The Marcus & Millichap / IPA Multifamily Forum Southeast returns on March 14, 2019! Join the nation’s and Southeast region’s most active and prominent developers, investors, owners, and operators as they converge in Atlanta to discuss the current state and future of the nation’s most exciting apartment market.
About This Event
Now in its fifth year, the conference has become the annual meeting ground for apartment industry leaders and experts to take an in-depth look at the region’s most important development trends as well as investment strategies in an increasingly competitive market. Hear from both national and regional players active in the Southeastern U.S., as they discuss recent deals, terms, innovations and development activity.
Already involved are Alliance Residential, Audubon Communities, Bristol Development, CF Real Estate, Clark Ventures, Crescent Communities, Gables Residential, LEM Capital, Lincoln Property Company, M. Banks Realty Partners, PointOne Holdings, Shoptaw Group, Southeast Capital Companies and Waterton Associates, among others.
Why attend?
- Get the most up-to-date forecast on market trends for major markets such as Atlanta Charlotte, Raleigh-Durham and Nashville.
- Discover exciting new opportunities in up-and-coming markets like, Birmingham, Jacksonville, Savannah and Charleston.
- Find out where the Southeast is in the building cycle from prominent developers active in the region.
- Learn from leading investors on whether it’s the right time to buy, sell or hold, and how to take advantage of Opportunity Zones.
- Get access to the real scoop in closed-door, peer-to-peer roundtables for select participants (separate registration required).
Speakers
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John Akin
EVP & Chief Investment Officer
Gables Residential

Judd Bobilin
Founder
Chance Partners

Jordan Clark
Principal
Clark Ventures

Jay Curran
Senior Managing Director Eastern Region
Crescent Communities

Jay Eisner
Partner
LEM Capital

Matthew Masinter
SVP, Head of East Acquisitions
Waterton Associates

Andrew Schwarz
Founder & CEO
Audubon Communities

Bronson Smith
Director, Acquisitions & Dispositions
Centennial Holding Company
Featured Participants
▪ John Akin, Gables Residential
▪ Marvin Banks, M. Banks Realty Partners
▪ Kyle Brock, Crescent Communities
▪ Chris Burns, Lincoln Property Company
▪ Jay T. Clark, Southeast Capital Companies
▪ Ben Colonomos, PointOne Holdings
▪ Lisa Gunderson, Bristol Development Group
▪ Sharon Hatfield, CF Real Estate Services
▪ Conor McNally, Shelton McNally
▪ Todd Ogelsby, Alliance Residential Company
▪ Walter Plyler, Shoptaw Group
Get Involved!
Conference Production:
John Ward
(646) 755-3164
jward@greenpearlevents.com
Registration:
Claudia Gutwirth
(646) 862-6125
claudia@greenpearlevents.com
Sponsorship & Exhibiting:
Amber Collins
(646) 783-3937
amber@greenpearlevents.com
Agenda
7:45 AM
Networking Breakfast
9:00 AM
Welcome Remarks
Presented by:
- Mike Fasano, First Vice President & Regional Manager, Marcus & Millichap
9:10 AM
Multifamily State of the Market: National vs. Southeastern Markets
Get the latest apartment market data and analysis on the Southeast apartment markets versus comparable metros around the country. How do Atlanta, Charlotte, Raleigh-Durham, Nashville and other Southeast metros stack up against comparable apartment markets across the nation? What are your peers considering in terms of buying and selling properties in the next year? How saturated is the current apartment market in the Northeast, and what other markets should you also consider for future investment?
Come hear John Sebree, Director of Marcus & Millichap’s National Multi Housing Group, as he reveals up-to-the minute regional and national apartment industry trend data and analytics, as well as key findings from M&M’s proprietary owner survey that will show you what your peers are thinking with regard to their planned investment and divestment activity in the coming year.
Presented by:
- John Sebree, FVP & National Director – Multifamily, Marcus & Millichap
9:45 AM
Stacking Up: Multifamily Capital Sources Outline their Views on the Market
Multifamily capital markets are changing fast. Interest rates are rising, real estate equity fund formation has dropped, and every deal gets scrutinized closely and structured carefully. Meanwhile, Debt Funds are booming, and Opportunity Zones have burst onto the scene. What are the best means for placing capital today, and what do you need to know before raising money for your next deal?
- ▪ Timing is Everything: Where are we in the cycle? Should you be leaning in or out?
- ▪ Coming from Every Direction: What are outside investors looking at, in the Southeast?
- ▪ Follow the Money: Where is the capital coming from to finance deals in this market?
- ▪ Great Expectations: What are equity yields looking like by market and product type?
- ▪ Know When to Hold’em: How are debt lenders viewing the market?
10:30 AM
Networking Break
11:00 AM
Where’s Waldo?: Finding Hard to See Investment Opportunities in the Southeast U.S.
Over the past couple of years, few places in the country have seen more deal activity than the Southeastern U.S. But now, with the majority of class B and C deals being picked over and record pricing on marketed deals, transaction volume down has dropped from its 2017 peak. With competition for deals at “cutthroat levels,” dealmakers need to think outside the box in terms of property type and location in order to still stay active in the market. Where and how can investors find new deals that make sense?
- ▪ Beyond 285: Which specific markets outside of Atlanta have room to run?
- ▪ Let’s Make a Deal: How can buyers and sellers both achieve their goals in this current climate?
- ▪ Movement in the Music City: Does Nashville still have staying power?
- ▪ [South] Carolina in My Mind: How South Carolina might be the next “it” market?
- ▪ North Florida’s Renaissance: What’s driving this region’s real estate activity?
11:50 AM
Like Bees to Honey: Innovations in Property Management and Tenant Retention
In 2019, the supply of new units coming to market is going to put new pressure on rents in what is already a highly competitive Southeastern marketplace. Going forward, improving cash flow and net operating income may become increasingly difficult without smart choices in technology, innovation and management. What strategies and tactics are smart managers deploying to shrink costs and boost revenue?
- ▪ It’s Alive: What smart building technologies and innovations are worth implementing?
- ▪ Mind, Body, and Wallet: How are renters reacting to the Well standard and should you deploy it?
- ▪ FedUp: How are creative operators dealing with an onslaught of package deliveries?
- ▪ OK, You Win: Best practices for deploying concessions at lease up.
- ▪ Everything to Everyone: What is the right amenity set for a multi-generational tenant mix?
- ▪ Please Stay: How do you maximize retention at lease renewal?
12:20 PM
Networking Lunch
12:30 PM – Lunch Workshop
Tax Minimization Strategy Update: Opportunity Zones, Tax Incentives & Credits
The presentation is designed to provide the latest 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). In addition, this presentation includes special information about Opportunity Zones, how they work and how to take advantage of their special tax status.
1:15 PM
Building with Caution: Apartment Development Strategies in Southeast U.S. Markets
Fed by record job growth, a robust economy and a large increase in population, the Southeast U.S. has seen an historic boom in real estate development. But they are signs of a potential slowdown on the horizon. While some players take a step back to assess market conditions, others see an opportunity to strike while the iron is hot. Where is the Southeast in terms of its cycle? What are some strategies that developers are using to succeed in this uncertain market? Which markets still have a lot of pent up demand for new units, and which ones are oversaturated?
- ▪ Round ‘n Round: Where is the Southeast in its own development cycle?
- ▪ X Marks the Spot: What cities in the Southeast provide the best opportunity for new development?
- ▪ Developing a Better Bottom Line: What are creative developers doing to keep cost down?
- ▪ Look at the Numbers: What do rent trends, land prices and construction costs say about future development activity?
- ▪ Next “Big Thing”: How do you take advantage of Opportunity Zones before the door closes?
1:55 PM
Afternoon Keynote
2:30 PM
Closing Remarks & Networking Reception
Presented by:
- Mike Fasano, First Vice President & Regional Manager, Marcus & Millichap
Venue Details
Marcus & Millichap Multifamily Forum: Southeast
March 22, 2018
8:00 AM – 3:30 PM
Venue:
Loudermilk Conference Center
40 Courtland Street NE
Atlanta, GA 30303
Parking:
Please click here for directions.
Please bring your parking ticket to the front desk to to receive the discounted validation. You will need to park at the United Way parking deck for validated parking.
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