Contact us today to discuss how you can get involved with the Millichap / IPA Multifamily Forum San Francisco Bay Area by calling Esteban Diaz at (646) 783-3955 or emailing him at esteban@greenpearlevents.com.
Conference Chairs
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.
Sponsors
Arborwell, a professional tree management company, provides services focused on maintaining the health, safety, value, and beauty of trees on your properties. Arborwell helps property managers and owners reduce their liability while simultaneously raising their property value through the proper care of trees. Arborwell provides the full gamut of tree care services, including pruning, removal, relocation, plant health care, GIS mapping, inventories, bid specifications and consulting. Arborwell customizes multi-year budgets and management plans based on your priorities and finances. Do not trust your trees health and service to just anybody! We are certified and accredited arborists you can trust.
Archway Fund by Partners Capital is a nationwide, privately capitalized, direct lender specializing in financing short-term bridge loans secured by commercial real estate. Archway Fund offers quick, reliable and flexible lending solutions to help real estate sponsors meet their investment objectives.
As an industry leader, Bolour provides individually designed debt solutions in California, Arizona and Texas on the following property types: retail, office, multi-family, industrial, SFRs (non-owner occupied), and urban infill land in primary markets. The company has a track record of offering quick closings and designing creative loan structures that meet complex borrower and property requirements.
There are a variety of financing options available for acquisitions, refinancing, cash out, discount pay-offs (DPOs), partnership buy-outs, bankruptcy workouts, construction, entitlements, and major renovations.
As a unique part of our Bridge Program, Bolour offers developers financing for their entire project from pre-development funding of the land acquisition and entitlement costs to ground up construction.
Bright Power provides strategic energy solutions to building owners and operators in New York and across the nation. Specializing in multifamily apartment buildings, Bright Power’s suite of services saves clients energy, money and time. Bright Power’s energy management solutions include EnergyScoreCards benchmarking software, energy audits, energy procurement, solar energy, green building, and construction management of energy improvements. For more information please visit www.brightpower.com
Brown Construction, Inc. is a full-service general contractor serving clients throughout the Western United States for over 50 years. We provide preconstruction and construction services for both new construction and renovation projects. Our current Bay Area multifamily projects include Stonefire in Berkeley, an 8-story, 98-unit mixed-use building on University Avenue; Lyric in Walnut Creek, a 141-unit mixed-use development on California Blvd.; Del Monte Senior Apartments in Alameda; and 231 units in Tracy; with another 97 infill units in contract in Oakland. Brown is built on values. Under the leadership of Ron Brown, the entire team at Brown Construction focuses on client needs and resources every bit as much as design and materials. From start to finish, our projects move forward in our clients’ best interests, building trust through respect and partnership with our clients.
ButterflyMX is a mobile-first, cloud-first video intercom platform, installed in over 800 buildings throughout the country. Our plug and play installation allows you and your residents to get the enhanced security of video intercom with only two components, our outdoor rated front entry panel, and the residents’ smartphone. The guest would use our intuitive touchscreen to call the resident and the resident would receive a one-way video and two-way audio call and be able to grant access to the guest via their ButterflyMX mobile application.
A Mortgage Bank that underwrites, funds and services non-recourse construction and permanent loans for the Multifamily, Senior & Healthcare industry. Centennial Mortgage, Inc (CMI), incorporated in 1975, is a privately held HUD & USDA Lender/Servicer and GNMA Issuer. CMI is an industry leader approved to participate in the USDA 538 program as well as the HUD MAP, LEAN and TAP programs. CMI has originated, and closed over 5 Billion Dollars of Multifamily and Healthcare Facility Construction and Permanent loans using HUD/FHA Multifamily, Senior & Healthcare programs; including FHA: 221(d)(4), 223(f), 231, 232, 232/223(f), 202/223(f), 223(a)(7), 207(m), RAD, Tax Credit Pilot/Super F, 213(i) co-op programs and the USDA 538 program. While CMI has offices nationally, they have a special affinity to the Pacific Northwest. CMI has the largest full service HUD office in Seattle, fully staffed with originators, underwriters and processors including the former HUD Regional Director and the President/Owner who is a third-generation Seattleite.
Columbia Pacific Advisors, is an alternative investment firm managing investments across a range of real estate, opportunistic, direct lending and hedged strategies. Our principals and professionals are personally invested alongside our limited partners, and we strive to generate compelling risk-adjusted returns on a consistent basis for our investors. Columbia Pacific Management was founded over twenty-five years ago by Daniel R. Baty and throughout its existence has delivered exceptional investment results by investing in the private market. In 2006, the Baty Family joined with Alex Washburn to launch Columbia Pacific Advisors (“CPA”), an alternative investment platform, to manage the alternative investments of the Baty family, Mr. Washburn and a limited number of outside investors. Today, CPA manages investments across multiple strategies including real estate equity and lending, growth capital, hedged, and opportunistic investing.
At Commercial Coverage Insurance Agency, our core practice is working with investment property owners, property managers, commercial real estate brokers and lenders in providing both low cost and best coverage insurance products based on your risk profile and budget. Our proprietary modeling software, The SureFit Rater, simultaneously compares the low cost and best coverage programs enabling us to offer the best value for your budget with minutes.
Engineered Tax Services (ETS) is a nationally licensed engineering firm with extensive experience in engineering-based specialty tax services yielding substantial tax incentives for companies of all sizes. ETS is one of the only qualified engineering firms with its own Professional Engineers, LEED Accredited Professionals, Certified Public Accountants, and Licensed Contractors on staff. ETS provides a full range of specialty tax incentives for real estate professionals including Cost Segregation, 263(a) Repairs vs. Capitalization, Disposition Studies, 179D EPAct, 45L, Utility Rebates and Refunds, Energy Audits, Modeling, and LEED Certifications. ETS averages over $44 million per month in refunds for clients, equating to hundreds of studies nationally. ETS is committed to providing the highest level of service and attention to detail in order to realize maximum benefits and ensure compliance of IRS guidelines. For more information, please contact us Engineered Tax Services at 800-236-6519 or visit www.engineeredtaxservices.com.
ETS is an energy technology, behavior management, and smart building services provider. Integration of our products and services in large multi-family and mixed use properties materially reduces energy expenditures, enables Wi-Fi connectivity, improves building operations and increases Net Operating Income and Net Asset Value.
A critical factor in any real-estate transaction is the creation of trust. We understand the importance of that element. In fact, we’ve built our company upon it, from our processes to our people.
Insurent Agency Corporation is a closely held company based in New York City. The Insurent® Lease Rental Bond Policy and The Insurent® Lease Residual Value Policy are underwritten and issued by Argonaut Insurance Company, a property and casualty insurance company licensed in New York and other states. Argonaut Insurance Company is rated A (Excellent) by A.M. Best, and is located at 225 West Washington, 6th Floor, Chicago, IL 60606. Insurent Agency Corporation is the exclusive licensed general agent of Argonaut Insurance Company (a subsidiary of Argo Group US.., NASDAQ Ticker Symbol: AGII ) for the Insurent® Lease Guaranty Program.
Shareholders of Insurent Agency’s parent company include institutional investors in the real estate, private equity and insurance fields, and its management team includes individuals experienced in insurance, real estate, credit and corporate finance. The company’s senior insurance professionals include individuals who were founders and senior officers of Enhance Financial Services Group, Inc., an NYSE-listed U.S. financial guaranty insurance company that was acquired by Radian Group, Inc. in 2001.
Lone Oak Fund, LLC is a direct portfolio lender founded by experienced real estate developers. Since its inception in 2003, Lone Oak Fund has focused on short-term bridge loans, secured only by first trust deeds on California real estate. By maintaining a specialized niche and preserving the integrity upon which it was founded, Lone Oak Fund has established a reputation for being reliable, efficient and fair. With the increasing demand for private money, Lone Oak Fund has grown to be one of the largest private bridge lenders in California.
Since its founding over thirty years ago, Lubin Olson & Niewiadomski LLP has developed a reputation as one of California’s leading real estate law firms. Lubin Olson & Niewiadomski LLP offers an extensive complement of legal services in real estate, finance and business transactions, litigation, and bankruptcy and creditor’s rights matters. It represents clients on an on-going basis in multi-family acquisitions, dispositions, debt and equity financings, joint venture formations, property management and development matters. Lubin Olson & Niewiadomski LLP combines the depth and resourcefulness of a large firm with the agility of a small one. The firm brings a practical, results-oriented approach to every engagement. Lubin Olson & Niewiadomski LLP lawyers carefully consider the legal, financial and business implications of each matter and calibrate legal strategies to address them. Because so much of the firm’s business is relationship driven, the lawyers are sensitive to the issues facing their clients in today’s ever-changing business landscape.
Luther Burbank Savings is an FDIC insured California based commercial bank with over $5.6 billion in assets. The Bank offers a variety of consumer and wholesale banking services focusing on single family, multifamily and commercial mortgage loan originations funded by retail deposits. Whether an initial purchase or a refinance, Luther Burbank offers market expertise and certainty of execution along with a wide variety of options to best suit customers’ needs • Financing for 5+ unit apartment buildings, multi-tenant office, retail, light industrial and mixed-use buildings • Hybrid and adjustable rate programs • Flexible loan structure and pricing • Zero loan fee option • Loan amounts up to $20,000,000. For more information, please visit www.lutherburbanksavings.com. Equal Housing Lender.
Mogavero is a 22-person strong architecture and urban design firm that is dedicated to an environmentally sustainable approach to building. Our expertise has evolved over 25 years to specialize in urban infill development. We practice throughout Northern California designing mixed-use, high-density residential, and university campus projects. Our capabilities include architecture, urban planning and all facets of real estate development. Our development experience informs our approach to building design and supports our clients, allowing us to provide substantially higher value for our services than the typical design and planning firm.
MVE + Partners (MVE) is one of the country’s most innovative and respected architectural firms, encompassing an experienced team of facility programmers, planners, architects, computer graphic specialists, and interior designers. With over 39 years of industry experience, MVE provides an extensive variety of key architectural, planning, interiors, and graphic design services to sophisticated clients, having established a successful reputation based on its expertise, strength, and diversity of work.
PGIM Real Estate Finance, the commercial mortgage business of PGIM, the trillion-dollar global investment management business of Prudential Financial, Inc. (NYSE: PRU), is an international full-service, commercial and multifamily mortgage finance business with more than $88 billion in assets under management and administration as of Dec. 31, 2016. Leveraging a 140-year history of real estate finance, the company offers one of the most comprehensive lines of real estate finance products and originates loans for Fannie Mae DUS®, Freddie Mac and specialized affordable housing programs; FHA; Conduit; Prudential’s general account; and other institutional investors. For more information, please visit http://www.pgimref.com.
Private Mortgage Fund, LLC provides one to three year bridge and interim financing for non-owner occupied residential and commercial properties in California.
River Oak Risk offers customized Tenant Liability Programs for Multi-Family Owners/Operators
as well as Property Managers. Our programs utilize a captive insurance company and offer:
- Best Economics in the Market – Drive 50-80% of premiums collected to your bottom line. Plus,
done correctly – there are tax advantages to your earnings. - Control of your Program – Control your program and use your captive to address other issues
in your insurance risk management program. - Operational Efficiencies – Streamlined process that minimizes the administrative burden for
your operations. - Flexibility – We have the ability to customize the program for your needs (tenant content
coverage, tie into lease management system, etc.)
Based in Silicon Valley and San Francisco, Seiler LLP delivers the sophisticated solutions, innovative thinking, global capabilities and highly personalized services our clients require to navigate the complexities of their financial worlds, not only for today but for many years to come. Seiler has served real estate clients for over 50 years. Our dedicated team is comprised of seasoned real estate experts who have served some of the most prominent real estate companies in the Bay Area. Seiler serves a full range of real estate and development clients including development and construction companies, home builders, asset managers, hospitality groups, commercial buildings, lessors and investors. We hold deep expertise in the development, acquisition, disposition, investment, management and syndication of residential and commercial properties.
As a Tampa Bay Times Top Workplace, Valet Living has been setting the standard for doorstep collection and recycling since 1995. Approaching one million apartment homes serviced across more than 35 states, Valet Living has grown to become not just the only national provider of doorstep collection and recycling services, but also the only nationally-recognized full service amenities provider to the multifamily industry. In addition to doorstep collection, Valet Living’s turns, maintenance and pet station solutions make life easier for both property managers and residents, while improving property values. Valet Living is a portfolio company of the Private Equity Group of Ares Management, L.P. (NYSE: ARES) and Harvest Partners, LP.
Webpass was founded in 2003 by Charles Barr with the mission to be a leader in Internet excellence. The user-friendly Internet service has garnered rave reviews, drawing recognition from TechCrunch, SF Gate and Gigaom. In 2016, we were acquired by Google Fiber.
Today, Webpass powers tens of thousands of residential and business customers. Our service allows users to easily and quickly surf the Internet without modems, contracts, or gimmicks. We built Webpass to take the hassle out of Internet, so our customers can enjoy the simplicity of online surfing.
Contact us today to discuss how you can get involved with the Millichap / IPA Multifamily Forum San Francisco Bay Area by calling Esteban Diaz at (646) 783-3955 or emailing him at esteban@greenpearlevents.com.