Each year, the Marcus & Millichap / IPA Multifamily Forum: Houston hosts 350 to 450 of the most prominent multifamily developers, investors, owners and operators from the region and across the country to discuss opportunities and activity in the greater Houston apartment market. This event offers a powerful platform to discuss multifamily trends in the fourth largest metro in the country.

Already involved in the 2020 conference are multifamily executives from Alliance Residential, Allied Orion Group, Asset Plus, Buckhead Investment Partners, Caldwell Companies, Cortland Partners, Eastham Capital, Greystar, GWR Equities, Hines, Howard Hughes Corporation, Indus Management, Kairoi Residential, Kaplan Companies, Marquette Companies, Midway Companies, Mill Creek Residential, Morgan Group, Mosaic Residential, PM Realty, Radius Properties, Thrive, Veritas Equity Management and Westmount Realty Capital, among others.

Sessions include the annual Marcus & Millichap market update presentation comparing the Houston market to comparable markets around the country, as well as incisive panels discussing tenants trends, design, construction, financing, equity investment, development, value add, operational best practices and new technology. In addition, select attendees may participate in one of the closed-door discussions. Inquire for more information about these special invite-only sessions.

The Multifamily Forum is a full morning (7:30 am to 1:15 pm) and followed after lunch by the Marcus & Millichap Retail Forum, a companion event focusing upon retail real estate trends, challenges and opportunities in Houston. The Retail Forum is not included with your registration to the Multifamily Forum. Contact us if you’d like receive a discount to attend both conferences.

Get Involved!

Speaking Inquiries:

Rachel Golden
(347) 689-4706
E-mail me

Registration:

Scott Milliken
(646) 862-9912
E-mail me

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3940
E-mail me

Keynote Speaker

Ken Valach

Ken Valach
Chief Executive Officer
Trammell Crow Residential

Speakers

Swapnil Agarwal

Swapnil Agarwal
Founder & Managing Principal
Nitya Capital

Abe Bhimani

Abe Bhimani
Founding Partner
Mosaic Residential

Jim Carman

Jim Carman
President ‐ Houston Region
Howard Hughes Corporation

Zach Dovner

Zach Dovner
Head of Acquisitions
Eastham Capital

David Lazarus

David Lazarus
Principal
LEM Capital

Andreis Lewis

Andreis Lewis
Executive Vice President
CityR Group

Max Monzon

Max Monzon
Chief Investment Officer
Hilltop Residential

Bryant Nail

Bryant Nail
EVP & Managing Director ‐ Multifamily
Madison Marquette

JP Newman

JP Newman
Principal
Thrive FP

Larry Sloan

Larry Sloan
EVP ‐ Investments & Development
Midway

Ashley Socarras

Ashley Socarras
SVP – Acquisitions
Lloyd Jones Capital

Jonathan Tucker

Jonathan Tucker
EVP ‐ Operations & Facilities
Cortland Partners

Kari Warren

Kari Warren
EVP ‐ Property Operations
Kairoi Residential

Ben Beggs

Ben Beggs
Vice President
redIQ

Kelly Blaskowsky

Kelly Blaskowsky
SVP ‐ Operations
Roscoe Property Management

Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

Katie Felghum

Katie Felghum
VP – Growth & Development
Homebase

Bobby Khorshidi

Bobby Khorshidi
President & Principal
Archway Fund

Shawn Miller

Shawn Miller
Chief Executive Officer
5 Arch

Greg Miskovsky

Greg K. Miskovsky
Senior Vice President
Marcus & Millichap
Capital Corporation

Ford Noe

Ford Noe
Regional Manager
Marcus & Millichap

Jay Porterfield

Jay Porterfield
Principal
PGIM

John Sebree

John Sebree
Senior Vice President
National Director, Multifamily

Marcus & Millichap

2020 Speakers

  • Swapnil Agarwal, Founder & Managing Principal, Nitya Capital
  • Abe Bhimani, Founding Partner, Mosaic Residential
  • Jim Carman, President – Houston Region, Howard Hughes Corporation
  • Zach Dovner, Head ‐ Acquisitions, Eastham Capital
  • David Lazarus, Principal, LEM Capital
  • Andreis Lewis, Executive Vice President, CityR Group
  • Bryant Nail, EVP & Managing Director ‐ Multifamily, Madison Marquette
  • JP Newman, Principal, Thrive FP
  • Larry Sloan, EVP ‐ Investments & Development, Midway
  • Ashley Socarras, SVP – Acquisitions, Lloyd Jones Capital
  • Jonathan Tucker, EVP ‐ Operations & Facilities, Cortland Partners
  • Kari Warren, EVP ‐ Property Operations, Kairoi Residential
  • Ben Beggs, Vice President, redIQ
  • Kelly Blaskowsky, SVP ‐ Operations, Roscoe Property Management
  • Michael D’Onofrio, Managing Director, Engineered Tax Services
  • Katie Felghum, VP – Growth & Development, Homebase
  • Bobby Khorshidi, President & Principal, Archway Fund
  • Shawn Miller, Chief Executive Officer, 5 Arch
  • Greg K. Miskovsky, Senior Vice President, Marcus & Millichap Capital Corporation
  • Max Monzon, Chief Investment Officer, Hilltop Residential
  • Ford Noe, Regional Manager, Marcus & Millichap
  • Jay Porterfield, Principal, PGIM
  • John Sebree, SVP & National Director ‐ Multifamily, Marcus & Millichap

Featured Participants

  • Laurie Baker, Camden Property Trust
  • John Boriack, Veritas Equity Management
  • Brad Dinerstein, Dinerstein Companies
  • Kevin Dinnie, Trammell Crow Residential
  • Gina Erwin, GWR Equities
  • Diane Gilbert Guthrie, Asset Plus Companies
  • Manu Gupta, Indus Management Group
  • Neal Higgins, KC Venture Group
  • Todd Johnson, Caldwell Companies
  • Kevin Kirton, Buckhead Investment Partners
  • Mike Lynd, Kairoi Residential
  • Aaron Maas, Origin Capital Partners
  • Allyson McKay, Lincoln Property Company
  • Stephen Meek, Streetlights Residential
  • David Ott, Hanover Company
  • Loyal Proffitt, Allied Orion Group
  • Chris Rector, Hines
  • Ricardo Rivas, Allied Orion Group
  • Shelley Watson, Morgan Group

Featured Participants

Laurie Baker

Camden Property Trust

John Boriack

Veritas Equity Management

Anna Deans

Midway Companies

Brad Dinerstein

Dinerstein Companies

Kevin Dinnie

Trammell Crow Residential

Gina Erwin

GWR Equities

Diane Gilbert Guthrie

Asset Plus Companies

Manu Gupta

Indus Management Group

Neal Higgins

KC Venture Group

Todd Johnson

Caldwell Companies

Kevin Kirton

Buckhead Investment Partners

Mike Lynd

Kairoi Residential

Aaron Maas

Origin Capital Partners

Allyson McKay

Lincoln Property Company

Stephen Meek

Streetlights Residential

David Ott

Hanover Company

Loyal Proffitt

Allied Orion Group

Chris Rector

Hines

Ricardo Rivas

Allied Orion Group

Shelley Watson

Morgan Group

Participating Companies (partial list)

  • 5 Arch / Corevest
  • Alliance Residential Company
  • Allied Orion Group
  • Ascension
  • Asset Plus Companies
  • Basin & Eagle Properties
  • Bo Management
  • Buckhead Investment Partners
  • Caldwell Companies
  • Camden Property Trust
  • Capstone Real Estate Services
  • Cortland Partners
  • CWS Capital Partners
  • Cypressbrook Company
  • D’Agostino Companies
  • DHI Communities
  • Dinerstein Companies
  • Eastham Capital
  • Flagship Capital Partners
  • GenWealth Capital Group
  • GWR Management
  • Hanover Company
  • Heathwood Enterprises
  • Hilltop Residential
  • Hines
  • HMBC Capital Partners
  • Howard Hughes Corporation
  • Indus Management Group
  • InvestRes
  • JCD Family Interests
  • JLB Partners
  • Kairoi Residential
  • KC Venture Group
  • LDG Development
  • LEM Capital
  • Lily Capital Management
  • Lincoln Property Company
  • Lloyd Jones
  • Madison Marquette
  • MALIC Holdings
  • Midway Companies
  • Morgan Group
  • Mosaic Residential
  • Nexus Signature Communities
  • Nitya Capital
  • NXT Capital
  • Partin Development
  • Price Realty Corporation
  • Radius Properties
  • RH Management
  • SHIR Capital
  • SLATE Real Estate Partners
  • Streetlights Residential
  • Thrive
  • Tokyu Land US Corporation
  • Trammell Crow Residential
  • TriGate Capital
  • USAA Real Estate
  • Valbridge Property Advisors
  • Veritas Equity Management
  • Waterton
  • Yad Investments

Agenda

7:15 AM

Networking Breakfast & Registration

8:00 AM

Opening Remarks

8:10 AM

Multifamily State of the Market: Houston vs. National Markets

John Sebree will present the current state of the market, comparing and contrasting trends across Houston – San Antonio with other high-growth markets across the country.

Presented by:

  • John Sebree, Senior Vice President / National Director, Multifamily, Marcus & Millichap

8:50 AM

Morning Keynote Fireside Chat with Ken Valach, CEO, Trammell Crow Residential

Ken Valach, CEO of Trammell Crow Residential will share his personal strategies for success and insight on the state of Multifamily in Houston and across Texas.

9:25 AM

Tax Free Forever: New Year 2020 – Top 5 Strategies – You Need to Know about Tax Policy Updates, Energy Credits, Cost Seg and Opportunity Zones

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

9:35 AM

The Comeback Kid: State of the Market & New Development

Despite uncertainty around rent growth and a soft market performance, investment in Houston hasn’t slowed down. Houston has certainly seen worse and developers don’t appear phased about the future, with deliveries expected to almost double in 2020. Houston’s rebounding economy, strong job & population growth, and high employment rate, have the city poised to remain one of the top markets in the country for multifamily investment.

  • How will the political climate influence the market
  • What can you expect in 2020 in terms of rent growth
  • Is anyone really investing in Opportunity Zones
  • How will the current state of Oil & Gas impact local investment
  • Which area submarkets will be the most desirable in the coming year

Moderator:

  • Ford Noe, Regional Manager, Marcus & Millichap

Panelists:

  • Jim Carman, President ‐ Houston Region, Howard Hughes Corporation
  • Bryant Nail, EVP & Managing Director – Multifamily, Madison Marquette
  • Larry Sloan, EVP ‐ Investments & Development, Midway

10:15 AM

Networking Break

Enjoy a delicious mid-morning snack and refreshments, while mingling and comparing notes with active developers, real estate managers, owners, investors, and capital sources.

10:50 AM

Banking On It: Financing & Investment Strategies

Texas leads the nation in multifamily investment. There’s an abundance of capital available for the Houston area, including the continued influx from foreign entities. While interest rates remain low, institutional investors are still cautious and lenders still selective. More and more are seeking non-traditional solutions.

  • What are the best strategies for getting deals done in 2020
  • Which fundamentals should you be paying attention to
  • Which alternative lenders are the right fit for your organization
  • Which foreign investors are the biggest players in this market

Moderator:

  • Greg Miskovsky, SVP ‐ Capital Markets, Marcus & Millichap

Panelists:

  • Zach Dovner, Head of Acquisitions, Eastham Capital
  • David Lazarus, Principal, LEM Capital
  • Shawn Miller, Chief Executive Officer, 5 Arch
  • JP Newman, Principal, Thrive FP
  • Jay Porterfield, Principal, PGIM

11:35 AM

A Tight Ship: Best Practices in Property Management & Operations

While the Amenities Arms race continues full speed ahead, the greatest challenge for Houston property managers, like many across the country, remains finding and retaining quality talent. Millennials & Generation Y are demanding that their employers take a holistic approach to their long-term employment satisfaction. This same population segment is also making record high demands as tenants, where everything customer service is now automated and suitable for their smart-tech, sustainable, work-from-home lifestyles.

  • How do you create the ideal company culture for attracting and holding onto young talent
  • Which PropTech solutions will set you apart from your competitors
  • Which automated tenant-facing and building monitoring technologies will help you save money
  • How has industry consolidation including the increase of developers-turned-operators impacted your business

Moderator:

  • Katie Felghum, VP – Growth & Development, Homebase

Panelists:

  • Kelly Blaskowsky, SVP ‐ Operations, Roscoe Property Management
  • Andreis Lewis, EVP, CityR Group
  • Jonathan Tucker, EVP ‐ Operations & Facilities, Cortland Partners
  • Kari Warren, EVP ‐ Opertions, Kairoi Residential

12:20 PM

Clear Skies Ahead: Value-add & Investment Opportunities

Houston has recently been ranked the top “buy” market in the country. The city’s mid-size Class B&C properties and workforce housing opportunities attract investors from around the country. Like other markets across the state, Houston is an incredibly competitive market making finding the right deals a great challenge.

  • In 2020, which area submarkets will you see the greatest ROI
  • Which underwriting assumptions should you be working with
  • What are the best strategies for retrofitting older properties with newer technologies
  • How can you stay competitive in the midst of rising renovation costs

Moderator:

  • Ben Beggs, Vice President, redIQ

Panelists:

  • Swapnil Argawal, CEO & Managing Partner, Nitya Capital
  • Abe Bhimani, Founding Partner, Mosaic Residential
  • Bobby Khorshidi, President & Principal, Archway Fund
  • Max Monzon, Chief Investment Officer, Hilltop Residential
  • Ashley Socarras, SVP – Acquisitions, Lloyd Jones Capital

1:00 PM

Closing Remarks

Roundtables

Conference registration does not automatically qualify you to participate in a roundtable; separate registration is required. If you are interested in participating, contact Scott Milliken at scott@greenpearlevents.com.

9:35 AM

Peer-to-Peer Roundtable: Property Management & Operations

10:50 AM

Peer-to-Peer Roundtable: Development & Construction

Agenda

7:15 AM

Networking Breakfast & Registration

8:00 AM

Opening Remarks

8:10 AM

Multifamily State of the Market: Houston vs. National Markets

Presented by:

  • John Sebree, Senior Vice President / National Director, Multifamily, Marcus & Millichap

8:50 AM

Morning Keynote Fireside Chat with Ken Valach, CEO, Trammell Crow Residential

Ken Valach, CEO of Trammell Crow Residential will share his personal strategies for success and insight on the state of Multifamily in Houston and across Texas.

9:25 AM

Tax Free Forever: New Year 2020 – Top 5 Strategies – You Need to Know about Tax Policy Updates, Energy Credits, Cost Seg and Opportunity Zones

Presented by:

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

9:35 AM

The Comeback Kid: State of the Market & New Development

10:15 AM

Networking Break

10:50 AM

Banking On It: Financing & Investment Strategies

11:35 AM

A Tight Ship: Best Practices in Property Management & Operations

12:20 PM

Clear Skies Ahead: Value-add & Investment Opportunities

1:00 PM

Closing Remarks

Roundtables

Conference registration does not automatically qualify you to participate in a roundtable; separate registration is required. If you are interested in participating, contact Scott Milliken at scott@greenpearlevents.com.

9:35 AM

Peer-to-Peer Roundtable: Property Management & Operations

10:50 AM

Peer-to-Peer Roundtable: Development & Construction

Conference Chairs

Marcus & Millichap
IPA

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.

2020 Sponsors

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Houston are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

5Arch
Archway Capital
Assessment Technologies
Comm Fit
EBI Consulting
ETS
Gemstar Construction
Homebase
Parkview Financial
Patel Law Group
PGIM
redIQ
Roscoe Property Management
Save Water Co
Skyline Cabinetry
The Flawless Bar
Title Houston Holdings

2020 Venue

Marcus & Millichap / IPA Multifamily Forum:
Houston
Wednesday, February 5, 2020

Venue:
Petroleum Club
1201 Louisiana Street, 35th floor
Houston
Google Map

Get Involved!

Speaking Inquiries:

Rachel Golden
(347) 689-4706
E-mail me

Registration:

Scott Milliken
(646) 862-9912
E-mail me

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3940
E-mail me

Also taking place at the Petroleum Club on February 5

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