About This Event

The Marcus & Millichap / IPA Multifamily Forum Southeast returns on March 14, 2019! Join the nation’s and Southeast region’s most active and prominent developers, investors, owners, and operators as they converge in Atlanta to discuss the current state and future of the nation’s most exciting apartment market.

Now in its fifth year, the conference has become the annual meeting ground for apartment industry leaders and experts to take an in-depth look at the region’s most important development trends as well as investment strategies in an increasingly competitive market. Hear from both national and regional players active in the Southeastern U.S., as they discuss recent deals, terms, innovations and development activity.

Already involved are Alliance Residential, Audubon Communities, Bristol Development, CF Real Estate, Clark Ventures, Crescent Communities, Gables Residential, LEM Capital, Lincoln Property Company, M. Banks Realty Partners, PointOne Holdings, Shoptaw Group, Southeast Capital Companies and Waterton Associates, among others.

Why attend?

  • Get the most up-to-date forecast on market trends for major markets such as Atlanta, Charlotte, Raleigh-Durham and Nashville.
  • Discover exciting new opportunities in up-and-coming markets like Birmingham, Jacksonville, Savannah and Charleston.
  • Find out where the Southeast is in the building cycle from prominent developers active in the region.
  • Learn from leading investors on whether it’s the right time to buy, sell or hold, and how to take advantage of Opportunity Zones.
  • Get access to the real scoop in closed-door, peer-to-peer roundtables for select participants (separate registration required).

Keynote Speaker

  • Hessam Nadji, President & CEO, Marcus & Millichap

Speakers

  • John Akin, EVP & CIO, Gables Residential
  • Judd Bobilin, Founder, Chance Partners
  • Jordan Clark, Principal, Clark Ventures
  • Jay Curran, Senior Managing Director, Crescent Communities
  • Teresa Devos, Managing Director – Property Operations, Waypoint Residential
  • Jay Eisner, Partner, LEM Capital
  • Collette Jones, VP – Development, AMLI Residential
  • Matthew Masinter, SVP – Acquisitions, Waterton
  • Branigan Mulcahy, Head of Real Estate, Guild Lodging
  • Andrew Schwarz, Founder & CEO, Audubon Communities
  • Eric Silverman, Managing Partner, Eastham Capital
  • Bronson Smith, Director – Acquisitions, Centennial
  • Cris Sullivan, COO, Gables Residential
  • Michael Fasano, Regional Manager – Atlanta, Marcus & Millichap
  • Joshua Grossman, SVP, LEM Capital
  • Jody McKibben, Regional Manager – Nashville, Marcus & Millichap
  • John S. Sebree, FVP & National Director, Marcus & Millichap
  • David G. Shillington, President, Marcus & Millichap Capital Corporation
  • Benjamin Yelm, Regional Manager – Charleston, Marcus & Millichap

Featured Participants

  • John Akin, Gables Residential
  • Marvin Banks, M. Banks Realty Partners
  • Stephen Bates, Toll Brothers
  • Kyle Brock, Crescent Communities
  • Chris Burns, Lincoln Property Company
  • Jay T. Clark, Southeast Capital Companies
  • Ben Colonomos, PointOne Holdings
  • Lisa Gunderson, Bristol Development Group
  • Sharon Hatfield, CF Real Estate Services
  • Greg Mark, Pinnacle Living
  • Todd Ogelsby, Alliance Residential Company
  • Walter Plyler, Shoptaw Group
  • Courtney Schnee, Northwood Ravin

Keynote Speaker

Hessam Nadji

Hessam Nadji
President & CEO
Marcus & Millichap

Speakers

John Akin

John Akin
EVP & CIO
Gables Residential

Judd Bobilin

Judd Bobilin
Founder
Chance Partners

Jordan Clark

Jordan Clark
Principal
Clark Ventures

Jay Curran

Jay Curran
Senior Managing Director
Crescent Communities

Teresa Devos

Teresa Devos
Managing Director – Property Operations
Waypoint Residential

Jay Eisner

Jay Eisner
Partner
LEM Capital

Collette Jones

Collette Jones
VP – Development
AMLI Residential

Matthew Masinter

Matthew Masinter
SVP – Acquisitions
Waterton

Branigan Mulcahy

Branigan Mulcahy
Head of Real Estate
Guild Lodging

Andrew Schwarz

Andrew Schwarz
Founder & CEO
Audubon Communities

Eric Silverman

Eric Silverman
Managing Partner
Eastham Capital

Bronson Smith

Bronson Smith
Director – Acquisitions
Centennial

Cris Sullivan

Cris Sullivan
COO
Gables Residential

Michael Fasano

Michael Fasano
Regional Manager – Atlanta
Marcus & Millichap

Joshua Grossman

Joshua Grossman
SVP
LEM Capital

Jody McKibben

Jody McKibben
Regional Manager – Nashville
Marcus & Millichap

John Sebree

John S. Sebree
FVP & National Director
Marcus & Millichap

David Shillington

David G. Shillington
President
Marcus & Millichap Capital Corporation

Benjamin Yelm

Benjamin Yelm
Regional Manager – Charleston
Marcus & Millichap

Featured Participants

John Akin

Gables Residential

Marvin Banks

M. Banks Realty Partners

Stephen Bates

Toll Brothers

Kyle Brock

Crescent Communities

Chris Burns

Lincoln Property Company

Jay T. Clark

Southeast Capital Companies

Ben Colonomos

PointOne Holdings

Lisa Gunderson

Bristol Development Group

Sharon Hatfield

CF Real Estate Services

Greg Mark

Pinnacle Living

Todd Ogelsby

Alliance Residential Company

Walter Plyler

Shoptaw Group

Courtney Schnee

Northwood Ravin

Get Involved!

Register Now

Conference Production:

John Ward
(646) 755-3164
jward@greenpearlevents.com

Registration:

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

Sponsorship & Exhibiting:

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

Agenda

7:45 AM

Networking Breakfast


8:50 AM

Welcome Remarks

Presented by:

  • Michael J. Fasano, First Vice President & Regional Manager, Marcus & Millichap, Atlanta

9:00 AM

Multifamily State of the Market: National vs. Southeastern Markets

Get the latest apartment market data and analysis on the Southeast apartment markets versus comparable metros around the country. How do Atlanta, Charlotte, Raleigh-Durham, Nashville and other Southeast metros stack up against comparable apartment markets across the nation? What are your peers considering in terms of buying and selling properties in the next year? How saturated is the current apartment market in the Northeast, and what other markets should you also consider for future investment?

Come hear John S. Sebree, National Director of Marcus & Millichap’s National Multi Housing Group, as he reveals up-to-the minute regional and national apartment industry trend data and analytics, as well as key findings from M&M’s proprietary 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 S. Sebree, FVP & National Director – Multifamily, Marcus & Millichap

9:35 AM

Morning Keynote

Keynote:

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

Interviewed by:

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

10:00 AM

Stacking Up: Multifamily Capital Sources Outline their Views on the Market

Multifamily capital markets are changing fast. Interest rates are rising, real estate equity fund formation has dropped, and every deal gets scrutinized closely and structured carefully. Meanwhile, Debt Funds are booming, and Opportunity Zones have burst onto the scene. What are the best means for placing capital today, and what do you need to know before raising money for your next deal?

  • Timing is Everything: Where are we in the cycle? Should you be leaning in or out?
  • Coming from Every Direction: What are outside investors looking at, in the Southeast?
  • Follow the Money: Where is the capital coming from to finance deals in this market?
  • Great Expectations: What are equity yields looking like by market and product type?
  • Know When to Hold’em: How are debt lenders viewing the market?

10:45 AM

Networking Break


11:15 AM – Track A

Where’s the Value?: Finding Hard-to-See Investment Opportunities in the Southeast U.S.

Over the past couple of years, few places in the country have seen more deal activity than the Southeastern U.S. But now, with the majority of class B and C deals being picked over and record pricing on marketed deals, transaction volume down has dropped from its 2017 peak. With competition for deals at “cutthroat levels,” dealmakers need to think outside the box in terms of property type and location in order to still stay active in the market. Where and how can investors find new deals that make sense?

  • Beyond 285: Which specific markets outside of Atlanta have room to run?
  • Let’s Make a Deal: How can buyers and sellers both achieve their goals in this current climate?
  • Movement in the Music City: Does Nashville still have staying power?
  • [South] Carolina in My Mind: How South Carolina might be the next “it” market?
  • North Florida’s Renaissance: What’s driving this region’s real estate activity?

11:15 PM – Track B

Property Operations Roundtable


11:15 AM – Track C

Ground-Up Developers Roundtable


12:05 PM

Like Bees to Honey: Innovations in Property Management and Tenant Retention

In 2019, the supply of new units coming to market is going to put new pressure on rents in what is already a highly competitive Southeastern 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?

  • It’s Alive: What smart building technologies and innovations are worth implementing?
  • Mind, Body, and Wallet: How are renters reacting to the Well standard and should you deploy it?
  • FedUp: How are creative operators dealing with an onslaught of package deliveries?
  • OK, You Win: Best practices for deploying concessions at lease up.
  • Everything to Everyone: What is the right amenity set for a multi-generational tenant mix?
  • Please Stay: How do you maximize retention at lease renewal?

12:45 PM

Networking Lunch


1:00 PM – Lunch Workshop

Tax Minimization Strategy Update: Opportunity Zones, Tax Incentives & Credits

The presentation is designed to provide the latest 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). In addition, this presentation includes special information about Opportunity Zones, how they work and how to take advantage of their special tax status.


1:40 PM

Building with Caution: Apartment Development Strategies in Southeast U.S. Markets

Fed by record job growth, a robust economy and a large increase in population, the Southeast U.S. has seen an historic boom in real estate development. But they are signs of a potential slowdown on the horizon. While some players take a step back to assess market conditions, others see an opportunity to strike while the iron is hot. Where is the Southeast in terms of its cycle? What are some strategies that developers are using to succeed in this uncertain market? Which markets still have a lot of pent up demand for new units, and which ones are oversaturated?

  • Round ‘n Round: Where is the Southeast in its own development cycle?
  • X Marks the Spot: What cities in the Southeast provide the best opportunity for new development?
  • Developing a Better Bottom Line: What are creative developers doing to keep cost down?
  • Look at the Numbers: What do rent trends, land prices and construction costs say about future development activity?
  • Next “Big Thing”: How do you take advantage of Opportunity Zones before the door closes?

2:20 PM

Afternoon Keynote


2:50 PM

Closing Remarks

Presented by:

  • Michael J. Fasano, First Vice President & Regional Manager, Marcus & Millichap, Atlanta

2:55 PM

Networking Reception


Agenda

7:45 AM

Networking Breakfast


8:50 AM

Welcome Remarks


9:00 AM

Multifamily State of the Market: National vs. Southeastern Markets


9:35 AM

Morning Keynote


10:00 AM

Stacking Up: Multifamily Capital Sources Outline their Views on the Market


10:45 AM

Networking Break


11:15 AM – Track A

Where’s the Value?: Finding Hard-to-See Investment Opportunities in the Southeast U.S.


11:15 PM – Track B

Property Operations Roundtable


11:15 AM – Track C

Ground-Up Developers Roundtable


12:05 PM

Like Bees to Honey: Innovations in Property Management and Tenant Retention


12:45 PM

Networking Lunch


1:00 PM – Lunch Workshop

Tax Minimization Strategy Update: Opportunity Zones, Tax Incentives & Credits


1:40 PM

Building with Caution: Apartment Development Strategies in Southeast U.S. Markets


2:20 PM

Afternoon Keynote


2:50 PM

Closing Remarks


2:55 PM

Networking Reception


Conference Chairs

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 1,800 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 2017, the firm closed nearly 9,000 transactions with a sales volume of approximately $42.2 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.

Sponsor

ETS

Venue Details

5th annual Marcus & Millichap / IPA Multifamily Forum: Southeast
March 14, 2019
7:45 AM – 3:30 PM EDT

 

Venue:
Loudermilk Conference Center
40 Courtland Street NE
Atlanta, GA 30303

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