Speaking Inquiries:

Amanda Powers
(305) 206-2194
apowers@greenpearlevents.com

Registration:

Scott Milliken
(646) 862-9912
scott@greenpearlevents.com

Sponsorship & Exhibiting

Amber Collins
(646) 783-3937
amber@greenpearlevents.com

Speakers at the Marcus & Millichap/IPA Multifamily Forums are typically senior executives and company leaders who own, invest, and develop large portfolios of multifamily properties, as well as a curated selection of industry leaders from organizations that impact real estate today.

Monday, September 24, 2018

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5:00PM

VIP Welcome Reception

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7:00PM

Private Dinners & One-on-One Meetings (requires app)

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Tuesday, September 25, 2018

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7:30AM

Breakfast & Registration

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8:15AM

Welcome & Opening Remarks

• Joel Deis, Regional Manager, Marcus & Millichap

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8:20AM

Multifamily State of the Market: Nation vs. Pacific Northwest

Learn how the Pacific Northwest multifamily markets compare to other key markets across the country. Get the latest data on apartment property construction, demand, supply, pricing and more.

Presented by:

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

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9:45AM

Playing Strong: Today’s Multifamily Investment and Development Activity

While some markets across the country are softening, the greater Seattle and Portland markets continue to show strong development pipelines, despite near term concerns. Although regional job growth remains robust, Amazon’s pursuit of HQ2 has many pressing pause on their investment activity. Temporary oversupply is putting downward pressure on rents and driving increased concessions, while long term forecasts are all very positive. Add to the mix political headwinds in areas of taxation, tariffs, homelessness initiatives and affordable housing mandates from local, state and federal governments, and the outlook for owners, investors and developers becomes decidedly uncertain. In light of these countervailing forces, is now a good time to double down on the multifamily market, hold steady or exit?

• Sharing lessons: working within the confines of inclusionary zoning
• Against the odds: making affordable work for market rate players
• Head tax: the outlook on jobs and impact on HQ2
• Forward focus: Investment forecast given today’s market condition
• Tradewars: The impact of tariffs and other Trump policies on the region

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10:30AM

Creative Deal Making: Deploying / Raising Capital and Borrowing Funds Today

With the current uncertainty in the market and the second interest rate hike of the year, many equity investors are waiting for the other shoe to drop before re-entering the market. Meanwhile, lenders remain highly risk averse, scrutinizing deals more closely and offering more conservative terms. Combined with rents moving sideways or down, there are mounting concerns about not just acquisition financing but also the specter of refinancing in the face of increased interest rates. As interest rates climb, will caprates climb as well, or will returns continue to be squeezed? How can equity investors and deal sponsors make the capital work for them in these challenging times?

• Tapping into equity: finding investors hungry for deals
• Big picture: a look at the issues affecting investment and lending deal flow
• The impact of affordability requirements on financing
• Squeeze play: the relationship between interest rates and cap rates
• Re-upping: tactics to mitigate refinance risk

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11:15AM

Networking Break

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11:45AM

Rehab or Ground Up: Investment & Development Opportunities Beyond the Urban Core

With sustained high rent prices in the urban core, there’s a sounds business model in developing / redeveloping in areas outside the core. While residents continue to look for a strong quality of living which may mean lots of shiny amenities, there’s also an appreciation for character which may present value in existing buildings. What risks are involved when moving farther afield for new opportunities? Where do opportunities exist and what strategies does one need to employ to make the numbers pencil out?

• The A-B-Cs: Comparing and contrasting risk vs. reward in new build versus existing properties
• Beyond permitting: What you need to know to get started in a new market
• Winning!: Submarkets likely to be future hot spots for development around the Northwest
• Community: Tips to creating your own momentum in an emerging submarket
• De-risking deals: How to not get squeezed by rising labor, operations and materials costs

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12:30PM

PropTech: Revenue Boosting and Cost Saving Innovations for Multifamily Operators

Property management is constantly changing as operators invest more into technology to keep pace and gain competitive advantage versus competitors. You can’t throw spaghetti to this wall to see what sticks. How can you make the right technology and upgrade investments to boost revenue, increase occupancy and decrease costs, while improving the tenant experience and thus retention.

• The disconnect: managing the imbalance between tech costs and resident expectations
• One weird trick: insight into the amenity that is most important for tenant retention
• Snap this: managing reputation and marketing to today’s socially enabled tenants
• Proof of concept: understanding when to wait and when to get ahead of the curve
• Keep the change: technologies that help manage and keep costs low

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1:15PM

Networking Lunch

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1:25PM

New Trump Administration Updates: Federal, State and Local Energy & Specialty Tax Incentives

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.

Presented by:

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

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2:00PM

Afternoon Keynote

• Hessam Nadji, President & CEO, Marcus & Millichap

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2:30PM

Closing Remarks & Cocktail Reception

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9:45 AM – 11:15 AM

A Closed-Door Roundtable for Operational Leaders*

This closed-door session brings together Pacific Northwest’s operators and asset managers to discuss shared challenges in multifamily management today, with the goal of exploring ideas and solutions to those challenges.

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11:45 AM – 1:15 PM

A Ground-Up Developers Closed-Door Roundtable*

This closed-door session brings together active multifamily developers focused on ground-up development, with the goal of exploring ideas and solutions to today’s most pressing challenges.

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Participants thus far include:

• • Claudio Guincher, President, Continental Properties LLC
  • Brad Reisinger, Division President – Pacific Northwest, Lennar Corporation
  • Matt Wickens, President, Pine Forest Companies
  • Kerry Nicholson, Senior Managing Director | Pacific Northwest and the Midwest, Legacy Partners
  • Hal Ferris, Principal, Spectrum Development
  • Jim Rivard, Managing Principal-Real Estate, SRM Development
  • Lee Novak, Vice President of Development – Western Region, Fore Property Company
  • Marc Angelillo, Managing Member, Stream Real Estate LLC
  • Ziv Cohen, President, Resmark
  • Scott Koppelman, SVP Development, AMLI Residential

*These curated sessions are comprised of select leaders who share the same challenges. Sessions are limited to a maximum of 30 participants and are completely off-the-record with no media or audience. The goal is to share challenges and solutions together to advance the industry. Chaired by an industry veteran, each session will be tasked with addressing a short list of specific challenges. Please contact Scott Milliken at scott@greenpearlevents.com for further information.

• Alliance Residential
• Amazon
• AMLI Residential
• Avalon Bay
• Barings
• Bentall Kennedy
• Berkshire Group
• BlackRock
• BRE Properties
• Cadence Real Estate
• Capri Capital Partners
• Connell Real Estate & Development
• Deal Investments
• Enterprise Community Partners
• Epstein Family
• Equity Residential
• Fairfield Residential
• Farrell Property Investments
• Freddie Mac
• Gerding Edlen
• Graf Investments
• Grand Peaks Properties Inc.
• Greystar
• HAL Real Estate Inc
• Hamilton Urban Partners
• Holland Partners
• Intercontinental Real Estate Corporation
• Kaz Enterprises
• Keeler Investments Group
• Kimco Realty Corporation
• Lake Union Partners
• LeFrak

• Legacy Partners
• Lennar Multifamily
• Lowe Enterprises
• Mack Urban
• Milestone Properties
• Mosaic Homes
• Neiders Company
• Pacific Living
• Pacific Urban Residential
• Path America
• Phillips Real Estate
• Pillar Properties
• Pine Forest Companies
• Pine Street Group
• Pulte Group
• Randolph Street Realty Capital
• RISE Properties Trust
• Rush Companies
• Samuels & Associates
• Sares Regis
• Security Properties
• Shea Properties
• Simpson Housing
• Spectrum Development
• Talon Private Capital
• Thrive Communities
• Trimark Property Group
• Trinsic Residential Group
• TruAmerica Multifamily
• Union Street Investments
• Vulcan Real Estate
• Washington Holdings

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Seattle are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

“The quality of the speakers and presentations was top notch, especially the keynote speakers. The economic updates and insights from lenders and operators were hugely helpful.”

“The panelists were a diverse group of industry leaders. The economic outlook provided good investment context. Very well organized!”

“Please send me a calendar of events, I want my team at every single one.”