Join us in November

On November 14, California’s most prominent multifamily leaders unite at the sixth annual Marcus & Millichap / IPA Multifamily Forum: Northern California. With over 50 speakers, experts and thought leaders delivering content and information in a diversity of formats including panels, keynote talks, interactive workshops and closed-door roundtable discussions, this is the most valuable event of the year.

This year’s conference features special keynote fireside chats with Related California CEO, Bill Witte, and Marcus & Millichap President & CEO, Hessam Nadji. From market intelligence & analysis to deal flow & best practices, this year’s content is practical and hard-hitting, directly from the most active and influential owners, operators, investors, developers and financiers.

Plus, don’t miss out on one of the most anticipated discussions of the year – the effort to repeal the Costa-Hawkins Rental Housing Act. The conference takes place one week after the vote on the ballot measure. The repercussions of either outcome will be a key focus.

 

Reasons to Attend

  • Join the discussion on the verdict on the effort to repeal Costa-Hawkins
  • Get creative ideas on raising equity capital, financing new deals and refinancing
  • Learn where to look for high-return acquisition / investment opportunities today
  • Find out where rents are headed as well as innovations from leading edge operators
  • Set up one-on-one meetings with select multifamily operating and capital partners*
  • Share ideas and challenges in the closed-door, peer-to-peer roundtables*

* Exclusive / limited-access

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

Hessam Nadji

Hessam Nadji
President & CEO
Marcus & Millichap

Bill Witte

Bill Witte
President
Related California

Featured Speakers

Michael Anthony

Michael Anthony
Principal
MNM Partners

Steve Buster

Steve Buster
SVP Development
Grosvenor

Brian Chuck

Brian Chuck
Partner
Calvera Partners

Damon Conklin

Damon Conklin
Director of Government Affairs
Federation of California of Builders Exchanges

Charles Demmon

Charles Demmon
Partner
Demmon Partners

Jack Dickens

Jack Dickens
COO
LivCor

Henry Eason

Henry Eason
Editor & Publisher
California Building News

John Eudy

John D. Eudy
Executive Vice President & Chief Investment Officer – Development
Essex Property Trust

Chris Hagen

Chris Hagen
SVP Operations
MG Properties Group

Aaron Hancock

Aaron Hancock
Managing Director
Raintree Partners

Nathan Hong

Nathan Hong
SVP Development – Northern California
Avalon Communities

Chris Kober

Christopher J. Kober
Managing Director – Portfolio Operations
Pacific Urban Residential

Mark R. Kroll
Managing Director / Founder
Sares Regis Group of Northern California

Mark MacDonald

Mark MacDonald
Principal
DM Development

Matt Matteson

Matt Matteson
Co-President & COO
JB Matteson

Edward McGovern
Managing Director, Capital Markets
Security Properties

Jonathan Scharfman

Jonathan Scharfman
General Manager & Director – Development
Universal Paragon

Peter Wilson

Peter Wilson
President
PTLA Real Estate Group

Robin Zimbler

Robin Zimbler
Founder
Freebird Development

Sandy Blair

Sandy S. Blair
Vice President and Regional Manager, San Francisco
Marx Okubo

Phuong Dang

Phuong T. Dang
Partner
Seiler

Mike D’Onofrio
Managing Director
Engineered Tax Services

James Hannah

James Hannah
Vice President, Client Energy Services
Bright Power

Stan Jones

Stan Jones
Executive Managing Partner
IPA

Ken Lowney

Ken Lowney
President & CEO
Lowney Architecture

Billy Meyer

Billy Meyer
Managing Director
Columbia Pacific Advisors

Alexa Mizrahi

Alexa Mizrahi
Director, Loan Origination
Lone Oak Fund

David Mugmon

David Mugmon
Partner
Seiler

Paul Niewiadomski

Paul Niewiadomski
Partner
Lubin Olson & Niewiadomski

Kenneth Nilmeier

Kenneth Nilmeier
Principal and Director of Planning
MVE & Partners

Ed Padilla

Ed Padilla
EVP and Co-Chief Lending Officer, Head of Commercial Real Estate
Opus Bank

Charles Schoenau

Charles Schoenau
Managing Director
Insurent

John Sebree

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

David Shillington

David Shillington
President
Marcus & Millichap Capital Corporation

Steve Seligman

Steven J. Seligman
First Vice President/Regional Manager
Marcus & Millichap Palo Alto

Tod Spieker

Tod Spieker
President
Spieker Companies

Erik Spring

Erik Spring
Director of Sales
Wave Broadband

Kelvin Tetz

Kelvin Tetz
National Practice Leader, Real Estate
Moss Adams

Jim Wiegandt

Jim Wiegandt
Commercial Real Estate Banking
Banc of California

Robert Younkin

Robert Younkin
Vice President
PGIM Real Estate

Featured Participants

  • J.J. Abraham, Lennar Multifamily (LMC)
  • Jim Alexander, Equity Residential
  • Luis Belmonte, Seven Hills Properties
  • Sandy Blair, Marx Okubo
  • Ken Busch, Sares Regis Group of Northern California
  • Chris Carnazzo, Loka Properties
  • Greg Christopher, Carmel Partners
  • Brian Chuck, Calvera Partners
  • Ziv Cohen, Resmark
  • Joan Cress, Veritas Investments
  • Steven Eggert, Anton Development
  • Paul “Chip” Erickson, Jr., Sansome Pacific
  • Kevin Grani, WinnResidential
  • Brad Griggs, Blake Griggs Properties
  • Brendan Hayes, Fairfield Residential
  • Jim Howard, Carmel Partners
  • Billie LaBelle, Alliance Residential
  • Alvaro Leiva, SummerHill Apartment Communities
  • Sheryl McKibben, FivePoint
  • Randall Miller, RAD Urban
  • David Mugmon, Seiler
  • Katie O’Brien, Build Inc
  • Brian Pianca, Wood Partners
  • Erik Spring, WAVE
  • Debbie Tedsen, FPI Management
  • Kelvin Tetz, Moss Adams
  • Jackie Todesco, AvalonBay
  • Jason Vargas, East Bay Asian Local Development Corp.
  • Heather Wallace, Sares Regis Group

Agenda

8:00 AM – 8:45 AM

Breakfast, Networking & One-on-One Meetings


8:45 AM – 8:55 AM

Welcome & Opening Remarks

Presented by:

  • Steven J. Seligman, First Vice President/Regional Manager, Marcus & Millichap, Palo Alto

8:55 AM – 9:30 AM

Multifamily State of the Market: National vs Bay Area Markets

John Sebree will present the current state of the market, comparing and contrasting trends across Northern California 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

9:30 AM – 10:00 AM

Morning Keynote

Keynote:

  • Hessam Nadji, President & CEO, Marcus & Millichap

Interviewed by:

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

10:05 AM – 10:50 AM (TRACK A)

Peaks & Valleys: Viewpoints from Multifamily Leaders

It has been a good ride for a long time. Northern California has been host to one of the strongest housing markets in recent history. Demand for housing surpasses most markets and rental prices are only now showing signs of slowing down. Yet, rent control measures and the complicated political climate are just a few of the factors that make it also one of the most challenging markets to work within. While some changes have been beneficial, there could be a lot at stake should Costa-Hawkins be repealed. How are some of the most multifamily players navigating all the forces at work, and how are they planning for what’s to come?

  • Looking outside: the economic outlook and expected impact upon apartment demand
  • Hold your breath: creative strategies in a rent controlled pressure cooker
  • The big squeeze: examining opportunities to add density without disrupting
  • NIMBY: navigating political and community resistance to new developments
  • Thinking ahead: strategizing and acquisitions in advance of the next cycle

Moderated by:

  • Phuong Dang, Partner, Seiler

Panelists:

  • Matt Matteson, Co-President, COO, JB Matteson
  • Mark Kroll, Co-Founder & Managing Director, Sares-Regis Northern California
  • Jonathan Scharfman, General Manager & Director – Development, Universal Paragon
  • Tod Spieker, President, Spieker Companies
  • Kenneth Nilmeier, Principal and Director of Planning, MVE + Partners

10:50 AM – 11:20 AM

Networking Break & One-on-One Meetings


11:20 AM – 12:05 PM (TRACK A)

Hide and Seek: Mastering the Equity / Debt Financing Game

While many equity investors have large sums still to deploy and although multifamily continues to present opportunities, significant uncertainty is causing many investors to hold back from deals. Further, bank financing has become increasingly tight with higher interest rates and more risk-averse underwriting. Where can one find willing investors and lenders and what types of deals are they financing?

  • Viewpoints: perspectives from active equity capital partners
  • Changing states: how terms, rates, leverage and recourse are changing
  • Choose me: which sources make sense based on deal type and size
  • Overseas: with China’s pullback, how foreign capital demand for deals is changing
  • Keeping pace: Understanding how to take advantage of PACE financing

Moderated by:

  • David Shillington, President, Marcus & Millichap Capital Corporation

Panelists:

  • Edward McGovern, Managing Director, Capital Markets, Security Properties
  • Ed Padilla, Executive Vice President and Co-Chief Lending Officer, Head of Commercial Real Estate, Opus Bank
  • Alexa Mizrahi, Director, Loan Origination, Lone Oak Fund
  • Robert Younkin, Vice President, PGIM Real Estate
  • Billy Meyer, Managing Director, Columbia Pacific Advisors

11:20 AM – 12:05 PM (TRACK B)

Value-Add OS: Downloading the Latest Update on Apartment Upgrades

With so many barriers to new development, acquiring and upgrading existing assets is often the most sure-fire way to deploy capital, control risk and generate sufficient returns within a pre-set timeline. However, the value-add playbook has many coffee-stained pages, and not all strategies make sense for all properties. With rents softening, the ROI on some upgrades may no longer make sense for your business plan. What are the ways that savvy operators are re-tooling their properties, and where geographically are you likely to find new opportunities?

  • Undercover: the key to finding (off-market) deals in a sellers’ market
  • Bang for the buck: which amenities make sense for specific demographics / price points
  • Beyond 415 and 650: where smart pioneers are finding new opportunities
  • Curb appeal: cost-efficient design alterations with big ROI results
  • Holding period: managing investors expectations on returns and exit timing

Presented by:

  • Steven J. Seligman, First Vice President/Regional Manager, Marcus & Millichap, Palo Alto

Panelists:

  • Michael Anthony, Principal, MNM Partners
  • Peter Wilson, President, PTLA Real Estate Group
  • Charles Demmon, Partner, Demmon Partners
  • Aaron Hancock, Managing Director, Raintree Partners
  • Jim Wiegandt, Commercial Real Estate Banking, Banc of California

12:10 PM – 12:55 PM (TRACK A)

The Cost of Doing Business: Development & Construction Across Northern California

Not all entrepreneurs in Northern California are in tech. New development and construction requires equal parts vision and courage. But getting a project off the ground in this region is more like a marathon rather than a sprint, and raising acquisition and construction financing is only half the battle. From identifying sites at the right price to entitlements, from selecting the right branding, design and unit mix to addressing political and community resistance, knowing what to do requires more than a crystal ball. How are developers keeping their heads on straight with the challenges they are faced with while building projects that deliver necessary returns?

  • Who’s knockin’: Opportunities in affordable housing for market rate developers
  • Like a pro: Managing high materials and labor costs in light of new tariffs and immigration policy
  • Squeeze control: how to take advantage of incentives to gain increased density
  • All for one: working with the local politicians and community leaders to gain support
  • Into the future: how self-driving cars, drones, e-commerce, work-from-home and other trends are changing today’s designs for tomorrow’s needs

Moderated by:

  • Henry Eason, Editor & Publisher, California Building News

Panelists:

  • Nathan Hong, SVP – Development, AvalonBay
  • Mark MacDonald, Principal, DM Development
  • Robin Zimbler, Founder, Free Bird Development
  • Steve Buster, SVP, Development, Grovesnor
  • Ken Lowney, President & CEO, Lowney Architecture

12:10 PM – 12:55 PM (TRACK B)

More with Less: Innovations & Technology Trends for Apartment Owners & Managers

With rental rates beginning to stagnate, smart operators are anticipating the change in the cycle, shifting to a more competitive stance to attract and retain tenants. While concessions increase for lease ups of new properties, existing properties are also in need of incentives to win over new tenants, as well as key features and amenities to retain tenants. Also, to keep the steady growth in returns, sharp managers are finding innovative ways to generate ancillary income and continue to drive down costs, without sacrificing tenant experience. How do you navigate these waters with so many options to choose from?

  • High-end living: what services and amenities the highest paying tenants require
  • Keeping it lean: which technologies drive efficiency without impairing tenant satisfaction
  • Automation: what can be automated and where a personal touch is best
  • Social game: best practices for managing reputation in a Google+ and Instagram world
  • Less is more: hiring and keeping the best operations managers for tomorrow’s skill set

Moderated by:

  • Paul Niewiadomski, Partner, Lubin Olson

Panelists:

  • Jack Dickens, COO, LivCor
  • Christopher J. Kober, Managing Director – Portfolio Operations, Pacific Urban Residential
  • Chris Hagen, SVP Operations, MG Properties Group
  • James Hannah, VP – Client Energy Services, Bright Power
  • Charles Schoenau, Managing Director, Insurent

12:55 PM – 1:45 PM

Networking Lunch & One-on-One Meetings


1:05 PM – 1:35 PM (LUNCH WORKSHOP)

New Trump Administration Updates: Federal, State and Local 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

1:35 PM – 1:40 PM

Sponsored Solo Presentation


1:40 PM – 2:10 PM

Afternoon Fireside Keynote Chat

Keynote:

  • Bill Witte, Chairman & CEO, Related California

2:10 PM – 2:40 PM

The Verdict is In: What’s Next Following the Vote to Repeal Costa-Hawkins

Moderated by:

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

Panelists:

  • John D. Eudy, Executive Vice President & Chief Investment Officer – Development, Essex Property Trust
  • Damon Conklin, Director of Government Affairs, Federation of California of Builders Exchanges
  • Stan Jones, Executive Managing Partner, IPA

2:15 PM – 2:20 PM

Concluding Remarks

Presented by:

  • Steven J. Seligman, First Vice President/Regional Manager, Marcus & Millichap, Palo Alto

2:20 PM – 3:20 PM

Post-Conference Reception & One-on-One Meetings


NEW for 2018

Roundtable Discussions

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


11:20 AM – 12:50 PM

Ground-Up Development: A Closed-Door Roundtable

Getting projects off the ground has never been easy in this region. This closed-door session brings together California’s active multifamily developers and builders to discuss shared challenges in apartment and condo development today, with the goal of exploring ideas and solutions to those challenges.

Participants include:

    • Ken Busch, Sares Regis Group of Northern California
    • Greg Christopher, Carmel Partners
    • Ziv Cohen, Resmark
    • Steven Eggert, Anton Development
    • Mark MacDonald, DM Development
    • Randy Miller, RAD Urban
    • Katie O’Brien, Build Inc.
    • Jason Vargas, East Bay Asian Local Development Corp
    • David Mugmon, Seiler
    • Sandy Blair, Marx|Okubo Associates

11:20 AM – 12:50 PM

Operational Excellence: A Closed-Door Roundtable

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

Participants include:

    • Jack Dickens, LivCor
    • Kevin Grani, WinnResidential
    • Jim Howard, Carmel Partners
    • Jackie Todesco, AvalonBay Communities
    • Heather Wallace, Sares Regis Group
    • Erik Spring, WAVE
    • Kelvin Tetz, Moss Adams

*These curated sessions are comprised of select leaders who share the same challenges. Sessions are limited to a maximum of 30 participants and are completely off-the-record with no media or audience. The goal is to share challenges and solutions together to advance the industry. Chaired by an industry veteran, each session will be tasked with addressing a short list of specific challenges. Please contact Claudia Gutwirth at claudia@greenpearlevents.com for further information.

Attending Companies (partial list)

  • Alliance Residential
  • Altus Equity Group
  • Anton Development
  • Ares Management
  • AvalonBay
  • Avesta Development Group
  • Banc of California
  • Beckett Capital
  • Blake Griggs Properties
  • Bridge Partners
  • Bright Power
  • Build Inc
  • Calvera Partners
  • Canyon Partners Real Estate
  • Carmel Partners
  • Chicago Title
  • Columbia Pacific Advisors
  • Cresleigh Homes
  • Demmon Partners
  • DM Development
  • East Bay Asian Local Development Corp
  • Engineered Tax Services
  • Equity Residential
  • Fairfield Residential
  • FivePoint
  • Fore Property Company
  • FORMA Development Design Management
  • FPI Management
  • Freebird Development
  • Grosvenor
  • Highland Villas Associates
  • Horizon Investment Group
  • Horizon Real Properties Holdings
  • iec
  • IOTAS
  • JB Matteson
  • Kastle Systems
  • Kilroy Realty
  • Lennar Multifamily (LMC)
  • LivCor
  • Loka Properties
  • Lone Oak Fund
  • Lowney Architecture
  • Lubin Olson
  • Madison Park Financial Corporation
  • Mann Properties
  • Marcus & Millichap
  • Marx Okubo
  • MG Properties
  • Mitsui Fudosan America
  • MNM Partners
  • Mogavero Architects
  • Moss Adams
  • MVE & Partners
  • New Cities Investment Partners
  • Newmark Cornish & Carey
  • Oakmont Properties
  • Opus Bank
  • Pacific Rim Financial Corporation
  • Pacific Urban Residential
  • PGIM
  • Priya Living
  • Prometheus Real Estate Group
  • PTLA Real Estate Group
  • RAD Urban
  • Raintree Partners
  • Real Estate Transforamtion Group
  • Related Companies
  • Reliant Group Management
  • Resmark
  • Ridge Capital Investors
  • Sansome Pacific
  • Sares Regis Group
  • Security Properties
  • Seiler
  • Seven Hills Properties
  • Shea Properties
  • Spieker Companies
  • Stewart Title Guaranty Company
  • SummerHill Apartment Communities
  • The Core Companies
  • Tzadik Management
  • UBS Realty Investors
  • Universal Paragon
  • Valiance Capital
  • Veritas Investments
  • VMWP Architecture/Urban Design
  • Walden Development
  • WAVE
  • Whiting Ventures
  • WinnResidential
  • Wood Partners

Get Involved!

Register Now

Speaking Inquiries:

Amanda Powers
(305) 206-2194
apowers@greenpearlevents.com

Registration:

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

Sponsorship & Exhibiting

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

Conference Chairs

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

Banc of California
Bolour
BrightPower
Brown-Construction
Civic
ColumbiaPacific
Commercial Coverage
Commercial Energy
Engineered Tax Services
Essel
Insurent
IOTAS
Katerra
Logical Buildings
Lone Oak Fund
Lowney Arch
Lubin Olson & Niewiadomski
Luther Burbank
Marx Okubo
Mogavero
mve
MVE
Opus Bank
PGIM
PrivateMortgageFund
RentlyKeyless
Seiler
WaveG

Venue Details

Marcus & Millichap / IPA Multifamily Forum:
Northern California
Wednesday, November 14, 2018

Venue:
Crowne Plaza Foster City
1221 Chess Dr.
Foster City, CA 94404
Google Map

Room Block:
We have reserved a block for attendees at the Crowne Plaza Foster City for the night of November 13th. The room rate is $259 per night plus tax. Reserve your room by clicking here.

Toll Free Phone Number: 888-233-9527 and ask for:

Marcus Millichap IPA Multifamily Forum SF Bay Area

Please note that the discount is available until October 18th or until the rooms sell out, whichever comes first.

Conference Organizer

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