About This Event

The Marcus & Millichap Multifamily Forum: Mid-Atlantic returns on April 30th, 2019! Join the Mid-Atlantic region’s most active and prominent developers, investors, owners, and operators as they converge in Washington D.C. to discuss the current state and future of the nation’s most exciting apartment market.

Now in its 8th year, the conference has become the annual meeting ground for apartment industry leaders and experts to take an in-depth look at the region’s most important development trends as well as investment strategies in an increasingly competitive market. Hear from both national and regional players active in the Mid-Atlantic, as they discuss recent deals, terms, innovations and development activity.

Already involved are Blackfin Real Estate Investors, Fairfield Residential, Cityline Partners Urban Atlantic, E&G Group, Kettler Management, George Mason University, Rubin Group, MRP Realty, Airbnb, Equity Residential, Continental Realty Corp.

Why Attend

  • Learn from local and national players as they discuss Amazon’s potential impact on the region
  • Understand how leading developers and owners are adapting to co-living and short-term rentals
  • Hear how investors are finding Opportunity Zones throughout the Mid-Atlantic
  • Get access to the real scoop in closed-door, peer-to-peer roundtables for select participants (separate registration required)
  • See how the region is stacking up against other major U.S. markets during an exclusive State of the Market Presentation

Get Involved

Register Now

Speakers:

John Ward
(917) 445-6029
jward@greenpearlevents.com

Registration:

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

Sponsorship:

Amber Collins
(646) 783-3940
amber@greenpearlevents.com

Keynote

Douglas M. Bibby

Doug Bibby
President
National Multifamily Housing Council

  • Doug Bibby, President, National Multifamily Housing Council

Speakers

  • Ari Abramson, VP – Acquisitions, Continental Realty Corp.
  • John Begert, Principal, MRP Realty
  • James Darcey, Managing Director, ASB Real Estate Investments
  • Teresa DeVos, Managing Director – Property Operations, Waypoint Residential
  • Erin Ditto, SVP Property Management, Fairfield Residential
  • Pat Gniadek, SVP, Avalon Communities
  • Matthew Jones, CFA | Managing Director, Director of Acquisitions, Harbor Group International
  • Paul Ketterer, Director, AEW
  • Jim MacMichael, President of Construction, JLB Partners
  • Lorie McBrien, Director – Global Multifamily Housing Partnerships, Airbnb
  • Bill Revers, Head of East Coast Aquisitions, Fairfield Residential
  • Doug Root, Co-Founder & Managing Partner, Blackfin Real Estate Investors
  • Donna Shafer, Managing Director, Cityline Partners
  • Khushbu Sikaria, VP – Innovation & Product Development, Bozzuto
  • Adrian Washington, Founder and Principal, Neighborhood Development Company
  • Ben Beggs, VP, Red IQ
  • Alysha Buck, Project Manager, Cooper Carry
  • Mike D’Onofrio, Managing Director, Engineered Tax Services
  • Matthew Drane, Regional Manager, Marcus & Millichap
  • Phyllis Hartman, Founder and President, Hartman Design Group
  • Richard Katzenstein, Senior Vice President/National Director, Marcus & Millichap Capital Corporation
  • Clint Mann, President, Urban Pace
  • JoAnn McInnis, Vice President, Carlyn and Company
  • Bryn Merrey, Vice President / Regional Manager, Marcus & Millichap
  • Jason Miller, Principal, PGIM
  • Dawson Rinder, Sales Manager, Marcus & Millichap
  • John S. Sebree, First Vice President/National Director, Multifamily, Marcus & Millichap
  • Corbin Wrights, Founder, REPLI360

Featured Participants

  • Buwa Binitie, Dantes Partners
  • Terry Clower, George Mason University
  • James Edmondson, E&G Group
  • Kim Hoover, RED Multifamily Development
  • Debra Juel, Pinnacle Living
  • Caroline Kenney, Urban Atlantic
  • Ben Lazarus, Carmel Partners
  • Jim MacMichael, JLB Partners
  • Abe Naparstek, Brookfield
  • Scott Plank, War Horse Cities
  • Andrew Rubin, Rubin Group
  • Greg Selfridge, NOVO Properties
  • Kevin Sheehan, Greystar
  • Alison Sowers, Keener Squire Properties
  • Peter Stuart, Outlier Realty Capital
  • Pamela Tyrrell, Kettler Management
  • Aaron Victorson, The Guarantors
  • Angela Wheeler, ZRS Management
Abramson Ari

Ari Abramson
VP – Acquisitions
Continental Realty Corp.

John Begert

John Begert
Principal
MRP Realty

James Darcey

James Darcey
Managing Director
ASB Real Estate Investments

Teresa Devos

Teresa DeVos
Managing Director – Property Operations
Waypoint Residential

Erin Ditto

Erin Ditto
SVP Property Management
Fairfield Residential

Pat Gniadek

Pat Gniadek
SVP
Avalon Communities

Matthew Jones

Matthew Jones
CFA | Managing Director, Director of Acquisitions
Harbor Group International

Paul Ketterer

Paul Ketterer
Director
AEW

Jim MacMichael

Jim MacMichael
President of Construction
JLB Partners

Lori McBrien

Lorie McBrien
Director – Global Multifamily Housing Partnerships
Airbnb

Bill Revers

Bill Revers
Head of East Coast Aquisitions
Fairfield Residential

Doug Root

Doug Root
Co-Founder
Managing Partner
Blackfin Real Estate Investors

Donna Shafer

Donna Shafer
Managing Director
Cityline Partners

Khushbu Sikaria

Khushbu Sikaria
VP – Innovation & Product Development
Bozzuto

Andy VanHorn

Andy VanHorn
EVP
JBG Companies

Adrian Washington

Adrian Washington
Founder and Principal
Neighborhood Development Company

Ben Beggs

Ben Beggs
VP
Red IQ

Alysha Buck

Alysha Buck
Project Manager
Cooper Carry

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Matthew Drane

Matthew Drane
Regional Manager
Marcus & Millichap

Phyllis Hartman

Phyllis Hartman
Founder and President
Hartman Design Group

Richard Katzenstein

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

Clint Mann

Clint Mann
President
Urban Pace

JoAnn McInnis

JoAnn McInnis
Vice President
Carlyn and Company

Bryn Merrey

Bryn Merrey
Senior Vice President/
Division Manager
Marcus & Millichap

Jason Miller

Jason Miller
Principal
PGIM

Rinder Dawson

Dawson Rinder
Sales Manager
Marcus & Millichap

John Sebree

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

Corbin Wrights

Corbin Wrights
Founder
REPLI360

Featured Participants

Buwa Binitie

Dantes Partners

Terry Clower

George Mason University

James Edmondson

E&G Group

Jeff Goldshine

NOVO Properties

Patty Holt

Jefferson Apartment Group

Kim Hoover

RED Multifamily Development

Debra Juel

Pinnacle Living

Caroline Kenney

Urban Atlantic

Ben Lazarus

Carmel Partners

Jim MacMichael

JLB Partners

Abe Naparstek

Brookfield

Scott Plank

War Horse Cities

Andrew Rubin

Rubin Group

Greg Selfridge

NOVO Properties

Alison Sowers

Keener Squire Properties

Noelle Sharbaugh

Greystar

Peter Stuart

Outlier Realty Capital

Pamela Tyrrell

Kettler Management

Aaron Victorson

The Guarantors

Angela Wheeler

ZRS Management

Agenda

8:00 AM

Networking Breakfast


9:00 AM

Welcome Remarks


9:10 AM

Multifamily State of the Union: National vs. Mid-Atlantic Markets


9:45 AM

Silver Linings: Multifamily Capital Sources Discuss Finance Trends for Mid-Atlantic Opportunities


10:30 AM

Networking Break


11:00 AM

Needles in Haystacks: Emerging Value Add Opportunities in the Mid-Atlantic Region


11:50 AM

User Interface: Innovations in Property Management and the Tenant Experience


12:20 PM

Networking Lunch


12:30 PM – Lunch Workshop

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


1:05 PM

Keep Calm and Build On: The Outlook for New Unit Development


2:05 PM

Afternoon Keynote


2:30 PM

Closing Remarks


2:35 PM

Networking Reception


Agenda

8:00 AM

Networking Breakfast


9:00 AM

Welcome Remarks

Presented by:

  • Matthew Drane, Regional Manager, Marcus & Millichap

9:10 AM

Multifamily State of the Union: National vs. Mid-Atlantic Markets

Get the latest apartment market data and analysis on the Mid-Atlantic apartment markets versus comparable metros around the country. Come hear John Sebree, Director of Marcus & Millichap’s National Multi Housing Group, as he reveals up-to-the-minute regional and national apartment industry trend data and analytics, as well as key findings from M&M’s 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.

  • How do Washington D.C, Northern Virginia, Maryland and other Mid-Atlantic markets stack up against comparable apartment markets across the nation?
  • How are rents trending for Class A, B and C apartment properties?
  • What does the pipeline of new units look like and how are they likely to affect rents?
  • How saturated is the current apartment market in the region?
  • What other markets should you also consider for future investment?
  • What are your peers considering in terms of buying and selling properties in the next year?

 

Presented by:

  • John S. Sebree, FVP & National Director – Multifamily, Marcus & Millichap

9:45 AM

Silver Linings: Multifamily Capital Sources Discuss Finance Trends for Mid-Atlantic Opportunities

Multifamily capital markets are changing fast. Interest rates are rising, real estate equity fund formation has dropped, and every deal gets scrutinized closely and structured carefully. Meanwhile, debt fund formation is way up, with large number of equity shops starting credit funds. Close to home, the government shutdown is not helping multifamily owners, and the prospect of further political conflict appears to increase risk in the capital region. And yet new opportunities have recently come on to the scene with the announcement of Amazon in Crystal City and the rollout of Opportunity Zones. What do you need to know about today’s debt and equity markets for your next acquisition, refinance or construction project?

  • What kinds of deals are getting equity funding today and by whom?
  • How are the equity pieces being structured in light of recent changes?
  • Who is actively lending? For what kinds of deals? At what rates and terms?
  • How can investors and developers take advantage of Opportunity Zones?
  • What funding alternatives such as PACE are available today?
  • How do lenders and investors factor in risk of government shutdowns?

 

Moderated by:

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

 

Panelists:

  • James Darcey, Managing Director, ASB Real Estate Investments
  • Paul Ketterer, Director, AEW Capital Management
  • Jason Miller, Principal, PGIM
  • Bill Revers, Head of East Coast Aquisitions, Fairfield Residential

10:30 AM

Networking Break


11:00 AM

Needles in Haystacks: Emerging Value Add Opportunities in the Mid-Atlantic Region

The market for older B and C class properties with significant upside has become picked over, creating serious challenges for would-be buyers. With competition for deals at “cutthroat” levels, active multifamily deals sponsors need to think outside the box in terms of acquisition criteria, location and value-add business model in order to successfully win the next deal at a price that works. Where and how can investors find new value-add deals that make sense?

  • Which specific markets in and around the D.C. metro still have room to run?
  • What are the secrets to acquiring a deal off the market?
  • How can buyers and sellers both achieve their goals in today’s high priced market?
  • What services enhance the value of an older property with limited amenity space?
  • How do you work Opportunity Zones into your value add investment business plan?
  • What type of capital construction projects have the best ROI?

 

Moderated by:

  • Matthew Drane, Regional Manager, Marcus & Millichap

 

Panelists:

  • Ari Abramson, SVP- Acquisitions, Continental Realty Corp.
  • Ben Beggs, VP, Red IQ
  • Pat Gniadek, SVP, Avalon Communities
  • Phyllis Hartman, Founder & President, Hartman Design Group
  • Matt Jones, Managing Director, Harbor Group International
  • Doug Root, Co-Founder, Managing Partner, Blackfin Real Estate Investors

11:50 AM

User Interface: Innovations in Property Management and the Tenant Experience

As new units continue to come online and rents come off of all-time highs, the pressure is on operators to stay competitive in maintaining occupancy without impairing NOI. Going forward, apartment landlords need to take an “outside the box” approach in their property management strategy to protect revenue, control costs and find new sources of ancillary income. Creative owners are looking at technology, short-term rentals, tenant services and experiences, and special amenities as various means to drive tenant retention and attraction. What specific initiatives work today and which ones should you cast aside?

  • What are the benefits and costs of operators allowing shorter-term rentals in their properties?
  • How are renters reacting to the Well standard and will they pay a premium for it?
  • What smart building technologies are worth implementing?
  • Which third party services yield incremental revenue from apartment communities?
  • How are creative operators best dealing with an onslaught of package deliveries?
  • Which steps should you take to maximize retention at lease renewal?

 

Moderated by:

  • Corbin Wrights, Founder, REPLI360

 

Panelists:

  • Teresa DeVos, Managing Director – Property Operations, Waypoint Residential
  • Erin Ditto, SVP Property Management, Fairfield Residential
  • Lorie McBrien, ‎Director – Global Multifamily Housing Partnerships, Airbnb
  • Khushbu Sikaria, VP, Innovation & Product Development, Bozzuto

12:20 PM

Networking Lunch


12:30 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:

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

1:05 PM

Keep Calm and Build On: The Outlook for New Unit Development

While new unit development in other markets around the nation begins to slow, development in the Mid-Atlantic region is prime for continued growth. With the announcement of Amazon’s “HQ 1.5” in Northern Virginia, the need for additional housing in the capital region has suddenly increased, and across the region major projects are springing up to fill the need. Yet new build is not without its pain points: High-construction costs, arbitrary regulation enforcement, government shutdowns, availability of suitable sites at the acceptable prices, and sluggish unit absorption at the high end are hurdles that developers struggle to maneuver.

  • How many units are forecasted to be created in the next three years?
  • What is the expected net latent demand or surplus for new units?
  • How can developers build new for low to middle income tenants and be profitable?
  • Which strategies work most reliably for controlling construction costs?
  • What innovations or technologies can address today’s building challenges?
  • Who is lending on new construction projects and on what terms?

 

Moderated by:

  • Clint Mann, President, Urban Pace

 

Panelists:

  • John Begert, Principal, MRP Realty
  • Alysha Buck, Project Manager, Cooper Carry
  • Jim MacMichael, President, JLB Partners
  • JoAnn McInnis, Vice President, Carlyn and Company
  • Donna Shafer, Managing Director, Cityline Partners
  • Andy VanHorn, EVP, JBG Companies
  • Adrian Washington, Founder and Principal, Neighborhood Development Company

2:05 PM

Afternoon Keynote

Keynote:

  • Doug Bibby, President, National Multifamily Housing Council

 

Interviewed by:

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

2:30 PM

Closing Remarks

Presented by:

  • Matthew Drane, Regional Manager, Marcus & Millichap

2:35 PM

Networking Reception


Roundtables

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

11:00 AM

Operational Excellence: A Closed-Door Roundtable


11:00 AM

Developers Roundtable


Attending Companies (Partial List)

  • AEW Capital Management
  • Airbnb
  • Alcion Ventures
  • Ares Management
  • ASB Real Estate Investments
  • Avalon Communities
  • Bainbridge Companies
  • Blackfin Real Estate Investors
  • Boardwalk Capital
  • Bozzuto
  • Brightview Senior Living
  • Brookfield
  • Carmel Partners
  • CHANGE All Souls Housing Corporation
  • Chesapeake Realty Partners
  • CIH Properties
  • Cityline Partners
  • Continental Realty Corporation
  • Dantes Partners
  • E&G Group
  • Eagle Rock Advisors
  • Elm Street Development
  • Equity Residential
  • Fairfield Residential
  • Firmcore Realty
  • Foulger-Pratt
  • Freddie Mac Multifamily
  • Freedom Development
  • George Mason University
  • Greystar
  • Harbor Group International
  • Iron Gate
  • JBG Companies
  • Jefferson Apartment Group
  • JLB Partners
  • John B. Levy & Company
  • Keener Squire Properties
  • Kettler Management
  • Kimco Realty Corporation
  • Kushner Companies
  • Lennar Multifamily Communities
  • Marcus Partners
  • Matan Companies
  • MRP Realty
  • National Multifamily Housing Council
  • Neighborhood Development Company
  • Northwestern Mutual
  • NOVA Housing Partners
  • NOVO Properties
  • Outlier Realty Capital
  • Paradigm Companies
  • Penzance
  • Pinnacle Living
  • RED Multifamily Development
  • Rubin Group
  • Sentinel Real Estate Corporation
  • Shooshan Company
  • Stern Family Investments
  • The Severn Companies
  • Toll Brothers Apartment Living
  • Tzadik Management
  • Urban Atlantic
  • Viking Capital
  • War Horse Cities
  • Washington REIT
  • Waypoint Residential
  • Windsor Communities
  • ZRS Management

Conference Chair

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.

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

Carlyn & Company
CityLift
Cooper Carry
Engineered Tax Services
Hartman Design Group
Katerra
PGIM
redIQ
REPLI360
Starry
Urbanpace
Westfalia

Venue

8th Marcus & Millichap / IPA Multifamily Forum: Mid-Atlantic
Tuesday, April 30

Venue:
Renaissance Arlington Capital View Hotel

2800 South Potomac Ave
Arlington, Virginia 22202

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