The Dallas / Fort Worth multifamily market is at the top of the country’s list for multifamily investment. Due to sustained job and population growth, local housing demand remains at or near an all time high. While there is some concern of over-saturation, there is no sign of a slowdown. And yet high construction costs and the expanding affordability gap have prompted many to look beyond to emerging sub-markets that show more upside potential.
Marcus & Millichap / IPA Multifamily Forum: Dallas / Fort Worth presents actionable strategies to thrive among oversupply and increased competition, including tactics for dealing with rising interest rates, high construction costs and slowing rent growth. Among the many topics are issues and trends in capital projects and property management including rising expectations from renters, as well as a review the latest investment opportunities in and around North Texas and within DFW submarkets, including Frisco, McKinney/Allen, Uptown, Downtown and Rockwall, among others.
This year we are excited to announce a special joint keynote with Roger Staubach and his son, Jeff Staubach, who leads real estate investment firm Staubach Capital. Join us on October 25th at the Westin Galleria in Dallas to connect with other national and regional multifamily owners, investors and developers active in the Dallas / Fort Worth region.
Reasons to Attend
- Hear from Hall of Famer Roger Staubach and his son Jeff Staubach, Founder & CEO of Staubach Capital
- Get a map to the uncertain road ahead to manage downside risk, oversupply challenges, concessions and sideways rent movement
- Discover innovative technologies and new initiatives for your property management platform to drive revenue and reduce costs
- Learn how to differentiate your apartments through select upgrades, smart management and savvy marketing
- Come meet local and regional operating partners and connect with national investment platforms looking to buy in DFW
- Join one of the closed-door, peer-to-peer roundtables where real issues get discussed candidly*
Check out the recap from the event and see more pictures here.
Join us on October 25th at the Westin Galleria in Dallas to connect with other national and regional multifamily owners, investors and developers active in the Dallas / Fort Worth region.
Reasons to Attend
- Hear from Hall of Famer Roger Staubach and his son Jeff Staubach, Founding Partner of Staubach Capital
- Get a map to the uncertain road ahead to manage downside risk, oversupply challenges, concessions and sideways rent movement
- Discover innovative technologies and new initiatives for your property management platform to drive revenue and reduce costs
- Learn how to differentiate your apartments through select upgrades, smart management and savvy marketing
- Come meet local and regional operating partners and connect with national investment platforms looking to buy in DFW
- Join one of the closed-door, peer-to-peer roundtables where real issues get discussed candidly*
* separate registration required – inquire about access
Featured Speakers
John S. Sebree
Senior Vice President
National Director, Multifamily
Marcus & Millichap
Greg Willett
Chief Economist
RealPage
Speakers
Spencer Burton
Director
Northwestern Mutual
Joel Behrens
Principal
High Street Residential
Cliff Booth
President
Westmount Realty Capital
Greg Cason
President
CrestMarc
Rick Chesney
Managing Partner
Sentinel Peak Capital Partners
Lindsay Colbert
COO
Presidium Group
David Dix
SVP & Partner
Lurin Capital
Richard Fishman
Founder & President
The Valcap Group
Daniel Guerra
Chief Executive Officer
Anthology Investments
Stewart Hsu
Principal
Conti Organization
George Lintz
President
Bellaire Partners
Loyal Proffitt
President – Property Management
Allied Orion Group
Eric Silverman
Founder & Managing Director
Eastham Capital
Laird Sparks
Managing Director – Development
Greystar
Carl Starry
Managing Director – Multifamily
Leon Capital Group
Ben Beggs
VP – Sales & Marketing
redIQ
Kelly Blaskowsky
SVP – Operations
Roscoe Property Management
Andrew Bowen
Industry Principal – Asset Optimization
RealPage
Mike D’Onofrio
Managing Director
Engineered Tax Services
Paul Hendershot
Director – Market Analytics
CoStar
Bard Hoover
Senior Vice President
Marcus & Millichap
Dallas
Richard Katzenstein
SVP & National Director
Marcus & Millichap
Capital Corporation
Drew Kile
Senior Managing Director
Institutional Property Advisors
Blake Miller
Chief Executive Officer
Homebase
Jay Porterfield
Principal
PGIM Real Estate Finance
Jeff Rosenfeld
EVP – CBDO
Adivo Construction
Megg Shaw-Butler
Sr. Director – Multifamily Strategy
G5
Al Silva
Senior Managing Director
Marcus & Millichap
Fort Worth
Tim Speck
First Vice President
Division Manager
Marcus & Millichap
Dallas
Don Wilder
Principal
Wilder Belshaw Architects
Gary Woods
Senior Vice President
BankFinancial
Featured Participants
Jason Arechiga
NRP Group
Brant Brown
Westmount Realty Capital
Mark Bulmash
Howard Hughes Corporation
Darin Davis
Presario Ventures
Susan Field
Anterra Management Corporation
Tammy Freiling
Kairoi Residential
Angela Hill
Encore Enterprises
Robyn Jacobson
WDG Architecture
Amy Jones
JLB Partners
Melody King
BH Equities
Kylee Lambert
MAA | Mid America Apartments
Stephen Meek
Streetlights Residential
Cross Moceri
Presidium Group
Elissa Plotsky
SenderaTitle
W. Pretlow Riddick
Criterion Development Partners
Kellie Sanders
Village Green
Aaron Sherman
Stillwater Capital Partners
Karen Smith
BH Equities
Kelvin Tetz
Moss Adams
Jonathan Tucker
Cortland Partners
David Ward
MAA | Mid America Apartments
Featured Speakers
- John S. Sebree, Senior Vice President/National Director, Multifamily, Marcus & Millichap
- Greg Willett, Chief Economist, RealPage
2019 Speakers
- Spencer Burton, Director, Northwestern Mutual
- Joel Behrens, Principal, High Street Residential
- Cliff Booth, President, Westmount Realty Capital
- Greg Cason, President, CrestMarc
- Rick Chesney, Managing Partner, Sentinel Peak Capital Partners
- Lindsay Colbert, COO, Presidium Group
- David Dix, SVP & Partner, Lurin Capital
- Richard Fishman, Founder & President, The Valcap Group
- Daniel Guerra, Chief Executive Officer, Anthology Investments
- Stewart Hsu, Principal, Conti Organization
- George Lintz, President, Bellaire Partners
- Loyal Proffitt, President – Property Management, Allied Orion Group
- Eric Silverman, Founder & Managing Director, Eastham Capital
- Laird Sparks, Managing Director – Development, Greystar
- Carl Starry, Managing Director – Multifamily, Leon Capital Group
- Kelly Blaskowsky, SVP – Operations, Roscoe Property Management
- Andrew Bowen, Industry Principal – Asset Optimization, RealPage
- Mike D’Onofrio, Managing Director, Engineered Tax Services
- Paul Hendershot, Director of Market Analytics, CoStar
- Bard Hoover, Senior Vice President, Marcus & Millichap Dallas
- Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation
- Drew Kile, Senior Managing Director, Institutional Property Advisors
- Blake Miller, Chief Executive Officer, Homebase
- Jay Porterfield, Principal, PGIM Real Estate Finance
- Jeff Rosenfeld, EVP – CBDO, Adivo Construction
- Megg Shaw-Butler, Sr. Director – Multifamily Strategy, G5
- Al Silva, Senior Managing Director, Marcus & Millichap Fort Worth
- Tim Speck, First Vice President Division Manager, Marcus & Millichap Dallas
- Don Wilder, Principal, Wilder Belshaw Architects
- Gary Woods, Senior Vice President, BankFinancial
2019 Attendees (Partial List)
Each year over 400 attend from organizations such as the following multifamily owners, investors and developers.
- Adivo Construction
- AHC Funds
- Alliance Residential Company
- Allied Orion Group
- Amerant Bank
- American Equity
- AmeriSouth Realty Group
- Anthology Investments
- Ashland Greene Capital Partners
- Bader Diamond Funds
- Barberry Rose Management
- Bellaire Partners
- BH Management
- Billingsley Company
- Blackfox Properties
- Bridge Investment Group
- CAF Capital Partners
- CALCAP Advisors
- Cambridge Holdings
- Capstone Real Estate Services
- Carter-Haston Real Estate Services
- Central Management
- CENTRE LIVING HOMES, LLC
- Civitas Capital Group
- Claremont Investments
- CONTI Organization
- Corsair Property Company
- Corsair Ventures
- Cortland Partners
- CrestMarc
- Criterion Development Partners
- Daiwa House Texas
- Dwell Design Studio
- Eagle Property Capital
- Eastham Capital
- Encore Enterprises
- Estateserve Investment
- Fairfield Residential
- Fetch Package
- Gardner Tanenbaum Holdings
- Get Green Investments
- Green Brick Partners
- Greystar
- Hillwood
- Hodges Architecture
- Howard Hughes Corporation
- Hudgins Companies
- Hudson Advisors
- IPM
- JCI Residential
- JCR Capital
- JLB Partners
- Jones LaSalle Jones
- Kairoi Residential
- Kalterra Capital Partners
- Lang Partners
- Leon Capital Group
- Lonestar Development Partners
- LST Marketing
- Lurin Capital
- MAA | Mid America Apartments
- Majestic Realty Company
- Mayfair Management Group
- McDowell Properties
- Nexus Signature Communities
- Northwestern Mutual Real Estate
- NRP Group
- Oaks Properties
- O’Brien Architects
- Panther FW Investments
- Parc Realty Partners
- Partin Development
- Performance Properties
- Pinnacle
- PPG Architectural Coatings
- Presario Ventures
- Presidium Group
- Prestigious Properties Group
- Rastegar Capital
- River Falls Apartments
- Rosewood Property Company
- Sarofim Realty Advisors
- Sentinel Real Estate
- SHIR Capital
- Staubach Capital
- Stillwater Capital Partners
- Streetlights Residential
- Texas Elite Realty Property Management
- The Blackburn Group
- The Stellar Family of Companies
- Thrive FP
- Topaz Asset Management
- Trammell Crow Company
- Trident Partners
- Trinsic Residential Group
- U. L. Coleman Companies
- ValCap Group
- Waypoint Residential
- Westmount Realty Capital
- Winstead Holdings
Agenda
7:30 AM
Breakfast & Networking
Hosted by:
8:15 AM
Opening Remarks
8:25 AM
State of the Market: Dallas Fort Worth vs. National Markets
John Sebree will present the current state of the market, comparing and contrasting trends across Dallas Fort Worth with other high-growth markets across the country. In addition to hard-hitting statistics, John will reveal the results of the 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, Senior Vice President, National Director, Multifamily, Marcus & Millichap
9:05 AM
All Eyes on DFW: State of the Market & New Development Trends
The Dallas / Fort Worth multifamily market is ranked #1 for multifamily investment. Due to extensive job and population growth, the local housing demand is at an all time high. Foreign investors from Germany, Canada & Israel, amongst other countries, have taken notice. While there’s some concern about oversaturation there’s no sign of a slowdown. But high construction and land costs along with the expanding affordability gap have prompted many to look outside of the DFW Metroplex.
- Which DFW submarkets have the greatest potential ROI?
- Who’s taking advantage of local Opportunity Zones?
- How can DFW multifamily developers help to close the affordability gap while maintaining growth?
Moderator:
- Drew Kile, Senior Managing Director, Institutional Property Advisors
Panelists:
- Joel Behrens, Principal, High Street Residential
- Paul Hendershot, Director – Market Analytics, CoStar
- Laird Sparks, Managing Director – Development, Greystar
- Carl Starry, Managing Director – Multifamily, Leon Capital Group
- Don Wilder, Principal, Wilder Belshaw
9:55 AM
Keynote: Ask Me Anything with Roger & Jeff Staubach
Keynote:
- Roger Staubach, Executive Chairman, Retired, Jones Lang LaSalle
Interviewed by:
- Jeff Staubach, Founder & CEO, Staubach Capital
10:40 AM
Morning Break
11:20 AM
Track A – Needles in a Haystack: Acquisitions & Investment Opportunities
DFW is one of the hottest markets in the country, but good value-add deals are getting harder to find. Many properties have been picked over. While there’s still plenty of opportunity, investors are seeing less returns.
- What does it take to get a deal done in today’s environment?
- Where in DFW can you find good value?
- Which underwriting assumptions should be applied?
- What’s your long-term strategy given fluctuating interest rates and threats of oversupply?
Moderator:
- Al Silva, Senior Managing Director – Investments, Marcus & Millichap
Panelists:
- Ben Beggs, VP – Sales & Marketing, redIQ
- Cliff Booth, President, Westmount Realty Capital
- Rick Chesney, Managing Partner, Sentintel Peak Capital Partners
- David Dix, SVP & Partner, Lurin Capital
- Stewart Hsu, Principal, Conti Organization
11:20 AM
Track B – At Your Service: Property Management & Operations Strategies
Local property management trends continue to mirror the trends of other US markets. Organizations continue to struggle with talent recruitment, training and retainment, as well as keeping up with the latest in PropTech. Property managers are looking for new strategies to meet the demands of a younger population, who are more interested in services & experiences than amenities.
- How has industry consolidation including the increase in developers-turned-operators impacted your business?
- How will this new generation of talent shape your future operations?
- How might your choice of software and apps affect your portfolio earnings?
Moderator:
- Megg Shaw-Butler, Sr. Director – Multifamily Strategy, G5
Panelists:
- Kelly Blaskowsky, SVP – Operations, Roscoe Property Management
- Andrew Bowen, Industry Principal – Asset Optimization, RealPage
- Lindsay Colbert, COO, Presidium Group
- Blake Miller, Chief Executive Officer, Homebase
- Loyal Proffitt, President – Property Management, Allied Orion Group
12:05 PM
Track A – New Inspiration: B&C Value-add Strategies
With Dallas’ booming economy, investors continue to see opportunity in class B&C assets and in providing more affordable housing solutions. But strategies for adding value have changed in recent years. In order to stay competitive, improvements must extend beyond basic renovations to upgrades in management.
- How do owners of older properties compete with new, high-end build?
- How can you best amenitize to maximize value?
- How far can you push rents amidst the rising cost of renovations?
- What kind of changes in management should you be considering?
Moderator:
- Bard Hoover, Senior Vice President, Marcus & Millichap Dallas
Panelists:
- Greg Cason, President, CrestMarc
- Richard Fishman, Founder & President, The Valcap Group
- Daniel Guerra, Chief Executive Officer, Anthology Investments
- George Lintz, President, Bellaire Partners
- Jeff Rosenfeld, EVP – CBDO, Adivo Construction
12:05 PM
Track B – The Secret Sauce: Finance & Investment Strategies
Despite rising interest rates that have somewhat tempered rent growth, there’s not much concern or slowdown regarding investment. There remains an abundance of available capital for the DFW market. But making a profit has become increasingly more difficult.
- Where are interest rates going and what kind of threats do they pose?
- What are the benefits of PACE financing vs. mezzanine?
- Are alternative lending options right for your business?
Moderator:
- Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation
Panelists:
- Spencer Burton, Director, Northwestern Mutual
- Jay Porterfield, Principal, PGIM
- Eric Silverman, Founder & Managing Director, Eastham Capital
- Gary Woods, Senior Vice President, BankFinancial
12:45 PM
Networking Lunch
12:55 PM
Tax Free Forever: New Info just released about Opportunity Zones and Tax Policy Changes
Join this workshop to get the latest updates and changes to Qualified Opportunity Zones recently released out of Washington DC. Changes open up new avenues of value creation, real estate deal structuring, advanced tax credit and incentive strategies that go to the bottom line.
Presented by:
- Mike D’Onofrio, Managing Director, Engineered Tax Services
1:40 PM
The DFW Market: Current and Future Trends
Presented by:
- Greg Willett, Chief Economist, Real Page
2:10 PM
Closing Remarks
2:15 PM
Networking Reception
Roundtables
Conference registration does not automatically qualify you to participate in a Roundtable; separate registration is required. If you are interested in participating, contact Claudia Gutwirth at claudia@greenpearlevents.com.
11:20 AM
Property Management & Operations Roundtable
11:20 AM
Multifamily Developers Roundtable
Agenda
7:30 AM
Breakfast & Networking
8:15 AM
Opening Remarks
8:25 AM
State of the Market: Dallas Fort Worth vs. National Markets
Presented by:
- John Sebree, Senior Vice President, National Director, Multifamily, Marcus & Millichap
9:05 AM
All Eyes on DFW: State of the Market & New Development Trends
9:55 AM
Keynote: Ask Me Anything with Roger & Jeff Staubach
Keynote:
- Roger Staubach, Executive Chairman, Retired, Jones Lang LaSalle
Interviewed by:
- Jeff Staubach, Founder & CEO, Staubach Capital
10:40 AM
Morning Break
11:20 AM
Track A – Needles in a Haystack: Acquisitions & Value-add
11:20 AM
Track B – At Your Service: Property Management & Operations Strategies
12:05 PM
The Secret Sauce: Finance & Investment Strategies
12:45 PM
Networking Lunch
12:55 PM
Tax Free Forever: New Info just released about Opportunity Zones and Tax Policy Changes
1:40 PM
The DFW Market: Current and Future Trends
Presented by:
- Greg Willett, Chief Economist, Real Page
2:45 PM
Closing Remarks
2:50 PM
Networking Reception
Roundtables
Conference registration does not automatically qualify you to participate in a Roundtable; separate registration is required. If you are interested in participating, contact Claudia Gutwirth at claudia@greenpearlevents.com.
11:20 AM
Property Management & Operations Roundtable
11:20 AM
Multifamily Developers Roundtable
Conference Chairs
Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Dallas / Fort Worth are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.
Founded in 1971, Marcus & Millichap is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with close to 2,000 investment sales and financing professionals in over 80 offices throughout the United States and Canada. The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology matching buyers and sellers. In 2018, the firm closed nearly 10,000 transactions with a sales volume of approximately $46.4 billion.
Institutional Property Advisors (IPA) is a unique platform created to support the needs of institutional and sophisticated private investors. IPA is centered around a select national network of institutionally qualified brokerage professionals and supported by a robust technology platform and highly regarded research. IPA’s unique combination of real estate investment expertise, industry-leading technology, superior support services and acclaimed research will offer customized solutions for the acquisition and disposition of institutional multifamily properties and portfolios.
Lead Sponsor
Sponsors
Venue
Marcus & Millichap / IPA Multifamily Forum: Dallas / Fort Worth
Friday, October 25, 2019
7:15 AM – 3:20 PM
Venue:
Westin Galleria Dallas
13340 Dallas Parkway
Dallas
Google Map
We have reserved a block for attendees at The Westin Galleria Dallas for the night of October 24th. The room rate is $199 per night plus tax. Reserve your room by clicking here.
Please note that the discounted rate will be available until October 3rd or until the group block is sold-out, whichever comes first.
Testimonials
“Great energy and presentation, and all the content was incredibly relevant to my business. The speakers were very engaging and informative.”
“The speakers were all competent and comfortable communicating key information. These events can be pretty superficial; this was much more than that.”
“This event had a lot more networking time, which was very useful for gaining new contacts to help me grow my business.”
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Venue Details
Marcus & Millichap / IPA Multifamily Forum:
Dallas / Fort Worth
Wednesday, October 17, 2018
Venue:
Westin Galleria Dallas
13340 Dallas Pkwy
Dallas, TX 75240
Google Map
Room Block:
We have reserved a small block of rooms for attendees at the Westin Galleria for the night of October 16th. The room rate is $189.00 per night plus tax. Reserve your room by clicking here.
Please note that the discount is available until September 28th or until the rooms sell out, whichever comes first.
