Join us at the 10th annual Marcus & Millichap / IPA Multifamily Forum: Chicago & the Midwest at the Hyatt Lodge Oak Brook on April 18, 2024. First held in 2013, the conference consistently brings together 350 – 450 multifamily executives each year from Chicago and from across the Midwest, as well as national multifamily owners, investors and developers active in Chicago and the Midwest markets.
This year, we look at new challenges and opportunities in the apartment industry in Chicagoland as well as Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Ohio and Wisconsin. The conference addresses road blocks in the real estate capital markets today due to increased interest rates, as well as issues with rent growth (or lack thereof). We will also look at ongoing, chronic issues in new development, as well as the hunt for increasingly rare value-add deals that pencil out. With transactions and development slowing, we look at how to do more with your properties amid staffing shortages and new technology solutions.
Join hundreds of fellow owners, investors and developers on April 18 at the Hyatt Lodge Oak Brook for the Marcus & Millichap / IPA Multifamily Forum: Chicago & the Midwest for a day of in-person learning, idea sharing, deal making and networking. Remote access via webcast and recordings are also available. Sign up for the attendee list to set up meetings and connect with key contacts. And don’t miss the Welcome Reception on the evening of April 17.
Topics addressed include:
New
development
Value add
investment
Apartment
design
Construction
issues
New
technology
Property
management
Local and
regional trends
Capital
sources
Get Involved!
Registration & Event Questions
Marissa Monroe
Registration Manager
marissa@greenpearlevents.com
Sponsorship & Exhibits
Angela Bright
Head of Partnerships
angela@greenpearlevents.com
Panels & Roundtables
Samantha Williams
Event Director
sam@greenpearlevents.com
Keynote Speaker
James D. Letchinger
Founder & CEO
JDL Development
Speakers & Featured Participants
Phillip Aiello
President & COO
Mandel Group
Tim Anderson
Chief Executive Officer
Focus
April Barkeim
President
Whitecap Property Management
Kurt Bender
Principal
Bender Companies
Sam Berry
VP – Acquisitions
VennPoint RE
Stephanie Brock
Managing Partner
Property Management
Waterton
Peter Chmielewski
Division President
Central
Quarterra
Chris Coleman
VP – Development
Wingspan Development
Michael D’Onofrio
Managing Director
Engineered Tax Services
Roger Daniel
President
Daniel Management Group
Tim Donovan
Managing Director
Investments
Midloch
Tom Drake
Principal
The Drake Group
Brian Eby
Managing Director
U.S. Housing Investments
Nuveen
Valerie Fertitta
Managing Director
Real Estate
Greystar
Justin Few
Vice President
Property Management
Buckingham Companies
Gina Fortune-Harmon
VP – Property Management
Habitat Company
Dan Gable
Chief Executive Officer
JG² Companies
John Gochberg
President & CEO
TGM
Brad Gries
Co-Head of the Americas
LaSalle Investment Management
Erik Hahn
Vice President – Acquisitions
Continental Properties
Michael Hayford
Director
Multifamily Midwest
Kastle Systems
Jennifer Hoover
COO & Managing Partner
Highgate Capital Group
Rick Hurd
Managing Partner
Investment Management
Waterton
Iman Jalali
Principal
Bear Peak Capital
Lauren Kane
Regional Vice President
Barrett & Stokely
Tammy Kelly
Managing Director
Head of Asset Management
EQT Exeter
Ric Krause
President & CEO
Path Construction
Erik Larson
SVP – Acquisitions
Blue Vista Capital Management
Megan Lawhon
Chief Operating Officer
Plk Communities
Mark Lecocq
Managing Director
Cypress Equity Investments
Vicky Lee
SVP – Development
Focus
Jim Marzullo
Partner
10 West Real Estate Group
Walid Matarieh
Senior Manager
Commercial Development
XFINITY
Tadd Miller
Chief Executive Officer
Milhaus
Jim Milliken
Principal – Real Estate
CLA
Kristin Nason
Vice President
Property Management
Golub & Company
Michael Obloy
Principal
Monroe Residential Partners
Maxwell Peek
Chief Executive Officer
Magnolia Capital
Jaime Perron
Chief Operating Officer
Saturday Properties
Joseph Powers
VP & Regional Manager
Chicago Downtown
Marcus & Millichap
Dan Price
SVP – Acquisitions
MLG Capital
Craig Pryde
Principal
KTGY
Josh Purvis
Managing Partner
Thompson Thrift
Heather Riggs
VP – Multifamily Operations
Continental Properties
Brent Rogers
Chief Executive Officer
Saturday Properties
Chris Salazar
Managing Partner
Archstone Capital
Jacob Schumaker
VP – Operations
RPM Living
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Ryan Shannahan
EVP – Development
JDL Development
Wally Smith
Regional Director
Real Estate
Northwestern Mutual
Peter Standley
Director – Multifamily
Marcus & Millichap
Dwight Stephenson
Principal
Blue Vista Capital Management
Field Stern
Head of Investments
US Multifamily
EQT Exeter
Marc Sznajderman
SVP & Head of Production
Eastern Region
Marcus & Millichap
Capital Corporation
Toby Veit
Vice President – Development
Ryan Companies
Matt Vekasy
Founder & CEO
Metropolitan Holdings
Steven D. Weinstock
SVP & Regional Manager
Chicago Oak Brook
Marcus & Millichap
Justin Westfall
VP – Development
Fifield Companies
Benjamin Young
Chief Investment Officer
Buckingham Companies
Speakers & Featured Participants
- Phillip Aiello, President & COO, Mandel Group
- Tim Anderson, Chief Executive Officer, Focus
- April Barkeim, President, Whitecap Property Management
- Kurt Bender, Principal, Bender Companies
- Sam Berry, VP – Acquisitions, VennPoint RE
- Stephanie Brock, Managing Partner – Property Management, Waterton
- Peter Chmielewski, Division President – Central, Quarterra
- Chris Coleman, VP – Development, Wingspan Development
- Michael D’Onofrio, Managing Director, Engineered Tax Services
- Roger Daniel, President, Daniel Management Group
- Tim Donovan, Managing Director – Investments, Midloch
- Tom Drake, Principal, The Drake Group
- Brian Eby, Managing Director – U.S. Housing Investments, Nuveen
- Valerie Fertitta, Managing Director – Real Estate, Greystar
- Justin Few, Vice President – Property Management, Buckingham Companies
- Gina Fortune-Harmon, VP – Property Management, Habitat Company
- Dan Gable, Chief Executive Officer, JG² Companies
- John Gochberg, President & CEO, TGM
- Brad Gries, Co-Head of the Americas, LaSalle Investment Management
- Erik Hahn, Vice President – Acquisitions, Continental Properties
- Michael Hayford, Director Multifamily Business Development – Midwest, Kastle Systems
- Jennifer Hoover, COO & Managing Partner, Highgate Capital Group
- Rick Hurd, Managing Partner – Investment Management, Waterton
- Iman Jalali, Principal, Bear Peak Capital
- Lauren Kane, Regional Vice President, Barrett & Stokely
- Tammy Kelly, Managing Director & Head of Asset Management, EQT Exeter
- Ric Krause, President & CEO, Path Construction
- Erik Larson, SVP – Acquisitions, Blue Vista Capital Management
- Megan Lawhon, Chief Operating Officer, Plk Communities
- Mark Lecocq, Managing Director, Cypress Equity Investments
- Vicky Lee, SVP – Development, Focus
- Jim Marzullo, Partner, 10 West Real Estate Group
- Walid Matarieh, Senior Manager – Commercial Development, XFINITY
- Jim Milliken, Principal – Real Estate, BizOps, CLA
- Tadd Miller, Chief Executive Officer, Milhaus
- Kristin Nason, VP – Property Management, Golub & Company
- Michael Obloy, Principal, Monroe Residential Partners
- Max Peek, Chief Executive Officer & Managing Principal, Magnolia Capital
- Jaime Perron, Chief Operating Officer, Saturday Properties
- Dan Price, SVP – Acquisitions, MLG Capital
- Craig Pryde, Principal, KTGY
- Josh Purvis, Managing Partner, Thompson Thrift
- Heather Riggs, VP – Multifamily Operations, Continental Properties
- Brent Rogers, Chief Executive Officer, Saturday Properties
- Chris Salazar, Managing Partner, Archstone Capital
- Jacob Schumaker, VP – Operations, RPM Living
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
- Ryan Shannahan, EVP – Development, JDL Development
- Wally Smith, Regional Director – Real Estate, Northwestern Mutual
- Peter Standley, Director – Multifamily, Marcus & Millichap
- Dwight Stephenson, Principal, Blue Vista Capital Management
- Field Stern, Head of Investments – US Multifamily, EQT Exeter
- Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap Capital Corporation
- Toby Veit, Vice President – Development, Ryan Companies
- Steven D. Weinstock, SVP & Regional Manager – Chicago Oak Brook, Marcus & Millichap
- Justin Westfall, VP – Development, Fifield Companies
- Ben Young, CIO, Buckingham Companies
Featured Past Speakers:
Speakers at the Marcus & Millichap Multifamily Forum: Chicago & the Midwest are typically senior executives and company leaders who own, invest and/or develop multifamily properties in the greater region, as well as a curated selection of industry leaders from organizations that impact the industry. We are currently recruiting speakers for the 2024 conference. Contact Samantha Williams at sam@greenpearlevents.com to inquire.
Past speakers include:
Curt Bailey
President
Related Midwest
Maria Banks
President & CEO
AMLI Management Company
Bryan Barrett
Chief Executive Officer
Barrett & Stokely
Peter Chmielewski
Division President
Quarterra
Catherine Clark
Chief Investment Officer
Bedrock Detroit
Jeff Elowe
Chief Executive Officer
Laramar Group
Collete English Dixon
Executive Director
Marshall Bennett Institute
of Real Estate
Valerie Fertitta
Managing Director
Greystar
Matt Fiascone
President
Habitat Company
Anne Ficeli
President
PURE Real Estate
Management
Bob Flannery
Chief Executive Officer
Banner Real Estate Group
Gene Golub
Chairman
Golub & Company
Francis Greenburger
Chief Executive Officer
Time Equities
Brad Gries
Co-Head of the Americas
LaSalle Investment
Management
Kimberly Grimm
Chief Development Officer
Continental Properties
Jana Hageman
President & Owner
T&H Investments
Jennifer Hoover
COO & Managing Partner
Highgate Capital Group
Ashish Karamchandani
Executive Vice President
Heitman
Jesse Karasik
Chief Investment Officer
Trilogy Real Estate Group
Tammy Kelly
Head of Asset Management
EQT Exeter
Chris Kennedy
Chairman
Joseph P. Kennedy Enterprises
Steve Khoshabe
Founding Partner
Speedwagon Capital Partners
Megan Lawhon
Chief Operating Officer
PLK Communities
Jim Letchinger
President
JDL Development
Jeffrey Michael
Chief Operating Officer
Horizon Realty Group
Pei Pei Mirabella
Senior Vice President
Bozzuto
Greg Mutz
Chief Executive Officer
AMLI Residential
Kevin Newell
Founder & CEO
Royal Capital
Sarang Peruri
Chief Operating Officer
Oxford Capital Group
Diana Pittro
Executive Vice President
RMK Management
Stephen Rappin
Chief Executive Officer
Evergreen Real Estate Group
Kent Roers
Co-Founder & Owner
Roers Companies
Amy Rubenstein
Chief Executive Officer
Clear Investment Group
Buzz Ruttenberg
Chairman
Belgravia Group
David Schwartz
Chairman & CEO
Waterton
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Lindsey Senn
Chief Development Officer
Fifield Companies
Rajen Shastri
Chief Executive Officer
Akara Partners
Ronda Shrewsbury
President
RealAmerica Companies
Eric Silverman
Managing Partner
Eastham Capital
Carly Stevenson
Executive Vice President
Avanath Capital Management
Renee Wersching
Executive Vice President
Magellan Development Group
Edmund Woodbury
President
McCaffery
Stacie Young
Chief Executive Officer
Community Investment Corporation
Featured Past Speakers
- Curt Bailey, President, Related Midwest
- Maria Banks, CEO, AMLI Management Company
- Bryan Barrett, CEO, Barrett & Stokely
- Peter Chmielewski, Division President, Quarterra
- Catherine Clark, CIO, Bedrock Detroit
- Jeff Elowe, CEO, Laramar Group
- Collete English Dixon, Executive Director, Marshall Bennett Institute of Real Estate
- Valerie Fertitta, Managing Director, Greystar
- Matt Fiascone, President, Habitat Company
- Anne Ficeli, President, PURE Real Estate Management
- Bob Flannery, CEO, Banner Real Estate Group
- Gene Golub, Chairman, Golub & Company
- Francis Greenburger, CEO, Time Equities
- Brad Gries, Co-Head of the Americas, LaSalle Investment Management
- Kim Grimm, Chief Development Officer, Continental Properties
- Jana Hageman, President, T&H Investments
- Jennifer Hoover, COO & Managing Partner, Highgate Capital Group
- Ashish Karamchandani, Executive Vice President, Heitman
- Jesse Karasik, CIO, Trilogy Real Estate Group
- Tammy Kelly, Head of Asset Management, EQT Exeter
- Chris Kennedy, Chairman, Joseph P. Kennedy Enterprises
- Steve Khoshabe, Founding Partner, Speedwagon Capital Partners
- Megan Lawhon, COO, PLK Communities
- Jim Letchinger, Founder & CEO, JDL Development
- Jeffrey Michael, COO, Horizon Realty Group
- Pei Pei Mirabella, Senior Vice President, Bozzuto
- Greg Mutz, CEO, AMLI Residential
- Kevin Newell, Founder & CEO, Royal Capital
- Sarang Peruri, Principal, Oxford Capital Group
- Diana Pittro, Executive Vice President, RMK Management
- Steve Rappin, CEO, Evergreen Real Estate Group
- Kent Roers, Co-Founder, Roers Companies
- Amy Rubenstein, CEO, Clear Investment Group
- Buzz Ruttenberg, Founder, Belgravia Group
- David Schwartz, CEO, Waterton
- John Sebree, SVP & National Director – Multifamily, Marcus & Millichap
- Lindsey Senn, Chief Development Officer, Fifield Companies
- Rajen Shastri, CEO, Akara Partners
- Ronda Shrewsbury, President, RealAmerica Companies
- Eric Silverman, Managing Partner, Eastham Capital
- Carly Stevenson, Executive Vice President, Avanath Capital Management
- Renee Wersching, Executive Vice President, Magellan Development Group
- Edmund Woodbury, President, McCaffery
- Stacie Young, CEO, Community Investment Corporation
Agenda at a Glance:
Wednesday, April 17, 2024
5:00 pm – 7:00 pm
Welcome Reception (separate paid registration required)
Hosted by:
Thursday, April 18, 2024
8:00 am – 9:00 am
Check-in & Networking Breakfast
8:20 am – 8:50 am
Tax Minimization Workshop
8:50 am – 9:00 am
Opening Remarks
9:00 am – 9:35 am
Chicago & the Midwest Multifamily Market Outlook Presentation
9:40 am – 10:25 am
Equity Investment & Debt Finance for Multifamily Deals Today
10:30 am – 10:40 am
Morning Presentation
10:45 am – 11:30 am
The Challenges & Opportunities in Developing New Units in Today’s Market
11:30 am – 12:00 pm
Networking Break with Refreshments
12:00 pm – 12:45 pm
Apartment Property Operations & Technology Best Practices & Emerging Trends
12:50 pm – 1:00 pm
Afternoon Presentation
1:05 pm – 1:50 pm
Acquisitions, Dispositions & Upgrades of Existing Properties
1:50 pm – 2:20 pm
Networking Lunch
2:20 pm – 2:55 pm
Keynote Speaker
3:00 pm – 3:45 pm
Market Leaders Discuss the Multifamily Industry Outlook for the Next 12 to 18 Months
3:45 pm – 5:00 pm
Networking Reception
Welcome Reception:
The Welcome Reception will be held the evening prior to the conference at either the venue or a nearby location in Chicago. The location is to be announced. The reception runs from 5:00 to 7:00 pm and includes drinks and finger food. Dress is typically business casual. The Welcome Reception is not included in the conference registration fee and requires a separate paid registration.
Private Roundtables:
The Private Roundtable is a closed-door, invite-only, off-the-record group conversation among 12 to 15 handpicked, invited executives. Led by a chairperson, the session is 2 hours allowing for a candid conversation among peers to share information, compare notes and generate ideas on industry challenges. Topics are determined in the week prior to the conference and sourced directly from participants.
What participants get out of the Private Roundtable:
Participants love the roundtables because they offer an opportunity to get beyond the public information to a more in-depth solutions-focused conversation that is confidential. The goal is that everyone walks away a bit wiser with more tools in their toolbox, as well as some new or renewed connections. Private roundtables are more exclusive and include more senior executives. Private roundtable participants are considered “Featured Participants” and are listed in the event materials alongside other speakers.
Who can join a Private Roundtable:
Private Roundtable participants are selected in advance of the conference and require an invitation to join. Each roundtable participant must meet selection criteria of the specific roundtable to be considered for an invitation to that roundtable. If you do not meet the criteria, you can still gain access via sponsorship, pending availability. Sponsored spots on roundtables are extremely limited. Inquire with Samantha Williams at sam@greenpearlevents.com about joining a Private Roundtable.
9:45 am – 11:15 am
Multifamily Operators Private Roundtable
Criteria: Heads of asset and property management either nationally or regionally in Chicago and from across the Midwest for portfolios greater than 1,000 units.
9:45 am – 11:15 am
Multifamily Investors Private Roundtable
Criteria: Heads of acquisitions, investments and/or equity capital markets either nationally or regionally in Chicago and from across the Midwest.
11:45 am – 1:15 pm
Multifamily Developers Private Roundtable
Criteria: Heads of development, construction and/or design either nationally or regionally in Chicago and from across the Midwest.
Attendee Stats:
Average Attendance
Attendee Ratio
Principal Ratio
Attending Companies (partial list)
- 36 Management
- Airbnb
- Airwavz Solutions
- Alliant
- Alliant Insurance
- Altus Group
- Ampol Development Company
- Archstone Capital
- ARJ Amenities
- Ascending Assets
- Bader
- Baker Barrios Architects
- Banner Technologies
- Barrett & Stokely
- BASE Structural
- Bear Peak Capital
- Bella Italia 1
- Bellwether Enterprise
- Bender Companies
- BlinkGlobal
- Blue Vista Capital Management
- BluSky Restoration Contractors
- BMO
- Brink Properties
- Broad Arrow Real Estate Capital
- BSB Design
- Buckingham Companies
- Builtech
- BWE
- Centennial Mortgage
- Chase
- Chicago Common Construction
- Chicago Development Partners
- CIBC
- CLA
- Clarity Strategic Opportunities
- Clifton River Capital
- CliftonLarsonAllen
- Cobia Management
- Cohen & Company
- Comcast
- Community Investment Corporation
- Conor Commercial Real Estate
- Continental Properties
- Continental Properties Company
- Creative Realty Specialists
- CRG Residential
- CSSI Cost Segregation Services
- Cypress Equity Investments
- Daniel Management Group
- Diversey Capital
- DMG Capital
- Drake Group
- EBI Consulting
- Eleni Interiors
- Engineered Tax Services
- ePoint Construction and Development
- EQT Exeter
- Evergreen Real Estate Group
- EVG Attorney Partnership
- Evolution Sustainability Group
- eXp Commercial
- Fairlawn Capital
- Finishing Chicago
- First National Bank of Brookfield
- Focus
- Galvan Capital
- Geneva Capital Group
- Gershman Investment
- Golub & Company
- Greater Illinois Title
- Greenberg Traurig
- Greystar
- Habitat Company
- Haley Residential
- HC Real Estate Investments
- Heartland Charging Services
- Heritage Bank of Schaumburg
- Highgate Capital Group
- HomeRiver Group
- HPP Equity
- Ice Miller
- Integra Realty Resources
- JDL Development
- JFH Companies
- JG² Companies
- Kamra Holdings
- Kastle Systems
- KeyBank Real Estate Capital
- Kipling Development
- KSP
- KTGY
- Landmark Real Estate Group
- LaSalle
- Levenfeld Pearlstein
- Lockton
- Lowrie Properties
- Lument
- Luxury Living
- Magnolia Capital
- Mandel Group
- Marcus & Millichap
- Marquette Companies
- McDermott & Bull
- McDermott+Bull
- McShane Construction
- Metro Park
- Metropolitan Holdings
- Midloch
- Mid-States Concrete Industries
- Milhaus
- Mitsubishi Electric Trane HVAC US
- MLG Capital
- Monroe Residential Partners
- More-Land Equity Capital
- Morningstar DBRS
- Much Shelist P.C.
- Multi-Family Energy Savings
- Nord Ventures
- NORR
- Northwestern Mutual
- Nova Group GBC
- Nuveen
- Oak Park Apartments
- Oak Residential Partners
- Old National Bank
- Partner Engineering and Science
- Path Construction
- PLK Communities
- Polar Properties
- Port of Greater Cincinnati Dev. Authority
- Power Construction
- Prairie Ridge Development Group
- Primetime Ventures
- QMR Partners
- Quantrum Partners
- Quarterra
- Redwood
- RPM Living
- RUME USA
- Sarnoff & Baccash
- Saturday Properties
- SGW Architecture & Design
- Sleeping Bear Management
- Solid Capital
- Stoneleigh Companies
- Supera
- Synergy Construction Group
- TechnoGym
- Ten27 Group
- TGM
- The Drake Group
- The Habitat Company
- The Neutral Project
- The Vertex Companies
- The Wolcott Group
- ThermoVerse
- Thompson Thrift
- Threefold Real Estate Investing
- Urban Street Group
- Utopia Property
- Valet Living
- Valley National Bank
- VennPoint RE
- Village Green
- Walker & Dunlop
- Ware Malcomb
- Waterstone Defeasance
- Waterton
- Waypoint Asset Management Solution
- Whitecap Property Management
- Wingspan Development
- Winnemac Properties
- XFINITY Communities
Conference Chairs:
With over 2,000 investment sales and financing professionals located throughout the United States and Canada, Marcus & Millichap is a leading specialist in commercial real estate investment sales, financing, research and advisory services. Founded in 1971, the firm closed 8,954 transactions in 2020 with a value of approximately $43 billion. Marcus & Millichap has perfected a powerful system for marketing properties that combines investment specialization, local market expertise, the industry’s most comprehensive research, state-of-the-art technology, and relationships with the largest pool of qualified investors.
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.
2024 Conference Sponsors:
Conference Organizer:
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