Middle-Market Multifamily (Southeast)
Atlanta, GA
November 18 - 19, 2019

Description

IMN is pleased to announce the original edition of our Middle-Market Multifamily Forum will move to Atlanta, GA on November 18-19, 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 November 18-19 in Atlanta, GA!
 

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, November 18th, 2019

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




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      7:40 AM
      Growth Strategies & Getting Bigger

      • Going from friends and family to institutional money? Getting too large to handle your portfolio with existing staff? Time to look for new markets? Please come in with your questions for this interactive plenary. For owners & equity investors only

        • Ronny Philip, CEO & Founder (Kingly Acquisitions)
        • Saul Levy, Managing Partner (PIA Residential)

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      8:00 AM
      Breakfast & Registration for All Attendees




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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 1 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

        • Erin Talkington, Principal & Director of Consulting (RCLCO Real Estate Advisors)
        • Thomas Errath, Senior Vice President-Strategy and Research (Harrison Street Real Estate Capital, LLC)
        • Glenn Mueller, Real Estate Investment Strategist, Managing Director (Black Creek Group)
        • Brian Bailey, Subject Matter Expert, CRE (Federal Reserve Bank of Atlanta)
        • Paul Rahimian, CEO (Parkview Financial)
        • Paul Fiorilla, Editorial Director (Yardi Matrix)

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      9:15 AM
      The Large Institutional Apartment Owner Panel

      • • Working with and capitalizing smaller JV partners
        • Playing in any opportunity 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 the deal
        • How are you reacting to the latest macroeconomic news?

        • Jon Krebbs, Managing Partner (The Multifamily Group)
        • Chris Burns, Regional Vice President (Lincoln Property Company)
        • Jim LePorte, Director Acquisitions (Abacus Capital Group)
        • Andrew Zelman, VP of Investments (Carroll Organization)
        • Jason Danley, COO (Peak Capital Partners)
        • Matt Ferrari, Senior Managing Director (TruAmerica Multifamily)

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      10:00 AM
      The Debt Panel: Comparing Sources, Costs & Structures

      • • Stabilized vs. Unstabilized financing
        • Bridge debt: What do you look for in a project? 
        • Freddie Mac & Fannie Mae update
        • Different interest rate environments: Financing recommendations
        • Agency debt and capacity issues
        • Refinancings and recaps
        • Cycles, partners and deal expectations: What drives deal structures?
        • Loan docs: What to have, what to avoid
        • Agency green rewards

        • Michael Miller, Chief Marketing and Production Officer (5 Arch)
        • Chad Hagwood, Managing Director (Hunt Real Estate Capital)
        • Andrew Shook, Head of Commercial Real Estate Lending (Lima One Capital)
        • David A. Cohen, Managing Director (Ready Capital Corporation)

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      10:45 AM
      Networking Break




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      Track A 11:40 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

        • Jesse Shemesh, Portfolio Manager (Point Acquistions LLC)
        • Isaak Volodarsky, CEO (Brookfall Group)
        • Cortney Newmans, Director-Business Development (Lima One Capital)
        • Danny Kattan, Director (PIA Residential)

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      Track B 11:40 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 number one product that saves the owner the most money?
        • IOT in 5 years
        • Luxury: What is expected vs. Class “C” and what is affordable
        • What are the questions you should ask before buying technology?

        • Marshall Friday, Director of Multifamily Sales (ADT Security Services)
        • George Tsintzouras, CEO (Alert Labs)
        • Brian Lebrant, VP of Product Management (AppFolio Inc.)
        • Frank Pounds, Vice President of Sales (OpenProperty)
        • Demetrios Barnes, Chief Operating Officer (SmartRent)

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      Track A 12:25 PM
      Opportunity Zones: As We Digest Second Round Guidance

      • • Equity partners, non-government tax, or lending incentives for opportunity zones
        • Construction: is owning in opportunity zones changing pricing? 
        • Single asset, single investor fund vs. multi-asset, multi-investor deals
        • Selling the land you own in opportunity zones at a gain vs. developing yourself
        • What does debt look like today: any changes?
        • 1031 and 1231 applications
        • Renovations vs. value-added vs. re-purposing
        • Current vs. previous returns
        • Deal sources

        • Eddie Lorin, Owner (Alliant Strategic Funds)
        • John Beam, Senior Managing Director (Hunt Real Estate Capital )
        • Josh Mandell, President/COO (Gateway Companies)
        • Paul Fiorilla, Editorial Director (Yardi Matrix)

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      Track B 12:25 PM
      Using Property Management Benchmarks To Maximize ROI & Property Value: The Maintenance And Rehabbing Side Of Things

      • • What are you doing about the increase in costs? Where are you finding costs savings? Expense control best practices
        • Are we spending, our precious construction dollars on expensive, unused, or under-utilized amenities, or amenity spaces? 
        • New amenities in old apartments
        • Wants vs. must-haves
        • When have you over-rehabbed?
        • Reserve policy
        • Building vs. buying technology?
        • Tenant damage best practices   

        • Yaakov Cimmerring, Principal (CPInvestors)
        • Dan Handford, Managing Partner (PassiveInvesting.com)
        • Justin Ford, President (Pax Properties)
        • Daniel Jaramillo, CEO (Strategic Properties)

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      1:10 PM
      Luncheon

      • Luncheon Roundtables (please sign up at the registration desk) –Acquisition, Capital Markets & Finance, Construction & Development, Property Management & Operations


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      Track A 2:10 PM
      Stepping Up To The 200 Unit Institutional Building: What You Need To Know To Successfully Work With Institutional Capital On An Institutional Building

      • • What kind of track record is needed? Other hurdles?
        • Keys to adding 0s
        • Doing value-added deals with an institutional partner vs. going alone
        • Finding & valuing institutional vs. non-institutional properties
        • Staffing and systems you now need
        • Taking your old investors for the ride: What they need to know
        • Fund vs. JV vs. one-off
        • Should you use brokers to find institutional equity? What are the cost and structure?

        • John Barker, Founding Principal (180 Multifamily Properties)
        • Jim Ledbetter, President and COO (Drucker & Falk)
        • Nate Kaplan, Partner (Kaplan Residential)
        • Robert Friedman, Principal (Lanesborough Partners)
        • Michael Poolin, President (NY Capital Development, LLC)

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      Track B 2:10 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)
        • Maureen Miles, Founder/Managing Partner (4M Capital )
        • Steve Firestone, Managing Partner (Crown Bay Group LLC)
        • Richard Fishman, President (Valcap Group)
        • Adam Whitmire, VP, Acquisitions (The Whitmire Group, LLC)

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      Track A 2:55 PM
      What Is Your Multifamily Acquisition Strategy Today? Where & How Are You Finding Deals That Pass Your Due Diligence Standards 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 2019: What is available?
        • Alternative multifamily asset classes: Senior vs. Student housing vs…
        • Valuing garden: style product
        • Market vs. yield and hold time’s impact
        • Pitfalls to avoid in deal underwriting and rehab expenditures underwriting standards
        • Deal proforma’s: best standards for determining rent increases and expense reductions
        • How are you making these deals pencil?
        • Preventing the closing deal-breaker: What are some of the things that are coming up during and post-closing? How did you solve them?

        • George Lintz, President (Bellaire Partners LLC)
        • Jeff Weller, Managing Principal (Lion Real Estate Group, LLC)
        • Danny Randazzo, Managing Partner (PassiveInvesting.com)
        • Jay Clark, Principal (Southeast Capital Companies)
        • Swapnil Agarwal, Founder & Managing Principal (Nitya Capital & Karya Property Management)
        • John Cohen, Co-Founder (Toro Real Estate Partners)

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      Track B 2:55 PM
      New Trends In Apartments: Evaluating The Short-Term Rental, Co-Living & Micro-Living Markets

      • • Amenity support & mix
        • Comparing student & senior living vs. co- and micro-living
        • Role of parking vs. package rooms
        • Renting by the room and the “hotelization” of multifamily: Comparing Air Bnb vs. other models out there
        • Asset heavy vs. light models
        • Demographics, rent-per foot, maintenance, and other metrics
        • Regulations to be aware of
        • Key metrics to consider
        • Outsourcing vs. doing on your own
        •  Short vs. extended stay

        • John Azar, EVP, Member Principle (MACC Venture Partners, LLC)
        • Mickey Kropf, CEO (Vector Travel)
        • Timothy Barton, Chief Executive Officer (JMJ Residential, LLC)
        • Mukang Cho, CEO & Managing Principal (Morning Calm Management)
        • Andrew Jumbeck, VP (Four Mile Capital )

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      3:40 PM
      Networking Break




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      4:05 PM
      Raising Equity & Comparing Sources: Institutional Equity Vs. High-Net-Worth Vs. Family Office

      • • Small joint ventures: What are your terms?  
        • Going deal by deal vs. fundraising
        • Fundraising: the legal side
        • Syndication made easier
        • Entity-level financing
        • Foreign investors and REIT structures
        • What kind of returns are you promising investors? What are you doing to keep them up?
        • Shift from pension money to 401(k) and accredited investors
        • The trend towards evergreen funds

        • Avi Abroms, Managing Partner (Alpha Partners Group)
        • Irwin Boris, CIO / COO (Heritage Capital Group)
        • Carlos Imery, Partner (IG3 Real Estate Group)
        • Peter Habib, Principal Family Member (MPI Family Office)

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      4:50 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?

        • Brian Lebrant, VP of Product Management (AppFolio Inc.)
        • Benjamin Inman, Managing Member (Inman Equities)
        • Chris Finlay, CEO & Chairman (Lloyd Jones, LLC)
        • Jim Schroder, CFO (Tribridge Residential)
        • Ari Abramson, Vice President, Acquisitions (Continental Realty Corporation)

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      5:35 PM
      Networking Reception




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      6:35 PM
      Day One Concludes




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    Tuesday, November 19th, 2019

      8:15 AM
      Breakfast & Registration for All Attendees




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      8:40 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

        • Prashant Satoskar, Managing Partner (Catalyst Equity)
        • Ari Abramson, Vice President, Acquisitions (Continental Realty Corporation)
        • Don Wenner, CEO (DLP Real Estate Capital)
        • Cameron Pimm, Managing Partner (Tenth St Ventures )
        • Andrew Cushman, Principle (Vantage Point Acquisitions)

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      9:20 AM
      Ground Up Vs. Value-Added Rehab vs. Re-Purposing: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 opportunity 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: John A. Isakson, CFO Preferred Apartment Communities;
        Ground Up- Martin Bronstein, Senior Principal BHW Capital;
        Ricardo Rubiano, Principal Rubiano Commercial;
        Value-Add- Brett Duke, Senior Managing Director Atlantic Pacific Real Estate Group;
        Steven Gesis, Executive Vice President Smartland

        • John Isakson, (Preferred Apartment Communities)
        • Martin Bronstein, Senior Principal (BHW Capital)
        • Ricardo Rubiano, Principal (Rubiano Commercial)
        • Brett Duke, Managing Director (Atlantic Pacific Real Estate Group)
        • Steven Gesis, Executive Vice President (Smartland)

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      10:10 AM
      Accepting Lower Yields vs. Changing Your Strategy vs. Staying The Course

      • • Getting outbid for all your deals?  Impact of higher prices
        • Exit cap and rent growth impact
        • As institutions are entering smaller markets that you are in you are…
        • Relying on the market growth for returns: Still an effective strategy?
        • Do you need to kiss more frogs to get that prince?
        • Old vs. new strategies
        • How are your investors reacting to lower yields?
        • Have you taken on an institutional partner? Used higher leverage?

        • Jose Tello, Principal (Bayshore Investment Partners)
        • Noah Miller, Vice President of Acquisitions & Finance (Pensam Residential)
        • Ben Colonomos, Principal (PointOne Holdings)
        • John Bennett, Principal (Windcrest Investments)

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      10:55 AM
      Networking Break




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      11:10 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- Glenn C. Gonzales, Owner & CEO Obsidian Capital;
        The Buyers:   Will evaluate their interest in the below projects, deal structure and how much they would pay
        Chad Burkhardt, Senior Vice President CenterSquare Investment Management;
        Zach Dovner, Director of Acquisitions Eastham Capital;
        Darin Munson, President The Phoenix Group;
        The Sellers: Will present portfolios for sale
        Robert Bollhoffer, Managing Principal 29th Street Capital;
        George Connell, Founding Partner Castlegate Property Group;

        • Glenn Gonzales, Owner (Obsidian Capital)
        • Chad Burkhardt, Senior Vice President (CenterSquare Investment Management)
        • Zach Dovner, Corporate Consel & Deal Analyst (Eastham Capital)
        • Darin Munson, President (The Phoenix Group)
        • Robert Bollhoffer, Managing Principal (29th Street Capital)
        • George Connell, Founding Partner (Castlegate Property Group)

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      11:55 AM
      Emerging Neighborhoods: Identifying New & RE-Gentrifying Markets Early On And Identifying The Best Strategies To Enter Them

      • • 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 and demographic shifts

        • Josh Mandell, President/COO (Gateway Companies)
        • Timothy Hogan, President (Hogan Companies)
        • Aaron Gorin, CIO (Cedar Grove Capital LLC)
        • Domonic Purviance, Senior Financial Specialist (Federal Reserve Bank of Atlanta)
        • Nick Hathaway, Partner | Director of Development (Hathaway Development)

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      12:40 PM
      Conference Concludes




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  • Multifamily/Apartment Owners/Operators Early Bird Registration* - $995
  • Multifamily/Apartment Owners/Operators Standard Registration* - $1,295
  • Super Early Bird Registration - $1,495
  • Early Bird Registration - $1,595
  • Standard Registration - $1,695
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Contact Us

Venue

  • Conference Venue
  • Grand Hyatt Atlanta


    3300 Peachtree Road NE
    Atlanta, GA, 30305
    USA

    Additional Info:

    Please use the link above to make a hotel room reservation in IMN's room block, pending availability, until our cutoff date of Friday, October 25. 

    IMPORTANT NOTE: IMN has not retained a third party booking company to assist with reservations. If you are interested in making reservations at the Grand Hyatt Atlanta, you must book those rooms directly with the venue. 

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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