management and insurance. Prior to joining MG, Joe was the CFO and Director of Development with ColRich, a diversified privately held Real Estate company, specializing in Apartment investment, ownership, construction and management, land development and home building in the Western U.S.  Joe’s real estate experience also includes being the COO/CFO of Florsheim Homes, a Northern California based homebuilder/developer, with operations in CA and NV, from 2006 - 2011. Joe was also the CFO for Shea Homes San Diego from 2001-2006 a ... (view full description)

Saurabh Bajaj

Founder + CEO

Saurabh Bajaj is the founder and CEO of Swiftlane, a modern access control and video intercom solution for multifamily and commercial buildings. Swiftlane drives higher NOI and property value, through it's technology products. Swiftlane's cutting edge systems are created to automate security operations, increase tenant peace of mind, and drive higher rent through technology amenities

Mike Ballard

Ascent Multifamily Accounting

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

Ash Baraghoush

Investment Director
Hanover Financial Company

Taylor Bassett

Chief Operating Officer
Helu Capital

Taylor Bassett is a Founder and Owner of Helu Development, Helu Residential, and Helu Capital. Before founding Helu, Taylor worked in public accounting for Deloitte Tax LLP where he became licensed as a CPA. As part of Deloitte’s Core Tax group, he worked with clients of varying sizes, from REIT’s with funds valued at over a billion dollars to mid-sized companies within the Salt Lake Valley. Before his time at Deloitte, Taylor spent several years reporting directly to the CFO of Auction Management Services evaluating various components of the business to increase earnings from individual segments. Later, as a flooring auditor for Brasher’s Auto Actions, he worked to increase value by evaluat ... (view full description)

Ben Beggs

Managing Director

Ben brings 15 years of sales experience in technology and real estate to redIQ.  Before joining redIQ, he spent 10 years growing the sales organizations of technology companies. Most recently, as Senior Strategist for Intersection, part of Alphabet's Sidewalk Labs portfolio, he helped drive business development for the digital transformation strategy of retailers and retail real estate developer/operators. Prior to Intersection, he led sales efforts for disruptive mobile technology companies such as Nomi (acquired by Axper) and Usablenet. Before becoming a full-time technologist, Ben spent 5 years as a licensed commercial real estate broker in New York City. Ben holds a Bachelor's in Economi ... (view full description)

Marshall Boyd


Mr. Boyd is Co-President of IEC, a west coast focused, fully integrated, direct owner operator of multifamily assets. As President, Mr. Boyd is responsible for strategic direction of the firm as well as leading the institutional fund portfolio including origination of new transactions and asset management. Mr. Boyd has been involved in the firm’s past six funds and led the disposition of its institutional portfolio in 2007. During his tenure at IEC, Mr. Boyd has held the roles of Institutional Investment Manager, Vice President and President. Prior to joining IEC, Mr. Boyd worked on the investment team at TA Associates, a private equity fund with $16 billion under management. Prior to this h ... (view full description)

Jason Buxbaum

Jevan Capital

Jason Buxbaum, Managing Principal of Jevan:  Jason has over 22 years of commercial real estate experience. Since forming Jevan’s Multifamily platform in August 2009, Jason has directed the acquisition of 22 projects and the sale of 18, netting an average of 32% IRR. Jason lives in Phoenix and graduated from Union College, New York with a degree in Economics.

Gregory Campbell

Laguna Point Properties

Greg Campbell is the founder of Laguna Point Properties, a growing multifamily investment company with over 7,000 units.  The company specializes in the acquisition and rehabilitation of class B and C workforce housing in the Western and Southeastern United States.  Based in Orange County, Greg has established a reputation for integrity and tenacity, having personally sourced nearly $8 billion in multifamily investments in his career.  This activity includes over 120 apartment communities comprised of nearly 40,000 rental homes.  Greg was previously responsible for the investment activities at TruAmerica Multifamily and Archstone Communities.  Greg graduated from UCLA where recei ... (view full description)

Wah Chen

Founding Partner
InSite Development

Ben Cherney

VP of Acquisitions
Tokyu Land US Corporation

Ben Cherney currently serves as the vice president of acquisitions for Tokyu Land US Corporation, a publicly traded, Tokyo-based real estate investment and development firm. Tokyu Land US has been an active LP investor in multi-family and office throughout the east and west coast for the past few years. Ben covers west coast acquisitions for the firm, from Seattle to San Diego, which includes sourcing new investment opportunities as well as maintaining and developing relationships with local operating partners. Ben has been in the real estate industry for the past 14 years, and brings broad experience in all product types and a deep network of contacts to the firm.

Collin Chlebak

Real Estate Practice Leader

J. Collin Chlebak, Vice President joined Virtus in a production role in 2015. He leads the Virtus National Real Estate Practice that touches over 300,000 multifamily units and 100M+ square feet of commercial real estate. Collin provides hands-on insurance consultation and brokerage services to owners, operators and developers of multifamily and commercial real estate across the country. He takes pride delivering customized insurance strategies to achieve the business goals of industry leading firms. Before joining Virtus, Collin worked with both elected officials and business executives to solve challenging problems in Dallas, TX. His passion for real estate ignited after being a ... (view full description)

Matthew Clark

Vice President
Stealth Monitoring

Matthew Clark is the Vice President for the Commercial Real Estate vertical for Stealth Monitoring, working closely with the outside Stealth team all throughout North America.  Stealth specializes in proactive and intelligent video monitoring technology for high motion environments such as multi-family communities, shopping centers and office space.   Matthew has worked in the multi-family space for over 15 years as an advocate for his business partners brand, reputation, NOI and asset value.

Chuck Cowley

Cowley Real Estate Partners

With over twenty years of development experience Chuck Cowley leads Cowley Real Estate Partners in the development and management of complex commercial, residential and special-use real estate projects.  The company offers vertically integrated development services to meet the needs of its financial partners and clients.  Based in Culver City, Cowley Real Estate Partners targets value add and development opportunities.  The company is a selective developer and disciplined underwriter and asset manager as it focuses on identifying urban in-fill locations with high barriers to entry and favorable supply-demand characteristics.  Cowley Real Estate Partners’ efforts ... (view full description)

Perry Crider

General Manager - Dish Fiber
Dish Fiber

Zack Ebner

Manager of Multifamily Development Expansion markets- West Region
Quantum Fiber

Manager of Multifamily Development Expansion Markets,West Region Quantum Fiber, a Lumen Technology Brand   Zack Ebner is the Manager of the West Region Multifamily Development team for Quantum Fiber, a segment within the Mass Markets division of Lumen, a global technology company based in Monroe, LA. serving customers in North America and 60 countries around the world.    Zack joined the organization in 2018 and is responsible for leading a team of account managers providing fiber-based property-wide Instant WiFi solutions to multifamily properties in key markets including California, Ok ... (view full description)

Kathy Fettke

Real Wealth Network

Kathy Fettke is founder and co-CEO of Real Wealth Network, a real estate investment company that helps its 38,000+ members acquire R.E.A.L income properties nationwide.  (R.E.A.L. refers to our renovation standards, as defined on our website) Kathy is author of the best selling book, Retire Rich with Rentals, and is host of the Real Wealth Show and Real Estate News podcasts on iTunes and Stitcher. With a passion for researching real estate market cycles, Kathy is a frequent guest expert on CNN, CNBC, Fox, Bloomberg, NPR, CBS MarketWatch and the Wall Street Journal. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row ... (view full description)

Jerry Fink

Managing Partner
The Bascom Group

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC.  Bascom has completed over $15.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units.  Bascom has ranked among the top 50 multifamily owners in the U.S.  Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Venture Partners, Bascom Milestone Ventures, and the Realm Group.  Bascom’ ... (view full description)

Adam Finkel

Tower Capital

Adam Finkel is the principal and co-founder of Tower Capital, a Phoenix-based Commercial Real Estate Structured Finance Firm, specializing in debt and equity placement for most commercial real estate asset classes. Since the firm’s inception in 2015, it has been involved in approximately $2.5 billion in successful capitalizations on behalf of investors, developers, owners, and operators throughout the country. Prior to founding Tower Capital, Adam served as Vice President at Johnson Capital, one of the country’s top real estate capital advisory firms with 20 locations nationwide. There he was involved in the successful placement of over $360 million in bridge and permanent structured f ... (view full description)

Justin Ford

Pax Properties, LLC

Justin Ford began buying small residential properties in 2002. In 2006, he founded Pax Properties. Today, Pax has bought, renovated and managed over 1,250 units and retail properties throughout Florida and the Midwest. Perhaps Pax's signal achievement has been that--through the boom, bust and a pandemic--the company has never been late on a mortgage payment nor failed to produce positive returns for investors. Mr. Ford attributes that success to core principles that make them patient buyers, prudent users of debt, and diligent operators, all with an eye towards the long term. This approach has helped Pax recover from mistakes, weather down markets, and consistently ta ... (view full description)

Jared Frothinger

Sr. Commercial Loan Originator
Lima One Capital

I work with investors throughout the country to capitalize on great real estate investment opportunities.  Lima One Capital is a balance sheet Non-Recourse lender.  We lend on Value-Add Multifamily bridge $1-20M loan size up to 85% LTC/70% LTV; SFR (5-30 year terms); and Ground up Single-Family projects in Primary, Secondary, and Tertiary markets. or 208-530-3313. 

Reed Goossens

RSN Property Group

Only 9 years ago, in 2012, Reed quit his job in Australia and moved halfway across the world to chase a goal. He moved to the US without a job, he had no established network and no family members for support. He backed himself and took a leap of faith.With limited funds, Reed purchased his first property all cash for $38,000 in late 2012. Since then Reed has started RSN Property Group, co-founded Wildhorn Capital, and now controls over $450 mill worth of US commercial real estate, and he has achieved financial freedom in the process! Reed is also the author of two best-selling books on Amazon: Investing in the US - The Ultimate Guide to US Real Estate ... (view full description)

Natalie Greenberg

MJW Investments

As Chief Operating Officer, Natalie plays a direct role in formulating and executing the company’s strategy, and oversees its Acquisitions, Asset Management, Marketing, Investor Relations, Human Resources and Capital Markets activities. Prior to joining MJW Investments, Natalie served as Senior Vice President at Entrada Partners, where she was responsible for all acquisitions, financings and dispositions. During her four-year tenure, Entrada’s portfolio size nearly tripled. Before Entrada, Natalie was a Director in the acquisitions team at Rexford Industrial Realty (NYSE: REXR), where she completed fifteen acquisitions and was responsible for all asset dispositions. She also held ... (view full description)

Preston Grutzmacher

Residential Business Leader
SALTO Systems

I love helping property managers, developers, and technology partners find interesting solutions to the property challenges they face. It's even more fulfilling to help them identify and rectify hidden building inefficiencies. Take a look at the mechanical key as an example; it was invented thousands of years ago with only small tech improvements in the last few decades So why does almost every building still use outdated technology? The answer is probably because they don’t know any better. Here at SALTO, we help solve the problem of managing mechanical keys and delivering exceptional access control leading to a more efficient building and resident experience. My ent ... (view full description)

Rohan Gupta

Managing Partner
Goodlife Housing Partners

Rohan Gupta has more than two decades of real estate investment experience. As a Principal of GoodLife Housing Partners (GLHP), Rohan is responsible for sourcing and closing real estate transactions in the Western United States. GoodLife, together with its related affiliates, owns and manages a real estate portfolio valued at approximately $616 million. Before joining GLHP, Rohan founded Stuho Inc., a student housing investment and management firm. Today Stuho is one of the largest private owners of student housing at the University of Southern California housing market with over 1800 beds under management.   Rohan is an avid traveler that is always looking for a new ... (view full description)

John Helm

RET Ventures

Prior to founding RET Ventures in 2017, John was a Venture Partner with DN Capital in Munich, Germany. Before that, John ran and successfully exited two venture-backed real estate tech startups, was CFO of Marcus & Millichap, and a consultant at McKinsey & Company. He graduated Phi Beta Kappa with a B.A. in Economics from the University of Wisconsin, and holds an MBA from Harvard Business School. You can find John on his skis or mountain biking around Park City or—his favorite thing—spending time with his wife, son, and daughter.

Enrique Huerta

Partner - Acquisitions
Clear Capital, LLC

Enrique Huerta is the Vice President of Acquisitions at Clear Capital, where he is responsible for sourcing, underwriting, and acquiring new multifamily real estate investments for the company’s portfolio. Mr. Huerta participates in the negotiation, due diligence, financing, capital-raising, and closing efforts of all new multifamily real estate assets and he has played a key role in the expansion of Clear Capital’s multifamily platform into several new markets. Before joining Clear Capital, in 2019, Mr. Huerta was an Acquisitions Associate at The Grupe Company, where he performed underwriting, market research, and due diligence of multifamily investments in Arizona, California, ... (view full description)

Paul Julian

Advanced Real Estate Services, Inc.

Growing up in the business, Paul Julian has been immersed in real estate since a young age. In high school and college, he spent his summers working for Advanced Real Estate Services, Inc., the firm his father, Richard Julian, co-founded in 1981 During this time, he gained experience in all facets of the business from construction and property management to asset management, acquisitions and development. By age 19, he attained his real estate salesperson license and by 23, his broker license. Paul graduated from the University of San Diego (USD) in 2000 with a Bachelor’s Degree in Business Administration and was immediately hired by CB Richard Ellis (CBRE).  He spent 5 years working in ... (view full description)

Anand Kapadia

Executive Vice President
Interwest Capital Group

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

Paul Kaseburg

Chief Investment Officer
MG Properties

Paul is the Chief Investment Officer of MG Properties Group; a multifamily owner/operator with approximately 23,000 units in WA, OR, CA, AZ, and NV.  Paul joined MG Properties Group in 2010 and is responsible for the firm's acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of over 100 properties totaling 30,000 units and $6 billion in total consideration. Paul has over 20 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MGPG, he held various roles in commercial real estate acquisitions, development, and financing spanning a variety of product types.  He prev ... (view full description)

Dan Katz

Managing Director, Head of Originations
BrightSpire Capital

Daniel E. Katz a Managing Director and Head of Originations, based in Los Angeles. Mr. Katz is responsible for the identification and evaluation of new real estate investments in the United States and oversight of the BrightSpire investment management team. Previously, Mr. Katz served as a Managing Director, Investment Management at Colony Capital, Inc. until April 2021. Prior to joining a predecessor of the Colony Capital business in 2014, Mr. Katz was a First Vice President at OneWest Bank where he was responsible for loan originations. Previously, Mr. Katz held investment positions at Barclays Capital, Och-Ziff and Blackstone. Mr. Katz received a Master of Business Administrat ... (view full description)

Greg Khodara

Sterling Real Estate Partners

Gregory Khodara is Managing Director at Sterling Real Estate Partners. He oversees capital markets, investments, financial reporting, performance analytics and marketing for the portfolio. Prior to joining Sterling, Greg was Head of Capital Markets and a member of the investment committee at CGI Strategies, a real estate investment and development platform with $1B AUM. Before CGI, Greg was the chief investment officer at his NYC family investment company. Greg has spent nearly 15 years in international investment banking, hedge funds and wealth management. Previously, Greg has been an investment banker at Macquarie and Merrill Lynch in London and Credit Agricole in Vienna. He is ... (view full description)

Jon Krebbs

Managing Partner
The Multifamily Group

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

Jared Lazarus

Managing Director
Oaktree Capital Management

Jared Lazarus is a Managing Director for Oaktree Capital Management’s Real Estate Group.  Since 2011, he has been responsible for sourcing, evaluating, executing and managing opportunistic and core-plus opportunities across all property types, primarily on the west coast.  Prior to Oaktree, Mr. Lazarus worked as an Assistant Vice President for Canyon Partners focusing on the Canyon-Johnson Urban Funds, where he underwrote, structured and closed joint venture investments totaling in excess of $1 billion in assets across all property sectors.  Prior to Canyon, Mr. Lazarus worked as an analyst for Credit Suisse’s real estate private equity group, DLJ Real Estate Capital Partners.  Mr. Lazarus r ... (view full description)

Juan Leon

Regional Manager, Investment Management
Yardi Systems, Inc.

Juan Leon's specialty is in the area of advising clients on the firm’s Investment Management and Asset Management solutions.  Prior to joining Yardi, Juan had several M&A and investment management roles while working within the investment banking and private equity sectors from Tokyo, London and New York.  Juan earned a Bachelor of Arts degree from Stanford University, where he studied economics, political science and international relations. 

Catrina Linhard

Head of Marketing

Catrina is the Head of Marketing and Digital Strategy at Latchel. Latchel is an award winning proptech startup company made to help property managers streamline their maintenance operations and increase their annual revenue through a resident amenity program. Since joining Latchel in 2019, she's helped grow the company by 300x by sharing with property managers a new way to maximize their own growth.  Prior to joining Latchel, she worked at a market research firm in Los Angeles helping enterprise level companies utilize consumer insights to inform their growth strategy.  As a Colorado native, she spends her free time in the outdoors skiing, hiking, and traveling to anywhere she can embark on ... (view full description)

Gary Lipsky

Break of Day Capital

Andrew Lucas

Managing Director-Capital Markets
Trion Properties

Andrew Lucas sources new investors and manages invstor investor relations at Trion Investors, Inc. Trion is a private equity investment company which acquires opportunistic real estate investments that need moderate to heavy rehab on a mid to long term investment horizon. Trion maximizes investor returns by increasing net operating income throughout the holding period through a hands-on management style of heavy renovation and aggressive lease-up. Since its inception in 2005, Trion has acquired over $1 billion of real estate and generated internal rates of return in excess of 30%. Andrew has extensive experience in finance, investor relations, and both commercial and residential ... (view full description)

Steven Ludwig

Coastline Real Estate Advisors, Inc.

Mr. Ludwig is the co-founder and President of Coastline Real Estate Advisors, Inc. a full service, California real estate investment and management firm focused on multifamily and industrial properties.  To date, the firm and its affiliates have acquired assets with total costs exceeding $1.5 billion, and focus on value-add and land entitlement/development investments.  Currently, the firm is entitling 1,100 multifamily units in SoCal.( Mr. Ludwig is also the co-founder of Turnaround Solutions, a CA general contracting firm focused on apartment renovation projects that services over 200 clients (, Tasoro Products, a luxury building materials ... (view full description)

Laurie Lustig-Bower

Executive Vice President-Capital Markets, Multifamily & Land

Laurie Lustig-Bower began her career in commercial real estate 34 years ago with CBRE and now holds the title of Executive Vice President. For many years, she ranked as the #1 producer for CBRE’s Private Capital Group nationally and has ranked nationally in the top 2% for CBRE for nearly two decades. As a leading multi-family professional, Ms. Lustig-Bower has handled over $11 billion in multi-family property sales in the Los Angeles area within the past 18 years. She is the founder and leader of Team Lustig-Bower, a team of eight professionals who specialize in the marketing and sale of multi-family properties in the greater Los Angeles area, specifically focusing on the sale of apartment b ... (view full description)

Aaron Marzwell

Founder & CEO
APPA Real Estate

APPA Real Estate is a middle-market real estate investor and developer based in Santa Monica. With a focus on the Greater Los Angeles and San Francisco Bay Areas, APPA specializes in value-add and ground-up multi-family, mixed-use, and distressed assets between $5 million and $100 million in total project cost. Aaron Marzwell is the Founder and CEO of APPA Real Estate and is the Head of Investment and Development, responsible for all investment and development activities. Mr. Marzwell brings over 18 years of experience in the development and management of numerous commercial, institutional, and residential projects ranging from tenant improvements to large scale ground up constru ... (view full description)

James McArthur


James McArthur is a director in multifamily originations at Lument. Jim joined predecessor RED Capital Group in 2018, establishing a new office in Los Angeles. He is responsible for the origination of Fannie Mae, Freddie Mac, FHA/HUD, and balance sheet loans with a concentration in market-rate multifamily projects. His geographic focus is in the western region of the U.S., but he originates loans nationwide. Before joining Lument, Jim was a senior vice president at JLL. He spent the bulk of his career at Freddie Mac in their Chicago and Los Angeles offices, where he held positions as associate director in both the underwriting and loan production departments. Jim ... (view full description)

Matthew McCormick

Managing Director
The Roxborough Group, LLC

Mr. McCormick is a Managing Director at Roxborough and has been with the Company since 2015.  He is primarily responsible for sourcing and managing investment opportunities across the Western United States. He additionally contributes to the firm’s capital market activities. Prior to joining the Company, Mr. McCormick co - led Western U.S. acquisition efforts and oversaw capital market activities for Stockbridge Capital Group, a large institutional investment manager based in San Francisco. At Stockbridge, Mr. McCormick was responsible for acquiring over $1.5 billion of real estate investments for its various funds and clients.  Mr. McCormick started his career in Cushman & Wakefield’s r ... (view full description)

Aaron Merriman

Managing Director
Lujan/Merriman Development Group

Lujan/Merriman Development Group, LLC (“LMDG”) has been investing in distressed and opportunistic residential, multifamily, and commercial properties in Southern California for nearly 20 years.

LMDG is positioned to identify opportunities and capitalize on market inefficiencies with disciplined underwriting and expedited cash closings. Investment properties are re-positioned and stabilized through a value-add renovation plan to achieve improved tenancy and higher rents.

LMDG has established a consistent track record with investors.

Adam Meshekow

Chief Growth Officer

Adam Meshekow is a digital/technology industry veteran who has worked on all sides of the digital marketing landscape. He currently is the Co-Founder and Chief Growth Officer at Leap, a prop-tech startup where he oversees Business Development and Marketing.  He was the former Chief Revenue Officer at SITO Mobile, where he was responsible for driving mobile advertising and messaging technology to consumer-facing businesses,
advertisers and brands along with new product innovation. He grew the advertising revenue from $0 to $45M becoming one of the fastest growing location based mobile companies servicing 30% of the Fortune 500 brands.  Adam has vast experience in developing and i ... (view full description)

Shawn Miller

Archwest Capital, LLC

Shawn Miller is the chief executive officer of Archwest Capital and was most recently a managing director of Redwood Trust. Mr. Miller was a founder and the chief executive officer of 5 Arches, LLC (acquired by Redwood Trust), the parent of a national originator of business purpose mortgage loans and a national asset management company. Prior to this, Mr. Miller founded and served as the chief executive officer of Arch Bay Capital, LLC and the chief executive officer of 3 Arch Financial Services. He also co-founded the law firm of Miller & Clark, LLP, specializing in bankruptcy, real estate and corporate matters, and was a partner at a prominent Los Angeles-based bankruptcy firm. ... (view full description)

Jay Minnick

Helu Capital

Jay Minnick is a Founder and Owner of Helu Development, Helu Capital, and Helu Residential. In his role as CEO and President, Jay is responsible for overseeing the due diligence, financing, acquisition, development, construction, lease-up, and long-term management of all Helu projects. He was previously President of Triago Ventures and continues as a partner in Triago Ventures and its projects located in Washington UT and Draper UT. Prior to that he was Vice President at Salt Lake City-based Lend Lease Residential Management formerly Boston Financial and, prior to that, Prowswood Management. In addition to his professional achievements, Jay is active in the community and within his industry. ... (view full description)

Tania Mirchandani

Vice President-Capital Markets
Clear Capital

Tania Mirchandani is the VP of Capital Markets at Clear Capital, LLC, where she is responsible for raising capital for Multifamily real estate investments across the United States. Mrs. Mirchandani also oversees the marketing function at Clear Capital. Including managing the company’s social media outreach and overseeing the design and content of marketing materials. Before joining Clear Capital, LLC, in 2021, Mrs. Mirchandani was the Director of Business Development at Kasa Properties. As the lead on Kasa’s acquisitions effort, Tania performed underwriting, market research, and due diligence of multifamily investments in Northern California. She also oversaw leasing operations and started t ... (view full description)

Jason Muller

Managing Principal
Beach City Capital, LLC

Trevor Nelson

Newmontis Real Estate Investment Banking

Trevor Carl NelsonNewmontis Real Estate Investment Banking / CAMPUS + MAIN INC. 881 Alma Real Dr. Suite 320, Pacific PALISADES, CA Contact information: / (424) 421-7371 office (310) 909-4928 cell   Trevor is the Co-founder and President of Newmontis Real Estate Investment Banking. At Newmontis he supervises the company’s investment sales, capital markets, asset management and syndicated investment and fund strategies - which includes Campus + Main Inc. At Campus + Main, Trevor provides strategic guidance for the company’s acquisitions and developmen ... (view full description)

Dave Osborne

Director of Equity
Avanti Residential

Mr. Osborne serves as Avanti’s Director of Equity. His responsibilities include procurement of equity through high net worth individuals, wealth managers, family offices and institutional capital firms. He also assists with investor relationships and fulfilling the needs of current and future investors as well as sourcing new investment opportunities. Previously, Mr. Osborne procured over 6.5 million square feet of agency business and negotiated leases and sales in excess of 2 million square feet during his 10 years with Cushman & Wakefield. He oversaw hundreds of transactions totaling over $1 billion in asset value during his 10 years as Director of Management Services/ Sales Manager wi ... (view full description)

Melanie Pennell-Mayer

Associated Ventures

Ms. Pennell-Mayer is in charge of corporate strategy, business development and operations for Associated Ventures; a real estate development and investment firm concentrating on value-add and repositioning projects across asset classes including hotel, multifamily, mixed-use properties and real estate related businesses, situated across the United States and internationally. She was pivotal in fulfilling the firm's business plan to form a strategic joint venture with a hotel management firm that has expanded the firm’s horizons beyond development, acquisitions, and consulting to include hotel management. The joint venture provides the entire scope of hotel and hospitality management, asset m ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

RJ Rotman

Strategic Account Director
Juniper Square

Matthew Sant

Vice President
Peak Capital Partners

Matthew oversees asset performance and strategy for all properties located on the West Coast, Mountain West, Mid-West and New England. Matthew has an extensive background in asset management for multifamily properties in over 30 states. As a JV partner Peak Capital works with several large institutional partners and high net worth individuals. Matthew works closely and manages relationships with several large institutional partners working closely with partners on several large multi-asset acquisitions and dispositions. He has an in-depth knowledge of acquisitions, dispositions, budgeting and forecasting, capital projects, insurance and financial reporting. He holds a B.S. in Finance from Br ... (view full description)

Raj Sarangam

ORP Investments, Inc.

As a Lead Syndicator / Real Investor I would like to transform commercial properties and Multi-Family Apartments to our investors as part of the value strategy to yield above average market returns.

We have succesfully syndicated in Florida, Texas markets.  Currently we have 1000+ doors.  We are looking to add Multi-Family properties in GA and NC.

Bryan Schellinger

Managing Director

Bryan Schellinger joined NorthMarq in 2020 as Managing Director - Investment Sales to help expand the firm’s multifamily platform in Los Angeles. He is a seasoned commercial real estate professional with more than 10 years of experience, who has closed in excess of $1 billion in transaction volume to date. As a disciplined investment advisor, Bryan uses his extensive market knowledge to help his clients make well-informed acquisition and disposition decisions and his transactional experience includes core, boutique luxury, value-add and land development sites in both urban infill and secondary markets throughout Los Angeles County. Given his extensive experience and commitment to ... (view full description)

Spencer Schlee

Senior Director
Canyon Partners Real Estate LLC

Spencer Schlee, Senior Director, heads the Southwest region for Canyon’s opportunistic and value-add real estate platforms and is responsible for originating, underwriting, structuring and executing both equity and debt investments.  Mr. Schlee joined Canyon’s acquisitions team in 2012 and has since worked on transactions investing over $880 million of committed capital and totaling over $2.5 billion in total capitalization across various sectors including multifamily, retail, hospitality, office, senior housing and mixed-use.  Prior to joining Canyon, Mr. Schlee was an analyst at BlackRock in New York and is a graduate of the University of California, Los Angeles (B. ... (view full description)

Saurabh Shah


Saurabh Shah is the co-founder of InstaLend - a nationwide tech-enabled real estate lender. Instalend provides fast, affordable and convenient capital to real estate developers.   Saurabh has over ten years of experience in real estate investing, transaction structuring and asset management. He has worked with institutional and entrepreneurial sponsors across construction financing, bridge financing and perm loans (single family; multifamily and mixed-used assets).   Saurabh is a graduate of New York University with a master’s degree in finance and risk engineering. He is an active member of Forbes Real Estate Council. ... (view full description)

Eric Shaw

Lead Loan Officer

Eric Shaw, Lead Loan Officer, specializes in building long-term relationships with both brokers and investors. Eric believes that working together with his clients to ensure they receive the best service and products ensures mutual success. Prior to working in the lending field, Eric’s experience selling, trading, and managing portfolios of mortgage-backed securities give him a unique perspective and insight on the products and industry. He holds a BA from Wake Forest University, an MBA from the UCLA Anderson School of Management, and is a CFA charter holder.

Mark Silver

Founder & CIO
Bold Partners & Sunday Capital

Mark Silver is Co-Founder and Chief Investment Officer of Bold Partners where he is responsible for the financial analysis, underwriting, capital acquisition and liquidation plans for the group. Mr. Silver is also the Co-Founder and CIO of Sunday Capital, a technology-enabled multi-family lending specialist, originating first-lien asset-backed loans for acquisitions, recapitalizations and value add programs. Previously, Mark was a Director at Blackstone where he worked in their placement business that has raised in excess of 220 billion for 154 private equity, hedge funds, and real estate funds. Mr Silver was a senior project manager on the team responsible for sourc ... (view full description)

Joseph Soleiman

Vivo Investment Group

Biography H. Joseph Soleiman, Esq., Principal at Vivo Investment Group H. Joseph Soleiman serves as a Principal of the Vivo Investment Group. Vivo is a vertically integrated real estate investment and development company that specializes in adaptive reuse of functionally obsolete properties. Vivo has a national footprint of 21 former hotel properties (and counting) that have been redeveloped into well-amenitized multifamily communities. Aside from his duties at Vivo, Mr. Soleiman has served for over 7 years as an Adjunct Professor at Pepperdine University, The George L. Graziadio School of Business and Management, where he teaches a graduate course called “Legal Issues in Real Es ... (view full description)

Dennis Spivey

Vice President, Relationship Manager

Dennis Spivey, Vice President of Originations at CoreVest, has over 20 years in loan origination and finance, in both retail and third party channels. His roles have gained him extensive knowledge in underwriting, capital markets, valuation and mortgage origination management. With background in both Residential and Commercial Finance, he played a large role in the formation of Colony American Finance and the growth of the platform into today’s CoreVest Finance. With over $2.5B in closed transactions, both residential and commercial, he has established himself as one of the prominent originators in residential invesment lending. 

Ryan Tanaka

Cypress Communities

Cypress Communities, LLC is a Real Estate Investment Owner Operator firm specializing in the acquisition, development and/or management of Commercial and Residential properties in California and throughout the West Coast. We believe in operating based upon the principles of integrity, strong traditional work ethic and commitment to others. These core values have been passed down through family generations and have been an integral part in our investment and business practices that has sustained our Real Estate Investment Management Platform for Generations.

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf of i ... (view full description)

Carlos Valdivia

Vice President
Tokyu Land US Corp.

Carlos is a Vice President at Tokyu Land U.S. Corporation, a wholly owned subsidiary of Tokyu Fudosan Holdings Corporation, a Japan based real estate investment company publicly traded on the Tokyo Stock Exchange. Carlos oversees a $750 million portfolio comprised of multifamily and office properties located throughout the Western U.S.  Prior to working at Tokyu, Carlos founded Cornerstone Realty Capital, a consulting company providing asset management, financial analysis, and transaction support to a variety of real estate clients. Preceding Cornerstone, Carlos was Vice President of Acquisitions for Prologis (NYSE: PLD), a leading global developer, owner, and operator of industrial real est ... (view full description)

Alex Valente

Senior Vice President
Trammell Crow Co.

Juan Vargas

Managing Principal
GenWealth Capital Group

John Ward

Turnstone Capital Management

John Ward is responsible for overall operations at Turnstone Capital, including investment decisions and business strategy.  Throughout his career, John has worked in numerous areas of real estate including mortgage lending, both primary and secondary marketing of Fannie Mae mortgage-backed securities, real estate development (including new construction and renovation), and multi-unit apartment acquisition and renovation. His specialties include acquisition, due-diligence, financial evaluation, and management oversight. John has personally sponsored the purchase and renovation or new construction of over 600 projects, ranging from single-family residential to 460-unit apartment complexes. Jo ... (view full description)

Gelena Wasserman

Founder & CEO
Skya Ventures, Inc.

Keith Wasserman

President & Co-Founder
Gelt, Inc.

Partner and Co-Founder of: Gelt, Inc. Gelt Venture Capital, Domuso, & Happy Home Communities
Gelt is a private real estate investment company focusing on acquiring properties in the Western United States. 

We co-invest with our partners in every transaction. Our deals are moderately leveraged apartment communities.

Target IRR's are about 18%, Cash on Cash returns range from 5 - 10%. We have acquired over 6,000 apartment units valued at approximately $1 Billion since our firm's inception in 2008. 

Success is built on delusional optimism, paranoia, and an inability to quit.
–Keith Wasserman

Bob Weidauer

WestCorp Management

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

Mr. Weinert has transacted and managed over 150 highly structured commercial real estate transactions and development projects requiring joint venture equity, mezzanine debt, senior secured construction debt, bridge loans, and permanent financing representing over $2.5B of terminal value.  Prior to forming Alter Mile Group in 2018, Mr. Weinert established and led the west coast Structured Finance and SFR Division at Walker & Dunlop following the firm’s acquisition of Johnson Capital in 2014, where Mr. Weinert was a Managing Director/SVP. Prior to this role, Mr. Weinert was an Investment Officer managing a $600M portfolio of investments with Emigrant Realty Finance, the balanc ... (view full description)

Mark Weinstein

MJW Investments

Mark J. Weinstein is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has accumulated approximately one billion dollars of real estate holdings across all asset types with Mark as the majority owner. In addition, Mark spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects with over 800,000 square feet of mixed-use space in DTLA’s Fashion District. His passion for and expertise in property repositio ... (view full description)

Jim Wilson

Managing Director
JMP Asset Management

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

Bruce Wuollet

Bakerson, LLC

Bruce is the founder and the current owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”. After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson’s 17 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more. His focus is finding good dea ... (view full description)

David Young

VP– Correspondent & Strategic Partnerships

David Young has worked in the Private Lending industry since 2014.  He successfully built from scratch a boutique financing business for ticket brokers and a wholesale business channel for a nationally well recognized private lender.  David is now building out and scaling the Correspondent Program for Sharestates while also sourcing strategic partnerships to support long term growth.
David is also a private investor and enjoys spending time on various projects and activities to include crypto, fitness, art, and enjoying time with his family.  David resides in Boston, MA with his wife and daughter.   
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Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 4th Annual Middle-Market Multifamily Forum (West)


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

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  • Advertising & Marketing

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    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

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  • Lead Generation and Scoring

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  • Business or Asset Sale

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    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

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    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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