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
Panelists:
- 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
Panelists:
- 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
Panelists:
- 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
Panelists:
- 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
Keynotes:
- 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