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