Get Involved in 2020!

Speakers & Agenda:

Amanda Powers
(646) 783-3952
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Registration:

Claudia Gutwirth
(646) 862-6125
E-mail me

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3940
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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.

Why 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)

Check out the recap from the event and see more pictures here.

Keynote James Nozar
Audience
Technology Trends Panel
Networking

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
  • Chris Burns, SVP – Southeast Region, Lincoln Property
  • Jimmy Chesnut, Director of Operations, Waypoint Residential
  • Alan Clifton, Chief Investment Officer, Passco Companies
  • Chris Finlay, Chairman & CEO, Lloyd Jones Capital
  • Ryan Gray, Senior Investment Officer, Carter Multifamily
  • Bruce Keene, Principal, 2nd Wave Development
  • Carl Lindell, President, Lindell Investments
  • Rob Meyer, Partner, Catalyst Development Partners
  • Colin O’Keeffe, Principal, Tidegate Capital
  • David Perez, COO, Carroll Organization
  • Robert Reese, President & CEO, Brossier
  • Ryan Smyth, Head of Acquisitions – Florida, 29th Street Capital
  • Jeff Talbot, Principal, Insula Companies
  • Dave Traynor, VP – Real Estate & Developer Services, Smith & Associates
  • Kurt M. Westfield, CEO, WC Equity Group
  • Mike D’Onofrio, Managing Director, Engineered Tax Services
  • Grant Fitzgerald, Sales Manager, Marcus & Millichap Tampa
  • Richard Katzenstein, Senior Vice President/National Director, Marcus & Millichap Capital Corporation
  • 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, REPLI360

Keynote Speaker

James Nozar

James Nozar
CEO
Strategic Property Partners

Speakers

Mike Altman

Mike Altman
Chief Investment Officer
Cortland Partners

Chris Burns

Chris Burns
SVP – Southeast Region
Lincoln Property

Jimmy Chesnut

Jimmy Chesnut
Director of Operations
Waypoint Residential

Alan Clifton

Alan Clifton
Chief Investment Officer
Passco Companies

Bert de Alejo

Bert de Alejo
Managing Director
InvestRes

Chris Finlay

Chris Finlay
Chairman & CEO
Lloyd Jones Capital

Ryan Gray

Ryan Gray
Senior Investment Officer
Carter Multifamily

Bruce Keene

Bruce Keene
Principal
2nd Wave Development

Carl Lindell

Carl Lindell
President
Lindell Investments

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

Ryan Smith

Ryan Smyth
Head of Acquisitions Florida
29th Street Capital

Jeff Talbot

Jeff Talbot
Principal
Insula Companies

Dave Traynor

Dave Traynor
VP – Real Estate & Developer Services
Smith & Associates

Kurt Westfield

Kurt M. Westfield
CEO
WC Equity Group

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Grant Fitzgerald

Grant Fitzgerald
Sales Manager
Marcus & Millichap
Tampa

Richard Katzenstein

Richard Katzenstein
Senior Vice President/
National Director
Marcus & Millichap
Capital Corporation

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
REPLI360

Featured Participants

  • Chip Angenendt, Current Builders
  • Abe Bhimani, Mosaic Residential
  • Dana Caudell, Bainbridge Companies
  • Jeffrey Chew, CG Property Management & Consulting
  • Steven Druth, Lloyd Jones
  • Reinerio Faife, FUTURA
  • Adam Harden, SoHo Capital
  • Neal Herman, Robbins Property Group
  • Daniel Jaramillo, Strategic Properties
  • Mike Krause, Atrium Management
  • Sean Lance, Vertica Partners
  • Jim Lott, Waypoint Residential
  • Marc Mariano, Mosaic Development
  • 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
  • Bonnie Smetzer, JMG Realty
  • Mark Stroud, Lindell Investments
  • Jay Tallman, Ascentia Development Group
  • Eldon Warfield, Polaris Organization
  • Terry Wayland, Incore Residential
  • Chuck Whittall, Unicorp National Developments
  • Shawn Wilson, Blue Sky Communities
  • Jon Wood, Legacy Partners

Featured Participants

Chip Angenendt

Current Builders

Abe Bhimani

Mosaic Residential

Dana Caudell

Bainbridge Companies

Jeffrey Chew

CG Property Management & Consulting

Steven Druth

Lloyd Jones

Reinerio Faife

FUTURA

Adam Harden

SoHo Capital

Neal Herman

Robbins Property Group

Daniel Jaramillo

Strategic Properties

Mike Krause

Atrium Management

Sean Lance

Vertica Partners

Jim Lott

Waypoint Residential

Marc Mariano

Mosaic Development

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

Bonnie Smetzer

JMG Realty

Mark Stroud

Lindell Investments

Jay Tallman

Ascentia Development Group

Eldon Warfield

Polaris Organization

Terry Wayland

Incore Residential

Chuck Whittall

Unicorp National Developments

Shawn Wilson

Blue Sky Communities

Jon Wood

Legacy Partners

Agenda

8:15 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


12:35 PM

Networking Lunch

12:45 PM

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


1:15 PM

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


2:00 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

8:15 AM

Networking Breakfast


9:00 AM

Welcome Remarks

Presented by:

  • Justin West, Vice President / Regional Manager, Marcus & Millichap Orlando

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, First Vice President / 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.

Moderator:

  • Grant Fitzgerald, Sales Manager, Marcus & Millichap Tampa

Panelists:

  • Bruce Keene, Principal, 2nd Wave Development
  • Carl Lindell, President, Lindell Investments
  • Rob Meyer, Partner, Catalyst Development Partners
  • Robert Reese, President & CEO, Brossier

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.

Moderator:

  • Richard Katzenstein, Senior Vice President/National Director, Marcus & Millichap Capital Corporation

Panelists:

  • Alan Clifton, CIO, PASSCO Companies
  • Ryan Gray, Senior Investment Officer, Carter Multifamily
  • Ryan Smyth, Acquisitions – Florida, 29th Street Capital
  • Trace Wilson, Principal, PGIM

 


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.

Moderator:

  • Jimmy Chesnut, Director of Operations, Waypoint Residential

 

Panelists:

  • Chris Burns, SVP – Southeast, Lincoln Property
  • Chris Finlay, Chairman & CEO, Lloyd Jones
  • David Perez, Head of Asset Management, Carroll Organization
  • Mark Rutledge, President & CEO, WRH Realty Services
  • Corbin Wrights, Founder, REPLI

12:35 PM

Networking Lunch

12:45 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

1:15 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.

Moderator:

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

Panelists:

  • Mike Atlman, CIO, Cortland
  • Bert de Alejo, Managing Director, InvestRes
  • Colin O’Keeffe, Principal, Tidegate Capital
  • Jeff Rosenfeld, Executive VP, CBDO, Adivo Construction
  • Jeff Talbot, Principal, Insula Companines

2:00 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

Interviewed by:

  • Dave Traynor, VP – Real Estate & Developer Services, Smith & Associates

2:35 PM

Closing Remarks

Presented by:

  • Grant Fitzgerald, Sales Manager, Marcus & Millichap Tampa

2:35 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.


Attending Companies (Partial List)

  • 29th Street Capital
  • 2nd Wave Development
  • Alliance Capital Partners
  • Amherst Residential / Main Street Renewal
  • Aminim Properties
  • Amzak Capital Mangement
  • AOTD Holdings
  • Arena Capital
  • Ascentia Development Group
  • Atlantic American Partners
  • Atrium Management
  • Austin Commercial
  • Bainbridge Companies
  • Baker Barrios Architects
  • Balfour Beatty Communities
  • BankUnited
  • Barrington Group
  • Bay Properties
  • BDG Architects
  • Becker & Poliakoff
  • Benderson Development
  • Berkadia Commercial Mortgage
  • Bessolo Design Group
  • Bixby
  • BKS Partners
  • Blue Roc Partners
  • Blue Sky Communities
  • Branch Banking & Trust Company
  • BridgeInvest
  • Broadview Capital Partners
  • Brookfield Real Estate
  • Broome Capital
  • Brossier
  • Camden Property Trust
  • Capstone Apartment Partners
  • Cardinal Trust
  • Carroll Organization
  • Carter Multifamily
  • Catalyst Development Partners
  • Catalyst Equity
  • CF Real Estate Services
  • CG Property Management
  • CKT Development Company
  • Coastal Construction of Central Florida
  • Coastal Construction of Tampa
  • Contemporary Management Concepts
  • Cornerstone Capital Properties
  • Cortland Partners
  • Crescent Communities
  • Crown Advisors
  • Cypress Landing
  • DAL Developers
  • DeAngelis Diamond
  • Dockside Investors
  • Douglas Partners
  • Dynamic Property Concepts
  • Elite Flooring
  • Engineering Consulting Services
  • Eshenbaugh Land Company
  • Evergreen Holdings
  • Exodus Multifamily
  • Federal Capital Partners
  • Florida Capital
  • Fore Property Company
  • Forum Architecture & Interior Design
  • FUTURA
  • Geness Halff
  • Geosam Capital US
  • Grand Capital
  • Henderson Engineers
  • HFF
  • Hill Ward Henderson
  • Hillside Development
  • Hord Coplan Macht
  • Incore Residential
  • Institutional Multifamily Advisors
  • Insula Companies
  • Interdevco
  • International Finance Bank
  • Investor Management Services
  • InvestRes
  • J A M asset management
  • J.J. & Company
  • JBM
  • JJSB Development
  • JMG Realty
  • JPK Ventures
  • JTA Real Properties
  • KAST Construction
  • Katerra
  • Keller Williams
  • Kerney Ventures
  • Kimball Key
  • Land Banking & Development
  • Lantower Residential
  • LeCesse Development
  • Legacy Partners
  • Leland Enterprises
  • Lenger Financial
  • Lincoln Property Company
  • Lindell Investments
  • Live Oak Contracting
  • Lloyd Jones
  • Love Funding
  • Lowndes, Drosdick, Doster, Kantor & Reed
  • M & M Estate
  • Marks Paneth
  • MB Financial Bank
  • Meridian Capital Group
  • Mid Century Insurance Group
  • MLG Capital
  • Mosaic Development
  • Newmark Knight Frank
  • NJR Investment and Development Company
  • Northmarq Capital
  • Palm Capital Partners
  • Palm Companies
  • Passco Companies
  • Plaza Construction
  • Polaris Organization
  • Popular Bank
  • Pursuit CRE
  • RD Jones & Associates
  • Ready Capital
  • Red Capital Group
  • Rental Beast
  • RISE Real Estate Company
  • Roger B. Kennedy Construction
  • Ryan
  • Sabal Capital Partners
  • Scott + Cormia Architecture and Interiors
  • Shamah Properties
  • Siesta Coast Capital
  • Smith Equities
  • SoHo Capital
  • Somerset Apartment Management
  • Square Peg Development
  • Stage Door Two
  • State Property Management
  • Stewart Title
  • Stock Luxury Apartment Living
  • Stonemark
  • Strategic Properties
  • Strategic Property Partners
  • SunTrust Bank
  • Synovus
  • Tavistock Development Company
  • Tesla Homes
  • The Altman Companies
  • The Container Store
  • The Focus Group
  • The Law Group Holdings
  • The Roseview Group
  • Tidegate Capital
  • Torti Gallas + Partners
  • Trident Properties
  • Trinity Property Group
  • Trinity Sky Advisors
  • Unicorp National Developments
  • Urban Heights Development
  • V Starr Interiors
  • Valet Living
  • Valley National Bank
  • Veda Estates
  • Venterra Realty
  • Vertica Partners
  • Waterstone Defeasance
  • Waypoint Residential
  • WC Equity Group
  • Weller Residential
  • Wheelock Street Capital
  • Wieland
  • Woodfield Development
  • ZRS Management

Conference Chairs

Marcus & Millichap

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.

IPA

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.

Sponsors

Bedford
Comm Fit
Current Builders
Engineered Tax Services
Goodman-Gable-Gould/Adjusters International
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

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