Venue

On June 7th, 2018 California’s most prominent real estate leaders will converge at the 7th Marcus & Millichap / IPA Multifamily Forum: Southern Californiato answer some of the region’s most crucial market challenges.

Now in its 7th year, the region’s flagship event will discuss the urban and suburban rental, condo and mixed-use markets across Southern California and what the supply versus demand balance means for multifamily investors, owners, and operators. Other key topics to be addressed include the national and regional economic outlook, the debt and equity landscape, new developments, up and coming submarkets, value-add strategies and the potential impact of Costa-Hawkins being overturned.


Reasons to attend:

  • New in 2018: Closed-door Interactive Roundtable discussions where peers get to engage with each other in a structured yet off-the-record environments.
  • ▪ Get the answers to some of the markets most important questions from over 35 Senior level speakers.
  • ▪ Join the only calendar event where all the major players attend year on year.
  • ▪ Hear what’s really going on in the market during exclusive keynote panel featuring Greg Pinkalla, CEO & Chairman, Fairfield Residential, Chris Meany, Partner, Wilson Meany, Sean Burton, CEO, CityView and Kevin Ratner, President, Forest City
  • ▪ Learn from the regions most active investors on what markets beyond LA’s core have a great opportunity for growth.
  • ▪ Get the latest update on how the market is preparing for a potential over turn of Costa-Hawkins

Keynote Speaker

Chris Meany

Chris Meany
Co-Founder and Managing Partner
Wilson Meany

California Leaders Panel

Sean Burton

Sean Burton
CEO
CityView

Greg Pinkalla

Greg Pinkalla
Chairman & CEO
Fairfield Residential

Kevin Ratner

Kevin Ratner
President
Forest City

Featured Roundtable Participants

J.J. Abraham, Division President California, Lennar Multifamily

Jeff Alan, CEO Raintree Partners

Jim Anderson, SVP, Trammell Crow Residential

Sean Burton, CEO, CityView

John Epstein, Managing Director, GreenOak Real Estate Advisors

Andrew Gross, Principal and President of the Development, Thomas Safran & Associates

Bob Hart, President and CEO, TruAmerica

Dan Negal, Chief Financial Officer, Decron Properties

Steven Oh, SVP Development, Related

Lynn Owen, COO, TruAmerica

Greg Pinkalla, Chairman & CEO, Fairfield Residential

Edward Ratinoff, Managing Principal, James Investment Partners

Kevin Ratner, President, Forest City Enterprises

Dean Rostovsky, Managing Director, Clarion Partners

Larry Scott, Senior Vice President Development, Fairfield Residential

Ryan Somers, President & CEO, Benedict Canyon Equities, Inc.

Larry Taylor, CEO, Christina Development

Susan Vickery, Managing Director, Trammell Crow Residential

Meet the Speakers

JJAbraham

J.J. Abraham
Division President – California
Lennar Multifamily (LMC)

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JimAndersen-CAMS-100x150-100x150

Jim Andersen
Senior Vice President
Trammell Crow Residential

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Marshall Boyd 100x150

Marshall Boyd
President
Interstate Equities

Sean-Burton

Sean Burton
Chief Executive Officer
CityView

Ziv Cohen

Ziv Cohen
President
The Resmark Companies

John Eudy

John Eudy
Chief Investment Officer
Essex Property Trust

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Robert Hart

Bob Hart
Founder, CEO & President
TruAmerica Multifamily

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Bill Montgomery

Bill Montgomery
President
Multifamily Investment

Daniel Nagel

Dan Negal
Chief Financial Officer
Decron Properties

Steven Oh

Steven Oh
SVP Development
Related California Residential

Lynn Owen

Lynn Owen
Chief Operations Officer
TruAmerica Multifamily

greg-pinkella

Gregory Pinkalla
Chief Executive Officer
Fairfield Residential

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Edward Ratinoff

Edward Ratinoff
Managing Principal
James Investment Partners

Kevin Ratner

Kevin Ratner
President
Forest City Enterprises

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Ryan Somers

Ryan Somers
President & CEO
Benedict Canyon Equities, Inc.

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Sue Vickery

Sue Vickery
Managing Director, Asset Management West
Trammell Crow Residential

Roger Vincent

Roger Vincent
Reporter
LA Times

Cannon_Cody 100x150

Cody Cannon
Regional Manager
Marcus & Millichap

AlexaMizrahi

Alexa Mizrahi
Loan Originator
Lone Oak Fund, LLC

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Chris-Robbins

Chris Robbins
Managing Director
Clean Fund

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John Sebree

John Sebree
FVP & National Director – NMHG
Marcus & Millichap

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Wyler_Damon 100x150

Damon Wyler
Regional Manager
Marcus & Millichap

Agenda

7:45 AM – Exhibit Hall & Dining Area

Registration, Networking Breakfast & Exhibit Hall Opens

Join us early for the opportunity to enjoy breakfast and network with fellow owners, investors, developers and financiers.


7:45 AM – General Session

Morning Closed-Door Investor Roundtable (New for 2018!)

Lead by Bob Hart President & CEO of TruAmerica Multifamily, this closed-door session will bring together the region’s most forward-thinking investors to discuss industry pain points and hopefully share best practices and solutions to those challenges.

Participants include:

  • John Eudy, Chief Investment Officer, Essex Property Trust
  • Marshall Boyd, President, Interstate Equities
  • Greg Pinkalla, Chairman & CEO, Fairfield Residential
  • Al Pace, CEO, Pacific Urban
  • Larry Taylor, CEO, Christina Development
  • Edward Ratinoff, Managing Principal, James Investment Partners
  • Jeff Alan, CEO, Raintree Partners
  • Dan Negal, Chief Financial Officer, Decron Properties
  • Ryan Somers, President & CEO, Benedict Canyon Equities, Inc.

**These curated sessions are comprised of select leaders. Real estate, public sector and business leaders join to share real challenges and solutions in a closed-door, off-the-record environment. Chaired by an industry veteran, each session will be tasked with addressing a short list of specific challenges. Each session is limited to a maximum of 30 participants. Please contact Scott Miliken at scott@greenpearlevents.com for further information**


7:45 AM – General Session

Breakfast for Builders: A Developers Closed-Door Roundtable (New for 2018!)

This closed-door session will bring together Southern California’s most forward-thinking developers and builders to discuss industry pain points and hopefully share best practices and solutions to those challenges.

Participants include:

  • Jim Anderson, SVP, Trammell Crow Residential
  • Larry Scott, Senior Vice President Development, Fairfield Residential

**These curated sessions are comprised of select leaders. Real estate, public sector and business leaders join to share real challenges and solutions in a closed-door, off-the-record environment. Chaired by an industry veteran, each session will be tasked with addressing a short list of specific challenges. Each session is limited to a maximum of 30 participants. Please contact Scott Miliken at scott@greenpearlevents.com for further information**


8:45 AM – General Session

Opening Remarks

  • Marcus & Millichap

8:50 AM – General Session

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

Presented by:

John Sebree, National Director – National Multi Housing Group, Marcus & Millichap


9:25 AM – General Session

Morning Keynote:


9:55 AM – General Session

Special Presentation


10:10 AM – General Session

California Dreaming – A Developer’s Outlook

Getting projects in Southern California off the ground is never an easy task. However, the current landscape has gotten significantly more difficult. While some developers are getting exciting buildings off the ground, many are finding new projects hard to “pencil out”. As the job market continues to strengthen and the need for housing grows the conditions seem to be strong. However, with the high cost of construction and local government hidrences, bringing new inventory to market is becoming a pipe dream. What are some strategies that developers are using to succeed in this tricky market?

  • Sharpen Your Pencils: How can developers overcome the high cost of construction to get a project off the ground?
  • An Uneasy Relationship: What can be done to improve relations between government and the private sector to make development easier?
  • LA’s Amazon: How can companies like Netflix and Apple make LA the next Seattle?
  • Beyond Wilshire and Sunset: What markets in Southern California are ready for a building boom?

10:55 AM – Exhibit Hall

Networking Break


11:25 AM – General Session
The Art of the Stack: Perspectives from Active Capital Sources

With market fundamentals strong, investment activity in Southern California remains competitive. While top markets like West LA, Hollywood, Downtown, Marina Del Ray and Santa Monica remain the most prized, new neighborhoods like Inglewood, Anaheim Irvine and Valencia are gaining traction with investors. With the economy humming along and the Labor market strong, debt and equity sources are optimistic about the current state of affairs. However they’re threatening clouds on the horzing. A potential ballot measures to overturn “Costa-Hawkins, high sale pricing and low cap rates are beginning to concern even the most bullish investors. What’s in store for the next 12-24 months? Find out as leadings investors discuss the market.

    • Judgment Day: How should Investors plan for a potential overturn of Costa-Hawkins?
    • Comparing Oranges to Apples: Where in Orange county should Investors look for deals?
    • International Impact: What is the current landscape for foreign capital in Southern California?
    • To Much of a Good Thing: How the imbalance between capital and deals will play out over the next year

11:25 AM – Track B Panel Sessions

Building a Better Tomorrow: Emerging Building Trends

As demand for new construction grows, developers, architects and city planners are facing new challenges and trends that are affecting how and where the build. Whether it’s dealing with rising cost, transportation and parking issues and changing tenant habits, builders are discovering better ways to deal with these important issues. What is the city doing to address these development challenges and how are developers planning for the future?

  • Filling a Void: How can developers build much needed affordable housing with today’s high construction cost.
  • Developing a Better Bottom Line: What are developers doing to keep cost down?
  • Solid Foundation: What are the key economic drivers’ developers need to know?
  • Just Around the Corner: What neighborhoods are underdeveloped

11:25 AM – Track C

What Tenants Want: Amenities and Trends that your Property Needs

After years of nearly double digit average annual rent growth, cracks are beginning to show around the edges as economic gravity inevitably take hold. Going forward, cash flow and net operating income management may become increasingly difficult, and lower quality locations / properties may suddenly be harder to keep leased up, at least at today’s rates. What strategies and tactics are best to manage apartment properties in an arguably retracting economic environment?

  • Beyond green: health & wellness initiatives that matter, and those that don’t
  • Ceasefire in the amenities war: which amenities to keep and which ones to (quietly) let go
  • Everything but the Kitchen Sink: What are owners doing to balancing tenant retention and concessions?
  • Connected Living: What technologies and innovations are making buildings smarter?

12:15 PM – General Session

Hit the Road Less Traveled: Successful Strategies in Putting Your Money to Work in California’s Value Add Market

With the cost of ground up construction becoming too high and the lack of availability downtown and other prime LA Neighborhoods, investors and developers alike are flocking beyond the city’s limits to find their next deal. Active players, will look to address what’s going on in the upcoming Southern California markets and how investors can succeed in this the ultra-competitive value-add space?

  • Alphabet Soup: What core markets still have the best A,B and C opportunities?
  • The Secrets of Success: What are the techniques to achieving the highest ROI?
  • Timing is Everything: Where are we in the cycle?
  • Where in the Stack? Which capital sources are funding value add deals?
  • Turn your Compass South: Where are deal opportunities in Orange County and points south?

12:15 PM – Track B

Operator’s Handbook: NOI Best Practices

In 2018, the amount of supply coming to market will add additional burden to what already is a highly competitive rental marketplace. Going forward, cash flow and net operating income management may become increasingly difficult, and lower quality locations / properties may suddenly be harder to keep leased up, at least at today’s rates. What strategies and tactics are best to manage apartment properties in an arguably retracting economic environment?

  • Hello, Dave: What technologies and innovations are making buildings smarter?
  • Everything but the Kitchen Sink: What are owners doing to balancing tenant retention and concessions?
  • The Perfect Balance: How operators need to plan to attract both Millennials and Empty Nesters to the same property?
  • Saving for that Rainy Day: How to keep rents up if the market turns
  • Managing your Street Credibility: How to succeed with reputation management?

1:00 PM – Networking Lunch


1:10 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 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


1:50 PM – General Session

Afternoon Keynote


2:20 PM – General Session

From the Top: Real Estate Leaders discuss the Southern California

When a real estate market has more questions than answers it’s a perfect time to hear those leading the way. Join us for an special all star gathering of some 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.

Moderated by:

Roger Vincent, Reporter, LA Times

Panelist:

Kevin Ratner, President, Forest City Enterprises
Sean Burton, CEO, CityVeiw
Greg Pinkalla, Chairman & CEO, Fairfield Residential
Chris Meany, Partner, Wilson Meany

Closing Remarks:

Presented by:

  • Marcus & Millichap

2:25  PM – Post Event Cocktails


3:25 PM – Event Concludes

Conference Chairs

MarcusMillichap-Logo

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 1,700 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 2016, the firm closed 8,995 transactions with a sales volume of approximately $42.3 billion.

IPA-Logo

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

Bock&Clark logo

Contact  Bock & Clark for your commercial real estate due diligence needs. Established in 1973, Bock & Clark is a national commercial real estate firm specializing in ALTA Surveys, Phase I and Phase II Environmental Site Assessments, Property Condition Assessments and Zoning Reports. We provide services in all 50 states as well as Canada for single site and portfolio transactions. Our project teams are highly experienced and responsive to the needs of our clients. As industry leaders, we pride ourselves in competitive pricing and turnaround times using the resources of our own licensed professionals as well as a network of qualified providers.

Recently acquired by NV5 Global, a publicly traded company specializing in professional and technical engineering consulting solutions, Bock & Clark now offers the combined experience of both companies strengthening the breadth of services even more. Contact us for more information at 1-800-787-8397 or visit our website.

CleanFund

CleanFund is the national leader in Commercial PACE (C-PACE) financing, a nationwide platform making capital improvement projects easy and affordable for commercial and multifamily property owners. Our products leverage the C-PACE financial technology where payments are billed and collected via property taxes, with terms of up to 30 years, providing a capital solution to fill gaps in the capital stack. Offering capital for energy efficiency, clean energy, deep retrofit, public safety measures such as seismic strengthening, and even new construction projects, we finance better buildings.

CoStar

CoStar Group, Inc. (NASDAQ: CSGP) is the leading provider of commercial real estate information, analytics and online marketplaces. Founded in 1987, CoStar conducts expansive, ongoing research to produce and maintain the largest and most comprehensive database of commercial real estate information. Our suite of online services enables clients to analyze, interpret and gain unmatched insight on commercial property values, market conditions and current availabilities. LoopNet is the most heavily trafficked commercial real estate marketplace online with over 5 million monthly unique visitors per month. Apartments.com, ApartmentFinder.com, ApartmentHomeLiving.com, Westside Rentals and Apartamentos.com form the premier online apartment resource for renters seeking great apartment homes and provide property managers and owners a proven platform for marketing their properties. Through an exclusive partnership with Move, a subsidiary of News Corporation, Apartments.com is the exclusive provider of apartment community listings across Move’s family of websites, which include realtor.com®, doorsteps.com and move.com. CoStar Group’s websites attracted an average of over 37 million unique monthly visitors in aggregate in the second quarter of 2017. Headquartered in Washington, DC, CoStar maintains offices throughout the U.S. and in Europe and Canada with a staff of over 3,500 worldwide, including the industry’s largest professional research organization. For more information, visit www.costargroup.com.

Marketing Partner

AAOC-CAWF-180x1451

Since 1961, the Apartment Association of Orange County has provided legislative advocacy, resources and education for the rental-housing industry including rental property owners, property management companies and suppliers. We currently represent over 78,000 units and 3,000 rental housing professionals in Orange and Riverside County.

Get Involved

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