Get Involved in 2020!

Conference Production:

John Ward
(646) 755-3164
E-mail me

Registration:

Claudia Gutwirth
(646) 862-6125
E-mail me

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3940
E-mail me

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).

Check out the recap from the event and see more pictures here.

Hessam Nadji Keynote
Investment Opportunities Panel
Audience
Mark Toro Keynote

Keynote Speaker

  • Hessam Nadji, President & CEO, Marcus & Millichap
  • Mark Toro, Managing Partner, North American Properties

Speakers

  • John Akin, EVP & CIO, Gables Residential
  • Judd Bobilin, Founder, Chance Partners
  • Jay Curran, Senior Managing Director, Crescent Communities
  • Teresa DeVos, Managing Director, Waypoint Residential
  • Steve Gorning, VP – Development, Lennar Multifamily
  • Joshua Grossman, SVP, LEM Capital
  • Collette Jones, VP – Development, AMLI Residential
  • Matthew Masinter, SVP – Acquisitions, Waterton
  • Josh Mudd, Principal, Clark Ventures
  • 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
  • Carl Walton, Transitions Director, Pollack Shores Real Estate Group
  • Mike D’Onofrio, Managing Director, Engineered Tax Services
  • Michael J. Fasano, Regional Manager – Atlanta, Marcus & Millichap
  • JoAnn McInnis, Vice President, Carlyn and Company
  • Jody McKibben, Regional Manager – Nashville, Marcus & Millichap
  • Lee McNeer, Principal, PGIM
  • Jeff Rosenfeld, EVP, Adivo Construction
  • John S. Sebree, First Vice President/National Director, Multifamily, Marcus & Millichap
  • David G. Shillington, President, Marcus & Millichap Capital Corporation
  • Benjamin Yelm, Regional Manager – Charleston, Marcus & Millichap

Featured Participants

  • Stephen Bates, Toll Brothers
  • Chris Boone, Lessard Design
  • Kyle Brock, Crescent Communities
  • Jay T. Clark, Southeast Capital Companies
  • Ben Colonomos, PointOne Holdings
  • Margie Deview, AIG Global Real Estate Investment Group
  • Chad Dubeau, Mill Creek Residential Trust
  • Lisa Gunderson, Bristol Development Group
  • David Hanchrow, Bristol Development Group
  • Mitch Harrison, First Communities Management
  • Sharon Hatfield, CF Real Estate Services
  • Nicholas Hathaway, Hathaway Development
  • Kelly James, R James Properties
  • Tim Keane, City of Atlanta
  • Alan King, Berkshire Communities
  • John Long, South City Partners
  • Greg Mark, Pinnacle Living
  • Lorie McBrien, Airbnb
  • Conor McNally, Shelton McNally
  • Richard Munger, North American Properties
  • Ellie Norton, Pegasus Residential
  • Anne Ossewaarde, Preferred Apartment Communities
  • Walt Plyler, Shoptaw Group
  • Courtney Schnee, Northwood Ravin

Keynote Speakers

Hessam Nadji

Hessam Nadji
President & CEO
Marcus & Millichap

Mark Toro

Mark Toro
Managing Partner
North American Properties

Speakers

John Akin

John Akin
EVP & CIO
Gables Residential

Judd Bobilin

Judd Bobilin
Founder
Chance Partners

Jay Curran

Jay Curran
Senior Managing Director
Crescent Communities

Teresa Devos

Teresa DeVos
Managing Director
Waypoint Residential

Steve Gorning

Steve Gorning
VP – Development
Lennar Multifamily

Joshua Grossman

Joshua Grossman
SVP
LEM Capital

Collette Jones

Collette Jones
VP – Development
AMLI Residential

Matthew Masinter

Matthew Masinter
SVP – Acquisitions
Waterton

Josh Mudd

Josh Mudd
Principal
Clark Ventures

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

Carl Walton

Carl Walton
Transitions Director
Pollack Shores Real Estate Group

Michael D'onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Michael Fasano

Michael J. Fasano
Regional Manager – Atlanta
Marcus & Millichap

JoAnn McInnis

JoAnn McInnis
Vice President
Carlyn and Company

Jody McKibben

Jody McKibben
Regional Manager – Nashville
Marcus & Millichap

Lee McNeer

Lee McNeer
Principal
PGIM

Jeff Rosenfeld

Jeff Rosenfeld
EVP
Adivo Construction

John Sebree

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

David Shillington

David G. Shillington
President
Marcus & Millichap Capital Corporation

Benjamin Yelm

Benjamin Yelm
Regional Manager – Charleston
Marcus & Millichap

Featured Participants

Stephen Bates

Toll Brothers

Chris Boone

Lessard Design

Kyle Brock

Crescent Communities

Jay T. Clark

Southeast Capital Companies

Ben Colonomos

PointOne Holdings

Margie Deview

AIG Global Real Estate Investment Group

Chad Dubeau

Mill Creek Residential Trust

Lisa Gunderson

Bristol Development Group

David Hanchrow

Bristol Development Group

Mitch Harrison

First Communities Management

Sharon Hatfield

CF Real Estate Services

Nicholas Hathaway

Hathaway Development

Kelly James

R James Properties

Tim Keane

City of Atlanta

Alan King

Berkshire Communities

John Long

South City Partners

Greg Mark

Pinnacle Living

Lorie McBrien

Airbnb

Conor McNally

Shelton McNally

Richard Munger

North American Properties

Ellie Norton

Pegasus Residential

Anne Ossewaarde

Preferred Apartment Communities

Walt Plyler

Shoptaw Group

Courtney Schnee

Northwood Ravin

Get Involved!

Conference Production:

John Ward
(646) 755-3164
E-mail me

Registration:

Claudia Gutwirth
(646) 862-6125
E-mail me

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3940
E-mail me

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

9:35 AM

Morning Keynote

Keynote:

  • Hessam Nadji, President & CEO, 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?

 

Moderated by:

  • David Shillington, President, Capital Corporation, Marcus & Millichap

Panelists:

  • Matthew Masinter, SVP, Head of East Acquisitions, Waterton Associates
  • Lee McNeer, Principal, PGIM
  • Eric Silverman, Managing Partner, Eastham Capital
  • Bronson Smith, Director, Acquisitions & Dispositions, Centennial Holding Company

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?

 

Moderated by:

  • Jody McKibben, Vice President, Regional Manager, Marcus & Millichap

Panelists:

  • Judd Bobilin, Founder, Chance Partners
  • Josh Grossman, SVP, LEM Capital
  • Josh Mudd, Principal, Clark Ventures
  • Jeff Rosenfeld, EVP, Adivo Construction
  • Andrew Schwarz, Founder & CEO, Audubon Communities

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?

 

Moderated by:

  • Benjamin Yelm, Regional Manager – Charleston, Marcus & Millichap

Panelists:

  • Teresa DeVos, Managing Director, Waypoint Residential
  • Branigan Mulcahy, Head of Real Estate, Guild
  • Cris Sullivan, COO, Gables Residential
  • Carl Walton, Transitions Director, Pollack Shores Real Estate Group

12:45 PM

Networking Lunch


1:00 PM – Lunch Workshop

Tax Minimization & Wealth Preservation Strategy Update: Opportunity Zones, Tax Incentives & Energy Credits

This presentation provides the latest updates to Federal, State and Local Energy & Specialty Tax Credits and Incentives, also provides clarity to the design, qualification and certification process to maximize results and cost savings on Purchases, Renovations, Improvements and New Construction projects. You will understand how to capture and best utilize Cost Segregation, New 100% Bonus Depreciation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential multi-family projects). In addition, this presentation includes special information about the new Opportunity Zones, how they work and how to take advantage of their special tax status.

Presented by:

  • Mike D’Onofrio, Managing Director, Engineered Tax Services

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?

 

Moderated by:

  • Collette Jones, Vice President Development, AMLI Residential

Panelists:

  • John Akin, EVP & Chief Investment Officer, Gables Residential
  • Jay Curran, Senior Managing Director Eastern Region, Crescent Communities
  • Steve Gorning, Vice President Development, Lennar Multifamily
  • JoAnn McInnis, Vice President, Carlyn & Co.

2:20 PM

Afternoon Keynote

Keynote:

  • Mark Toro, Managing Partner, North American Properties

2:50 PM

Closing Remarks


2:55 PM

End of Day


Attending Companies (partial list)

  • ADT Ventures
  • AIG Investments
  • Alliance Residential
  • AM Holdings
  • Amorix Realty
  • Atlantic Pacific Real Estate Group
  • Audubon Communities
  • Bell Partners
  • Black Collie Capital
  • Blue River Capital Partners
  • Branch Properties
  • Bristol Development Group
  • Centennial Holding Company
  • CF Real Estate Services
  • CG Real Estate Management
  • Clarion Partners
  • CUBE 3
  • DAL Developers
  • DNS Property Management
  • Easton Real Estate Advisory
  • Fannie Mae
  • Fickling & Company
  • Gables Residential
  • Hathaway Development
  • iStar Inc.
  • JCLange and Company
  • JCR Capital
  • JLB Partners
  • Kings Union Properties
  • Lloyd Jones
  • Loan Guarantee Insurance
  • MetLife Real Estate
  • Metrontario Group
  • North American Properties
  • Oxford Properties
  • Pacific Life
  • Park Capital Properties
  • Passco Companies
  • Perennial Properties
  • Picerne Real Estate Group
  • Post Road Group
  • Site Solutions
  • SK Collaborative
  • Southeast Capital Companies
  • Southport Financial Services
  • Stonekey Group
  • Stonemark Management
  • StoneRiver Company
  • Ten Minas Ventures
  • Terry-Peterson Companies
  • The Residential Group (TRG)
  • Titan Capital Investments
  • TruAmerica Multifamily
  • Tzadik Management
  • Venterra Living
  • Waypoint Residential
  • Weller Residential
  • Wilkinson Asset Management
  • Windsor Communities
  • Wolf Multifamily Investments

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 & Wealth Preservation Strategy Update: Opportunity Zones, Tax Incentives & Energy 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

End of Day


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 close to 2,000 investment sales and financing professionals in over 80 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; the industry’s most 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 2018, the firm closed nearly 10,000 transactions with a sales volume of approximately $46.4 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.

Sponsors

Brownlee Whitlow & Praet
Carlyn & Company
ETS
Katerra
Lessard Design
PGIM

Venue Details

5th annual Marcus & Millichap / IPA Multifamily Forum: Southeast
March 14, 2019
7:45 AM – 2:55 PM EDT

 

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

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Parking:
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