8:00 AM

Breakfast & Registration

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8:45 AM

Opening Remarks

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8:55 AM

Market Presentation

• John Sebree, First Vice President/National Director, Marcus & Millichap

 

Learn how the D.C., Maryland and the Virginias multifamily markets compares to other key markets across the country. John Sebree, Director of Marcus & Millichap’s National Multi Housing Group, presents the latest data on apartment property construction, demand, supply, pricing and more.

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9:35 AM

Morning Keynote

R. Donahue Peebles, Founder, Chairman & CEO, The Peebles Corporation
Donahue Peebles III, Senior Associate of Development, The Peebles Corporation

Interviewer:

Debra D. Yogodzinski, Founding Partner, Rogers Yogodzinski LLP

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10:05 AM

Morning Break

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Supported by the federal government and largely devoid of highly cyclical industries, the greater Washington economy has seen consistent economic growth over the several years. While the multifamily fundamentals still look good; abundant new supply, coupled with rising land and building costs, marginal rent increases, growing concessions activity, and comprehensive changes in tax codes and GSE structure are weighing heavily on developers’ minds.  Is the Mid-Atlantic multifamily market in for a soft landing? What does this mean for new development in the next few years?

• Upshot: What the future pipeline means for owners, investors and developers
• The agility test: What should be done in light of where we are in the cycle
• Mega projects: Opportunities that will spawn in the neighboring areas :
• Shrink to grow: When costs burden the return, what can be done
• Capital concerns: Winners and losers in the financing game

Moderator:

Matthew Drane, Regional Manager, Marcus & Millichap

Panelists:

Anthony Greenberg, Executive Vice President, The JBG Companies
Jair Lynch, President, Jair Lynch Real Estate Partners
Thomas Ikeler, Chief Investment Officer, PN Hoffman
Scott Plank, Founder, War Horse Cities
Jack Boarman, Partner, BKV Group
Daniel Duke, Principal, Mid-Atlantic, Bohler Engineering

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Despite increasing supply, the Mid-Atlantic metro multifamily housing market continues to be strong. Nonetheless, deal flow has slowed significantly as banks have pulled back on loan amounts, and lenders are seeking higher levels of guarantees and higher pricing. Many investors are taking a wait-and-see approach as they try to decipher the effects of tax reform, housing finance restructuring, and immigration policy revisions. Deals are getting done but they are just that much harder to complete. With so much still uncertain how do developers, owners and investors make sound business decisions?

• Deal flow: Who today’s active investors and lenders are and for what kinds of projects
• By land or by sea: Where capital is coming from
• Alternatives: Non-traditional lending sources active in new construction
• Seller beware: Working with sellers to mitigate tax increases and unreasonable pricing
• Look your best: The deals that are most appealing to equity investors

Moderator:

• Erik Binkowski, Senior Director, Marcus & Millichap Capital Corporation

Panelists:

• Gary Block, Partner | Chief Investment Officer, The Meridian Group
• Wade Casstevens, SVP, FCP
• Jonathan Gross, VP, Portfolio Strategy and Analytics, Fannie Mae
• Richard Martinez, VP of Multifamily Production & Sales, Freddie Mac
• Jason Miller, Principal, PGIM
• Michael K. Staton, Vice President, Mortgage Officer, The Community Preservation Corporation

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Discerning renters now have a choice where previously there was very little. This new reality has owners and operators on their toes as they try to stand out from the crowd. Controlling costs is now more critical than ever. While the amenities arms race will likely continue, how do you implement cost-effective strategies for attracting and retaining tenants while cutting costs?

• The new normal: Must have amenities that promise ROI
• Defining the digital experience: Projecting the right digital image to set yourself apart
• One size will not fit all: Understanding the subtleties of urban vs. suburban markets
• Real-time data: Avoiding information overload and using technology in your favor
• Count your pennies: Reducing your costs while impressing residents

Moderator:

• Lynda Ellis, Owner, President & CEO, Capitol Concierge

Panelist:

• Jeffrey Goldshine, Partner, NOVO Properties
• Yonah Zahler, CEO, Zahlco
• Cyrus Claffey, CEO, ButterflyMX
• David Ohlrich, President, Property Management, Kettler
• Charles Schoenau, Managing Director, Insurent
• Choni Wilcox, EVP, Vantage Management

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11:25 AM – Track C

Roundtable: Deep Dive for Developers

This special closed-door roundtable discussion is for senior-level developers to come together to examine the major issues they are facing and how to best overcome them in light of the forces at work. This is off-the-record and limited in size to ensure the conversation is authentic and all involved have a chance to participate actively.

(Contact Scott to get involved: scott@greenpearlevents.com.)

Moderator:

• Dean Schwanke, Vice President, Multifamily Housing, National Association of Home Builders

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Even while Class A rents and home sales prices at the high end of the market seem to be reaching a plateau, there remains a large segment of the population that is priced out of the market. Add to that Millennials willingness to move outside of traditional neighborhoods and suddenly smaller assets in prime walkable neighborhoods are attracting investors attention. What development opportunities remain across Maryland, Virginia, and DC?

• You can get there from here: How is transit-oriented development creating opportunities in new areas?
• Create a lifestyle: Defining the elements of a great community.
• The graduates: What Millennials want when they they enter the children lifestage
• Get in early: Where the next big opportunity exists

Moderator:

• Matthew Drane, Regional Manager, Marcus & Milichap

 

Panelists:

• Daniel Bythewood, Jr., President & Co-Founder, La Cité Development
• Mark Caplan, CEO, The Time Group
• Michael Pedulla, Managing Director, Cityline Partners
• Caroline Kenney, Managing Director, Public/Private Partnerships, Urban Atlantic

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While some vacancy rates have ticked up and rental prices have either plateaued or gone down, we’re still in historically low times. The delta between what you see in prices is still south of the market and it’s still consistently strong. Yet, as some of the more obvious investments are no longer attractive, what investments should you consider? Where does opportunity lie? How are savvy owners making the most on their current investments?

•  In the fast lane: Opportunities within multifamily
•  Out of the box: Beyond traditional Class A assets
•  Details, details: Keeping up with the changes in laws and how to structure the deal
•  Asset management: long-term ownership vs. short-term turn-arounds
•  Creating value: improving operations, revenue management strategies

Moderator:

Richard Price, Partner, Nixon Peabody

Panelists:

Erin Beitz, Vice President, Investments, Carmel Partners
Ed Murn, Managing Director, Head of Residential & Development Divisions, Washington REIT
Dick Knapp, SVP, Multifamily, Foulger-Pratt
Peter Stuart, Managing Partner, Outlier Realty Capital

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This special closed-door roundtable discussion is for owners, investors and developers who are either active or want to be active with solving the workforce housing need.

Featured Participants:

• Buwa Binitie, Managing Principal, Dantes Partners
• Stuart Prince, SVP, Residential, Peterson Companies
• James Darcy, Managing Director, ASB Investments
• Bruce Finland, Managing Partner, MED Development

(Contact Scott to get involved: scott@greenpearlevents.com.)

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1:00 PM

Lunch 

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The presentation is designed to provide New Trump Administration Updates to Federal, State and Local Energy & Specialty Tax Incentives and provide clarity to the design, qualification and certification process to maximize results and cost savings on purchases, renovations, improvements and new construction projects. During this presentation, you will be able to understand how to capture and best utilize Cost Segregation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential and multi-family projects) on a local and national scale.

• New Trump Administration Tax and Energy Incentives Updates for the property owner, developer, investor, finance and broker communities.
• Overview of available Energy Tax Credits and recently extended 179D, 45L and R&D Federal and State credits available for the design of energy-efficient buildings.
• Recognize Opportunities and capture benefits for Property Owners, Investors, Architects, Engineers, CPA’s, Real Estate Attorneys, Energy Consultants and Contractors.
• Understand how these new tax laws and related strategies available can become an additional value-added service to your clients, as well as a revenue stream for your firm.
• Additional related benefits and tax strategies including Cost Segregation, Property Tax Appeals, Energy Audits and related savings.

Presented by:

• Michael D’Onofrio , Managing Director, Engineered Tax Services

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1:50 PM

Special Presentation: What the Tax Cuts & Jobs Act Mean for Multifamily

• Matt Berger, VP of Tax, National Multihousing Council (NMHC)

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The social community is pervasive, and it’s having an impact on the multifamily market. How will the emergence of the shared economy and technology disruptors like artificial intelligence, autonomous automobiles, home share, ride share and the state of bricks & mortar stores impact development? The challenge for builders, landlords, owners, and tenants alike will be in finding an acceptable design balance that appeals to the audiences they serve – now and in the future.

• Built-to-last: Sustainable neighborhood development and suburban retrofitting strategies
• Future-proofing: Designing today for a tomorrow’s changing needs
• Blurred-lines: Multifamily looks to the hospitality industry for inspiration
• Going small: Maximizing the Micro-unit trend

Panelists:

• Alysha Erin Buck, Project Architect, Cooper Carry

Panelists:

• Jim Abdo, President & CEO, Abdo Development
• Joshua Benaim, Principal & Co-Founder, Aria Development Group
• Marc Dubick, President, Duball, LLC
• Richard Lake, Founding Partner, Roadside Development
• Clint Mann, President, Urban Pace
• JoAnn McInnis, VP – Client Services & Business Development, Carlyn & Company

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3:00 PM – General Session

Afternoon Keynote

Presented by:

• Andrew Florance, Chief Executive Officer, CoStar

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3:30 PM

Closing Remarks

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