On May 8th, Houston’s most prominent developers, investors, owners and operators came together at the 4th Annual Marcus & Millichap / IPA Multifamily Forum: Houston. Keynoted by Marvy Finger, this year’s program was carefully designed to deliver real-time market intelligence, showcase those spearheading some of the most complex and innovative projects and deliver tangible takeaways that you can apply to your business through peer-to-peer roundtable discussions. This year’s topics include new developments, the state of the market post-Harvey, upcoming regulations, how to best finance your projects and which submarkets have the best opportunities.

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


Kevin Batchelor

Kevin Batchelor
Senior Managing Director

Jonah Belkin

Jonah Belkin

Abe Bhimani

Abe Bhimani
Founding Partner
Mosaic Residential

Brant Brown

Brant Brown
Westmount Realty Capital

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Bobby Khorshidi

Bobby Khorshidi
President & Principal
Archway Fund

Paul Layne

Paul Layne
President of the Central Region
Howard Hughes Corporation

Andreis Lewis

Andreis Lewis
Chairman & CEO
Radius Properties

Mike Lynd

Mike Lynd
Kairoi Residential

Bryant Nail

Bryant Nail
EVP, Multi-family Development
PM Realty Group

JP Newman

JP Newman
Thrive, FP

Eric Silverman

Eric Silverman
Managing Partner
Eastham Capital

Larry Sloan

Larry Sloan
EVP Investments & Developments
Midway Companies

Jonathan Tucker

Jonathan Tucker
EVP of Operations & Facilities
Cortland Partners

Kari Warren

Kari Warren
EVP – Property Operations
Kairoi Residential

Jay Porterfield

Jay Porterfield

Featured Participants

Cyrus Bahrami

Alliance Residential Company

Kevin Batchelor


Alane Berkowitz

Jamestown Properties

John Boriack

Veritas Equity Management

Jeb Cox

Mill Creek Residential Trust

Ian Douglas

Allied Orion Group

Gina Erwin

GWR Equities

Diane Gilbert Guthrie

Asset Plus Companies

Manu Gupta

Indus Management Group

Todd Johnson

Caldwell Companies

Kevin Kirton

Buckhead Investment Partners

Jackie Rhone


Darren Sloniger

Marquette Companies

Larry Sloan

Midway Companies

Matt Summers

Kaplan Companies

Shelley Watson

The Morgan Group

Slade Weishuhn

Bonner Carrington


7:45 AM

Breakfast & Registration

8:00 AM

Peer-to-Peer Roundtable Discussion: Breakfast for Builders

8:55 AM

Opening Remarks


David H. Luther, First Vice President and Regional Manager-Houston, Marcus & Millichap

9:00 AM

Market Presentation – John Sebree, FVP & National Director, Multifamily, Marcus & Millichap

Learn how the Houston multifamily market compares to other key markets across the country. John Sebree, National Director of Marcus & Millichap’s National Multi Housing Group, presents the latest data on apartment property construction, demand, supply, pricing and more.


John Sebree, FVP & National Director, Multifamily, Marcus & Millichap

9:25 AM – 9:55 AM

Morning Keynote Fireside Chat

Dr. Stephen Klineberg, Professor of Sociology, Founding Director, Kinder Institute for Urban Research

10:15 AM

Barriers to Entry: Dawn of a New Day – Houston’s State of the Market & Development Outlook

Houston is recovering post-hurricane and entering a period of growth, unexpected after years of energy sector troubles. Multifamily investors and developers on the local, national, and international level have their eyes on Houston, a market that looks to be very strong relative to other markets around the country. How long will the new surge in opportunity hold up?

  • Compare and contrast: Downtown, Midtown, Pasadena, Inner Loop, Galleria, Midtown, Montrose/River Oaks, Medical Center, Katy, The Woodlands, Sugar Land, etc.
  • Post-disaster redevelopment opportunities: what to look for in distressed situations
  • Strategies for coping with rising construction costs and labor issues
  • Houston’s upcoming infrastructure overhaul and new floodplain regulations
  • Who is active and where they see future opportunities in Greater Houston



Jennifer Campbell, Associate Director, IPA


Ryan McCord, President, McCord Development
Jackie Rhone, Global Executive Director, Greystar Real Estate Partners
Ricardo Rivas, Principal & CIO, Allied Orion
Lee Zieben, President, The Zieben Group
James D. Hill, Principal, House + Partners

10:55 AM

Networking Break

11:25 AM – Track A

The World is Your Oyster: Re-Evaluation of Multifamily Investment & Financing Options

It’s a new era in multifamily investment and financing. So-called “gateway” cities are seeing a decline in investor interest as cap rates decline to historic lows. Investors that would not have been interested in Houston previously, are now taking notice, creating increased competition for deals. Meanwhile, changes to underwriting standards, perceived increase in risk and tax reform are creating new challenges. How are all of these changes ultimately affecting the ability to raise debt and equity capital for acquisitions or refinancing?

      • Recent changes in the mix of active capital sources: who’s in, who’s out
      • What you need to know about who’s lending and on what terms
      • How changes at Fannie Mae are reverberating through the capital markets
      • In what ways is tax reform changing investment and financing decisions
      • Benefits and costs of lending your capital instead of deploying it as equity



Chad Collins, Director, Marcus & Millichap


John Isakson, Chief Capital Officer, Preferred Apartment Communities
Chris Potavin, SVP-Acquisitions, LEM Capital
Geoffrey Simpson, Principal & CFO, Kaplan Management
David Steinbach, Sr. Managing Director & CIO, Hines
Jay Porterfield, Principal, PGIM Real Estate Finance

11:25 AM – Track B

New Lease on Life: Property Management Strategies, Innovation & Technology

As the overall pace of investment and development in apartments declines, an increasing emphasis on generating value through operational efficiencies and new revenue sources become more important. A flurry of new products and services has come onto the market in recent years, but which kinds of amenities, services and technology make the most sense, especially for those older properties with limited common areas to work with?

          • Changes you need to make in light of increased risk of severe weather events
          • Design features and amenities that work for B and C class properties
          • What works best when deploying shared work spaces in multifamily properties
          • What to know about internet based technology services for residents and managers
          • Best practices on activating your residents sense of community



Joseph Bramante, Chief Executive Officer, TriArc Properties


Gina Erwin, President, GWR Equities
Diane Gilbert-Guthrie, Senior Vice President/Operations, Asset Plus Companies
Manu Gupta, Managing Director, Indus Management Group
Cyrus Claffey, CEO, ButterflyMX

12:15 PM – Track A

Expanding Your Horizons: A Closer Look at Houston’s Diverse Value-add Opportunities

The term “value add” has become overused and abused, now representing everything from a property that simply needs a lick of paint, to highly risky opportunistic re-positionsings of distressed real estate. However, in a post-Hurricane world, greater Houston clearly presents properties that fall squarely in the middle of the concept, requiring significant (not risky) upgrades to bring the units and property up to 2018 standards.

          • Understanding per-unit upgrade costs and best practices
          • Weather-related changes to factor into your pro forma budgeting
          • Identifying opportunities and evaluating pricing ranges
          • Getting the skinny on who you are competing with for opportunities today
          • Maximizing upside while future proofing your property



Jeffrey Fript, First Vice President Investments, Marcus & Millichap


Eric Barvin, President, Barvin Group
Steven DeFrancis, CEO, Cortland Partners
Neal Higgins, VP of Acquisitions, KC Ventures
Jay Rippeto, CEO, Juniper Investment Group

12:15 PM – Track B

Paving the Way: A New Era in Construction & Design Solutions

While many cite that Hurricane Harvey overall did not have as bad an impact on the market as anticipated, the effect on construction was great. Due to a severe shortage of materials and laborers driven by competition from the single family sector and an extended boom in development nationwide, construction costs continue to rise precipitously. Further challenges arise as plans are in the works to rebuild Houston’s infrastructure, to better prepare for future storms, while multifamily construction will be subject to new rules.

          • New floodplain elevation requirements and what they means to you
          • How to master the competition for and cost challenges of construction labor
          • Exploring new design methods and modular construction to reduce time and costs
          • What you need to know about new design technology, including VR and AR
          • Best practices for construction management in today’s new reality



Ian Douglas, Chief Operating Officer, Allied Orion Group


Todd Johnson, Vice President of Operations, Caldwell Companies
David Rendon, Vice President of Design & Construction, Thor Equities
Steve Hefner, SVP of Construction, Camden Property Trust
Jason Ormsby, President, Stonewall Associates

1:00 PM

Networking Lunch

1:10 PM – Concurrent Session B

Lunch Workshop – New Trump Administration Updates: Federal, State and Local Energy & Specialty Tax Incentives

Presented by:

Mike D’Onofrio, Managing Director, ETS

1:10 PM – Concurrent Session C

Peer-to-Peer Roundtable Discussion: Multifamily Investors Private Lunch

1:45 PM

Special Presentation

Stephen Costello, Chief Resilience Officer, City of Houston

2:15 PM

Afternoon Keynote – Fireside Chat & Audience Q&A

Marvy A. Finger, Chairman & CEO, The Finger Companies

2:45 PM

Closing Remarks

2:50 PM

Attendee Reception

List of Attendees

  • 1995 Properties
  • ABCS Supply Co.
  • ACORE Capital
  • Adara Communities
  • AK Interests
  • AKD
  • Allen Harrison Company
  • Alliance Residential
  • Allied Orion Group
  • Alpor Properties
  • ApartmentData.com
  • Asset Plus Companies
  • Atlantic Pacific Companies
  • Austin Capital Advisors
  • Avendra
  • Avesta
  • Axcell Group
  • Basin and Eagle Properties
  • Bayou Vista
  • BGE
  • BNY Mellon Wealth Management
  • Bravo Capital Management
  • Breeze Realty
  • Bridge Partners
  • BridgeInvest
  • Brookfield
  • BSB Design
  • Buckhead Investment Partners
  • Burgess Construction Consultants
  • ButterflyMX
  • Cadence McShane Construction
  • Caldwell Companies
  • Camden Property Trust
  • Cascade Enterprises
  • Catalyst Equity Partners
  • CBG Building Company
  • CF Real Estate Services
  • Chicago Title Houston
  • City Bank
  • City of Houston
  • Clause
  • Climbing Fences
  • Comfort Systems USA
  • Commercial Building Consultants
  • Comm-Fit
  • Conti Organization
  • Cortland Partners
  • Court Square Real Estate Partners
  • CRG Properties
  • CVAL Group
  • Daiwa House
  • Dakota Properties
  • Darrow Multifamily Properties
  • David Cottrell Investments
  • Dell EMC
  • DeltaBahn
  • Diamond Asset Management 
  • Dryden Street Capital
  • Earth Engineering
  • EcoVest Capital
  • Endeavor
  • Engineered Tax Services
  • EZ Real Estate
  • Fannie Mae
  • Fidelity National NCS
  • Finger Companies
  • Flagship Capital Partners
  • FSI Construction
  • Gemstar Construction
  • Gensler
  • GenWealth Capital Group
  • GraKel Holdings
  • Grandbridge Real Estate Capital
  • Green Bank
  • Greystar
  • GWR Equities
  • GWR Management
  • Hamilton Zanze
  • Heathwood Enterprises
  • Hilltop Residential
  • Hines
  • Hoar Construction
  • HomeQuest Properties
  • Hometera
  • House+Partners
  • Houston Chronicle
  • HPA I Design Group
  • Humphreys & Partners Architects
  • Hunt Mortgage Group
  • IBI Group
  • IDS Engineering Group
  • Implicity Management
  • Indus Management Group
  • Inff Investments
  • Infinity Investments
  • Interfin
  • IPA
  • Jackson Ryan Architects
  • Jansen Adjusters International
  • JE Dunn Construction
  • JLB Partners
  • JLL
  • JSR Contractor
  • Juniper Investment Group
  • Kairoi Residential
  • Kalitera Assets
  • Kaplan Management
  • Katerra
  • KC Venture Group
  • Kentwood Apartments
  • Key Bank
  • Kimley-Horn & Associates
  • Kinder Institute for Urban Research
  • Kirksey Architecture
  • KP Wealth
  • Laye Asset Management
  • Legacy Texas Bank
  • LEM Capital
  • Lily Capital
  • Lloyd Jones Capital
  • LMI Capital
  • LNC Houston, Properties
  • LS Realty Advisors
  • Madison Title – Texas
  • MALIC Holdings
  • Marcus & Millichap
  • McCord Development
  • Meridian Capital Group
  • MFT Interests, GP
  • Midway Companies
  • Mission Shore Management
  • MLDC Management
  • Morgan Group
  • Mosaic Residential
  • National Realty Consultants
  • Niles Bolton Associates
  • Nitya Capital
  • NorthMarq Capital
  • Nova Asset Management
  • O’Connor & Associates
  • Old RepublicTitle
  • On the Mark Communications
  • One Real Estate Investment
  • Orion Real Estate Services
  • Page
  • Paradigm Tax Group
  • Performance Properties
  • PGIM Real Estate Finance
  • Pinnacle
  • PM Realty Group
  • Preferred Apartment Communities
  • Presidium Group
  • PRISM Renderings
  • Private Investigator
  • QE Properties
  • R.G. Miller Engineers
  • RADCO Residential
  • Realty Simplified
  • Rentlytics
  • RH Management
  • Richdale Management
  • Riverway Title
  • Roscoe Properties
  • Sabal
  • Sabal Capital
  • Salem Multi Family Partnership
  • SES Environmental
  • Shahda Investments
  • Shivehive
  • Sigma Asset Management
  • Slate Real Estate Partners
  • SMI
  • Sonoma Housing Advisors
  • Stallion Funding/Stallion Capital Management
  • Stantec
  • Steadfast Companies
  • Stepstome Realty
  • STG Design
  • Stonewall Associate
  • Strasburger & Price
  • Sumrok Multifamily
  • TAAS Investments
  • Tarantino
  • Te-Enterprise
  • The Brownstone Group
  • The Corp. for Interest Rate Mgmt.
  • The Finger Companies
  • The NuRock Companies
  • Thor Equities
  • Three Block Properties
  • Three Pillars Capital Group
  • Tokyu Land
  • Tzadik Management
  • Urban Genesis
  • Verde Communities
  • Veritas Equity Management
  • WA Development
  • Wallace Garcia Wilson Architects
  • Waterstone Defeasance
  • Webber Commercial Construction
  • White Oak
  • Wilson Cribbs & Goren
  • Windsor/IGD
  • Yad Investments Ltd
  • Ziegler Cooper Architects


Marcus & Millichap / IPA Multifamily Forum Houston 
Tuesday, May 8, 2018
7:45 AM – 3:50 PM

JW Marriott Houston
5150 Westheimer Road
Houston, Texas 77056

A block of rooms is being held at the JW Marriott Houston (5150 Westheimer Road | Houston, TX 77056) for Multifamily Forum attendees. You may make your reservation by clicking here to get the special rate of $205 plus tax.

The room block is available until April 17th or until the rooms sell out, whichever comes first!


Conference Chairs

Marcus & Millichap Logo

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

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.


Comm Fit

Get Involved Next Year!

Conference Producer:

Rachel Golden
(347) 689-4706


Scott Milliken
(646) 862-9912

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3940