Middle-Market Multifamily (Midwest)
Chicago, IL
September 20 - 21, 2021

Description

With a program uniquely targeted to both small and mid-sized owner/operators, IMN is excited to offer a deep dive into all of the issues, opportunities, strategies and trends impacting this group that comprises 75% of all multifamily investors. Hallmark discussions include Value-Add Strategies, Working with Institutional Capital and the famed Acquisitions Shark Tank. 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 a wide variety of registrants – over 60% of which are categorized as small and mid-sized multifamily owners – and between 30-40 sponsors/exhibitors, ensuring delegates have ample opportunity for networking and business development.

Of course the health and safety of our staff, our customers and indeed all our stakeholders is of paramount importance to us.  To that end we will continue to work closely with our event execution partners to ensure we welcome you safely and deliver a legally compliant and best-in-class experience for you all.  We will follow local government guidelines and incorporate measures outlined in the Euromoney Events Shield to ensure optimal health and sanitary conditions are maintained throughout the event.

We look forward to seeing you September 20-21 in Chicago, IL!

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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Agenda

    Monday, September 20th, 2021

      7:30 AM
      Registration and Breakfast for Small Group Meetings



      8:00 AM
      Are You Supercharging Your Growth Strategy Or Still Weathering The Storm Of The Pandemic. … The Small Group Discussion For Owners Only

      • It has been a unique year to say the least.  As we see the light at the end of the tunnel are we looking to buy buildings that will be distressed or still trying to figure out ways to pay the bills? This discussion of owners only will use your questions and thoughts to debate the best path forward.



        • Dave Garrigus, Partner (Clear Capital, LLC)
        • Josh Tobey, Partner (Clear Capital)

      8:30 AM
      Women's Small Group Meeting

      • What are you and your company doing to insure equal opportunities for all? How are you dealing with working from home while your children are homeschooling? Are you interested in mentoring others or being mentored but aren’t sure where to start? Are you insuring that your tenant base reflects the demographics of the neighborhood?  These and the questions and experiences you bring will be discussed at this meeting.



        • Milka Micic, Executive Director (J.P.Morgan Private Bank)
        • Tammy Kelly, Managing Director (Redwood Capital Group, LLC)

      8:30 AM
      Registration and Breakfast for all Conference Attendees



      9:15 AM
      Cash Flowing vs. Appreciation, Building Class, New Construction vs. Value Add; Selling vs. Buying: Has Covid-19 Changed Your Portfolio Construction Thoughts?

      • • Playing defense vs. offense?
        • Short-term rentals, Co-Living and the next generation of new concepts… How are they looking post-covid?
        • Are collections impacting your portfolio investment decisions?
        • Role of financing available
        • Where do you see value?
        • Has Covid-19 slowed down the progress of emerging, inner city markets?



        • Chris Germain, President (Piping Rock Partners)
        • Michael Obloy, Principal (Monroe Residential Partners)
        • Antonio Bismonte, Senior Vice President (Ravinia Capital Group)
        • Hakeem Mitha, Vice President, Investments (Avenue Living Asset Management)
        • Scott Azaroff, Director, Strategic Growth (Landing)
      • Join Webinar

      10:00 AM
      Assessing The ROI Of Smart Tech, Remote Management & Ancillary Products

      • • How has amenity use changed during the pandemic? How has this influence your plans going forward?
        • What do you look for in a property management software system
        • Self-guided vs. broker-guided vs. virtual tours: Where’s the best ROI?
        • Pushing technology to smaller landlords… What makes sense?
        • Leak detection and maintenance
        • Alexa and smart speakers
        • What kind of cable and utility deals are available?
        • Reopening amenities: Procedures and levels
        • Tenant due diligence, onboarding and communication



        • Michelle Murphey, RSD (SmartRent)
        • Roman Kreeger, Commercial Account Manager (Dish Nettwork)
        • Dean Fung-A-Wing, Founder/CEO (KAIROS)
        • Ryan Sollinger, Director Business Development (Leap)
        • Andy Schnack, Sr. Manager, Commercial Development (Xfinity Communities)
      • Join Webinar

      10:45 AM
      Networking Break



      11:40 AM
      Acquiring, Financing & Managing Apartments With Less Than 50 Units

      • • Pros and cons of using an onsite manager who lives there
        • What kind of property management systems, ancillary products and smart technology is cost effective for small multifamily landlords?
        • Valuing and LTV of small vs. large multifamily
        • How many apartment doors is needed so the volatility of one or a few non-payers of rent lessen?
        • Keys to out-performing your proforma



        • Eric Workman, SVP Lending (Renovo Financial)
        • Luke Blahnik, Real Estate Broker (AT Properties)
        • Sal Becovic, President (Becovic)
        • Jeff Morrison, Senior Director, Multifamily Sales (Brivo)
        • George Harabedian, Acquisitions Manager (GSH Group)
      • Join Webinar

      12:25 PM
      Long-Term Debt Financing Vs. Bridge & Other Shorter-Term Loans & Lines: Comparing Terms & Rates In An Environment Of Rising Interest Rates

      • • How are you underwriting owners with bad debts, no rent growth, low occupancy & collection levels who still owe you $$?
        • Construction lending vs. capital improvement and renovation funding: Is the market still out there
        • What kind of under-performing or distressed assets do you like to underwrite?
        • Refinancing loans coming due
        • How long does it take a loan to close?  
        • How will the Cap-Ex or TI Draws be processed and what will the timeline look like?
        • Up-front fees and reserves    
        • Current interest rates and their impact on fixed vs. floating and other key financing choices
        • Agency financing trends, impact of HUD 3 year rule changes & are you planning to market SOFR loans?
        • Are you seeing more investor financing demand in areas where tenants are moving?



        • Nate Trunfio, Sr Director of Sales & Marketing (Lima One Capital)
        • Saurabh Shah, Co-founder (InstaLend)
        • Greg Cazel, Managing Director (Lument)
        • Ran Eliasaf, Managing Partner (Northwind Group)
        • Brandon Moulton, Senior VP (Renovo Financial)
      • Join Webinar

      1:10 PM
      Luncheon



      2:25 PM
      The Economy, Investment & Operational Changes Post Covid-19: The Large Institutional Player Panel

      • • Should you be getting out the inflation-fighting handbook?
        • Local & national politics and what can you expect to come down the pike
        • What kind of levels of rent and mortgage non-payment are we going to see going forward? What about physical vacancy and warehoused apartments?    
        • Has Covid-19 changed your joint venture partnership agreement?
        • How are you exploiting changing demographics?
        • Have your LPs changed their investment parameters?   
        • What kind of buildings and markets are your looking for? Selling? What kind of portfolios are out there? Where is there valuation and what direction is it going?
        • What do you think of construction and value add? Alternative residential assets?
        • Will Multifamily’s solid performance continue or will build-to-rent, single family rental and granny flats impacting the traditional multifamily product?
        • As communities wind down Covid-19 restrictions what kind of growth should you see?  What are the other economic vulnerabilities you see going forward? What kind of opportunities will rise from these ashes?



        • Patrick Summers, Strategic Account Director (Juniper Square)
        • Scott Glassberg, Director (Angelo Gordon)
        • Brad Kirshenbaum, Senior Director of Innovation (CA Ventures)
        • Keith Page, Managing Director (Pearlmark)
        • David Ruttenberg, Principal (Ruttenberg Gordon Investments)
      • Join Webinar

      3:10 PM
      Networking Break



      3:45 PM
      Choosing Local Emerging, Secondary & Tertiary Markets: Is It A Timely Move?

      • • What is your strategy to enter a market?
        • What kind of absorption can you expect? How long will it take to achieve no vacancies?
        • Working within opportunity zones
        • What kind of econometric metrics are you looking to?
        • Construction vs. value-added vs. adaptive reuse… What is preferred?
        • What is your target value to add?
        • Post-stabilization strategy



        • Ben Beggs, Managing Director (redIQ)
        • David Smith, CEO (Avenue Living US Real Estate)
        • Jason Stevens, Managing Director, Investment Sales (Walker Dunlop)
        • Nick Buffum, Associate (Avenue Living Asset Management)
      • Join Webinar

      4:30 PM
      Acquiring, Managing & Selling To Institutional Investors

      • • Lessons learned, advantages and disadvantages of working with aggregators
        • What are some of the mistakes that you have helped aggregators avoid?
        • What happens when an aggregator has 2+ agents in a market? What happens when you both bid on the same property?
        • How is your agreement structured? How are you paid?
        • Taking the next step… JVs
        • What is the typical volume/transaction size? How many apartments per vehicle? 



        • Collete English Dixon, Executive Director (Marshall Bennett Institute of Real Estate)
        • Mark Benyas, Director Strategy Planning (GSH Group)
        • Douglas Lyons, Managing Principal (Pearlmark)
        • Ben Beggs, Managing Director (redIQ)
        • Todd Stofflet, Managing Director, Investment Sales (Walker Dunlop)
      • Join Webinar

      5:15 PM
      Networking Reception



      6:15 PM
      Day One Concludes



    Tuesday, September 21st, 2021

      8:45 AM
      Registration and Breakfast



      9:00 AM
      All Things Ground Up Development

      • • How the supply chain can recover for in-demand items like lumber and windows and best practice emedies for construction schedules
        • Up-front fees
        • EV, fiber, modular and green hydrogen: When and if these superior building methods make sense from an ROI perspective
        • Traditional high rise vs. garden-style vs. build-to-rent single family rentals
        • How are you making deals pencil?
        • Stalled development opportunities
        • Have you seen new projects being pulled back? Is that the exact time you should be building?



        • Alan Lev, President/CEO (Belgravia Group)
        • Darren Sloniger, President & CIO (Marquette Companies)
        • Michael Finch, Executive Vice President (SVN | SFR Capital Management)
        • Peter Chmielewski, Division President (LMC)
      • Join Webinar

      9:45 AM
      Streamlining Operations, Expense Control & Keeping Yourself Solvent

      • • How has the pandemic affected your operations?
        • Has cash flow been a problem?
        • In what ways have you streamlined your operations?
        • Have you considered outsourcing?
        • Have you considered Cost Segregation or other tax saving strategies?



        • Mike Ballard, Partner (Ascent Multifamily Accounting)
        • Adam Whitmire, Fund Manager (Arabella Capital)
        • Adam Matyskiel, Managing Partner Midwest (Calibrate Property Management)
        • Scott Tavolacci, National Director of Sales (Yardi Investment Management)
      • Join Webinar

      10:30 AM
      Networking Break



      10:45 AM
      Acquisitions & Exits In An Uncertain Market: Are You Adjusting Underwriting Metrics To Get Deals Done?

      • • If you sell today are you going to get maximum value?  Will you add value if you rehab and update your apartment? 
        • Acquisitions due diligence post-covid: What have you changed?
        • Are you looking to ramp up acquisitions this year?
        • Given your strategy what is the highest cap rate you’d pay for a property? The lowest you would sell it for?
        • Are deals getting more competitive in areas where city dwellers are moving? Are prices dropping in the impacted areas?
        • How are you differentiating yourself from competitive buyers?
        • Are you finding any stalled developments? Busted condos? Seeing Any Distress?
        • Partial exit options or selling the building while keeping the management: When are they your best choice?  
        • Seller financing: Do you want to get into the lending business?
        • Impact of financing terms available to buyers



        • Gideon Pfeffer, Managing Partner (The GSH Group)
        • Mark Barnes, Director of Investments (Bender Companies)
        • Steven Gesis, COO (Smartland)
        • Justin Ford, President (Pax Properties, LLC)
        • Adam Whitmire, Fund Manager (Arabella Capital)
      • Join Webinar

      11:30 AM
      How Are You Creating Value? Value-Added Strategies

      • • Conversions from retail, office, hotels and other in-trouble assets
        • Impact of cap rate suppression
        • Older multifamily properties: Since they have larger floorplans are they valued at higher rates?
        • Capital improvements and renovations of owned properties
        • What returns are you underwriting to?
        • Which class of building are you starting off with? What are you ending up with?
        • Internet service as an amenity
        • Geographic, building class and location-types you prefer



        • Kyle Burrows, East Region Connected Communities Sales Manager (Quantum Fiber, a Lumen Technology Brand)
        • Robert Bollhoffer, Managing Principal (29th Street Capital)
        • Chris Bartlett, VP of Asset Management (Magellan Investment Partners)
        • Bryan Sullivan, SVP Investments (Nolan Real Estate Services)
        • Justin Ford, President (Pax Properties, LLC)
      • Join Webinar

      12:15 PM
      The 3rd Annual Middle-Market Multifamily Forum (Midwest) Concludes



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  • Virtual Event Registration - $595
  • Multifamily/Apartment Owners/Operators Standard Registration* - $1,195
  • Standard Registration - $1,795
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Venue

  • Conference Venue
  • Convene at Willis Tower


    233 South Wacker Drive
    Chicago, Il, 60603
    United States

    Additional Info:

    Please note that IMN does not have a contracted room block for this event.  Click on the venue's website (and scroll to the bottom) for a list of their hotel partners.

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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