Get Involved in 2018!


Conference Production:

Rachel Golden


Claudia Gutwirth
(646) 862-6125

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3937

2016 Recap

On December 8, over 400 multifamily investors, owners, developers, financiers and other industry principals and deal makers attended the 3rd annual Marcus & Millichap / IPA West and Central Florida Multifamily Forum. Over 40 of the most active and innovative multifamily leaders explored the current state and future outlook of this booming region including: supply versus demand, creative solutions to controlling costs, safe proofing your investment against economic shifts. Plus, explored raising capital today, effective apartment operations and the latest in new development and value-add projects.

The Marcus & Millichap / IPA Multifamily Forums across the U.S. bring together over 6,000 multifamily owners, investors, managers and developers annually to create an in-person marketplace for learning, discovery, networking and deal making. The sessions address the major issues affecting the apartment and condo markets today, and the networking allows multi-housing principals to meet, talk and source deals and investment capital.

Attendees discovered these key objectives from this year’s conference:

  • Learned where the Tampa and Orlando metro regions are headed and how the national economy may impact the multifamily industry
  • Heard from the developers behind the highest profile developments and discover why some are choosing urban while others are pro-suburban
  • Explored the rapidly changing debt and equity landscape and find out alternatives you can turn to if you’re feeling the squeeze
  • Learned how today’s apartment operators are creating new revenue streams and cutting costs while maintaining market share
  • Discovered how major apartment developers protect their bottom-line in light of rising costs


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

2016 Keynote Speakers

Phillip Smith

Phillip Smith
Framework Group

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Bob Buckhorn

Bob Buckhorn
City of Tampa

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2016 Speakers

Bert de Alejo
Managing Director & Partner

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Brian Bailey
Subject Matter Expert
Federal Reserve Bank of Atlanta

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Elise Batsel
Phelps Dunbar

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Nathan Collier
The Collier Companies

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Peter Collins
Co-Founder & Managing Principal
Forge Capital Partners

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Harry Collison
SVP & Managing Director – Acquisitions & Dispositions

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Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

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Todd Fabbri
Richman Group of Florida

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Richard Katzenstein
SVP & National Director
Marcus & Millichap
Capital Corporation

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Ed Kobel
President & COO
DeBartolo Development

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Ashley Kritzer
Tampa Bay Business Journal

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Bruce LaMotte
Principal & Co-Founder

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Joe Lubeck
Founder & CEO
Electra America

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Fabrizzio Lucchese
President & CEO
Jaymor Group

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Steve McConihay
Dockside Investors

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Syd McDonald
Senior Vice President – Sales
Valet Waste

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Michael Phillips

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Norman Radow
Chief Executive Officer
The Radco Companies

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Ari Ravi
Regional Manager
Marcus & Millichap

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Kyle Riva
CEO & President
Alexander Investments

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Jeff Robbins
VP – Development
The Related Group

Jeff Rosenfeld
Chief Operating Officer
Adivo Construction

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John Sebree
FVP & National Director, Multifamily
Marcus & Millichap

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Joe Springsteen
Director – Operations
Cortland Partners

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Chip Tatum
Chief Executive Officer
Apartment Association of Greater Orlando

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Justin West
Regional Manager
Marcus & Millichap

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2016 Agenda

7:30 AM – Exhibit Hall & Dining Area

Registration, Networking Breakfast & Exhibit Hall Opens

8:30 AM – General Session

Opening Remarks

Presented by:

  • Ari Ravi, Regional Manager, Marcus & Millichap

8:40 AM – General Session

National vs. West & Central Florida Multifamily Market Update

Presented by:

  • John Sebree, FVP & National Director – NMHG, Marcus & Millichap

9:15 AM – General Session

Morning Keynote


  • Phillip Smith, President, Framework Group

9:45 AM – General Session

Blue Skies Ahead: High Profile New Developments

Multifamily developers and investors alike are attracted to West and Central Florida because it has been a phenomenally good story – with strong job growth, rent growth and new unit absorption rates. The region also sports some of highest occupancy rates of all time. Many multifamily developers are focused on high density urban infill while others are focused on lower density suburban development. As whispers of economic uncertainty grows, the questions become: Will strength of the regional markets continue? If these change for the worse, what decisions should be made now in regards to future development plans and product choices?

  • Preparing for the possibility: Positioning yourself to weather a storm
  • Plowing ahead: Despite a possible downturn, what many remain optimistic about
  • Matching up: How supply stacks up to demand and the near future on rent growth
  • Knowing your renter: How urban and suburban renters differ, and the role of demographics on your development strategy
  • Drinking the kool aid: How some developers plan to persevere and stay active


  • Justin West, Regional Manager, Marcus & Millichap

Speakers Include:

  • Ed Kobel, President & COO, DeBartolo Development
  • Thomas Lawler, President, Quivet Creek Development
  • Kyle Riva, CEO & President, Alexander Investments
  • Steve McConihay, Principal, Dockside Investors

10:30 AM

Networking Break

11:15 AM – Concurrent Track A

Treasure Fleet: Debt, Equity & Funding Alternatives when Raising Capital Today

Debt and equity capital for real estate deals is not as easy as to come by as it once was. Banks are tightening up considerably on construction lending, while debt for non-construction deals has also become increasingly challenging. With continued international turmoil, the election of a new president, and clear economic uncertainty, multifamily owners, investors and developers are concerned interest rates may go up and it may become nearly impossible to do deals as well as drive up the cost of refinancing. What do the next three to five years have to hold for equity providers and lenders, and what alternative options should you consider to ensure you raise/re-raise the necessary capital you need?

  • Clamping down: How lenders appetite for lending is changing
  • A watchful eye: How equity providers view risk today, and how that’s evolving moving forward
  • Rocking the boat: Where interest rates are headed and the effect upon cap rates
  • From overseas: Which foreign capital sources are active in West & Central Florida
  • Exploring options: Alternative funding avenues vs. raising traditional sources


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

Speakers Include:

  • Brian Bailey, Subject Matter Expert, Federal Reserve Bank of Atlanta
  • Elise Batsel, Counsel, Phelps Dunbar
  • Lisa Cappelletti, VP Commercial Real Estate Lending, ReadyCap
  • Michael Phillips, Principal, Lubert-Adler
  • Norman Radow, Chief Executive Officer, The Radco Companies

11:15 AM – Concurrent Track B

Feeling the Heat: Controlling Construction Costs through Management & Design

Land prices and construction costs continue to rise, causing multifamily developers to be concerned with how to ensure their deal still pencils out. Meanwhile, we are also seeing increasing complexity and sophistication in the scale, design, product mix, and amenities required for a project to succeed. In an environment of rising costs, how do you balance the need to deliver top notch amenities and more complex building design with budget constraints needed to meet return expectations?

  • Trending up or down: How unit mix, size and design are changing today
  • Who really matters: The changing demographics driving design decisions
  • Hurricane warning: Creative solutions to mitigate insurance premium increases
  • Time is money: Practical ideas to get your projects completed on time
  • Winning: Ways to control costs on labor and materials


  • Ashley Kritzer, Reporter, Tampa Bay Business Journal

Speakers Include:

  • Peter Collins, Co-Founder & Managing Principal, Forge Capital Partners
  • Todd Fabbri, President, Richman Group of Florida
  • Jeff Robbins, VP – Development, The Related Group
  • Brian Van Slyke, Development Executive, Kotler Urban

12:05 PM – Concurrent Track A

Hidden Treasures: Value-Add Redevelopment and Emerging Submarkets across West & Central Florida

With developers and investors carefully watching the supply and demand inventory, some multifamily owners are beginning to admit Class A apartment demand may be saturated. With projections that the economy will likely weaken, many multifamily investors and developers are faced with sitting on the side lines or pivoting. What opportunities remain across West and Central Florida that may be underserved or undervalued?

  • Location, location, location: Underdeveloped pockets along the I-4 corridor
  • Decisions, decisions: Comparing asset types to demand and a look at cap rates by affordable senior housing, student housing and B/C unit asset class types
  • Signs of a good thing: Elements to spot in new neighborhoods before they emerge
  • Ready, set, go: A look at specific submarkets and which asset classes are better positioned for acquisition
  • Preparing for change: Value-add strategies to hedge against a downturn and how to avoid overpaying for assets


  • John Sebree, FVP & National Director – NMHG, Marcus & Millichap

Speakers Include:

  • Bert de Alejo, Managing Director & Partner, Avesta
  • Harry Collison, SVP & Managing Director – Acquisitions & Dispositions, Avesta
  • Joe Lubeck, Founder & CEO, Electra America
  • Fabrizzio Lucchese, President & CEO, Jaymor Group
  • Jeff Rosenfeld, Chief Operating Officer, Adivo Construction

12:05 PM – Concurrent Track B

Batten Down the Hatches: Revenue Growth & Cost Cutting Strategies for Multifamily Owners & Operators

As the tide begins the turn, owners and operators are increasingly seeking innovative ways to achieve their goals through improved management. Should rental prices peak, now is the time to explore new revenue streams to help offset any future decline. What are the newest ancillary services residents are willing to pay for even if wage growth and subsequent rental growth stall? Where can you reduce costs further to ensure you are operating at peak performance?

  • Make it count: Winning the war on amenities without overspending
  • Optimal ROI: Surprising innovations that improve the bottom line
  • What’s hot, what’s not: Amenities that promise ROI
  • Letting them lead: How technology can empower rents, save time and money
  • Changing your script: Communicating value to set yourself apart


  • Chip Tatum, Chief Executive Officer, Association of Greater Orlando

Speakers Include:

  • Nathan Collier, Founder, The Collier Companies
  • Bruce LaMotte, Principal & Co-Founder, PMC
  • Syd McDonald, Senior Vice President – Sales, Valet Waste
  • Joe Springsteen, Director – Operations, Cortland Partners

12:50 PM

Networking Lunch

1:05 PM – Lunch Workshop

Maximize ROI & Increase Cap Rates: Specialty Tax Credits & Energy Incentives

Presented by:

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

1:45 PM – General Session

Afternoon Keynote


  • Bob Buckhorn, Mayor, City of Tampa

2:15 PM

Refreshments & Networking

2016 List of Attendees

  • AAGO
  • Abacode
  • Adivo Construction
  • AGM Financial Services
  • AGPM
  • Akerman
  • Alexander Investments
  • Alta Developers
  • American Land Ventures
  • Atlantic American Opportunities Fund
  • Austin Commercial
  • Avesta
  • Axonic Capital
  • Bainbridge Companies
  • Baker Barrios Architects
  • Balfour Beatty Communities
  • BankFinancial
  • Batson-Cook
  • BB&T
  • BBX Capital
  • BDC Investors
  • Benchmark Real Estate Advisors
  • Benefit Title Services
  • Bessolo Design Group
  • Blue Sky Communities
  • Bohler Engineering
  • Cagan Management Group
  • Caislean Investments
  • Cambridge Swinerton Builders
  • Capright
  • Capstone Apartment Partners
  • Carroll Organization
  • Ceiba Groupe
  • Charlan Brock & Associates
  • CKT Development Company
  • CliftonLarsonAllen
  • Coastal Construction
  • Cobalt Capital
  • Cortland Partners
  • Current Builders
  • DeBartolo Development
  • Defense With Ease
  • DLP Realty
  • Dockside Investors
  • Dusek Network
  • Eagle Property Capital Investments
  • Echelon
  • ECI Management / ECI Construction
  • ECS Florida
  • Electra America
  • Elite Floor
  • Engineered Tax Services
  • Equity Management Partners
  • Federal Capital Partners
  • Federal Reserve Bank of Atlanta
  • FIDES Capital Partners
  • Fieldstone Architecture and Engineering
  • Fifth Third Bank
  • Fisher Real Investments
  • Florida Capital Real Estate Group
  • FM Capital
  • Fore Property
  • Forge Capital Partners
  • Forum Architecture & Interior Design
  • FPA
  • Framework Group
  • Genesis
  • GHD Services
  • Ginsberg Property Group
  • GreenBuilt Solutions
  • Greystar
  • GSC
  • Hamilton Engineering & Surveying
  • Henderson Engineers
  • Henry Pino
  • HFF
  • Hills Developers/Hills Properties
  • Humphreys & Partners Architects
  • Infor Property Management
  • Insula Companies
  • Integra Realty Resources – Tampa Bay
  • Interlachen Commercial Funding
  • Investor Management Services
  • IOA
  • iStar
  • Jacana Management
  • Jaymor Group
  • JBM
  • JET Enterprises
  • JMG Realty
  • K.R.I. Properties
  • KAST Construction
  • KC Investment Properties
  • Kellogg & Kimsey
  • Kimley-Horn
  • King Engineering Associates
  • Kitson & Partners
  • L.R.E. Ground Services
  • Land banking & Development
  • LeCesse Development
  • Lindell Investments
  • Lloyd Jones Capital
  • Lubert-Adler
  • Masaitis Enterprises
  • Matcon Construction Services
  • McKinley
  • Midway Services
  • Mohawk
  • Moss and Associates
  • MPI Holding Group
  • Multifamily Risk Advisors
  • Mutual of Omaha Bank
  • NIGMA Family of Companies
  • NitNeil Partners
  • NJR Investment & Development
  • Nvision Development
  • Palm Capital Partners
  • Park Square
  • Pax Properties
  • Phelps Dunbar
  • Pinnacle
  • PMC
  • Power Design
  • Prime Companies
  • Private Investor
  • RAM
  • Ram Real Estate
  • Ranmar Development
  • Ray Joseph Enterprises
  • ReadyCap
  • Real Estate Investment
  • Regions Bank
  • ResMan
  • Rifai Properties
  • Rivergate KW Residential
  • Robbins Electra
  • Robbins Property Associates
  • Rockport Mortgage Corporation
  • ROJO Architecture
  • Sabadell Bank
  • Schroeder-Manatee Ranch
  • Scott + Cormia Architecture and Interiors
  • Smith Equities Real Estate Investment Advisors
  • SOHO Capital
  • Southport Financial Services
  • Stewart Title Guaranty Company
  • Stock Development
  • Sun Park
  • Suntrust Bank
  • Synovus Bank
  • Synovus Financial
  • TD Bank
  • Terracon Consultants
  • The Altman Companies
  • The Bainbridge Companies
  • The Housing Authority of the City of Tampa
  • The Jaffe Companies
  • The RADCO Companies
  • The Related Group
  • Thomas Estates
  • Tierra
  • Timberland Partners
  • Torti Gallas + Partners
  • TruAmerica
  • Tzadik Management
  • U.S. Bank
  • Urban Edge Development Group
  • USAmeriBank
  • Valet Waste
  • VW Multifamily
  • Wakefield Beasley & Associstes
  • Walker & Company
  • Weller Residential
  • Wellfont Group
  • Wenzel Investment Group
  • Wheeler Capital Partners
  • Wieland
  • Wilson Ridge Properties
  • ZOM Holding

2016 Venue

Marcus & Millichap / IPA West and Central Florida Multifamily Forum
Thursday, December 8, 2016
7:30 AM – 3:15 PM


Crowne Plaza Tampa Westshore
Google Maps

2016 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 1,600 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 2015, the firm closed 8,715 transactions with a sales volume of approximately $37.8 billion.


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.

2016 Sponsors:

Adivo Construction Corp. is a national construction management and general contracting company headquartered in Deerfield Beach, Florida. We specialize in the value-added renovation and rehabilitation of apartment complexes. Adivo Construction has completed projects in Arkansas, Florida, Georgia, Indiana, Kansas, Michigan, Missouri, North Carolina, Oklahoma, South Carolina, Tennessee and Texas. Our services include interior renovations, full/partial unit upgrades, exterior renovations and amenity improvements. Adivo Construction has mastered the art of the “turn” in the apartment complex market. Our management expertise in scheduling and logistics maximizes asset down time and interferences with existing tenants. While working in a professional and timely manner, we strive to provide the most cost effective products and services to all of our clients. Because of our desire to be the best in the industry, we always provide attention to detail in an effort to maximize our client’s efficiency and return of an asset.


BankFinancial is uniquely, obsessively self-critical. Even though we’ve been in business for over 75 years we have no desire to be who we were 2 years ago – much less 5 years ago. That’s because we’re constantly reassessing how we can perform for our customers, looking for better ways to improve what we can offer them.

WE’VE GROWN. Today we have 19 locations and assets of over $1.4 billion. Along with traditional personal and business banking options you’ll find Investment, Insurance and Trust solutions. In addition to traditional brick and mortar locations you’ll find electronic banking solutions that let you manage your money anytime, anywhere.

WE EVEN THINK ABOUT TECHNOLOGY DIFFERENTLY, fostering a spirit of creative problem-solving to adapt technology when it can make a clear and powerful difference. To remove barriers. Increase efficiency. And help customers just like you achieve their version of success. And we’ll continually monitor it to ensure it’s as useful as it can be.

Defease With Ease

The first choice in defeasance since 2000. Our expertise in securities structuring-execution and exceptional pro-active transaction management saves time and money and allows the borrower, broker and legal counsel to focus on the sale or refinance with complete confidence that the defeasance will close on schedule – ahead of any rate lock expiration or sales contract deadlines. Every transaction, large or small, is as important to us as it is to our customer. We provide accurate free cost estimates and consultations tailored to the specific transaction and maintain offices in Charlotte, Los Angeles, and New York to provide our customers with the best service and defeasance experience available.

Commercial Defeasance is a portfolio company of QuietStream Financial, based in Charlotte NC. QuietStream Financial serves commercial real estate owners, investors, borrowers, and related professionals through a portfolio of innovative businesses which address investor management, online investor portals, crowdfunding platforms, CMBS underwriting, defeasance, marketing, and other alternative asset management services.


Engineered Tax Services (ETS) is a nationally licensed engineering firm with extensive experience in engineering-based specialty tax services yielding substantial tax incentives for companies of all sizes. ETS is one of the only qualified engineering firms with its own Professional Engineers, LEED Accredited Professionals, Certified Public Accountants, and Licensed Contractors on staff. ETS provides a full range of specialty tax incentives for real estate professionals including Cost Segregation, 263(a) Repairs vs. Capitalization, Disposition Studies, 179D EPAct, 45L, Utility Rebates and Refunds, Energy Audits, Modeling, and LEED Certifications. ETS averages over $44 million per month in refunds for clients, equating to hundreds of studies nationally. ETS is committed to providing the highest level of service and attention to detail in order to realize maximum benefits and ensure compliance of IRS guidelines. For more information, please contact us Engineered Tax Services at 800-236-6519 or visit

Investor Management

Investor Management Services is a member of the QuietStream Financial family of commercial real estate services and technology companies. Investor Management Services offers cutting-edge software that helps commercial real estate owners attract, engage, and manage their investors and projects. The platform features investor dashboards, document management, investor communications, electronic document execution, and live customer service with more features and enhancements on the way. Learn more at


L.R.E. Ground Services specializes in soil stabilization and foundation repair. L.R.E.’s services include auger cast piles, helical piers, underpinning, compaction grouting, chemical grouting, concrete re-leveling and much more. L.R.E. has operated under the same family ownership since 1989. Conveniently located near Central Florida in the city of Brooksville, L.R.E. works carries out pre-construction and retrofit projects throughout the entire state. Some of L.R.E.’s higher profile projects include MacDill Air Force Base, Busch Gardens and Progress Energy, among others. A proud partner of the Tampa Bay Lightning, L.R.E.’s formula for success includes communication, competitive pricing, efficiency, strong safety guidelines, timely estimating, training and teamwork!


Mohawk is a leading supplier of flooring for builder, residential, commercial, and multifamily applications. Founded more than 130 years ago, Mohawk has grown into the world’s largest flooring manufacturer with a complete selection of carpet, cushion, ceramic tile, laminate, hardwood, stone, vinyl, and rugs. As a result of Mohawk’s commitment to continuous innovation and improvement, Mohawk always excels in delivering the best selections of styles, textures, patterns and colors that satisfy the design preferences and performance needs of consumers. Headquartered in Calhoun, Georgia, Mohawk employs more than 20,000 people in the United States.

Phelps Dunbar

With offices positioned along the Gulf Coast from Texas to Florida, Phelps Dunbar is a regional law firm of more than 260 attorneys uniquely equipped to serve clients in the major commercial centers of the burgeoning “Third Coast” of the United States. Our real estate practice offers extensive, full service counsel in various real estate matters. We routinely represent large or emerging commercial and industrial developers and other property owners, commercial, retail and industrial lessors and tenants, and banks and investment banks, in a wide variety of real estate transactions. By virtue of our broad experience, we focus on creative problem-solving for our clients, in a cost effective, responsive and professional manner. Phelps Dunbar has office locations in New Orleans and Baton Rouge, Louisiana; Jackson, Tupelo and Gulfport, Mississippi; Houston and Dallas/Fort Worth, Texas; Tampa, Florida; Mobile, Alabama as well as Raleigh, North Carolina; and London, England.


ReadyCap Commercial is a non-bank lender offering small-balance commercial real estate financing from $750,000 to $10,000,000 nationwide. We consider the total picture of the borrower and transaction, offering a diverse array of loan products and terms, with an efficient process and quick closings. Our highly experienced commercial lending team delivers hands-on service to our customers, which include mortgage brokers, bankers, borrowers, investors and other lenders. Each borrower and every project is unique – that’s why ReadyCap takes a flexible, common-sense approach to financing commercial real estate. Tell us your scenario – we are eager to review your lending needs.

Valet Waste

With five-nights-per-week doorstep trash and recycling collection, Valet Waste helps our partners create exceptional living experiences on their properties.

Since 1995, our proven and efficient systems have been the industry leader in multifamily. Today, Valet Waste services over 800,000 units and represents over 450 management companies and ownership groups nationwide.

Our doorstep collection and Maintenance Plus porter services help boost resident retention, enhance maintenance efficiencies, improve curb appeal and increase net operating income.

Let us show you how we can help set the new standard for amenities and services in the communities your residents call home.

Weller Residential

Weller Residential is a multifamily real estate investment and property management company combining deep local expertise with a national field of view in order to maximize return on investment while minimizing risk for its investors. Weller achieves this through its integrated platform guided by its senior executive team with seasoned experience in acquisitions, development, finance, construction, asset management and property management. Weller focuses on the expectations and needs of its residents and local business partners. Weller strives to consistently provide well located, well maintained, and well serviced communities offering the best apartment living options throughout the Tampa Bay area. Weller appreciates and understands the importance of where its residents call home. Liv Well. Liv Weller.

Marketing Partners:

Koss provides networking tools, a commercial real estate financing search engine, free CRE property listing service, and a comprehensive CRE events calendar. Unlike other online communities, Koss REsource is only for CRE people.


Founded in 2011, The News Funnel has become the largest real estate news aggregator and content platform in the industry.

For real estate professionals, The News Funnel saves time by eliminating the need to search for relevant news. We gather trade news and information from thousands of trusted media sources and real estate companies and distribute it to professionals in a free customized news feed.

For real estate companies, The News Funnel offers an unparalleled news distribution platform that enables them to reach their target audiences for free. Companies on The News Funnel have the ability to upload and distribute their press releases, videos, blogs, events and market research reports directly to News Funnel subscribers and to dozens of 3rd party sites via our free content syndication network.

The News Funnel was founded by Michael Beckerman, a 25-year veteran of the public relations industry and author of the Second Time Around blog. Michael was previously the founder and CEO of Beckerman Public Relations and Chairman of Antenna Group, two of the largest independent agencies in the country. He is now CEO of The News Funnel and is responsible for the site’s overall vision and day-to-day operations.