Join us in September

On September 25 in Seattle, the Marcus & Millichap / IPA Multifamily Forum: Pacific Northwest brought together 400 of the Northwest’s most active multifamily developers, investors, owners and operators to discuss current market trends and provide the most up-to-date data and analysis. Key issues this year included: the future demand for rentals, urban and suburban investment opportunities, best practices for deploying and raising capital and how to optimize property operations. Contact us to get involved next year.

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.

Reasons to Attend

  • Join closed-door, peer-to-peer roundtables for select participants for candid conversations
  • Get inside perspectives from major players on dealing with tariffs, rising costs and inclusionary zoning
  • Secure one-to-one meetings with your high-level peers to raise or deploy capital, find JV partners
  • Learn how the market is digesting current oversupply and where attractive investment opportunities still exist
  • Find out how others are financing deals in light of increasing interest rates and tighter deal terms
  • Connect during special VIP functions on September 24 for select participants
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 Speaker

Hessam Nadji

Hessam Nadji
President & CEO
Marcus & Millichap

Featured Speakers

Scott Bailey

Scott Bailey
Regional Economist
Washington State

Tim Bruss

Tim Bruss
Senior Director – Asset Management
Hamilton Zanze

Ronald Burkhardt

Ron Burkhardt
Regional Vice President
AMLI Residential

Joe Ferguson

Joe Ferguson
Principal
Lake Union Partners

Hal Ferris

Hal Ferris
Principal
Spectrum Development Solutions

Chris Hagen

Chris Hagen
SVP – Operations
MG Properties Group

Eric Inabinet

Eric Inabinet
Director, Capital Markets
The Wolff Company

Bradley Karvasek

Bradley Karvasek
SVP, Development, Western Region
Equity Residential

Richard Leider

Richard Leider
Principal
Trinity Real Estate

Joseph Manca

Joseph Manca
Principal
Thayer Manca Residential

Scott Matthews

Scott Matthews
Sr. Director, Acquisitions
Vulcan Real Estate

Edward McGovern

Edward McGovern
Managing Director, Capital Markets
Security Properties

Joshua Minix

Josh Minix
Managing Director – PNW
InvestRes

David Roussain

David Roussain
Chief Marketing Officer
G5

Barrett Sigmind

Barrett Sigmund
President
Rise Properties

Heather Wallace

Heather Wallace
Senior Vice President
Sares Regis Group

Kevin Wallace

Kevin Wallace
President & CEO
Wallace Properties

Brett Blasingame

Brett Blasingame
Loan Officer
PGIM Real Estate

Cyrus Claffey

Cyrus Claffey
CEO
ButterflyMX

Joel Deis

Joel Deis
Vice President / Regional Manager
Marcus & Millichap

Michael D'Onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Billy Meyer

Billy Meyer
Managing Director
Columbia Pacific Advisors

Ed Padilla

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

Nancy Bainbridge Rogers

Nancy Bainbridge Rogers
Attorney
Cairncross & Hempelmann

John Sebree

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

David Shillington

David Shillington
President
Marcus & Millichap Capital Corporation

Erik Spring

Erik Spring
Senior Director of Business Development
Wave G

Featured Participants

  • Yuko Abe, AFCO & Sons
  • Kari Anderson, Thrive Communities
  • Marc Angelillo, Stream Real Estate LLC
  • Maria Barrientos, Barrientos + Ryan
  • Ron Burkhardt, AMLI Residential
  • Mark Carpenter, Port Landing
  • Nathaniel Carpenter, Port Landing
  • Matt Corsi, Urban Evolution
  • Michael DeLaney, Sound Residential Investments
  • Crystal Dwyer, Port Landing
  • Holly Gardner, The Schuster Group
  • Claudio Guincher, Continental Properties LLC
  • Dean Henry, Legacy Partners Residential
  • Frank Hornung, The Neiders Company
  • Howard Jensen, Veris Law Group
  • Christi Kauffman, Hive Apartments
  • Scott Koppelman, AMLI Residential
  • Jonathan Lea, Jordan Real Estate Investments
  • Wini Leung, LMC, A Lennar Company
  • Kerry Nicholson, Legacy Partners
  • Lee Novak, Fore Property Company
  • Christopher Pasco, Hive Apartments
  • Larry Pasco, Hive Apartments
  • Brad Reisinger, Lennar Corporation
  • Jim Rivard, SRM Development
  • Dan Shieder, LMC, A Lennar Company
  • Alicia Stedman, Vulcan
  • Steve Stone, AFCO & Sons
  • Frank Striegl, Carmel Partners
  • Patrick Supanc, Amazon
  • Stefanie Swan, AFCO & Sons
  • Elliot Voss, Fairview Partners
  • David White, Hanover
  • Matt Wickens, Pine Forest Companies
  • Stanley Xu, Longwell Company
  • Lauren Yelish, Deal Investment

Agenda

Monday, September 24, 2018


5:00 PM – 7:00 PM

VIP Cocktail Reception


Tuesday, September 25, 2018


7:30 AM – 8:20 AM

Breakfast & Networking


8:20 AM – 8:30 AM

Opening Remarks

Presented by:

  • Joel Deis, Vice President / Regional Manager, Marcus & Millichap

8:30 AM – 9:05 AM

Multifamily State of Market: National vs. Pacific Northwest

Learn how the Pacific Northwest multifamily markets compare to other key markets across the country. Get the latest data on apartment property construction, demand, supply, pricing and more.

Presented by:

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

9:10 AM – 9:40 AM

Morning Keynote: Fireside Chat

Moderated by:

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

Keynote Panelist:

  • Hessam Nadji, President & Chief Executive Officer, Marcus & Millichap

9:45 AM – 10:30 AM

Playing Strong: Today’s Multifamily Investment and Development Activity

While some markets across the country are softening, the greater Seattle and Portland markets continue to show strong development pipelines, despite near term concerns. Although regional job growth remains robust, Amazon’s pursuit of HQ2 has many pressing pause on their investment activity. Temporary oversupply is putting downward pressure on rents and driving increased concessions, while long term forecasts are all very positive. Add to the mix political headwinds in areas of taxation, tariffs, homelessness initiatives and affordable housing mandates from local, state and federal governments, and the outlook for owners, investors and developers becomes decidedly uncertain. In light of these countervailing forces, is now a good time to double down on the multifamily market, hold steady or exit?

  • Sharing lessons: working within the confines of inclusionary zoning
  • Against the odds: making affordable work for market rate players
  • Head tax: the outlook on jobs and impact on HQ2
  • Forward focus: Investment forecast given today’s market condition
  • Tradewars: The impact of tariffs and other Trump policies on the region

Moderated by:

  • Joel Deis, Vice President, Regional Manager, Marcus & Millichap

Panelists:

  • Hal Ferris, Principal, Spectrum Development
  • Kevin Wallace, CEO & President, Wallace Properties
  • Scott Matthews, Senior Director, Residential Development, Vulcan
  • Bradley Karvasek, SVP, Development, Western Region, Equity Residential

10:30 AM – 11:00 AM

Networking Break


11:00 AM – 11:45 AM

Creative Deal Making: Deploying / Raising Capital and Borrowing Funds Today

With the current uncertainty in the market and the second interest rate hike of the year, many equity investors are waiting for the other shoe to drop before re-entering the market. Meanwhile, lenders remain highly risk averse, scrutinizing deals more closely and offering more conservative terms. Combined with rents moving sideways or down, there are mounting concerns about not just acquisition financing but also the specter of refinancing in the face of increased interest rates. As interest rates climb, will caprates climb as well, or will returns continue to be squeezed? How can equity investors and deal sponsors make the capital work for them in these challenging times?

  • Tapping into equity: finding investors hungry for deals
  • Big picture: a look at the issues affecting investment and lending deal flow
  • The impact of affordability requirements on financing
  • Squeeze play: the relationship between interest rates and cap rates
  • Re-upping: tactics to mitigate refinance risk

Moderated by:

  • David Shillington, President, Marcus & Millichap Capital Corporation

Panelists:

  • Eric Inabinet, Director, Capital Markets, Wolff Company
  • Edward McGovern, Managing Director, Capital Markets, Security Properties
  • Brett Blasingame, Loan Officer, PGIM Real Estate Finance
  • Billy Meyer, Managing Director, Columbia Pacific Advisors
  • Ed Padilla, Executive Vice President and Co-Chief Lending Officer, Head of Commercial Real Estate, Opus Bank

11:50 AM – 12:30 PM

Rehab or Ground Up: Investment & Development Opportunities Beyond the Urban Core

With sustained high rent prices in the urban core, there’s a sounds business model in developing / redeveloping in areas outside the core. While residents continue to look for a strong quality of living which may mean lots of shiny amenities, there’s also an appreciation for character which may present value in existing buildings. What risks are involved when moving farther afield for new opportunities? Where do opportunities exist and what strategies does one need to employ to make the numbers pencil out?

  • The A-B-Cs: Comparing and contrasting risk vs. reward in new build versus existing properties
  • Beyond permitting: What you need to know to get started in a new market
  • Winning!: Submarkets likely to be future hot spots for development around the Northwest
  • Community: Tips to creating your own momentum in an emerging submarket
  • De-risking deals: How to not get squeezed by rising labor, operations and materials costs

Moderated by:

  • Nancy Rogers, Attorney, Cairncross & Hempelmann

Panelists:

  • Joe Manca, Principal, Thayer Manca Residential
  • Richard Leider, Managing Partner, Trinity Real Estate
  • Joe Ferguson, Principal, Lake Union Partners
  • Barrett Sigmund, President, Rise Properties
  • Josh Minix, Managing Director – PNW, InvestRes

12:35 PM – 1:20 PM

PropTech: Revenue Boosting and Cost Saving Innovations for Multifamily Operators

Property management is constantly changing as operators invest more into technology to keep pace and gain competitive advantage versus competitors. You can’t throw spaghetti to this wall to see what sticks. How can you make the right technology and upgrade investments to boost revenue, increase occupancy and decrease costs, while improving the tenant experience and thus retention.

  • The disconnect: managing the imbalance between tech costs and resident expectations
  • One weird trick: insight into the amenity that is most important for tenant retention
  • Snap this: managing reputation and marketing to today’s socially enabled tenants
  • Proof of concept: understanding when to wait and when to get ahead of the curve
  • Keep the change: technologies that help manage and keep costs low

Moderated by:

  • Erik Spring, Senior Director of Business Development, Wave G

Panelists:

  • Heather Wallace, Senior Vice President, Sares Regis Group
  • Ron Burkhardt, Area VP, AMLI Residential
  • Chris Hagen, SVP – Operations, MG Properties
  • Tim Bruss, Senior Director – Asset Management, Hamilton Zanze
  • Cyrus Claffey, CEO, ButterflyMX

1:15 PM – 2:00 PM

Networking Lunch


1:25 PM – 1:55 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

2:00 PM – 2:30 PM

Special Presentation: What’s Next for the Economy in the Pacific Northwest

In this session, we’ll review the current economic conditions in Washington and Oregon with a particular focus on the Seattle and Portland metro areas. After briefly touching on the global and national context, we’ll look at future prospects for the region, especially as they relate to the housing market.

Presented by:

  • Scott Bailey, Labor Economist, Washington State

2:30 PM – 2:35 PM

Concluding Remarks

Presented by:

  • Joel Deis, Vice President, Regional Manager, Marcus & Millichap

2:35 PM – 3:35 PM

Closing Remarks & Cocktail Reception


NEW for 2018

Roundtable Discussions

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


9:45 AM – 11:15 AM

A Closed-Door Roundtable for Operational Leaders*

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


11:50 AM – 1:20 PM

A Ground-Up Developers Closed-Door 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.

Participants thus far include:

    • Marc Angelillo, Managing Member, Stream Real Estate
    • Ziv Cohen, President, Resmark
    • Hal Ferris, Principal, Spectrum Development
    • Claudio Guincher, President, Continental Properties
    • Scott Koppelman, SVP Development, AMLI Residential
    • Kerry Nicholson, Senior Managing Director – Pacific Northwest, Legacy Partners
    • Lee Novak, Vice President of Development – Western Region, Fore Property Company
    • Brad Reisinger, Division President – Pacific Northwest, Lennar Corporation
    • Jim Rivard, Managing Principal-Real Estate, SRM Development
    • Matt Wickens, President, Pine Forest Companies

*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.

Participating Companies (partial list)

  • 834 LLC
  • AFCO & Sons
  • Archway Fund
  • Asian American Television
  • Avenue One Capital
  • Avenue Properties
  • Avenue5 Residential
  • Banner Bank
  • Berntson Porter & Company
  • Bobcat Properties
  • BUILD LLC
  • ButterflyMX
  • Cairncross & Hempelmann
  • CallisonRTKL
  • Carmel Partners
  • Carney Badley Spellman, P.S.
  • Caron Architecture
  • CDC Designs
  • Cederstrand Rentals
  • Civic Financial Services
  • Coast Property Management
  • Columbia Pacific Advisors
  • Commonwealth Land Title
  • Coughlin Porter Lundeen
  • DCI Engineers
  • Deal Investments
  • Doorport
  • Dunn & Hobbes
  • Eric Thuesen Custom Homes
  • Fairfield Residential
  • Fairview Partners
  • Fidelity National Title
  • Fitness Ventures International
  • Fortress Investment Group
  • FPI Management
  • FR McAbee
  • Francis Development Group
  • G5
  • Grand Peaks Properties
  • Grosvenor
  • Grosvenor Americas
  • HAL Real Estate
  • Hamilton Zanze
  • Hanover
  • Hanover Financial
  • Heaton Dainard
  • Henbart
  • Hive Apartments
  • Hoffman Construction Company
  • Holland Partner Group
  • HomeStreet Bank
  • Hub by Amazon
  • IKO
  • Intrust Funding
  • Investors Capital Group
  • InvestRes
  • JMZ Contractors
  • Jordan Real Estate Investments
  • JPMorgan Chase
  • Karr Tuttle Campbell
  • Kemper Development Company
  • King County Department of Community & Human Services
  • Lark Group
  • Legacy Partners
  • LMC, A Lennar Company
  • Longwell Company
  • Lowe
  • lowe Enterprises
  • Luther Burbank Savings
  • Mack Real Estate Development
  • Mack Real Estate Group
  • Meyers Research
  • MG Properties Group
  • Millennium Trust Company
  • Moss Adams
  • Mynd
  • National Credit Systems
  • Northwest Partners
  • NXT Capital
  • Oakpointe
  • Old Republic Title
  • Opus Bank
  • Parcel Pending
  • Partner Engineering & Science
  • PCMI Group
  • PGIM Real Estate Finance
  • Pine Forest Properties
  • Pine Street Group
  • Polaris Pacific
  • Port Landing
  • Rainier Valley Partners
  • Reed Longyear Ahrens Malnatti
  • Reliant Group Management
  • Ridge at Madrona
  • RISE Properties
  • Ryan Companies
  • Sares-Regis Group
  • Schuchart
  • SEBCO
  • Security Properties
  • Sequoia Equities
  • Shea Properties
  • Shelter Resources
  • Simkin Search
  • SKS Trading Co
  • Sound Residential Investments
  • Stewart Title
  • Stokes Lawrence, P.S.
  • Synergy Construction
  • Taurus Investment Holdings
  • Tercel Corporation
  • The Management Works
  • The Neiders Company
  • The Rush Companies
  • The Walsh Group
  • The Wolff Company
  • Thrive
  • Thrive Communities
  • Ticor Title
  • Tiscareno Associates
  • Trammel Crow
  • Trinity Real Estate
  • Trinsic Residential Group
  • Umpqua Bank
  • Urban Evolution
  • Valet Living
  • Veer Investment
  • Venture General Contracting
  • VERTEX
  • Vulcan
  • Walsh Group
  • Washington Holdings
  • Windsor Communities
  • Zenith Capital

Get Involved in 2019!

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: Pacific Northwest 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: Pacific Northwest are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

Amazon
ButterflyMX
Cairncross
CityLift
Civic
Columbia-Pacific-Advisors_SEAMS_180x145
Engineered Tax Services
Luther
Opus Bank
Partner Engineering
PGIM
Umpqua Bank
Valet Living
Venture General Contracting
Veris
WaveG

Venue Details

Marcus & Millichap / IPA Multifamily Forum:
Pacific Northwest 

Tuesday, September 25, 2018
7:30 AM – 3:45 PM

 

Venue:
Bell Harbor International Conference Center
2211 Alaskan Way
Seattle, WA 98121
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