Contact us today to discuss how you can get involved with the Marcus & Millichap / IPA Multifamily Forum: Dallas-Fort Worth by calling Esteban Diaz at (646) 783-3955 or emailing him at esteban@greenpearlevents.com.
Conference Chairs
Founded in 1971, Marcus & Millichap is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with more than 1,700 investment professionals in 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; 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 2016, the firm closed 8,995 transactions with a sales volume of approximately $42.3 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
RealPage is a leading provider of comprehensive property management software solutions in the multifamily, commercial, and single-family rental housing industries. RealPage SaaS solutions help property owners increase efficiency, decrease expenses, enhance the resident experience and generate more revenue. Utilizing its innovative SaaS platform, RealPage software enables easy system integration and streamlines online property management. Our on-demand product line covers the full spectrum of accounting, leasing, renters insurance, marketing services, resident services, utility management, purchasing and more. With its superior technology and customer-centric mission, the nation’s top management companies have entrusted RealPage with meeting all of their property management needs.
Sponsors
Adivo Construction Corp. is a licensed and insured general contractor specializing in the value added repositioning and renovation of apartment communities. Our company is Florida based, but national in scope. We have repositioned and renovated over 50 communities for publicly traded and privately held companies in states such as Arkansas, Florida, Georgia, Indiana, Kansas, Michigan, Missouri, North Carolina, Oklahoma, South Carolina, Texas and Tennessee. In the state of Texas, Adivo has completed multiple projects in Amarillo, Austin, Baytown, Dallas, Euless, Galveston, Houston, Killeen and San Antonio. Our services include, but are not limited to, unit interiors, exterior paint, roofing, siding, amenity upgrades and new construction.
Since its formation in 1989, Anterra has provided individuals and financial institutions a full range of multifamily services including property management, construction supervision, acquisition advisory and due diligence. For the last three years, Anterra has specialized in multifamily repositioning. During that time, Anterra has completed repositioning on over 4,000 units with capital improvements exceeding $30,000,000. Recent projects have involved property rebranding, significant exterior and interior improvements and amenity enhancements coordinated with rental increases, expense reduction and resident profile upgrades. Since 2010, Anterra has provided acquisition advisory services that resulted in purchases by clients of seven properties totaling 1,600 units with a combined purchase price of over $100,000,000. Anterra currently manages 10,000 units of apartments in all the major cities in Texas and has offices in Dallas and Austin.
BankFinancial is uniquely, obsessively self-critical. Even though we’ve been in business for over 75 years we have no desire to be who we were 2 years ago – much less 5 years ago. That’s because we’re constantly reassessing how we can perform for our customers, looking for better ways to improve what we can offer them.
WE’VE GROWN. Today we have 19 locations and assets of over $1.4 billion. Along with traditional personal and business banking options you’ll find Investment, Insurance and Trust solutions. In addition to traditional brick and mortar locations you’ll find electronic banking solutions that let you manage your money anytime, anywhere.
WE EVEN THINK ABOUT TECHNOLOGY DIFFERENTLY, fostering a spirit of creative problem-solving to adapt technology when it can make a clear and powerful difference. To remove barriers. Increase efficiency. And help customers just like you achieve their version of success. And we’ll continually monitor it to ensure it’s as useful as it can be.
Headquartered in Houston, Texas, Blue Quality Services was founded on the industry need for a robust, third party quality assurance program during the design and construction of commercial buildings. BLUE focuses on providing active recommendations during the design, actionable advice during construction, and utilizing industry best practice testing methods to deliver quantitative results that verify the performance of systems. For more information visit us at www.blueqs.com.
Builders Update is the #1 source of new home inventory in the nation, with the most up-to-date and accurate information about to-be-built homes and condos available. The site is fast, easy to navigate, safe, and consolidates everything an agent needs to know in one location they can access 24/7. Our patented system grants builders the exclusive visibility to agents they’ve been asking for. And homebuyers now have unprecedented support, guidance and information to make informed decisions about the purchase of their dream home.
Building Exterior Solutions (BES), a Terracon Consultants, Inc. Company, provides innovative, comprehensive and effective solutions for building envelopes. BES joined the Terracon team in January of 2016. Terracon is a top 100 Construction Material Testing, Environmental, Facilities Engineering, and Geotechnical consultancy with over 170 offices and 3,500 employees Nationwide. Evaluate us at www.Terracon.com and feel free to contact us for further information. Contact Mark Ohlmann, Senior Facilities Professional at (713) 997-0840 or Mohlmann@besgrp.com for more information or if you require our services.
ButterflyMX is a mobile-first, cloud-first video intercom platform, installed in over 800 buildings throughout the country. Our plug and play installation allows you and your residents to get the enhanced security of video intercom with only two components, our outdoor rated front entry panel, and the residents’ smartphone. The guest would use our intuitive touchscreen to call the resident and the resident would receive a one-way video and two-way audio call and be able to grant access to the guest via their ButterflyMX mobile application.
Mark and Tim Cantrell, along with Bobby McCulloch, founded Cantrell McCulloch, Inc. (CMI) in December 2000. In their opinion, most traditional tax consulting firms were not thorough enough in their evaluations and overall level of service. From the beginning, CMI succeeded in reducing property taxes for clients that had unsatisfactory results using larger, more established firms. Even clients that appeared to have low assessments found that CMI often reduced valuations significantly in the first year of representation. Today, many well known and respected multifamily companies trust CMI with their property tax issues. In 2013, CMI represented over $5 billion in property assessments for multifamily alone, resulting in actual tax savings to our clients of over $20 million. Bobby, Mark and Tim have a unique multifamily background involving brokerage, ownership, management, construction, appraisal, and accounting allowing them the ability to determine the optimum approach to pursue when negotiating with the appraisal district. And their motivational philosophy is evident with each CMI consultants compensation being directly related to the results they generate.
A Mortgage Bank that underwrites, funds and services non-recourse construction and permanent loans for the Multifamily, Senior & Healthcare industry. Centennial Mortgage, Inc (CMI), incorporated in 1975, is a privately held HUD & USDA Lender/Servicer and GNMA Issuer. CMI is an industry leader approved to participate in the USDA 538 program as well as the HUD MAP, LEAN and TAP programs. CMI has originated, and closed over 5 Billion Dollars of Multifamily and Healthcare Facility Construction and Permanent loans using HUD/FHA Multifamily, Senior & Healthcare programs; including FHA: 221(d)(4), 223(f), 231, 232, 232/223(f), 202/223(f), 223(a)(7), 207(m), RAD, Tax Credit Pilot/Super F, 213(i) co-op programs and the USDA 538 program. While CMI has offices nationally, they have a special affinity to the Pacific Northwest. CMI has the largest full service HUD office in Seattle, fully staffed with originators, underwriters and processors including the former HUD Regional Director and the President/Owner who is a third-generation Seattleite.
Engineered Tax Services (ETS) is a nationally licensed engineering firm with extensive experience in engineering-based specialty tax services yielding substantial tax incentives for companies of all sizes. ETS is one of the only qualified engineering firms with its own Professional Engineers, LEED Accredited Professionals, Certified Public Accountants, and Licensed Contractors on staff. ETS provides a full range of specialty tax incentives for real estate professionals including Cost Segregation, 263(a) Repairs vs. Capitalization, Disposition Studies, 179D EPAct, 45L, Utility Rebates and Refunds, Energy Audits, Modeling, and LEED Certifications. ETS averages over $44 million per month in refunds for clients, equating to hundreds of studies nationally. ETS is committed to providing the highest level of service and attention to detail in order to realize maximum benefits and ensure compliance of IRS guidelines. For more information, please contact us Engineered Tax Services at 800-236-6519 or visit www.engineeredtaxservices.com.
From the simplest insurance claim to the most technical claim, GTimmons Consulting Group provides truly personal, thorough advocacy for private commercial and multifamily policy holders. It is our mission to ensure that every claim you file is in a position to recover every penny that you are entitled to within the complex policy agreement. After all, insurance exists to protect you, but who is there to protect you from inaccuracies, system quirks and the countless mistakes that can be made during the process?
Implicity Management Company is a full service multifamily management company. We proudly provide a “Boutique Style Management Experience” to our clients and their assets. We are committed to maximizing cash flow, providing goodwill and quality housing, and protecting our clients’ capital. We are a company of highly innovative and committed professionals, motivated by our shared vision to be the BEST management company in our industry; which is the center of Implicity’s success. We are fortunate to have grown by word of mouth and our impeccable reputation. We were also thrilled to be recognized as a Top Woman-Owned Business in the SA Business Journal in August 2017. A client recently said in his referral letter “I would only write this endorsement for one person, and that is Jody. Her staff is the best, her knowledge is better than anyone I’ve met, her attitude and stick-to-it-ness is superb. Implicity is the best, brightest, most professional and most friendly management company I know.”
Jansen Adjusters International is one of the largest loss consulting firms in the United States. We offer insurance claim adjusting and consultative recovery services to commercial businesses and homeowners throughout the United States and abroad. A network of strategically placed offices addresses the needs of clients in a variety of industries and businesses. A full listing of the breadth of our experience can be found in the client section of our website. Our firm is geared to handle commercial property losses on a moment’s notice throughout the United States, and our homeowner division handles property losses ensuring that families’ lives are put back together as quickly and completely as possible following fires, floods and other catastrophic events.
Since 1979, Jansen International has earned its reputation for leading business owners and families through the process of proper claim preparation and presentation. Our recovery plan mobilizes a professional staff of licensed adjusters, structural estimators and contents accountants who work together in solving the numerous challenges associated with recovery. Outsourcing the management of your first-party property claim will result in a maximized and expedited claim recovery.
Paradigm Tax Group is a national consulting firm specializing exclusively in providing taxpayers of commercial, industrial, multi-residential, and special purpose properties with full-range property assessment and tax management services. Our technology platform, TurboAppeal, equips our subject matter experts with a refined data curation process and complex algorithms, providing real estate owners with a level of insight into their property values previously unavailable in the industry.
PGIM Real Estate Finance, the commercial mortgage business of PGIM, the trillion-dollar global investment management business of Prudential Financial, Inc. (NYSE: PRU), is an international full-service, commercial and multifamily mortgage finance business with more than $88 billion in assets under management and administration as of Dec. 31, 2016. Leveraging a 140-year history of real estate finance, the company offers one of the most comprehensive lines of real estate finance products and originates loans for Fannie Mae DUS®, Freddie Mac and specialized affordable housing programs; FHA; Conduit; Prudential’s general account; and other institutional investors. For more information, please visit http://www.pgimref.com.
Since 2004, the Rampart family of companies have been industry leaders in Multifamily Construction throughout the state of Texas. Headquartered in Dallas/Fort Worth with an additional office in Austin, our experienced team at Rampart has successfully completed over 60 Multifamily projects, comprised of over 16,000 residential units exceeding over $1.5B in construction cost. In collaboration with our clients, as well as our design and subcontractor partners, our company remains focused on developing innovative solutions for each project, with an unwavering commitment to the principles which define us.
Brad Sumrok founded Sumrok Multifamily Mentoring, LLC in 2013. The company specializes in providing education, mentoring and networking for people who want to invest in apartments. Our offerings include 4 programs: (1) introductory home-study courses for those just getting started, (2) weekend intensive trainings covering many aspects of the apartment investing business such as finding, analyzing, funding, renovating, and operating deals, (3) advanced trainings for both passive investors and lead syndicators including on-line courses, live webinars, field training, analysis tools, templates, sample documents and networking events and (4) one-on-one personal mentoring with Brad and his hand-selected team of coaches, all of whom are successful apartment investors.
In 2017, Brad’s clients purchased 25 apartment buildings totaling 3,605 units in 11 US Markets, with a Total Purchase Volume of $201,804,000, raising over $63,000,000 of private equity from hundreds of passive investors.
Please visit www.ApartmentInvestorMastery.com for more information.
United Renovations was founded in 2001 for the purpose of providing commercial and multifamily real estate with a full spectrum of construction services. We work towards helping multifamily real estate owners meet their Return on Investment (ROI) goals through our comprehensive renovation services.
We believe that by developing a trusted partnership, following innovative industry best practices, offering competitive pricing and a clear communication strategy, United Renovations can help you meet your renovation ROI. We specialize in enhancing the economic value of existing real estate properties. Our renovation services expanded to offer insurance/recovery and major re-roofing structures in the multifamily industry in 2009.
We have successfully renovated 6,000 multifamily projects in a little more than a decade. Our dedicated team continues to grow and is committed to being the best partnership choice for multifamily renovations nationwide.
Whether it is a new project acquisition, renovating a property or repositioning an asset, United Renovations has a skilled team of dedicated professionals ready to assist you in making your vision a reality. We are experts at coordinating all project phases for a successful and timely completion.
USI is a leader in insurance brokerage and consulting with 140 offices across the United States. USI’s multi-family team designs customized risk management programs focused on cost reduction and coverage enhancement. To analyze our client’s business issues and challenges, our commercial property & casualty team leverages USI ONE™, a fundamentally different approach to risk management. USI ONE integrates proprietary business analytics with a network of local and national technical experts in a team based consultative planning process to evaluate the client’s risk profile and identify targeted solutions. Clients then receive tailored recommendations for improving their total cost of risk.
As a Tampa Bay Times Top Workplace, Valet Living has been setting the standard for doorstep collection and recycling since 1995. Approaching one million apartment homes serviced across more than 35 states, Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry. In addition to doorstep collection, Valet Living’s turns, maintenance and pet station solutions make life easier for both property managers and residents, while improving property values. Valet Living is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.
Established in 2004, Wilder Belshaw Architects is a full-service, boutique design firm that specializes in luxury hotel resorts, mixed-use developments and urban multifamily projects. We believe that a collaborative approach and a detailed understanding of the client’s business model makes for a well designed, economically successful project.
Contact us today to discuss how you can get involved with the Marcus & Millichap / IPA Multifamily Forum: Dallas-Fort Worth by calling Esteban Diaz at (646) 783-3955 or emailing him at esteban@greenpearlevents.com.