MORNING

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Exhibit Hall & Dining Area

7:45am – 8:45am

Registration & Networking Breakfast Starts

Come early for the opportunity to enjoy breakfast and connect with fellow owners, investors, developers and financiers

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General Session

8:45am – 8:50am

Opening Remarks

• Cody Cannon, Regional Manager, Ontario and Palm Springs, Marcus & Millichap

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General Session

8:50am – 9:25am

Multifamily State of the Market: National vs. Southern California Markets 

Learn how the Southern California 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

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General Session

9:25am – 9:55am

Morning Keynote: Chris Meany, Partner, Wilson Meany

Come hear from Chris Meany, one of California’s most notable developers. His firm, Wilson Meany, is currently developing the two most massive projects in California: Treasure Island in San Francisco and Hollywood Park in Los Angeles. Hollywood Park boasts 3,000 residential units as well over 800,000 square feet of retail, office, hotel and – of course – the new Rams Stadium.

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General Session

9:55am – 10:05am

The Secret to Improved Asset Value

Presented by:

• Olivia Gougler, Solutions Engineer, G5

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General Session

10:10am – 10:55am

California Dreamin’: A Developer’s Guide to Southern California Opportunities

Getting new projects in Southern California off the ground has never been never an easy task. However, the situation has become significantly more difficult lately. While some development proceeds, others are finding new projects simply do not “pencil out” under current conditions. Countervailing forces–from a hot job market and increased demand on the one hand, to high seller prices, financing challenges and local government hurdles on the other–can create a head scratcher for many would be developers. What are some strategies that active developers are using to succeed in this challenging market?

• Sharpen Your Pencils: How active developers overcome the high cost of construction
• An Uneasy Relationship: Secrets to good relations with government agencies and communities
• LA’s Amazon: How to take advantage of the rapidly growing online content industry in Southern California
• Beyond Wilshire and Sunset: What markets in Southern California are ready for a building boom?
• Beyond the Obvious: Which underserved submarkets are ripe for new development
• Changing Conditions: New pitfalls to see and avoid in the current market

Moderator:

• • • Adam Christofferson, Senior Vice President, District Manager, Marcus & Millichap

Panelists:

• • • Jim Anderson, SVP, Trammell Crow Company
    • J.J. Abraham, Division President California, Lennar Multifamily
    • Steven Oh, SVP Development, Related California Residential
    • Kevin Farrell, President & COO, Fifield Companies
    • Steve Basham, Senior Market Analyst, CoStar Group, Inc.
    • Ernesto Vasquez, Partner & CEO, SVA Architects

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Exhibit Hall

10:55 – 11:25am

Networking Break

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MIDDAY

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Track A

11:25am – 12:10pm

The Art of the Stack: Perspectives from Active Capital Sources

With strong renter fundamentals and an excess of capital looking for deals, investment activity in Southern California remains highly competitive, perhaps too competitive. In this sellers’ market, with tightening credit terms, the gap between what lenders and LPs are willing to put in is growing again. The result is a rebirth in mezzanine financing and equity investors going to market as high interest lenders. With uncertainty around the future of rent control and perhaps the general economy itself, assessing risk in multifamily in the face of low cap rates is a daunting prospect. How does all of this play out when it comes to raising equity and debt capital for acquisitions, development and refinancing?

• • • Bridging the Gap: What you need to know about bridge / mezzanine financing today
    • In with the New: Who qualifies for PACE financing with no up-front, out-of-pocket costs
    • Bread and Butter: Updates on refinancing for stabilized assets and Fannie Mae changes
    • Swimming Upstream: Equity capital options today for acquisitions and development
    • Bottom Line: In what ways is tax reform changing investment and financing decisions
    • Switching Gears: When to lend your capital instead of deploying it as equity

Moderator:

• • • Bill Hughes, Senior Vice President, Marcus & Millichap

Panelists:

• • • Mark Macedo, Managing Director & Chief Operating Officer, Hanover Financial
    • Will Nelson, SVP of Originations, Columbia Pacific Advisors
    • Alexa Mizrahi, Director of Loan Origination, Lone Oak Fund, LLC
    • Robert Younkin, Principal, PGIM Real Estate Finance
    • Jon Spelke, Regional Managing Director, CleanFund

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Track B

11:25am – 12:10pm

Future Proofing: Innovations & Strategies in Construction & Design

Developers, construction managers, and architects are facing new challenges affecting how buildings are built and designed today. With rising costs, changing regulations, a tight labor market and challenging time & budget constraints, builders are forced to discover new ways to design and construct apartment buildings today. What are the key innovations and strategies being tested and deployed today?

• • • Filling a Void: Making affordable work through smart design and construction choices
    • Penny Wise: Design and management secrets for controlling costs
    • Players Box: What equity investors can do to influence their projects
    • 21st Century: New design elements and strategies to consider in your next project
    • Firmware Update: What you need to know about new technology, including VR and AR

Moderator:

• • • Damon Wyler, Regional Manager, Long Beach and South Bay, Marcus & Millichap

Panelists:

• • • Andrew Gross, Principal and President of the Development, Thomas Safran & Associates
    • Ziv Cohen, President, The Resmark Companies
    • Matt Levy, Vice President of Investment, Laramar Group
    • Tony Ditteaux, President Construction, Trammell Crow Residential
    • Mark Janda, SVP, Avalon Bay

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Track A

12:15pm – 1:00pm

Finding Yield: Successful Strategies in Southern California’s Value Add Market

The term “value add” has become overused and abused, now representing everything from a property that simply needs a lick of paint, to highly risky opportunistic re-positionings of distressed real estate. However, with low yields on core stabilized assets as well as complex hurdles in new construction, value add investments are often the safest road to a healthy return on capital. Trouble is: everyone else knows this already. What strategies still work in an otherwise picked over marketplace?

• • • Map Quest: How to identify emerging neighborhoods ripe for new investment
    • 800 lb Gorillas: Successfully competing against larger players in a sellers’ market
    • IRR vs ROI: Matching your fundraising strategy to your value add business plan
    • Amenitized: Which kinds of upgrades have the greatest impact on rents
    • Plan B: When re-positioning and use change makes the most sense

Moderator:

• • • Keith Wasserman, Chairman, Gelt

Panelists:

• • • Bill Montgomery, President Multifamily Investments, Sares-Regis Group
    • Matt Ellis, Chief Investment Officer, MWest Holdings
    • Jerry Fink, Managing Partner, Bascom Group
    • Henry Manoucheri, Chairman and CEO, Universe Holdings
    • Ryan Somers, President and CEO, Benedict Canyon Equities

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Track B

12:15pm – 1:00pm

Operator’s Handbook: Property Management Best Practices to Maximize NOI

In 2018, the supply of new units coming to market is putting pressure on rents in what was already a highly competitive marketplace. Going forward, improving cash flow and net operating income may become increasingly difficult without smart choices in technology, innovation and management. What strategies and tactics are smart managers deploying to shrink costs and boost revenue?

• • • Hello, Dave: Which IoT technologies you should consider in your property
    • OK, You Win: Best practices for deploying concessions at lease up
    • Everything to Everyone: Creating a community that attracts Gen Z through Boomers
    • Please Stay: Strategies for tenant retention and vacancy minimization
    • Street Cred: Tools and tips to manage your online reputation
    • Apartment 3.0: What smart home innovations will have the greatest impact on operators?

Moderator:

• • • Cody Cannon, Regional Manager, Ontario and Palm Springs, Marcus & Millichap

Panelists:

• • • Michael Gold, Senior Director, Asset Management, TruAmerica Multifamily, LLC
    • Jay Rey-Hipolito, Vice President Residential, Kilroy Realty Corporation
    • Heather Wallace, Senior Vice President, Sares-Regis
    • Rachel Davidson, SVP of Performance, Alliance Residential Company
    • Charles Schoenau, Managing Director, Insurent
    • Richard Friedman, Managing Director, Greystar

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AFTERNOON

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1:00pm – 1:45am

Networking Break

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Lunch Workshop

1:10pm – 1:40pm

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

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General Session

1:50pm – 2:35pm

From the Top: Real Estate Leaders discuss the Future of Southern California

When the state of real estate market generates more questions than answers, it is a perfect time to hear those leading the way. Join a special all-star gathering of Southern California’s most important real estate leaders as they discuss the state of the market and shed light on some of the region’s most important issues.

Moderator:

• • • Roger Vincent, LA Times

Panelists:

• • • Kevin Ratner, President, Forest City Enterprises
    • Sean Burton, CEO, CityView
    • Greg Pinkalla, Chairman & CEO, Fairfield Residential
    • Victor MacFarlane, Chairman & CEO, MacFarlane Partners
    • Percy Vaz, President, AMCAL

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General Session

2:35pm – 3:05pm

Afternoon Keynote: Eleni Kounalakis, Candidate for Lt. Governor California, Former President AKT Development

Eleni Kounalakis was appointed by President Obama to serve as the United States Ambassador to Hungary from 2010 to 2013. She has served on the California First 5 Commission and the San Francisco Port Commission and led the California Advisory Council for International Trade and Investment. Prior to public service, she was president of AKT Development Corporation, one of California’s largest land development firms. She is also a Senior Advisor at Albright Stonebridge Group.

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General Session

3:05pm – 3:10pm

Closing Remarks

Presented by:

• • • Damon Wyler, Regional Manager – Long Beach and South Bay, Marcus & Millichap

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Post-Event Reception