About This Event

This May 10, hundreds of active multifamily investors and developers from across Florida and the nation convene at the fifth Marcus & Millichap / IPA Multifamily Forum: Central & West Florida to discuss key challenges and opportunities in the regional apartment industry. With over 50 industry leaders delivering content and information through keynotes, panel discussions, workshops and peer-to-peer roundtable discussions, this is a conference not to miss.

This year’s conference features a special keynote conversation with the leader of the largest development project in the region: James Nozar, CEO of Strategic Property Partners. From data-driven market intelligence to tackling challenges in multifamily finance, construction and management, the conference agenda enables you to discover new trends and fresh information from some of the most active and forward-thinking apartment operators, investors and developers.

Reasons to attend:

  • Get an in depth look at the current apartment development boom and what’s ahead
  • Learn where new acquisition activity is heaviest and where conditions for buying are most favorable
  • Hear from active lenders and equity investors on recent trends in multifamily financing
  • Discover the latest innovations in property management, apartment technology and operational efficiencies
  • Join one of the invite-only roundtables: where peers come together for candid conversations and collective problem solving (separate registration required)

Get Involved in 2019!

Register Now

Speakers & Agenda:

Amanda Powers
(646) 783-3952
apowers@greenpearlevents.com

Registration:

Claudia Gutwirth
(646) 862-6125
claudia@greenpearlevents.com

Sponsorship & Exhibiting:

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

Who Speaks

Speakers at the Marcus & Millichap / IPA West and Central Florida Multifamily Forum are typically senior executives and company leaders from Florida, the Southeast and beyond who own, invest and/or develop multifamily properties in the West and Central Florida region, as well as a curated selection of industry experts from organizations that impact the industry.

Keynote Speaker

  • James Nozar, CEO, Strategic Property Partners

Speakers

  • Mike Altman, Chief Investment Officer, Cortland Partners
  • Mike Bednarski, Managing Partner, Broome Capital
  • Ryan Gray, Senior Investment Officers, Carter Multifamily
  • Neal Herman, Senior Director, InvestRes
  • Guy Holbrook, Principal, Tidegate Capital
  • Bruce Keene, Principal, 2nd Wave Development
  • Rob Meyer, Partner, Catalyst Development Partners
  • Colin O’Keeffe, Principal, Tidegate Capital
  • David Perez, COO, Carroll Organization
  • Robert Reese, President & CEO, Brossier
  • Jeff Talbot, Principal, Insula Companies
  • Mike D’Onofrio, Managing Director, Engineered Tax Services
  • Grant Fitzgerald, Sales Manager, Marcus & Millichap Tampa
  • Jeff Rosenfeld, EVP & CBDO, Adivo Construction
  • Mark Rutledge, President & CEO, WRH Realty Services
  • John S. Sebree, First Vice President/National Director, Multifamily, Marcus & Millichap
  • Justin W. West, Vice President/Regional Manager, Marcus & Millichap Orlando
  • Trace Wilson, Principal, PGIM
  • Corbin Wrights, Founder, REPLI

Keynote Speaker

James Nozar

James Nozar
CEO
Strategic Property Partners

Speakers

Mike Altman

Mike Altman
Chief Investment Officer
Cortland Partners

Mike Bednarski

Mike Bednarski
Managing Partner
Broome Capital

Ryan Gray

Ryan Gray
Senior Investment Officers
Carter Multifamily

Neal Herman

Neal Herman
Senior Director
InvestRes

Guy Holbrook

Guy Holbrook
Principal
Tidegate Capital

Bruce Keene

Bruce Keene
Principal
2nd Wave Development

Rob Meyer

Rob Meyer
Partner
Catalyst Development Partners

Colin O'Keeffe

Colin O’Keeffe
Principal
Tidegate Capital

David Perez

David Perez
COO
Carroll Organization

Robert Reese

Robert Reese
President & CEO
Brossier

Jeff Talbot

Jeff Talbot
Principal
Insula Companies

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Grant Fitzgerald

Grant Fitzgerald
Sales Manager
Marcus & Millichap
Tampa

Jeff Rosenfeld

Jeff Rosenfeld
EVP & CBDO
Adivo Construction

Mark Rutledge

Mark Rutledge
President & CEO
WRH Realty Services

John Sebree

John S. Sebree
First Vice President/
National Director, Multifamily
Marcus & Millichap

Justin West

Justin W. West
Vice President/
Regional Manager
Marcus & Millichap
Orlando

Trace Wilson

Trace Wilson
Principal
PGIM

Corbin Wrights

Corbin Wrights
Founder
REPLI

Featured Participants

  • Abe Bhimani, Mosaic Residential
  • Kyle Brock, Crescent Communities
  • Dana Caudell, Bainbridge Companies
  • Steven Druth, Lloyd Jones
  • Mike Krause, Atrium Management
  • Philippe LaPointe, Lantower Residential
  • Jim Lott, Waypoint Residential
  • Bobbi Moody, Insula Companies
  • Steve McConihay, Dockside Investors
  • Skipper Peek, Tavistock Development Company
  • Dan Pepper, Palm Companies
  • Darren Pierce, ZRS Management
  • Tomas Sinisterra, Strategic Properties
  • Jay Tallman, Ascentia Development Group
  • Eldon Warfield, Polaris Organization
  • Chuck Whittall, Unicorp National Developments
  • Shawn Wilson, Blue Sky Communities

Featured Participants

Abe Bhimani

Mosaic Residential

Kyle Brock

Crescent Communities

Dana Caudell

Bainbridge Companies

Steven Druth

Lloyd Jones

Mike Krause

Atrium Management

Philippe LaPointe

Lantower Residential

Jim Lott

Waypoint Residential

Bobbi Moody

Insula Companies

Steve McConihay

Dockside Investors

Skipper Peek

Tavistock Development Company

Dan Pepper

Palm Companies

Darren Pierce

ZRS Management

Tomas Sinisterra

Strategic Properties

Jay Tallman

Ascentia Development Group

Eldon Warfield

Polaris Organization

Chuck Whittall

Unicorp National Developments

Shawn Wilson

Blue Sky Communities

Agenda

7:45 AM

Networking Breakfast


9:00 AM

Welcome Remarks


9:10 AM

State of the Market: Central & West Florida vs. National Markets


10:45 AM

Let the Good Times Roll: Apartment Development Outlook across West & Central Florida


10:30 AM

Networking Break


11:00 AM

Dollars & Sense: Today’s Multifamily Debt & Equity Markets


11:50 AM

Mr. Roboto: Technology Trends in Multifamily Operations & Apartment Marketing


12:30 PM

Networking Lunch

12:40 PM

Lunch Workshop – Tax Minimization & Wealth Preservation Strategy Update: Opportunity Zones, Tax Incentives & Energy Credits


1:20 PM

(Just Like) Starting Over: Fresh Ideas for Value-Add Rehab & Repositioning


2:05 PM

Afternoon Keynote: A Fireside Chat with James Nozar


2:35 PM

Closing Remarks


2:40 PM

Networking Reception


Roundtables

If you are interested in participating in a closed-door roundtable, contact Claudia at claudia@greenpearlevents.com.

11:00 AM

Ground Up Development: A Closed-Door Roundtable


11:00 AM

Operational Excellence: A Closed-Door Roundtable


Agenda

7:45 AM

Networking Breakfast


9:00 AM

Welcome Remarks

Presented by:

  • Grant Fitzgerald, Sales Manager, Marcus & Millichap Tampa

9:10 AM

State of the Market: Central & West Florida vs. National Markets

John Sebree will present the current state of the market, comparing and contrasting trends across West and Central Florida 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, FVP & National Director, Multifamily, Marcus & Millichap

9:45 AM

Let the Good Times Roll: Apartment Development Outlook across West & Central Florida

Almost everywhere you look across West & Central Florida cranes in the sky. From Tampa Bay/St. Pete to Orlando and Bradenton to Sarasota multifamily leaders are moving quickly to build apartments and condos. While the fundamentals remain strong with job growth and in-migration the challenges developers face are on the rise. From rising land and construction costs to slow moving permitting and a glut of new product coming to market, weighing heavily on developers’’ minds is how long can this boom last, how much higher can rents go and how to prepare should there be a softening?

  • Crystal ball: a look at supply and demand and predicting the implications on development over the next five years.
  • Zooming out: how the national economy can impact the local multifamily housing market.
  • Playing nice in the sandbox: working with government to accelerate the entitlement process.
  • Changing faces: the more sophisticated renter and what they really want.

10:30 AM

Networking Break


11:00 AM

Dollars & Sense: Today’s Multifamily Debt & Equity Markets

Despite the glut of product in development across West & Central Florida the multifamily housing market continues to be strong. Nonetheless, banks have pulled by on loan amounts and lenders are seeking higher levels of guarantees. While many equity investors have money ready to invest they are taking a slow-and-steady approach to ensure they don’t overcommit as market conditions continue to change. With so much still discernment in the capital markets how do developers, owners and investors get the necessary capital in a timely fashion?

  • Look your best: the deals that are most attractive to equity investors.
  • The shiny coin: who today’s active investors are and the types of projects they are investing.
  • A leg up: understanding how to take advantage of changing tax incentives.
  • Know your options: the debt market and alternatives to lending.

11:50 AM

Mr. Roboto: Technology Trends in Multifamily Operations & Apartment Marketing

Renters now have the benefit of more choices than ever before putting pressure on owners and operators to up their game when it comes to amenities. As rent continues to increase so do demands of what they expect. Incorporating technology into the resident experience is the new normal yet the options are abundant and choosing the best one can be overwhelming. How can operational leaders stay out in a sea of competition and what tools are they using to attract and retain tenants?

  • The social sport: how to drive positive reviews.
  • High-end living: the amenities and services will residents actually pay more.
  • Details, details: finding opportunities to add ancillary income and bring costs down.
  • Savvy marketing: driving tenant engagement through digital marketing.

12:30 PM

Networking Lunch

12:40 PM

Lunch Workshop – Tax Minimization & Wealth Preservation Strategy Update: Opportunity Zones, Tax Incentives & Energy Credits

This presentation provides the latest updates to Federal, State and Local Energy & Specialty Tax Credits and Incentives, also provides clarity to the design, qualification and certification process to maximize results and cost savings on Purchases, Renovations, Improvements and New Construction projects. You will understand how to capture and best utilize Cost Segregation, New 100% Bonus Depreciation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential multi-family projects). In addition, this presentation includes special information about the new Opportunity Zones, how they work and how to take advantage of their special tax status.

Presented by:

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

1:20 PM

(Just Like) Starting Over: Fresh Ideas for Value-Add Rehab & Repositioning

The days of bulk buying 1980s units, investing a set amount per unit to add improvements and subsequently increasing rent is no longer the name of the game. Opportunities using this stamped approach are now few and those seeking to existing assets and see returns are having to re-write the existing playbook. For some this means expanding their geographic scope while others changing their requirements and seeking different types of properties and assets. What are some of the creative solutions being use to see big returns on existing assets?

  • Hide and seek: a look at where some of Central & West Florida most active value-add players are now acquiring assets.
  • Off market: keys to finding deals in a scarce market.
  • Proven winners: which amenities and fixtures are residents willing to pay and how that differs between A, B and C asset classes.
  • Hold ‘em: key indicators of when to sell.

2:05 PM

Afternoon Keynote: A Fireside Chat with James Nozar

James Nozar is at the helm of one of the largest mega projects in development in the country. Now that there are shovels in the ground, hear how they’re staying on schedule and budget and how the area’s changing demographics are changing their projects as they move forward. Glean insight on opportunities that will transpire from the neighboring area.

Keynote:

  • James Nozar, CEO, Strategic Property Partners

2:35 PM

Closing Remarks


2:40 PM

Networking Reception


Roundtables

If you are interested in participating in a closed-door roundtable, contact Claudia at claudia@greenpearlevents.com.

11:00 AM

Ground Up Development: A Closed-Door Roundtable

While the development boom is mostly positive, it is not remiss of challenges such as rising costs, challenges working with government bodies and ensuring a property is value-engineered so it leases up quickly. This roundtable brings together some of today’s most active ground-up developers for a candid, off-the-record conversations of how each is solving these challenges.


11:00 AM

Operational Excellence: A Closed-Door Roundtable

Operators are being asked to do more with less all while tenant expectations continue to rise. This roundtable for property management leaders will tackle the good, bad and the ugly of technology, people and efficiencies.


Conference Chairs

Marcus & Millichap
IPA

Sponsors

Adivo Construction
CityLift
Current Builders
Engineered Tax Services
KRI
PGIM
REPLI360
WRH
Learn More

Venue Details

Marcus & Millichap / IPA West and Central Florida Multifamily Forum
May 10, 2019
7:45 AM – 3:30 PM

 

Venue:
Hilton Tampa Downtown
211 N Tampa St
Tampa, FL 33602

Google Maps

We have reserved a block for attendees at the Hilton Tampa Downtown for the night of May 9th.
The room rate is $209 per night plus tax.
Reserve your room by clicking here.
You can also call 813-222-4906 and mention the code “PEARL”.

Please note that the discounted rate will be available until April 9th or until the group block is sold-out, whichever comes first.

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