Middle-Market Multifamily (West)
Santa Monica, CA
September 8 - 9, 2022


IMN’s 5th Annual Middle-Market Multifamily Forum (West) will return to California, this September 8th-9th!

With a program uniquely targeted to both small and mid-sized owners and operators, IMN is excited to once again offer a deep dive into the latest financing options, acquisitions strategies, and debt and equity structures impacting this group which comprises 75% of all multifamily investors. Led by distinguished industry experts, these discussions provide attendees with the knowledge and resources required to make well-informed business decisions.

Each edition of IMN’s Middle-Market Multifamily franchise attracts an average of over 500 registrants – over 60% of which are categorized as small and mid-sized multifamily owners – and a variety of sponsors/exhibitors, ensuring delegates have ample opportunity for networking and business development.

We look forward to seeing you this September in California!

Who Should Attend
  • Small & Mid-Sized Apartment Owners/Operators
  • Service Providers
  • Brokers
  • Lenders
  • Vendors

Conference Highlights

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My Agenda

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      • Wednesday, September 7

        Tier 1: 5:00pm-6:00pm for exhibitors and guests staying at the hotel

        Thursday, September 8

        Tier 2:  8:00am-8:25am for Company Names A-M

        Tier 3:  8:25am-8:45am for Company Names N-Z

      5:00 PM
      Tier 1

      • Registration for exhibitors and guests staying at the hotel

      Conference attendee meet up at the Lobby Lounge of the Fairmont Miramar Hotel & Bungalows

      • Starting at 6:00pm, after Wednesday’s registration hours, join one another at the Lobby Lounge of the Fairmont Miramar Hotel & Bungalows for a casual beverage and extended networking opportunity.

        *Please note this is a cash bar.

    Thursday, September 8th, 2022

      8:00 AM
      Registration and Breakfast

      • Exhibits open

      8:45 AM
      Multifamily Overview: The New Macroeconomic Realities Of Challenging Cap Rates Levels, Rising Interest Rates & Bubbles Forming

        • Rent affordability: When is it an issue?
        • How will covid affect the market over the next year?
        • Impact of possible tax and government changes
        • Cost of construction materials, keeping and paying talent
        • Inner city vs. tertiary markets
        • Are the demographic shifts permanent?
        • Moratoriums and evictions Pricing and valuations as interest rates rise Will capital inflows continue?
        • Where aren’t the institutions playing?
        • Inflation Reduction Act of 2022 and the impact on future tax credits

        • Laurie Lustig-Bower, Executive Vice President-Capital Markets, Multifamily & Land (CBRE)
        • Travis Cansler, Director (ICS Tax, LLC)
        • Cortney Newmans, Head National Accounts & Com. Lending (Lima One Capital)
        • Mark Washington, Regional Vice President (ResMan)
        • Nat Kunes, Senior Vice President (AppFolio Investment Management)

      9:30 AM
      How Is Inflation Impacting Your Deals? Can Rent Growth Keep Up? Multifamily Investing In A Rising Rate Environment

        •  Are you slowing down acquisitions? Selling? How is inflation impacting the buying habits of owners?
        •  How is inflation impacted valuation?
        •  Appraisals and taxes
        •  Are you cutting back in the workforce/affordable sector? 
        •  Are your hold times changing?
        •  Stressing at different interest rate and rent levels: What do the numbers say?
        •  How are you mitigating the risk of rates rising before you lock into a perm?
        •  How much room is there to raise rents?
        •  Managing rising expenses on the cost side

        • Natalie Greenberg, COO (MJW Investments)
        • Curtis Cullen, Senior acquisitions associate (Urban Renewal Partners)
        • David Harrington, EVP & Managing Director (Matthews Real Estate Investment Services)
        • Frederick Gortner, Managing Director-Chief Operating Officer (Paladin Realty Partners, LLC)
        • Daniel Swersky-Louw, Director of Acquisitions & Dispositions (RK Properties)
        • David Harrington, EVP & Managing Director (Matthews Real Estate Investment Services)
        • Jon Krebbs, Managing Partner (The Multifamily Group)

      10:15 AM

      10:25 AM
      Women’s Leadership Small Group Meeting

      • Strategies for success, mentorship, industry practices, barriers to advancement plus your input

        • Tania Mirchandani, Vice President-Capital Markets (Clear Capital)
        • Valerie Sargent, President (Yvette Poole & Associates)

      Track A 11:10 AM
      Bridge & Other Shorter-Term Loans & Lines: How Attractive Is This Method Of Financing As Rates Rise?

        • When the loan comes due…
        • Variations including fixed bridge, springing caps and products that provide liquidity upfront
        • Are hedging products a requirement?
        • How are you making sure your borrowers won’t be defaulting in 3 years?
        • Smoothing out the draw
        • Construction bridge and heavy renovation plays
        • Vetting syndicators vs. operators  
        • Underwriting rent growth

        • Zalmi Klyne, Managing Director (NorthMarq)
        • Quentin Vatelot, Vice President (BrightSpire Capital, Inc.)
        • Dennis Spivey, Vice President, Relationship Manager (CoreVest)
        • Seth Grossman, Senior Managing Director (Meridian Capital Group, LLC)
        • Aaron Kraus, Vice President (Nuveen)
        • Sagiv Rosano, Managing Principal (Roman Group LLC)

      Track B 11:10 AM
      Future of Multifamily Industry & Technology: What Can Quicken The Development Of Some Of These New Technology Out There?

        •  What can robotics offer? 
        •  Bitcoin, the blockchain, Crypto mortgages and tokenized buildings
        •  What is the most futuristic technology you see emerging in multifamily over the next 3 years? 5 years?
        •  How smart will future communities be?
        •  Real estate in the metaverse
        •  Work from home technology: A keeper?
        •  How is 5G changing things? E-cars?
        •  Resident technology expectations


        • Joe Anfuso, CFO (MG Properties)
        • Mariam Rogers, Director, Multifamily Sales (Brivo)
        • Lauren O'Brien, CRO (Cloudastructure, Inc)
        • Geoff Hunt, Director of Real Estate (Common)
        • Pat Patterson, Director of Multifamily (Petscreening)
        • Al Brown, CEO (SmartWAVE Technologies)

      Track A 11:55 AM
      Value-Added Investments & Rehab As Interest Rates and Cap Rates Change

        • Do you see the political landscape changing for the value add trade?
        • How long does it take to change a building reputation?
        • Are you still using bridge loans in this rising rate environment? Looking into floaters? How are you looking at take outs going forward?
        • Adding multifamily ADUs
        • When do you consider green best practices?
        • Is the raise the rent value-added play still available?
        • What are your current return expectations?
        • What kind of neighborhood dynamics do you look for?

        • Michael Halperin, Managing Director (Contrarian Capital Management, LLC)
        • Robert Jennings, Managing Director ILD (Acra Lending)
        • Gina Wieczorek, Principal (Casitas)
        • Casey Koenig, Director of Aquisitions (Exponential Equity)
        • Vikram Brar, Founder (Waahe Capital)

      Track B 11:55 AM
      3rd-Party Management vs. Taking Management In-House

        • Why have construction, development, leasing and property management under one roof?
        • Do you really want to look for construction materials yourself?
        • How do you evaluate your 3rd parties?
        • Investing in new markets: When do you use your own staff vs. outsource?
        • Influence of higher pay, labor shortages and finding new staff
        • Why should/shouldn’t you outsource your HR function

        • Mike Ballard, Partner (Ascent Multifamily Accounting)
        • Robert Clippinger, President (Clippinger Investment Properties)
        • Divya Tandon, Principal (SJI Properties)
        • Steven Saylor, Executive Vice President (SPI Holdings)
        • Marcus Arredondo, Principal (Two by Two Group)
        • James Campbell, Strategic Account Manager (Paychex)

      Track A 12:40 PM
      The Local Market: Why Are You Still Investing Locally At A 3-Cap? Are There Local Emerging, Regional, Secondary & Tertiary Sub-Market Markets You Like?

        • Are you seeing a return to urban core?
        • Eviction moratorium update
        • What are the headwinds from the political environment that are having the most impact?
        • What have you found to be the best practices for streamlining the zoning and approval process? How much low income do you need to build?
        • Taking advantage of the local housing supply crisis vs. government pushback on rental increases
        • Regulatory environment and municipal red tape for office/hotel/condo conversions?
        • What is the political appetite for the value add trade?
        • Rent control expectations
        • Which local markets are overbuilt?

        • Adrian Berger, MD, Acquisitions (Cypress Equity Investments)
        • Michael Lowinger, Managing Partner (Geneva Street Partners)
        • Malcolm Johnson, CEO (Langdon Park Capital)
        • Carl Whitaker, Senior Director/Real Estate Economist (RealPage Inc.)
        • Jonathan Barach, President & Co-Founder (Vista Investment Group, LLC)
        • Vikram Brar, Founder (Waahe Capital)

      Track B 12:40 PM
      Revenue Management, ROI Best Practices And The Amenities That Unit Owners Are Looking For In This Market

        • How do you think about ROI when you're purchasing technology?
        • Deposit solutions/Rent guarantee programs
        • Cost segregation
        • What works for smaller landlords, smaller buildings and smaller units?
        • In-unit vs. common area vs. outside amenities
        • What has work from home changed?
        • What kind of vendor support should you have?
        •  What is gen “Z” looking for?
        •  New stuff to consider

        • Julie Blank, COO (New Standard Equities)
        • Marshall Friday, Director of Sales (ADT Multifamily)
        • Rayna Mike, CEO (My Love Apartments)
        • Priyankar Baid, CEO (OHI)
        • Joanna Boey, CEO (SmartFaucets.net )

      1:25 PM

      Track A 2:25 PM
      The Refi Market And Will Your Plan Be Changing In 2-3 Years? How Is That Impacting Your Fixed-To-Floating Decision? Are You Considering Interest Rate Caps?

        • Prepayment penalty evaluation-When is the answer sell?
        • Why lock in? Why not?
        • What are you UW exit cap rates or refi rates when bridge debt comes due in 2-3 years with rates rising over the next 24-36 months?
        • Are caps being used?
        • Being conservative… Writing to a xx
        • Agency vs. non-agency refis
        • Role of increasing expenses


        • Kevin Swill, CEO (Thirty Capital Financial)
        • David Fong, Partner (GoodLife Housing Partners)
        • Houtan Hormozian, Managing Member (HMH Holdings LLC)
        • Farhan Mahmood, Director of Acquisitions (Trion Properties)
        • Josh Samaha, Vice President (Pacific Urban Investors)

      Track B 2:25 PM
      Workforce Housing: What Creative Strategies Are Out There That Will Allow You To Pencil?

        • What does workforce housing mean to you? How would you define it?
        • Crime prevention: Do you spend more vs. class “A”?
        • Rent collection compared to other sectors
        • Profile of a workforce housing renter
        • Smart tech that is smart to have in workforce
        • Comparing naturally occurring vs. government subsidized vs. zoning-based WFH  
        • The workforce senior housing play
        • Financing workforce housing: What kind of debt, equity, tax-credits and subsidies are available?

        • Collin Chlebak, Real Estate Practice Leader (Virtus)
        • Mark Weinstein, President (MJW Investments)
        • Stephen Anderson, VP of Acquisitions (SoLa Impact)
        • Rochelle Mills, President and CEO (Innovative Housing)
        • Chris Fraley, CIO (RealtyMogul)

      Track A 3:10 PM
      Evaluating LP Expectations In This Rising Rate Environment

        • What are your risk-adjusted return goals? Have they been adjusted?
        • How do you think about debt as you invest in deals? 
        • LP vs. Co-GP vs. GP
        • Multifamily or do other sectors look more promising right now?
        • Public vs. private markets
        • Class “A”, downtown… Is that your sweet spot?
        • How important is ESG and green?
        • Are you increasing or decreasing your real estate allocation?

        • Reed Goossens, Founder (RSN Property Group)
        • James D’Argenio, Senior Principal: Acquisitions (The Bascom Group)
        • Mo Bina, Managing Principal (High-Rise Capital)
        • Stephen Jensen, VP of Sales (Juniper Square)
        • Griffin Quick, Vice President of Investor Relations at Sundance Bay (Sundance Bay)

      Track B 3:10 PM
      Property Management… What Are You Doing About Inflation & the Rising Costs On The Operational Side Of The Business?

        • ESG best practices
        • Rent collection levels
        • Charging station ins and outs
        • Disaster and emergency planning
        • Rent: How much runway is left?
        • Streamlining operations, expense control
        • Self-guided tours, lock boxes, keypads and freeing up agents
        • Are you seeing a correlation between customer experience, tech implementation, and employee satisfaction/retention
        • Sensory technology success stories


        • Rick Bentley, CEO (Cloudastructure, Inc)
        • Jennifer Parker, Chief Revenue Officer (JPMorgan Chase)
        • Andrew Smallwood, VP of Revenue (Second Nature)
        • Will Norten, Sustainability Program Manager (USBGC-LA)
        • Will Norten, Sustainability Program Manager (USBGC-LA)

      3:55 PM

      Track A 4:20 PM
      ADUs & Multifamily: Where Are The Complexities?

        • How long is the statute going to last?
        • How are ADU’s impacting neighborhood valuation?
        • Zoning, parking and determining how many ADUs you can build on a property
        • Getting familiar with the nuances and timelines of the statewide and local laws  
        • Financing options
        • Detached, conversion ADUs plus other variation in themes and what you need to know about design


        • Maya Theuer, Chief Executive Officer (Redwood Residential)
        • Melanie Pennell-Mayer, CEO (Associated Ventures)
        • Andrew Slocum, Principal (Casitas)
        • Desirée Patno, CEO & President (NAWRB)
        • Scott Choppin, Founder (The Urban Pacific Group of Companies)

      Track B 4:20 PM
      Ground Up Development, Rehab & Construction: Are Supply Chains Getting Any Better? How Is Inflation Impacting?

        • Will rent growth outpace inflationary cost rises?
        • How are supply chain disruptions continuing to affect construction schedules
        • Inflation’s effect on project budgeting
        • Impact of the dearth of finished lots available
        • Do you expect labor shortages to continue?
        • Is transit-oriented development of interest in this WFH environment?

        • Steven Ludwig, President (Coastline Real Estate Advisors, Inc.)
        • Aaron Marzwell, Founder & CEO (APPA Real Estate)
        • Chuck Cowley, III, President (Cowley Real Estate Partners)
        • Oz Erickson, Chairman (Emerald Fund)
        • Ekta Naik, Head of Development (SoLa Impact)

      5:05 PM
      The Large Institutional Apartment Owner Panel: How Are You Playing With Lowering Cap Rates And Increasing Inflation? 

        •  Are you changing anything about your investment targets?
        •  What are you looking for in an institutional partner? Construction vs. operating JV terms
        •  2023: Net buyer or seller?
        •  Hold periods as per inflation
        •  Core … Is it best property is tertiary market?  
        •  Single family rental and other alternative rental classes you are exploring or ramping up
        •  With 20 offers for every apartment when do you overpay?
        •  How are you financing?
        •  This years’ buy metrics

        • Berke Turktan, Managing Director (Extenteam)
        • Paul Julian, Principal (Advanced Real Estate Services, Inc.)
        • John Williams, CIO and President (Avanath)
        • Paul Kaseburg, Chief Investment Officer (MG Properties)
        • Matthew Sant, Vice President (Peak Capital Partners)
        • Victor Cole, Principal (AION Partners)

      5:50 PM
      Networking Reception

      6:50 PM
      Day One Concludes

    Friday, September 9th, 2022

      7:40 AM
      Small Group Meeting Registration & Breakfast is served for Attendees


      7:55 AM
      Growth Strategy Small Group Meeting For Owners Only

      • Capital raising, hiring decisions, being a property owner vs. creating an investment busines and critical processes and systems necessary to grow your business plus your questions will be the topics that may be discussed

        • Ryan Tanaka, Partner (Cypress Communities)
        • Jesse Liu, Director of Acquisitions (Optimus Properties)

      8:15 AM
      Exhibits open

      8:45 AM
      The Under $20million Dollar Market-Acquisitions, Finance & Property Management

        • Are you seeing larger firms playing in the under $20m market?
        • Looking at different price point under within this market
        • Syndicators’ and PE activity
        • As unit prices go from 100k to 200k a unit…
        • Who are the lenders playing in this market?  Do you have to go hard?
        • Market liquidity


        • Marie Murphy, Principal and CEO (MJD Capital Partners)
        • Parker Champion, Chief Operating Officer and Partner (Champion Real Estate Company)
        • Gavin Sacks, Managing Principal (James Investment Partners)
        • Chris Finlay, CEO & Chairman (Lloyd Jones, LLC)
        • Paul Schon, Co-Founder (Schon Tepler Partners)
        • Seth Grossman, Senior Managing Director (Meridian Capital Group, LLC)

      9:30 AM
      Equity Raising: What Kind Of Terms Are Out There For Different Structures? How Are You Building Out Your Infrastructure To Secure More Leads?

        • Should you be going deal-by-deal vs. raising a fund?
        • The latest in syndication and crowdfunding
        • How is the friends and family market changing?
        • Where is the preferred market at? What are the structures out there?
        • What is the exit?
        • Scaling and lead generation
        • Syndication vs, crowdfunding vs. Joint Ventures vs. Co-GP
        • Are you seeing new investors coming out of the woods?
        • The future is now… Using blockchain-backed marketplace for creating and trading fractionalized real estate assets


        • Joseph Soleiman, Principal (Vivo Investment Group)
        • Mohsin Masud, Founder & CEO (Akru)
        • Shally Hu, Head of Acquisitions (ARON Asset Management)
        • Michael Bastan, Principal (Base Equities)
        • Samuel Landman, Chief Investment Officer (Concord Capital Partners)
        • Kathy Fettke, Co-CEO (Real Wealth Network)

      10:15 AM
      The Family Office Panel: What Do You Look For In A Multifamily Investment? Partner?

        • Do you chase yield?
        • Are you willing to take entitlement risk?
        • What do you think of the Co-GP structure?
        • Debt structures you like
        • What do you like about the middle market multifamily area?
        • When do you look to be a GP vs. LP?
        • What do you look for in a JV partner? What kind of structures do you like?

        • Heath Goldman, President/CEO (ICON Wealth & Legacy Partners)
        • Mark Tronstein, Managing Director, Real Estate (Andell Holdings)
        • Aron Harkham, Managing Director (Harkham ventures)
        • Matthew Levy, Principal (Lazar Properties)

      11:00 AM

      11:15 AM
      Joint Ventures & Where JV Equity Is Pricing

        • Evolving terms with partners on programmatic vs. one-off JVs
        • What do you look for in a partner?
        • Developmental partnerships
        • Working with foreign investors and other types of equity capital
        • Finding partners
        • What kind of reporting and technology is necessary?
        • JV horror stories and how to avoid


        • Jerry Fink, Managing Partner (The Bascom Group)
        • Reuben Robin, Founder & CEO (Concord Capital Partners)
        • Sara Neff, Head of ESG (Lend Lease)
        • Cameron Jones, Managing Director, US Housing Strategic Transactions (Nuveen Real Estate)
        • Frederick Cooper, SVP, Finance, Int. Dev. & IR (Toll Brothers, Inc.)

      12:00 PM
      Growing Your Portfolio During A High Interest Rate, Sellers’ Market… Cash Flowing vs. Appreciation; Building Class; New Construction vs. Value-Add; Sell vs. Buy

        • How much are you willing to pay?
        • Do you see fundamentals changing? How will these changes impact your portfolio strategy?
        • Is there much left in rent growth? Are you changing your rent growth outlook? How is that changing your acquisition strategy going forward?
        • Cost of new construction vs. high prices of value-added
        • Where/What are you selling?
        • What kind of appreciation are you underwriting?
        • Where do you see value?


        • Marc Venegas, Principal (Orion Real Estate Partners LLC)
        • Mark Mosch, CEO (AndMark Management Company)
        • Manny Fernandez, Co-Founder / CIO (PhoenixBird Capital)
        • Jim Shute, President (J.W. Shute Int'l)
        • Ellis Hammond, - (The Kingdom REI)
        • Amy Sylvis, Principal (Sylvis Capital)

      12:45 PM
      Conference Concludes



This is a past conference, no registration is available.

Contact Us


  • Conference Venue
  • Fairmont Miramar Hotel & Bungalows

    101 Wilshire Boulevard
    Santa Monica, CA, 90401
    Fax: 310-458-7912

    Additional Info:

    Please use the link above to book a room in IMN's room block, pending availability, until our cutoff date of Wednesday, August 17.  IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making reservations at the Fairmont Miramar Hotel & Bungalows, you must book those rooms directly with the venue. 

Content/Audio Files

  • Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab.

    Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files.
  • Registration
  • Thursday, September 8th, 2022
  • Friday, September 9th, 2022

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org

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