7:45 AM

Registration, Networking Breakfast & Exhibit Hall Opens

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8:30 AM – General Session

Opening Remarks

Presented by:

Michael Fasano, FVP & Regional Manager, Marcus & Millichap

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8:40 AM – General Session

The Southeast in a National Context: National Multifamily Market Overview

Hear from John Sebree, Marcus & Millichap’s National Director of multifamily housing, as he brings the latest research on the national multifamily scene and how specific markets in the Southeast compare. John will reveal the results from M&M’s proprietary owner survey, which will tell you what your competitors are planning over the next year. Key benchmarks and planned market activity included in the presentation will help you make decisions going forward.

Presented by:

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

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9:10 AM – General Session

Morning Keynotes: A Conversation with Dennis Lockhart & Hessam Nadji
Moderator:

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

Speakers:

Dennis Lockhart, Outgoing President, Federal Reserve Bank of Atlanta
Hessam Nadji, President & CEO, Marcus & Millichap

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9:50 AM – General Session

Power Play: MegaDeals in the Southeast

The Southeast saw a flurry of Mega deals in 2016; rents are at all time highs, is the market poised to continue on this upward trajectory in 2017?

• What does the development pipeline look like for 2016 / 2017?
• Location, Location, Location: Suburban vs. Urban, what markets promise the best returns in 2017?
• Next Wave: Where are the next hottest submarkets in the Southeast?
• Bigger is Better: Should we expect huge portfolios to trade in 2017, similar to 2016?
• Hold Tight: Is Buy and Hold the best way to protect returns in 2017?
• Get an Edge: How do you make deals work with so much competition?
• Juice: Should investors look at LIHTC properties or Garden Style Apartments as a way to diversify returns during a potential glut of Class A units coming onto the market?

 

Moderator:

• Chris Leonard, Regional Director – National Multi Housing Group,Marcus & Millichap

 

Speakers Include:

• Kim Bucklew, Managing Director, Alliance Residential
• Jack Fiorella, Chief Executive Officer, Equity Resources
• Peter Pappas, Chief Executive Officer, Terwilliger Pappas
• Norman Radow, Chief Executive Officer, Radco

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10:40 AM

Networking Break

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11:10 AM – Concurrent Track A

Digging for Riches: Where to Find More Value-Add Deals in the Southeast

Is strategic financing the best way to create value-add opportunities or are capital improvements still the name of the game? Where do the hidden gems lie in the Southeast?

• Tear Down this Wall: When does it make sense to do a full gut renovation instead of a light rehab?
• Shakespeare: To Upgrade or Not to Upgrade, that is the revenue question.
• Peek-A-Boo: How do you Identify value-add properties hiding in plain sight?
• Who Moved my Cheese: Where are the next pockets of growth in the Southeast for value-add deals?
• Laser Focus: How to spot a Class B property with a Class A revenue potential?
• Trading Places: How do you identify the right value-add deals before they are traded 3 or 4 times within the same cycle and the margins have been squeezed out?

 

Moderator:

• Kevin Caiaccio, Partner, Caiaccio Law Firm

 

Speakers Include:

• Daniel Eller, Chief Executive Officer, Eller Capital Management
• Eric Hade, Chief Investment Officer, Waypoint Residential
• Ryan Millsap, Chief Executive Officer, Irinda Capital Management
• Phil Pitney, President – Real Estate Management, PRP

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11:10 AM – Concurrent Track B

Keepin’ it Tight: Overview of the Capital Markets in the Southeast

Interest rates have been at historic lows for the past decade but recently have started to inch up, with the rise in rates comes tighter lending standards and a potential slowdown in Multifamily lending. How should real estate owners and operators approach the next 12 months if we are going into a tighter lending environment?

• Long or Short: What should be your debt structure in an environment with rising rates? Should you focus on short-term debt or secure long term financing?
• Can’t Close: With Deals falling through at the last minute because of financing issues, how should savvy developers take advantage of these opportunities?
• Back to the Well: How are equity players responding to a tighter debt market? Do developers have any concerns about going back to the “well” to seek additional funding from their equity partners?
• New Money: What alternative funding sources should real estate owners tap into in an environment of tighter conventional financing?
• Cooling Off: How should developers adjust their projects to a cooling debt market?
• Finish the Deal: How should developers complete new construction projects in a restrictive lending environment?

 

Moderator:

• Richard Katzenstein, SVP & National Director, Marcus & Millichap
  Capital Corporation

 

Speakers Include:

• Marvin Banks, Co-Founder & President, M. Banks Realty Partners
• Steve Carlson, SVP – Debt Markets, Waterton
• Chad DuBeau, Senior Managing Director, Mill Creek Residential
• Al Lindemann, Managing Partner, FCA Partners

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12:00 PM – Concurrent Track A

Too Much of a Good Thing: The New Construction Pipeline

The past few years have seen a huge uptick in new construction throughout the Southeast, specifically in markets like Atlanta, Charlotte and Nashville. Recently we have seen an increase in construction costs along with a huge pipeline of projects to be delivered in the market in the next 12 months. How will the market absorb this inventory and how should owners assess their investment opportunities?

• I’m Different: What should owners do to differentiate their product?
• Sky High: With rising construction costs, how can developers complete their projects on budget?
• Pipeline Trouble: With a significant amount of inventory coming onto the market in 2017, how should landlords position their new projects to maximize their returns?
• Dirty Thoughts: What should you do with land? Start new projects or hold until the current inventory of new projects is fully absorbed?
• Take me to the Ball Game: How should developers leverage local infrastructure (SunTrust Park) projects to maximize their property returns?

 

Moderator:

• Wesley Hudson, Audit Partner, Cherry Bekaert

 

Speakers Include:

• Paul Bertozzi, Founder & Managing Partner, Live Oak Contracting
• Thomas Flournoy, President & COO, Flournoy Development Company
• Nick Hathaway, Partner & Director – Development, Hathaway Development Partners
• Stephen McClure, President, Spectrum Residential
• Jenifer Mills, President, HFC Interiors
• Wes Taubel, Managing Partner, Two Capital Partners

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12:00 PM – Concurrent Track B

How High: The Property Manager’s guide to Maintaining Rent Growth

Pools, Club Houses, Doggy Spas and even Cross-Fit facilities have become the norm in most market rate apartments in the Southeast, as renters come to expect these as standard, how should landlords determine what’s economically viable vs. a nice to have amenity while maximizing returns?

• Let’s Make a Deal: How can landlords maximize NOI while giving away concessions on lease-ups?
• Stay With Me: What strategies should you use to retain residents in a competitive market?
• Stand Out: What amenities create the best bang for your buck? Distinguishing your product from competitors?
• Class Matters: Does providing all the Bells and Whistles always-equate to higher rents even for Class B properties?
• Moolah: How do you go green while making some green? Residents like energy efficiency but just don’t want to pay extra for it.
• Tech Moves: What tech tools should managers use to create efficiencies and maximize NOI?
• Ping Me: What social activities create the best communities?

 

Speakers Include:

• Holly Casper, VP – Operations, Rivergate KW Residential
• Ben Colonomos, Principal, PointOne Holdings
• Lisa Gunderson, VP – Asset Management, Bristol Development
• Gregory Mark, SVP – Operations, Pinnacle

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12:45 PM

Networking Lunch

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12:55 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 maximizing 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.

• New Trump Administration Tax and Energy Incentives Updates for the property owner, developer, investor, finance and broker communities.
• Overview of available Energy Tax Credits and recently extended 179D, 45L and R&D Federal and State credits available for the design of energy-efficient buildings.
• Recognize Opportunities and capture benefits for Property Owners, Investors, Architects, Engineers, CPA’s, Real Estate Attorneys, Energy Consultants and Contractors.
• Understand how these new tax laws and related strategies available can become an additional value-added service to your clients, as well as a revenue stream for your firm.
• Additional related benefits and tax strategies including Cost Segregation, Property Tax Appeals, Energy Audits and related savings.

 

Presented by:

Michael D’Onofrio, Managing Director, Engineered Tax Services

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1:50 PM – General Session

The Trump Effect: Predicting Results in an Unpredictable Environment

With a new administration in Washington, DC., and amid talks of infrastructure spending, corporate tax cuts and repatriation of capital, some analysts predict an uptick in business activity while others fear a potential trade war, and a rise in interest rates that could curtail economic growth, how should Multifamily operators hedge their bets with so much uncertainty?

• Building Bridges: How should real estate developers take advantage of public infrastructure spending to maximize their returns?
• Overview of available Energy Tax Credits and recently extended 179D, 45L and R&D Federal and State credits available for the design of energy-efficient buildings.
• Bank Affair: Will banks be forced to reduce their exposure to Multifamily lending and what should investors do to secure funding for their deals?
• Free Markets: Will the new administration pick winners and losers or will the market forces of demand/supply dictate the pace of growth in the Multifamily sector?
• The “F” word: What impact will President Trump have on Fannie and Freddie and how should developers adjust to this?
• Uncertainty: How can developers mitigate against an uncertain environment?
• Home Cooking: What type of public initiatives do real estate developers want to see from the local governments to help sustain the growth in Multifamily?

 

Moderator:

Tim Kinney, Senior Director, Marcus and Millichap

Speakers Include:

• John Chang, First Vice President, Marcus & Millichap
• Harris Haston, Principal & Co-Founder, Carter-Haston Real Estate Services
• John Isakson, Chief Capital Officer, Preferred Apartments Communities

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3:00 PM

Refreshments & Networking