Join us in December

We are excited to announce that registration is now open for the 4th annual Marcus & Millichap / IPA Multifamily Forum: New England. On December 13, the Northeast’s most prominent apartment developers, investors, owners, and operators will gather to explore future opportunities in one of the nation’s hottest markets for multifamily investment, where low vacancy and strong demographic trends are propelling rents upward when other major markets are seeing their rents stagnate or even drop!

Don’t miss the opportunity to hear from some of the market’s active players and catch a special fireside chat with Chuck Leitner, CEO of Berkshire Group.

The program also features a dynamic presentation on Suffolk Downs and Bulfinch Crossing, two of the Northeast’s biggest developments, led by Tom O’Brien and Doug Manz of HYM.

New This Year:

  • Closed-door, peer-to-peer roundtables. These sessions bring together groups of 20 to 25 hand-picked decision makers for candid conversation around shared challenges and ideas. Roundtable groups include developers and operational leaders.
  • Focused content sessions that address specific timely pain points and growth opportunities including construction costs, mega-projects impacts on infrastructure, co-living, acquisition opportunities, suburban transit-oriented development, financing, deal flow and more.
  • A renewed focus on technology and innovation to guide multifamily operational leaders to improve the bottom line in an increasingly competitive environment by implementing software and building-level technology solutions.

Our Speakers

Speakers at the Marcus & Millichap/IPA Multifamily Forums are typically senior executives and company leaders who own, invest, and develop large portfolios of multifamily properties, as well as a curated selection of industry leaders from organizations that impact real estate today.

Keynote Speakers

Thomas O'Brien

Thomas O’Brien
Founding Partner & Managing Director
HYM Investments

Doug Manz

Doug Manz
Partner, Director Development
HYM Investments

Chuck Leitner

Chuck Leitner
Berkshire Group

Featured Speakers

Speakers at the Marcus & Millichap / IPA Multifamily Forums are chiefly senior executives and company leaders who own, operate, develop and invest in multifamily properties, as well as a hand-picked selection of industry leaders from service organizations that are making a big impact in the apartment industry today.

Tinchuck Ng

Tinchuck Agnes Ng
Managing Director & Co-Head of Investments
Cottonwood Group

Lynn Bora

Lynn Bora
SVP – WinnResidential

Catherine Carlock

Catherine Carlock
Real Estate Editor
Boston Business Journal

Jonathan Davis

Jonathan Davis
Chief Executive Officer
Davis Companies

Jim Driscoll

Jim Driscoll
SVP – Development
Waypoint Residential

Adelaide Grady

Adelaide Grady
Senior VP
Pritzker Realty

Tom Hamill

Tom Hamill
Senior Regional Director Underwriting and Credit
Freddie Mac

Julie Kittler

Julie Kittler
Head of Multifamily Investments
AEW Capital Management

Noam Kleinman

Noam Kleinman
Head of Boston
Akelius Real Estate Management

Rob Maulden

Robert Maulden
Managing Director
John Hancock

Young Park

Young Park
Berkeley Investment

Mike Rie

Mike Rie
Senior Director Investments
Avalon Bay

Sean Sacks

Sean Sacks
Managing Director

Sandi Silk

Sandi Silk
SVP – Development
Jefferson Apartment Group

Rob Weintraub

Rob Weintraub
Premier Property Solutions

Scott Zwilling

Scott Zwilling
Spirit Investment Partners

Jennifer Athas

Jennifer Athas
Associate Director
Marcus & Millichap

Cyrus Claffey

Cyrus Claffey

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Brian Dove

Brian Dove
National Real Estate Practice Leader

Evan Griffith

Evan Griffith
First Vice President Investments
Marcus & Millichap

Sue Hawkes

Sue Hawkes
Managing Director
The Collaborative Companies

Richard Katzenstein

Richard Katzenstein
SVP & National Director
Marcus & Millichap Capital Corporation

Brian O'Connor

Brian O’Connor
CUBE 3 Studio Architects

Brian Salyards

Brian Salyards
PGIM Real Estate Finance

Charles Schoenau

Charles Schoenau
Managing Director

John Sebree

John Sebree
FVP & National Director – Multifamily
Marcus & Millichap

Mark Smukler

Mark Smukler

Tim Thompson

Tim Thompson
Regional Manager
Marcus & Millichap Boston

Featured Participants

  • Mark Barer, Twining Properties
  • Sarah Barnat, Barnat Development
  • Greg Bialecki, RedGate
  • Kenan Bigby, Trinity Financial
  • Michael Boujoulian, Alliance Residential Company
  • Newt Brainard, The Simon Konover Company
  • Dan Copeland, Mill Creek Residential Trust
  • Matt Edlen, Gerding Edlen
  • Mike Fish, Dellbrook | JKS
  • Jaron Frieden, Vertex
  • Danniel Fuchs, Caesarstone
  • Gabby Geller, Women’s Institute for Housing and Economic Development
  • Brad Hamel, Alliance Residential Company
  • Dan Harvey, Princeton Properties
  • Bryan Hughes, First Service Residential
  • Andy Huntoon, Trammell Crow Residential
  • Sean Jordan, First Service Residential
  • Michael LeBrun, Trinity Financial
  • Daniel Lee, Lennar Multifamily (LMC)
  • Ben Levenson, The Copley Group
  • Bill Lovett, Toll Brothers Apartment Living
  • Jeff McHugh, G5
  • Peter McLoughlin, Boston Property Development
  • Russ Oken, Premier Property Solutions
  • Chris Reilly, The Carabetta Companies
  • Doug Root, Blackfin Real Estate Investors
  • Sean Sacks, Hines
  • Sandi Silk, Jefferson Apartment Group
  • Lars Unhjem, Mill Creek Residential Trust
  • Carolyn Zern, Berkley Investments


7:30 AM – Networking Area

Networking Breakfast

8:15 AM – General Session

Welcome Remarks

Presented by:

  • Tim Thompson, Regional Manager, Marcus & Millichap

8:20 AM – General Session

Multifamily State of Market: National vs. New England Markets

John Sebree will present the current state of the market, comparing and contrasting trends across New England with key investment markets across the country. In addition, to hard-hitting statistics, John will reveal the results of the proprietary multifamily 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

9:00 AM – General Session

The Big Question: A Developers Forecast On New England

Moderated by:

  • Tim Thompson, Regional Manager, Marcus & Millichap


  • Tinchuck Agnes Ng, Managing Director & Co-Head of Investments, Cottonwood Group
  • Jonathan Davis, Founder, Chief Executive Officer and Chief Investment Officer, The Davis Companies
  • Sue Hawkes, Managing Director, The Collaborative Companies
  • Brian O’Connor, Principal Design Partner, Cube3
  • Sandi Silk, SVP/Development Partner, Jefferson Apartment Group

9:50 AM – General Session

Morning Keynote: A Fireside Chat

Special Guest:

  • Chuck Leitner, CEO, Berkshire Group

Interviewed by:

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

10:20 AM – Networking Area

Networking Break

10:50 AM – General Session

The Good, the Bad, and the ‘Ugly?’: Equity & Debt Capital Sources Discuss an Uncertain Future

Moderated by:

  • Richard Katzenstein, Senior Vice President- National Director, Marcus & Millichap


  • Brian Dove, National Real Estate Practice Leader, USI
  • Tom Hamill, Senior Regional Director Underwriting and Credit, Freddie Mac
  • Julie Kittler, Head of Multifamily Investments, AEW Capital Management
  • Robert Maulden, Managing Director Investments Real Estate, John Hancock
  • Young Park, President, Berkeley Investment
  • Brian Salyards, Principal, PGIM Real Estate Finance

11:40 AM – General Session

Bringing Out the Best: Innovations in Property Management and Tenant Retention

Moderated by:

  • Jennifer Athas, Associate Director, Marcus & Millichap


  • Lynn Bora, Senior Vice President Operations Support Services, Winn Residential
  • Cyrus Claffey, CEO, Butterfly MX
  • Noam Kleinman, Head of Boston, Akelius Real Estate Management
  • Charles Schoenau, Managing Director, Insurent
  • Mark Smukler, Co-Founder and CEO, Bixby
  • Rob Weintraub, CEO, Premier Property Solutions

12:20 PM – Networking Area

Networking Lunch

12:30 PM – Lunch Workshop

New Trump Administration Updates: Opportunity Zones, Energy & Specialty Tax Incentives

The presentation is designed to provide New Trump Administration Updates to Federal, State and Local Energy & Specialty Tax Incentives and provide clarity to the design, qualification and certification process to maximize results and cost savings on Purchases, Renovations, Improvements and New Construction projects. During this presentation, you will be able to understand how to capture and best utilize Cost Segregation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential and multi-family projects) on a local and national scale.

Presented by:

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

1:10 PM – General Session

Creating an Opportunity: Finding Yield Throughout New England

Moderated by:

  • Evan Griffith, First Vice President Investments, Marcus & Millichap


  • Jim Driscoll, Senior Vice President Development, Waypoint Residential
  • Adelaide Grady, Senior VP, Pritzker Realty Group
  • Mike Rie, Senior Director Investments, Avalon Bay
  • Sean Sacks, Managing Director, Hines

1:55 PM – General Session

Afternoon Fireside Keynote Chat


  • Doug Manz, Partner, Director of Development, The HYM Investment Group
  • Thomas O’Brien, Founding Partner & Managing Director, HYM Investments

Interviewed by:

  • Catherine Carlock, Real Estate Editor, Boston Business Journal

2:25 PM – General Session

Closing Remarks

Presented by:

  • Tim Thompson, Regional Manager, Marcus & Millichap

2:30 PM – Networking Area

Networking Reception

NEW for 2018

Roundtable Discussions

Space is limited, contact us to see if you qualify.

10:50 AM – Closed Door Developers Roundtable

This closed-door session brings together active multifamily developers focused on ground-up development, with the goal of exploring ideas and solutions to today’s most pressing challenges.

10:50 AM – Closed Door Operations Roundtable

This closed-door session brings together operators and asset managers to discuss shared challenges in multifamily management today, with the goal of exploring ideas and solutions to those challenges.

Attending Companies (partial list)

  • AEW Capital Management
  • Ares Management
  • Arlington Finance Trust
  • Arista Development
  • Avalon Bay Communities
  • AW Perry
  • Bay Realty Partners
  • Bell Partners
  • Berkshire Group
  • Berkshire Residential
  • BlackRock
  • Bodwell Pines
  • Boston Capital Corp
  • Boston Property Ventures
  • Boylston Properties
  • Bozzuto
  • Brennan Consulting
  • Campbell Real Estate
  • Capital Real Estate Solutions
  • Cathartes
  • Charles River Realty Investors
  • Chloen Systems
  • Claremont Companies
  • Copley Wolff Design Group
  • Cottonwood Management
  • CrossHarbor Capital Partners
  • CUBE 3
  • Dakota Partners
  • DeSimone – Structural
  • Diversified Funding
  • Drew Company
  • Evolution Energy Partners
  • Fantini & Gorga
  • Futura Sales | Delta Faucet
  • Geller & Partners
  • Hunneman Real Estate
  • Inclusive Prosperity Capital Investors
  • Jefferson Apartment Group
  • John Hancock Real Estate
  • John M. Corcoran & Co.
  • Lamoureux Properties
  • Landmark Partners
  • Lendlease
  • LICCO Group
  • Lincoln Property Company
  • Lupoli Companies
  • MassHousing
  • MDP Development LLC
  • MFS Investment Management
  • Multi Vision Investments
  • New York Capitol Consultants
  • Newmark Knight Frank
  • Northland Investment Corporation
  • Perry Real Estate Investment
  • Pizzuti Development
  • PKL Ventures
  • Princeton Properties
  • Pritzker Realty Group
  • Safety, Income & Growth
  • Sophava
  • The Bozzuto Group
  • The Copley Group
  • The Davis Companies
  • The Norfolk Companies
  • The Simon Konover Company
  • Trammell Crow Residential
  • Trinity Financial
  • Verve Property Advisors
  • Waypoint Residential
  • Whiting-Turner Contracting
  • WHT Management
  • Wood Partners Investments
  • Yule Development Co.

Get Involved!

Speaking Inquiries:

John Ward
(917) 445-6029


Scott Milliken
(646) 862-9912

Sponsorship & Exhibiting

Amber Collins
(646) 783-3940

Conference Chairs

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

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 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 (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.

Our Sponsors

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

Engineered Tax Services
HYM Investment Group
The Guarantors
Zrent Zdeposid

Venue Details

Marcus & Millichap / IPA Multifamily Forum:
New England
Thursday, December 13, 2018

Boston Marriott Cambridge
50 Broadway
Cambridge, MA 02142
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Conference Organizer


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