Register Now for November 7, 2019!

The 5th annual Marcus & Millichap / IPA Multifamily Forum: New England brings together New England’s most prominent developers, investors, owners and operators to discuss what has become one of the hottest real estate markets in the country. Join us November 7th in Boston to discuss the urban and suburban rental, condo and mixed-use market across New England and what supply versus demand balance means for multifamily investors, owners and operators.

The Marcus & Millichap / IPA Multifamily Forums across the U.S. bring together over 6,000 multifamily owners, investors, managers and developers to create an in-person marketplace for learning, discovery, networking and deal making. The sessions address the major issues affecting the apartment and condo markets today, and the networking allows multi-housing principals to meet, talk and source deals and investment capital.

Get Involved!

Speaking Inquiries:

Ajna Adams
(646) 701-7982
E-mail me

Registration:

Claudia Gutwirth
(646) 862-6125
E-mail me

Sponsorship & Exhibiting:

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

Attendees networking
Mixed Use Panel
Robert DeWitt
Jack Manning Keynote

2019 Keynote Speaker

Gil Winn

Gil Winn
Chief Executive Officer
WinnCompanies

Speakers

Speakers at the Marcus & Millichap / IPA Multifamily Forum: New England are typically senior executives and company leaders who lead teams that invest, own, develop and manage multifamily properties, as well as a curated selection of industry leaders from organizations that impact the multifamily asset class today.

Andrew Chaban

Andrew Chaban
Chief Executive Officer
Princeton Properties

John Gochberg

John Gochberg
President & CEO
TGM Associates

Abby Goldenfarb

Abby Goldenfarb
Vice President – Development
Trinity Financial

Matthew Kiefer

Matthew Kiefer
Director
Goulston & Storrs

Peter McLoughlin

Peter McLoughlin
Chief Executive Officer
Boston Property Development

Megan Mulcahy

Megan Mulcahy
Chief Credit Officer
Massachusetts Housing Partnership

Thomas O'Brien

Tom O’Brien
Founding Partner & Managing Director
HYM Investment Group

Darlene Perrone

Darlene Perrone
President – Residential Management
Beacon Communities

Bob Plumb

Bob Plumb
Managing Director
AEW Capital Management

Joel Sklar

Joel Sklar
Chief Executive Officer
Samuels & Associates

Damian Szary

Damian Szary
Principal
RedGate

Carl Valeri

Carl Valeri
Managing Partner
ViceRoy Capital Management

Matthew Warner

Matthew Warner
Managing Director
John Hancock

David Bois

David Bois
Principal
Arrowstreet

Michael D'Onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Brian Dove

Brian Dove
National Real Estate Practice Leader
USI

Laura Gollinger

Laura Gollinger
Vice President
The Collaborative Companies

Evan Griffith

Evan Griffith
First Vice President
Marcus & Millichap
Boston

John Horowitz

John Horowitz
VP & Regional Manager
Marcus & Millichap

Richard Katzenstein

Richard Katzenstein
SVP & National Director
Marcus & Millichap
Capital Corporation

Brian Salyards

Brian Salyards
Principal
PGIM

John Sebree

John S. Sebree
First Vice President
National Director,
Multifamily

Marcus & Millichap

Featured Participants

Sarah Barnat

Barnat Development

Greg Bialecki

RedGate

Rodger Brown

Preservation of Affordable Housing

Jon Cohen

Boston Property Ventures

Deane Dolben

Dolben Company

Jim Driscoll

Waypoint Residential

Michael Fish

Dellbrook Construction

Adelaide Grady

Leggat McCall Properties

Dan Harvey

Princeton Properties

Lauren Jezienicki

Bozzuto

Erik Joncas

Welch Sign

Julie Kittler

AEW Capital Management

Noam Kleinman

Akelius Real Estate Management

Michael LeBrun

Trinity Financial

Jeffrey Libert

Forest Properties Management

Bill Lovett

Toll Brothers

Doug Manz

HYM Investment Group

Bob McCullough

UDR

Andy Montelli

Post Road Residential

David Nachman

Spirit Investment Partners

Young Park

Berkeley Investments

Elias Patoucheas

Claremont Companies

Chris Reilly

Lexington Partners

Bill Revers

Fairfield Residential

Michael Roberts

AvalonBay Communities

Doug Root

Blackfin Real Estate Investors

Charles Schoenau

Insurent

Merav Shabo

Caesarstone

Kevin Sheehan

Greystar

Sandi Silk

Jefferson Apartment Group

Josh Solomon

DSF Group

Alex Twining

Twining Properties

Who Speaks

Speakers at the Marcus & Millichap / IPA Multifamily Forum: New England are typically senior executives and company leaders who lead teams that invest, own, develop and manage multifamily properties, as well as a curated selection of industry leaders from organizations that impact the multifamily asset class today. Past speakers include:

Robert DeWitt

Robert DeWitt
Vice Chairman & CEO
GID

Richard Friedman

Richard Friedman
President & CEO
Carpenter & Company

John Hynes

John Hynes
CEO & Managing Partner
Boston Global Investors

Jack Manning

Jack Manning
President & CEO
Boston Capital

Doug Manz

Doug Manz
Partner, Director Development
HYM Investments

Thomas O’Brien

Thomas O’Brien
Founding Partner & Managing Director
HYM Investments

  • Christopher Bicho, President, Landings Real Estate Group
  • Michael Boujoulian, Managing Director, Alliance Residential Company
  • Newt Brainard, Vice President, Simon Konover Company
  • Joe Cannon, Senior Vice President – Investments, Bell Partners
  • Andrew Chaban, CEO, Princeton Properties
  • Saeed Coates, President and Acquisitions Manager, The GPG Companies
  • John Connelly, Head of Acquisition, UBS
  • Dan Copeland, VP – Operations, Mill Creek Residential Trust
  • Jonathan Davis, CEO, CIO & Founder, Davis Companies
  • Jim Driscoll, SVP – Development, Waypoint Residential
  • Kel Frazier, VP – Acquisitions, Berkshire Residential Investments
  • Marianne Ganster, Head of Asset Management, AIG Global Real Estate Investment
  • Adelaide Grady, SVP, Pritzker Realty
  • Jim Halliday, Managing Director, New Balance (NB) Development Group
  • Sue Hawkes, President & CEO, The Collaborative Companies
  • Robert Hodge, SVP – Acquisitions, Greystar
  • Maureen Joyce, Director, AEW Capital Management
  • Brian Klansky, Regional Director: NY & New England, View | Dynamic Glass
  • Noam Kleinman, Head of Boston, Akelius Real Estate Management
  • Jim Lambert, Managing Director, Wood Partners
  • Malia Lazu, Executive Director & Co-Founder, Future Boston Alliance
  • Sal Lupoli, President & CEO, Lupoli Companies
  • Sarah Mathewson, SVP, Avalon Communities
  • Robert Maulden, Managing Director, John Hancock
  • Andrew Montelli, Founder & President, Post Road Residential
  • David Nachman, President, Spirit Investment Partners
  • Tinchuck Ng, Managing Director, Cottonwood Management
  • Jacqueline Nuñez, Owner & Founder, WonderGroup
  • David Parisier, Managing Director, Paredim Partners
  • Young Park, President, Berkeley Investments
  • Michael Piscatelli, VP – Real Estate, USI
  • Peter Poras, President, Investment Division, Chestnut Hill Realty
  • Bill Revers, Head of East Coast Aquisitions, Fairfield Residential
  • Sean Sacks, Director, Hines
  • Sandi Silk, SVP/Development Partner, Jefferson Apartment Group
  • Mark Smukler, Founder & CEO, Bixby
  • Josh Solomon, Co-Founder, The DSF Group
  • Pradip Tandon, Partner & CFO, Acorn Holdings
  • Alex Twining, CEO, Twining Properties
  • Robert Weintraub, CEO, Premier Property Solutions
  • Stephanie Williams, President, Bozzuto
  • Gilbert Winn, CEO, WinnCompanies

2019 Attendees (Partial List)

Each year over 350 attend from organizations such as the following multifamily owners, investors and developers.

  • AEW Capital Management
  • AIG Global Real Estate
  • Akelius Real Estate Management
  • All Things Real Estate
  • AvalonBay Communities
  • Barings
  • Barnat Development
  • Beacon Communities
  • Berkeley Investments
  • Blackfin Real Estate Investors
  • Boston Property Ventures
  • Boston Residential Group
  • Bozzuto
  • Cathartes
  • Charles River Realty Investors
  • Civico Development
  • Claddagh Capital
  • Claremont Companies
  • Copley Group
  • CrossHarbor Capital Partners
  • CSOT Real Estate
  • Davis Companies
  • Dolben Company
  • Drew Company
  • DSF Group
  • Eagle Rock Properties
  • Forest Properties Management
  • Gilbert Campbell Real Esttate
  • Goulston & Storrs
  • Greystar
  • HYM Investment Group
  • JE Prperties
  • Jefferson Apartment Group
  • Konover Residential Corporation
  • Lamoureux Properties
  • Leggat McCall Properties
  • Lexington Property Management
  • MultiVision Investments
  • North America Development
  • PKL Ventures
  • Post Road Residential
  • Preservation of Affordable Housing
  • Princeton Properties
  • Procopio Companies
  • RedGate
  • Remic Properties
  • Samuels & Associates
  • Seabrook Real Estate Partners
  • Simon Konover Company
  • Spirit Investment Partners
  • Taymil Partners
  • TGM Associates
  • Toll Brothers
  • Trammell Crow Residential
  • Trinity Financial
  • Trio Properties
  • Twining Properties
  • UDR
  • United Group of Companies
  • ViceRoy Capital Management
  • Waypoint Residential
  • WinnCompanies

Companies Attending (partial list)

  • AIG Global Real Estate
  • Akelius Real Estate Management
  • Anderson Porter Design
  • Avalon Communities
  • Bergmeyer Associates
  • Berkeley Investments
  • Blackfin Real Estate Investors
  • Bozzuto Construction Company
  • Charles River Realty Investors
  • Claddagh Capital
  • Claremont Companies
  • CrossHarbor Capital Partners
  • CSOT Real Estate
  • CUBE 3
  • Dimeo Construction Company
  • Drew Company
  • DSF Group
  • Eagle Rock Properties
  • Erland Construction
  • Evolution Energy Partners
  • Forest Properties Management
  • Freelance for the Worcester T&G
  • Gilbert Campbell Real Estate
  • Hunneman Real Estate
  • Jefferson Apartment Group
  • Katerra Renovations
  • Konover Residential Corporation
  • Lamoureux Properties
  • Leggat McCall Properties
  • Lexington Partners
  • netBlazr
  • North America Development
  • Post Road Residential
  • Preservation of Affordable Housing Inc
  • RedGate
  • Remic Properties
  • Sasaki
  • Seabrook Real Estate Partners
  • Shawnlee Construction
  • Spirit Investment Partners
  • The Simon Konover Company
  • The United Group of Companies
  • Toll Brothers
  • Trammell Crow Residential
  • Trinity Financial
  • Twining Properties
  • UDR
  • Waypoint Residential
  • Waypoint KLA

Agenda

7:30 AM

Networking Breakfast

8:15 AM

Welcome Remarks

8:20 AM

Multifamily State of Market: National vs. New England Markets

8:55 AM

The State of Multifamily & Mixed Use Development in Boston & Across New England

9:35 AM

Networking Break

9:45 AM

Tax Free Forever: New information just released about Opportunity Zones and Tax Policy changes

10:20 AM

A Look Ahead: Multifamily Finance & Capital Markets in 2020 & Beyond

11:05 AM

Hunting High-Yield Opportunities: Finding Multifamily Value Add Opportunities Across New England

11:50 AM

Multifamily Property Management Innovations & Best Practices

12:35 PM

Keynote: Gil Winn, CEO, WinnCompanies

1:00 PM

Closing Remarks

1:00 PM

Networking Lunch / End of Conference

Roundtables

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

10:45 AM

Multifamily Developers Roundtable: A Closed-Door Roundtable

10:45 AM

Operational Excellence: A Closed-Door Roundtable

Agenda

7:30 AM

Networking Breakfast

8:15 AM

Welcome Remarks

Presented by:

  • John Horowitz, VP & Regional Manager, Marcus & Millichap

8:20 AM

Multifamily State of Market: National vs. New England Markets

John Sebree presents the current multifamily state of the market by comparing and contrasting trends across New England with other high-growth markets nationwide. With hard-hitting statistics, John reveals the results of the proprietary multifamily owner survey, giving you a peek into what’s top of mind for your peers and their planned investments and divestment activities.

Presented by:

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

8:55 AM

The State of Multifamily & Mixed Use Development in Boston & Across New England

With Boston and New England in the midst of a thriving, high-demand CRE market, developers are navigating a number of challenges to get to the right opportunities. From high construction costs to restrictive zoning that slows development, how are multifamily and mixed use developers strengthening their portfolios while navigating top industry challenges?

  • How are developers dealing with soaring construction costs?
  • What proven creative strategies are developers using to deal with costly construction?
  • What Boston and East Coast trends should be on your firm’s radar?
  • Projects to watch — what projects are transforming the city?

Moderated by:

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

Panelists:

  • David Bois, Partner, Arrowstreet
  • Abby Goldenfarb, VP – Development, Trinity Financial
  • Laura Gollinger, Vice President, The Collaborative Companies
  • Tom O’Brien, Founding Partner & Managing Director, HYM Investment Group
  • Joel Sklar, Chief Executive Officer, Samuels & Associates
  • Damian Szary, Principal, RedGate

9:35 AM

Networking Break

9:45 AM

Tax Free Forever: New information just released about Opportunity Zones and Tax Policy changes

Join this workshop to get the latest updates and changes to Qualified Opportunity Zones just released out of Washington. Recent changes open up new avenues of value creation, real estate deal structuring, advanced tax credit and incentive strategies.

Workshop Leader:

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

10:20 AM

A Look Ahead: Multifamily Finance & Capital Markets in 2020 & Beyond

With high demand in development, the multifamily real estate market continues to be strong. Nonetheless, lenders are seeking higher levels of guarantees. While many equity investors have money ready to invest, they are taking a slow-and-steady approach to ensure they don’t overcommit as market conditions change. In the face of such challenges, how do developers, owners and investors get the necessary capital in a timely fashion?

  • What deals are most attractive to equity investors?
  • Who are today’s active investors and what types of projects are they investing in?
  • How can you take advantage of changing tax incentives?
  • How can you get the most out of your financing strategies?

Moderated by:

  • Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation

Panelists:

  • Brian Dove, National Real Estate Practice Leader, USI
  • Megan Mulcahy, Chief Credit Officer, Massachusetts Housing Partnership
  • Bob Plumb, Managing Director, AEW Capital Management
  • Brian Salyards, Principal, PGIM
  • Matthew Warner, Managing Director, John Hancock

11:05 AM

Hunting High-Yield Opportunities: Finding Multifamily Value Add Opportunities Across New England

Investors continue to hunt for high-yielding opportunities, and value-added renovations of apartment properties have performed well in this real estate cycle. But as the pool of attractive assets shrinks and rent growth slows, investors must be more careful as they assess potential deals. The challenge is finding properties that have not already been renovated. What are some of the creative solutions being used to see big returns on existing assets?

  • Where are New England’s most active value-add players acquiring assets?
  • What are the keys to finding deals in a scarce market?
  • Finding properties in submarkets that have not already been renovated.
  • Assessing the market for value-add opportunities.

Panelist:

  • John Gochberg, Chief Executive Officer, TGM Associates
  • Peter McLoughlin, Chief Executive Officer, Boston Property Development
  • Carl Valeri, Managing Partner, ViceRoy Capital Management

11:50 AM

Multifamily Property Management Innovations & Best Practices

Renters now have the benefit of more choices than ever before putting pressure on owners and operators to up their game when it comes to amenities. As rent continues to increase so do demands of what they expect. Incorporating technology into the resident experience is the new normal yet the options are abundant and choosing the best one can be overwhelming. How can operational leaders stay out in a sea of competition and what tools are they using to attract and retain tenants?

  • How can you drive positive reviews?
  • What amenities and services will residents actually pay more for?
  • How can you find opportunities to add ancillary income and bring costs down?
  • How can you drive tenant engagement through digital marketing?

Panelist:

  • Andrew Chaban, Chief Executive Officer, Princeton Properties
  • Darlene Perrone, President – Residential Management, Beacon Communities
  • Charles Schoneau, Managing Director, Insurent

12:35 PM

Keynote: Gil Winn, CEO, WinnCompanies

Interviewed by:

  • Matthew Kiefer, Director, Goulston & Storrs

1:00 PM

Closing Remarks

Presented by:

  • John Horowitz, VP & Regional Manager, Marcus & Millichap

1:00 PM

Networking Lunch / End of Conference

Roundtables

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

10:45 AM

Multifamily Developers Roundtable: A Closed-Door Roundtable

While the development boom is mostly positive, it has its challenges — rising costs, challenges with government bodies and ensuring a property is value-engineered so it leases up quickly. This roundtable brings together active ground-up developers for a candid, off-the-record conversations of how each is solving these challenges.

10:45 AM

Operational Excellence: A Closed-Door Roundtable

Operators are being asked to do more with less all while tenant expectations continue to rise. This closed-door session brings together operators and asset managers to discuss shared challenges and opportunities in multifamily management today.

Conference Chairs

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 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.

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.

2019 Sponsors

Allied Consulting Engineering Services
All Pro Electric
Arrowstreet
Caeserstone
Callahan
CityLift
Dellbrook
ETS
Insurent
PGIM
Starry
TF Andrew
USI
Welch Sign logo
Westfalia

Who Sponsors

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: New England are typically industry vendors, professionals and service providers looking to secure new business from multifamily owners, investors and developers.

appfolio
Arqui300
Bixby
Bozzuto
ButterflyMX
Caeserstone
CityLift
Cube3
DaltonFinegold
DefeaseWithEase
Dellbrook
DevineMillimet
ElkusManfredi
ETS
Erland
Eversource
G5
GirderSlab
Graystar
Huber
HYM
Insurent
Marcus & Millichap
PGIM
Prudential
QuietStream
SaulEwing
The Guarantors
Starry
TaylorCC
TF-Andrew
USI
Vertex
Zrent Zdeposid

2019 Venue

Marcus & Millichap / IPA Multifamily Forum:
New England
Thursday, November 7, 2019

Venue:
Boston Marriott Cambridge
50 Broadway
Cambridge
Google Map

We have reserved a block for attendees at The Boston Marriott Cambridge for the night of November 6th. The room rate is $329 per night plus tax. Reserve your room by clicking here.

Please note that the discounted rate will be available until October 5th or until the group block is sold-out, whichever comes first.

Get Involved!

Speaking Inquiries:

Ajna Adams
(646) 701-7982
E-mail me

Registration:

Claudia Gutwirth
(646) 862-6125
E-mail me

Sponsorship & Exhibiting:

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

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