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.
Register Now

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
CEO
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.

Lynn Bora

Lynn Bora
SVP – WinnResidential
WinnCompanies

Jonathan Davis

Jonathan Davis
Chief Executive Officer
Davis Companies

Jim Driscoll

Jim Driscoll
SVP – Development
Waypoint Residential

Brian Golden

Brian Golden
Director
The Boston Planning & Development Agency

Adelaide Grady

Adelaide Grady
Senior VP
Pritzker Realty

Tom Hamill

Tom Hamill
Senior Regional Director Underwriting and Credit
Freddie Mac

Maureen Joyce

Maureen Joyce
Director
AEW Capital Management

Noam Kleinman

Noam Kleinman
Head of Boston
Akelius Real Estate Management

Rob Maulden

Robert Maulden
Managing Director
John Hancock

Tinchuck Ng

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

Young Park

Young Park
President
Berkeley Investment

Mike Rie

Mike Rie
Senior Director Investments
Avalon Bay

Sean Sacks

Sean Sacks
Managing Director
Hines

Sandi Silk

Sandi Silk
SVP – Development
Jefferson Apartment Group

Rob Weintraub

Rob Weintraub
CEO
Premier Property Solutions

Scott Zwilling

Scott Zwilling
Principal
Spirit Investment Partners

Cyrus Claffey

Cyrus Claffey
CEO
ButterflyMX

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Brian Dove

Brian Dove
National Real Estate Practice Leader
USI

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
Partner
CUBE 3 Studio Architects

Brian Salyards

Brian Salyards
Principal
PGIM Real Estate Finance

Charles Schoenau

Charles Schoenau
Managing Director
Insurent

John Sebree

John Sebree
FVP & National Director – Multifamily
Marcus & Millichap

Mark Smukler

Mark Smukler
Co-Founder
Bixby

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
  • Michael LeBrun, Trinity Financial
  • Daniel Lee, Lennar Multifamily (LMC)
  • Ben Levenson, The Copley Group
  • Bill Lovett, Toll Brothers Apartment Living
  • Jeff McHugh, G5
  • 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

Agenda

7:30 AM – Networking Area

Networking Breakfast


8:15 AM – General Session

Welcome Remarks

Presented by:

  • Tim Thompson, Sales 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, Sales 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
  • Brian Golden, Director, The Boston Planning & Development Agency
  • 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
  • Maureen Joyce, Director, 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

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

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

Keynote:

  • Doug Manz, Partner, Director of Development, The HYM Investment Group

Interviewed by:

  • Thomas O’Brien, Founding Partner & Managing Director, HYM Investments

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.


Get Involved!

Register Now

Speaking Inquiries:

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

Registration:

Scott Milliken
(646) 862-9912
scott@greenpearlevents.com

Sponsorship & Exhibiting

Amber Collins
(646) 783-3937
amber@greenpearlevents.com

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.

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.

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.

Bixby
ButterflyMX
Caeserstone
CityLift
Cube3
Dellbrook
Engineered Tax Services
G5
HYM Investment Group
Insurent
PGIM
Starry
Securiti
USI-180x145
Vertex

Venue Details

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

Venue:
Boston Marriott Cambridge
50 Broadway
Cambridge, MA 02142
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Conference Organizer

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