Middle-Market Multifamily (Midwest)
Chicago, IL
October 16 - 17, 2019

Description

Following the successful launch of our first Middle-Market Multifamily Forum (Midwest) in 2018, we are pleased to announce we will return to Chicago, IL on October 16-17, 2019.

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 an average of over 500 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.

We look forward to seeing you October 16-17 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

    Wednesday, October 16th, 2019

      7:25 AM
      Registration and Breakfast for Small Group Meeting Attendees




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      7:40 AM
      Growth Strategies & Getting Bigger

      •  (pre conference discussion for owners/equity investors only)  Going from friends and family to institutional money? Getting to large to handle your portfolio with existing staff? Time to look for new markets? Please come in with your questions for this interactive plenary.

        • Justin Ford, President (Pax Properties)
        • Matthew Sant, Asset Manager (Peak Capital Partners)

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      8:00 AM
      Registration and Breakfast for all Attendees, Exhibition Hall Opens




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      8:30 AM
      The Economy: Assessing Local Market Risk, Neighborhood Cycles & The Politics of Multifamily

      • • Is the rent vs. buy decision changing
        • Demographics & housing: Any shifts as millennials start to form families to the suburbs or are they staying in higher density areas?
        • Affordability: Looking today vs. other the past
        • Where are the population and job growth?
        • The presidential election with one year to go: What may change in 2020? How to prepare?
        • Potential pitfalls out there
        • Class A,B,C: Which class will out-perform?
        • Tariffs: How much of the construction cost rise is due to them? Any inside news?
        • Is the homeownership gap going to influence the Fed's future plans
        • Impact of the single-family rental market

        • Jared Zeisler, Partner (Capital Solutions, Inc.)
        • Glenn Mueller, Real Estate Investment Strategist, Managing Director (Black Creek Group)
        • Kenneth Brown, Managing Partner (Lionchase Holdings, Inc.)
        • Joshua Minix, Investment Manager, Private Real Estate (Partners Group)

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      9:15 AM
      The Large Institutional Apartment Owner Panel

      • • Working with and capitalizing smaller JV partners
        • Playing in any o-zones?
        • What do you look for in a value-added deal? Repositioning?
        • Putting out equity and debt: What are you looking for?
        • Solutions to yield-compressed markets
        • Are you looking at new construction?
        • How to approach with a deal?
        • How are you reacting to the latest macroeconomic news?

        • Doug MacGinnitie, CEO (River Oak Risk, LLC)
        • Scott Glassberg, Director (Angelo Gordon )
        • John Diedrich, SVP- Investments (CA Ventures)
        • Sondra Wenger, Managing Director (CIM Group)
        • Michael Stein, Principal (Pensam Capital, LLC)
        • Jim Driscoll, Senior VP (Waypoint Residential)

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      10:00 AM
      Family Office & Ultra High-Net-Worth Multifamily Investor Plenary

      • • Marketing to & developing relationships with private sellers, public sellers, advisors and bankers
        • Direct investment versus indirect investment or co-investment
        • Gains/losses and regulatory changes
        • Owning multifamily directly versus indirectly: What other people are doing and why
        • Financing acquisitions: What are you recommending to your clients? What types of financing have been more favorable and will that change as the interest rate environment changes

        • David Madrid, Director of Real Estate Western (Blueground)
        • Irwin Boris, CIO / COO (Heritage Capital Group)
        • Milka Micic, Executive Director (J.P.Morgan Private Bank)
        • Michael Cohan, Managing Director (MLA Properties)

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      10:45 AM
      Networking Break




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      11:35 AM
      Preparing Today for Tomorrow’s Apartment of the Future and the Impact of Technology Game Changers

      • • Your property management app: What is needed?
        • Tenant automation: Where are you creating efficiencies?
        • Which amenities would “B” and “C” tenants pay for?
        • What is the #1 product that saves the owner the most money?
        • IOT in 5 years
        • What are the questions you should ask before buying technology?  

        • Demetrios Barnes, Chief Operating Officer (SmartRent)
        • Marshall Friday, Director of Multifamily Sales (ADT Security Services)
        • David Iacocca, Sr. Director Business Development (Alert Labs)
        • David Lizak, Senior Director of Commercial Development (Comcast)
        • Michael Troy, Senior Account Executive (Rently)
        • Daniel Jaramillo, CEO (Strategic Properties)

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      12:20 PM
      Raising Equity & Debt: Comparing Sources, Costs & Structures

      • • Stabilized vs. Unstabilized financing and bridge debt? 
        • Freddie Mac & Fannie Mae update: Capacity, green rewards and other key developments
        • Different interest rate environment…
        • Refinancings and Recaps
        • Cycles, partners and deal expectations: What drives deal structures?
        • Loan docs: What to have, what to avoid
        • Small joint ventures vs. going deal by deal vs. fundraising
        • Fundraising: the legal side and new structures like evergreen funds
        • Syndication made easier
        • High-net-worth vs. true family office vs. foreign investors
        • Shift from pension money to 401(k) and accredited investors: What kind of returns are you promising investors? What are you doing to keep them up?  

        • Andrew Shook, Head of Commercial Real Estate Lending (Lima One Capital)
        • Michael Miller, Chief Marketing and Production Officer (5 Arch)
        • Gregory Cazal, Managing Director (Hunt Real Estate Capital)
        • Ron Rossi, VP, Business Development (IMS CRE)
        • David A. Cohen, Managing Director (Ready Capital Corporation)
        • Ranajoy Sarkar, Chief Product Officer (Roc Capital)
        • Paul Rahimian, CEO (Parkview Financial)

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      1:15 PM
      Luncheon




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      2:15 PM
      Third Party Management vs. Taking Management In-House

      • • Creating your own management firm: What are the key considerations?
        • Identifying your core expertise
        • How many doors should you have under management before it makes sense?
        • Hiring someone in-house vs. keeping outsourced
        • What is wrong with your current management firm: Is there a way of improving that situation?
        • Outsourcing some management, keeping some in-house: What is behind that decision?
        • Impact of concentrated vs. dispersed portfolio
        • Do lenders approve?

        • Mike Ballard, Partner (Ascent Multifamily Accounting)
        • Steve Firestone, Managing Partner (Crown Bay Group LLC)
        • Dave Sherbal, Owner (Heschel Asset Management)
        • Marie Murphy, Principal and CEO (MJD Capital Partners)
        • Adam Whitmire, VP, Acquisitions (The Whitmire Group, LLC)
        • Diego Hodara, Founder & CEO (Titanium Realty Group)

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      3:00 PM
      Identifying and Entering New & Re-Gentrifying Markets Early on: Should you Invest in Market Rate or Affordable Housing?

      • • Finding entitlements and land
        • Can you buy below replacement costs in these markets?
        • Working with rent control laws
        • Public & Private partnerships
        • Pushing back on community resistance: The politics and relationships you need for success
        • Opportunity zone markets
        • Can you bet on a re-zoning?
        • Is mixed-use the way to go?
        • Following immigration patterns

        • Chris Nebenzahl, Institutional Research Manager (Yardi Matrix)
        • Domonic Purviance, Senior Financial Specialist (Federal Reserve Bank of Atlanta)
        • David Brown, President (Harrington Brown, LLC)
        • David Scherer, Principal (Origin Investments)
        • Enrico Plati, CEO (Savoy R.E. Development)
        • Holly Williams, Real Estate Investor (MQ Ventures, LLC)

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      3:45 PM
      Networking Break




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      4:10 PM
      B/C/D Markets & Product vs. Urban & Class “A”: Where are you Investing?

      • • How are rising construction costs changing this equation?
        • What do you look for in an 18-hour city?
        • Thinking a recession is coming… “A” vs. “B” market performance and volatility the last time around
        • Is the real money in ”D”?
        • Supply/demand characteristics of urban markets
        • Are suburban garden apartments starting to find a more consistent and predictable disposition value in secondary and tertiary markets?
        • Impact of opportunity zones Session Chair: David Valger, President DVO Real Estate            
        > A/Urban: Jon Saliterman, Founding Partner Randolph Street Realty Capital*
        > B: Danny Randazzo. Partner Randazzo Capital
        > C/D: Eric Golubitsky, Institutional Capital Raise Smartland

        • David Valger, President (DVO Real Estate)
        • Jon Saliterman, Founding Partner (Randolph Street Realty Capital)
        • Danny Randazzo, Managing Partner (PassiveInvesting.com)
        • Eric Golubitsky, Institutional Capital Raise (Smartland)

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      4:55 PM
      What are your Keys to Survival & Growth in a Market with Flat or Declining Rental Rates? How are you Zigging while others are Zagging?

      • What markets are you investing in that others aren’t? What kind of out-of-favor product do you like? What are you doing on the operational side that is unique? See how panelists are marching to the beat of different drummers during this discussion
        • Thriving in a market with declining rent rates
        • What markets are you expanding in as others leave? Exiting while others are entering
        • Do you see value in smaller, non-institutional buildings? Non-institutional cities?
        • Co-living, short-term rentals and other new trends
        • New benchmarks you are looking at

        • John Azar, EVP, Member Principle (MACC Venture Partners, LLC)
        • Sarang Peruri, Chief Operating Officer (Oxford Capital Group, LLC)
        • Kurt Bender, Founder & Principal (Bender Companies)
        • Dave Garrigus, Partner (Clear Capital, LLC)
        • Collin Chlebak, Real Estate Practice Leader (Virtus)
        • David Ruttenberg, Principal (Marc Realty Capital)

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      5:40 PM
      Networking Reception




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      6:40 PM
      Day One of the 2nd Annual Middle-Market Multifamily Forum (Midwest) Concludes




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    Thursday, October 17th, 2019

      8:00 AM
      Registration and Breakfast for All Attendees, Exhibition Hall Opens




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      8:25 AM
      What is your Multifamily Acquisition Strategy Today? Where & how are you Finding Deals in this Slowing Market?

      • • Finding a fairly valued product: Which alternative acquisition sources are you using?
        • Using new technologies including big data to discover potential acquisitions
        • Distressed apartments 2020: What is out there?
        • Alternative multifamily asset classes: Senior vs. Student housing
        • Valuing garden: style product
        • Market vs. yield 
        • Deal proforma’s: best standards for determining rent increases and expense reductions
        • How are you making these deals pencil?
        • Hold time’s impact

        • Bruce Wuollet, Founder (Bakerson, LLC)
        • Meghan McCallum, Co-Founder (Tigon Education )
        • Robert Lazaroff, Principal (The Michelson Organization)
        • Sterling Anderson, President & CEO (Overbrook Properties)
        • Todd Dexheimer, Principal (Ventured Properties)
        • Chris Nebenzahl, Institutional Research Manager (Yardi Matrix)

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      9:10 AM
      Less Than 50 Units: Acquiring, Managing & Financing

      • • New construction
        • The 4- and 8-plex market
        • Heavy rehab: Small balanced bridge vs. stabilized financing
        • Agency financing in this corner of the market
        • Going long vs. short-term with the financing: What are the structures & terms currently available?  
        • Acquisition and financing fees vs. larger buildings
        • Are you seeing more institutional money in this sector?
        • Comparisons vs. larger building financing

        • Cortney Newmans, Director-Business Development (Lima One Capital)
        • Yan Pesotskiy, Principal (Armitage Street LLC)
        • Josh Tobey, Partner (Clear Capital)
        • Eiran Feldman, Principal (First Insite Realty )
        • John Sloot, Vice President (Hunt Companies )
        • Adam Gottfried, Vice President - CRE (Roc Capital)

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      9:55 AM
      Value-Added Plays: What are you Doing to Keep the Returns up?

      • • Where are you finding deals?
        • Best sources of funding
        • What kinds of buildings do you prefer?
        • Getting the amenities right: Amenities vs. unit finishes
        • Is class “B” getting too expensive to make the deal worthwhile?
        • Adding density
        • The implementation side
        • Getting the rent right

        • Robert Friedman, Principal (Lanesborough Partners)
        • Eddie Lorin, Co-Founder (Alliant Strategic Investment Funds)
        • John Azar, EVP, Member Principle (MACC Venture Partners, LLC)
        • Ben Beggs, VP Sales & Marketing (redIQ)

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      10:40 AM
      Networking Break




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      10:55 AM
      Technology In Motion : What's Working, What's Gaining Traction, and What's Yet to Come?

      • • What technologies do you feel are most relevant or important for the smaller owner/manager to pursue? 
        • What technology have you seen launch or catch momentum over the last 12 months that surprised you? Has had the biggest impact for your teams/at your properties? 
        •Technology decisions can sometimes get fragmented across the various departments, teams, and communities- what have you done to centralize? 
        • What are the key questions that you and your teams are asking before making the investment in technology? 
        • How do you prioritize what gets your focus and attention and where you are going to invest in next?
        • What do you feel are the key gaps, issues, or pain points for your company/teams that have yet to be truly filled by technology? 
        •There’s been a lot of talk about automation, self-guided tours, and taking processes out of the hands of property managers and leasing agents…Where are you looking to use automation to create efficiencies? 
        • Where do you see multifamily technology in 5 years? What changes? What is new? 
        • What is the #1 product that has saved your team the most time and

        • Matt Weirich, Co-founder & CEO (Realync)
        • Steve Boyack, Chief Executive Officer (CA Ventures, LLC)
        • Neil Golub, Director of Sales (Carson Living)
        • Aaron Galvin, CEO/Founder (Luxury Living Chicago Realty)
        • Matthew Mehon, Regional Marketing and Leasing Manager (Waterton)

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      11:40 AM
      Acquisition Shark Tank

      • This panel will feature 2 multifamily deals pitched to these potential buyers followed by a question and answer period for each of the transactions Tank Leader: Will moderate the panel  
        Eric Silverman, Founder & Managing Director, Eastham Capital
        The Buyers:   Will evaluate their interest in the below projects, deal structure and how much they would pay
        Greg Cason, Principal, CrestMarc Residential
        Dave Osborne, Director of Private Equity, CRE
        Joshua Grossman, Senior VP Investments, LEM Capital
        Keith Page, Senior Vice President, Pearlmark
        The Sellers: Will present portfolios for sale
        Robert Bollhoffer, Managing Principal, 29th Street Capital
        Max Sharkansky, Managing Partner, Trion Properties

        • Eric Silverman, Founder & Managing Director (Eastham Capital)
        • Dave Osborne, Director of Private Equity (CRE)
        • Greg Cason, Principal (CrestMarc Residential)
        • Joshua Grossman, Senior VP Investments (LEM Capital )
        • Keith Page, Senior Vice President (Pearlmark)
        • Robert Bollhoffer, Managing Principal (29th Street Capital)
        • Max Sharkansky, Managing Partner (Trion Properties)

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      12:25 PM
      Ground Up vs. Value-Added Rehab: Where are the Best Risk-Adjusted Returns?

      • As the price of existing assets increase, returns drop and material cost and interest rates rise it is getting riskier to make outsized returns in this market.  This panel of debaters will tell you which way they are going and why
        • Permitting time and investor horizons
        • Looking at different markets and different tenant targets: Are the answers different?
        • Market-specific characteristic’s impact
        • Impact of owning property in an o-zone
        • Cost of funding comparison
        • How are you controlling construction costs? Are these high costs impacting your strategy choices?
        • Is modular a game-changer for the ground up developer? 
        • Financing land purchases Session Chair:
        Mitch Paskover, Managing Principal, Trion Properties
        Ground Up:
        Darin Munson, President, The Phoenix Group
        Ricardo Rubiano, Principal, Rubiano Commercial         
        Value-Add:
        Tammy Kelly, Senior Vice President – Asset Management, Redwood Capital Group, LLC
        Steven Gesis, Executive Vice President, Smartland

        • Mitch Paskover, Managing Partner (Trion Properties)
        • Tammy Kelly, Senior VP Asset Management (Redwood Capital Group, LLC)
        • Darin Munson, President (The Phoenix Group)
        • Ricardo Rubiano, Principal (Rubiano Commercial)
        • Steven Gesis, Executive Vice President (Smartland)

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      1:10 PM
      The 2nd Annual Middle-Market Multifamily Forum (Midwest) Concludes




        Contains 0 presentations, but you must be registered for this conference and signed-in order to view/download the files
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Sponsors

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  • Multifamily/Apartment Owners/Operators Standard Registration Rate* - $1,295
  • Standard Registration - $1,695
  • On-site Registration - $1,795
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Contact Us

Venue

  • Conference Venue
  • Convene


    16 W. Adams Street
    Chicago, IL, 60603
    USA
  • Suggested Hotel
  • W Chicago - City Center


    172 W Adams Street
    Chicago, IL, 60603
    USA

    Additional Info: Please use the link above to book a room in IMN's room block, pending availability, until our cutoff date of Tuesday, September 24.  IMPORTANT NOTE: IMN has not retained a third party booking company to assist with reservations. If you are interested in making reservations at the W Chicago - City Center, you must book those rooms directly with the venue. 
  • Suggested Hotel
  • Palmer House Hilton


    17 East Monroe Street
    Chicago, IL, 60603
    USA

    Additional Info: IMN does not have a room block at this hotel.
  • Suggested Hotel
  • JW Marriott Chicago


    151 West Adams Street
    Chicago, IL, 60603
    USA

    Additional Info: IMN does not have a room block at this hotel.
  • Suggested Hotel
  • The Kimpton Gray


    122 West Monroe Street
    Chicago, IL, 60603
    USA

    Additional Info: IMN does not have a room block at this hotel.

Speakers


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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