MIDWEST MULTIFAMILY FORUM_1200-fixedagain

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

Topics-4-Construction-v3

Construction
issues

Topics-5-NewTech-v2

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

Jim Letchinger

James D. Letchinger
Founder & CEO
JDL Development

Speakers & Featured Participants

Phillip Aiello

Phillip Aiello
President & COO
Mandel Group

Tim Anderson

Tim Anderson
Chief Executive Officer
Focus

April Barkeim

April Barkeim
President
Whitecap Property Management

Bryan Berkey

Bryan Berkey
Managing Director
Acquisitions

Marquette Companies

Peter Chmielewski

Peter Chmielewski
Division President
Central

Quarterra

Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

Roger Daniel

Roger Daniel
President
Daniel Management Group

Valerie Fertitta

Valerie Fertitta
Managing Director
Real Estate

Greystar

Justin Few

Justin Few
Vice President
Property Management

Buckingham Companies

John Gochberg

John Gochberg
President & CEO
TGM

Brad Gries

Brad Gries
Co-Head of the Americas
LaSalle Investment Management

Michael Hayford

Michael Hayford
Director
Multifamily Business Development
Midwest

Kastle Systems

Jennifer Hoover

Jennifer Hoover
COO & Managing Partner
Highgate Capital Group

Rick Hurd

Rick Hurd
Managing Partner
Investment Management

Waterton

Tammy Kelly

Tammy Kelly
Managing Director
Head of Asset Management

EQT Exeter

Ric Krause

Ric Krause
President & CEO
Path Construction

Erik Larson

Erik Larson
SVP – Acquisitions
Blue Vista Capital Management

Megan Lawhon

Megan Lawhon
Chief Operating Officer
Plk Communities

Mark Lecocq

Mark Lecocq
Managing Director
Cypress Equity Investments

Vicky Lee

Vicky Lee
SVP – Development
Focus

Nick Marietti

Nick Marietti
Principal & Co-Founder
VennPoint RE

Tadd Miller

Tadd Miller
Chief Executive Officer
Milhaus

Jim Milliken

Jim Milliken
Principal – Real Estate
CLA

Maxwell Peek

Maxwell Peek
Chief Executive Officer
Magnolia Capital

Jaime Perron

Jaime Perron
Chief Operating Officer
Saturday Properties

Joseph Powers

Joseph Powers
VP & Regional Manager
Chicago Downtown
Marcus & Millichap

Daniel Price

Dan Price
SVP – Acquisitions
MLG Capital

Craig Pryde

Craig Pryde
Principal
KTGY

Josh Purvis

Josh Purvis
Managing Partner
Thompson Thrift

Brent Rogers

Brent Rogers
Chief Executive Officer
Saturday Properties

Chris Salazar

Chris Salazar
Managing Partner
Archstone Capital

Jacob Schumaker

Jacob Schumaker
VP – Operations
RPM Living

John Sebree

John S. Sebree
SVP & National Director
Multifamily

Marcus & Millichap

Ryan Shannahan

Ryan Shannahan
EVP – Development
JDL Development

Erin Spears

Erin Spears
President
Fifield Companies

Marc Sznajderman

Marc Sznajderman
SVP & Head of Production
Eastern Region

Marcus & Millichap
Capital Corporation

Matt Vekasy

Matt Vekasy
Founder & CEO
Metropolitan Holdings

Steven Weinstock

Steven D. Weinstock
FVP & Regional Manager
Chicago Oak Brook

Marcus & Millichap

Benjamin Young

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
  • Bryan Berkey, Managing Director – Acquisitions, Marquette Companies
  • Peter Chmielewski, Division President – Central, Quarterra
  • Michael D’Onofrio, Managing Director, Engineered Tax Services
  • Roger Daniel, President, Daniel Management Group
  • Valerie Fertitta, Managing Director – Real Estate, Greystar
  • Justin Few, Vice President – Property Management, Buckingham Companies
  • John Gochberg, President & CEO, TGM
  • Brad Gries, Co-Head of the Americas, LaSalle Investment Management
  • Michael Hayford, Director Multifamily Business Development – Midwest, Kastle Systems
  • Jennifer Hoover, COO & Managing Partner, Highgate Capital Group
  • Rick Hurd, Managing Partner – Investment Management, Waterton
  • 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
  • Nick Marietti, Principal & Co-Founder, VennPoint RE
  • Jim Milliken, Principal – Real Estate, BizOps, CLA
  • Tadd Miller, Chief Executive Officer, Milhaus
  • 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
  • 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
  • Erin Spears, President, Fifield Companies
  • Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap Capital Corporation
  • Steven D. Weinstock, FVP & Regional Manager – Chicago Oak Brook, Marcus & Millichap
  • 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

Curt Bailey
President
Related Midwest

Maria Banks

Maria Banks
President & CEO
AMLI Management Company

Bryan Barrett

Bryan Barrett
Chief Executive Officer
Barrett & Stokely

Peter Chmielewski

Peter Chmielewski
Division President
Quarterra

Catherine Clark

Catherine Clark
Chief Investment Officer
Bedrock Detroit

Jeff Elowe

Jeff Elowe
Chief Executive Officer
Laramar Group

Collete English Dixon

Collete English Dixon
Executive Director
Marshall Bennett Institute
of Real Estate

Valerie Fertitta

Valerie Fertitta
Managing Director
Greystar

Matt Fiascone

Matt Fiascone
President
Habitat Company

Anne Ficeli

Anne Ficeli
President
PURE Real Estate
Management

Bob Flannery

Bob Flannery
Chief Executive Officer
Banner Real Estate Group

Gene Golub

Gene Golub
Chairman
Golub & Company

Francis Greenburger

Francis Greenburger
Chief Executive Officer
Time Equities

Brad Gries

Brad Gries
Co-Head of the Americas
LaSalle Investment
Management

Kimberly Grimm

Kimberly Grimm
Chief Development Officer
Continental Properties

Jana Hageman

Jana Hageman
President & Owner
T&H Investments

Jennifer Hoover

Jennifer Hoover
COO & Managing Partner
Highgate Capital Group

Ashish Karamchandani

Ashish Karamchandani
Executive Vice President
Heitman

Jesse Karasik

Jesse Karasik
Chief Investment Officer
Trilogy Real Estate Group

Tammy Kelly

Tammy Kelly
Head of Asset Management
EQT Exeter

Christopher Kennedy

Chris Kennedy
Chairman
Joseph P. Kennedy Enterprises

Steve Khoshabe

Steve Khoshabe
Founding Partner
Speedwagon Capital Partners

Megan Lawhon

Megan Lawhon
Chief Operating Officer
PLK Communities

Jim Letchinger

Jim Letchinger
President
JDL Development

Jeffrey Michael

Jeffrey Michael
Chief Operating Officer
Horizon Realty Group

Pei Pei Mirabella

Pei Pei Mirabella
Senior Vice President
Bozzuto

Greg Mutz

Greg Mutz
Chief Executive Officer
AMLI Residential

Kevin Newell

Kevin Newell
Founder & CEO
Royal Capital

Sarang Peruri

Sarang Peruri
Chief Operating Officer
Oxford Capital Group

Diana Pittro

Diana Pittro
Executive Vice President
RMK Management

Stephen Rappin

Stephen Rappin
Chief Executive Officer
Evergreen Real Estate Group

Kent Roers

Kent Roers
Co-Founder & Owner
Roers Companies

Amy Rubenstein

Amy Rubenstein
Chief Executive Officer
Clear Investment Group

Buzz Ruttenberg

Buzz Ruttenberg
Chairman
Belgravia Group

David Schwartz

David Schwartz
Chairman & CEO
Waterton

John Sebree

John S. Sebree
SVP & National Director
Multifamily

Marcus & Millichap

Lindsey Senn

Lindsey Senn
Chief Development Officer
Fifield Companies

Rajen Shastri

Rajen Shastri
Chief Executive Officer
Akara Partners

Ronda Shrewsbury

Ronda Shrewsbury
President
RealAmerica Companies

Eric Silverman

Eric Silverman
Managing Partner
Eastham Capital

Carly Stevenson

Carly Stevenson
Executive Vice President
Avanath Capital Management

Renee Wersching

Renee Wersching
Executive Vice President
Magellan Development Group

Ed Woodbury

Edmund Woodbury
President
McCaffery

Stacie Young

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)

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.

Private Roundtable Schedule:

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

Past Attending Organizations:

The Marcus & Millichap / IPA Multifamily Forum: Chicago & the Midwest brings together hundreds of active multifamily developers, owners, investors, managers and operators. Both private capital and institutional players are well represented at the conference. The conference is a great place to meet with both capital and operating partners active in the multifamily space Chicagoland and around the Midwest.

Past attending companies include:

  • 29th Street Capital
  • Akara Partners
  • Albion Residential
  • AMLI Residential
  • Ascend Real Estate Group
  • Baker Development Company
  • Barrett & Stokely
  • Bear Peak Capital
  • Becovic Management Group
  • Bedrock Detroit
  • Belgravia Group
  • BH Management
  • Bozzuto
  • Brookfield
  • Buckingham Companies
  • Calibrate Property Management
  • CBRE Investment Management
  • Cedar Street
  • Cityscape Residential
  • Clark Street Real Estate
  • Clear Investment Group
  • Coastal Ridge
  • Community Investment Corporation
  • Condor Partners
  • Conor Commercial Real Estate
  • Continental Properties
  • Crayton Advisors
  • Cresset Capital Management
  • Draper & Kramer
  • DTN Management Co.
  • Eastham Capital
  • Edlen & Company
  • Edward Rose & Sons
  • Equity Residential
  • Evergreen Real Estate Group
  • Fairlawn Capital
  • Ferndale Realty Group
  • Fifield Companies
  • Focus Development
  • Friedman Communities
  • GlenStar Properties
  • Golub & Company
  • Greco Properties
  • Greystar
  • GSP Development
  • Habitat Company
  • Harmoniq Residential
  • Harrison Street RE Capital
  • Heitman
  • Highgate Capital Group
  • Hines
  • Horizon Realty Group
  • HP Ventures Group
  • Hubbard Street group
  • Integra Realty Resources
  • JDL Development
  • JK Equities
  • John Buck Company
  • Joseph P. Kennedy Enterprises
  • JVM Realty Corporation
  • Klein Development
  • Laramar Group
  • LaSalle Investment Management
  • Legacy Varin Property Management
  • LEM Capital
  • Lendlease
  • Lexington Homes
  • Magellan Development Group
  • Marc Realty
  • Marquette Companies
  • McCaffery Interests
  • Mesa Development
  • Milhaus
  • Monroe Residential Partners
  • NMHC
  • Oppidan
  • Optima
  • Opus Development Company
  • Origin Investments
  • Oxford Capital Group
  • Pathway Senior Living
  • Peak Properties
  • Plk Communities
  • Prime Property Investors
  • Property Markets Group
  • Providence Management
  • PURE Real Estate Management
  • Quarterra
  • Randolph Street Realty Capital
  • Real America Development
  • Red Seal Homes
  • Redwood Capital Group
  • Related Midwest
  • REVA Development Partners
  • RMK Management
  • Rockefeller Group
  • Roers Companies
  • Royal Capital
  • Ryan Companies
  • Saturday Properties
  • Savoy Development
  • Schafer Richardson
  • Sedgwick Properties Development
  • Shelborne Development
  • Silliman Group
  • Speedwagon Properties
  • Sterling Group
  • Stoneleigh Companies
  • Structured Development Corp
  • T&H Investments
  • TGM Associates
  • Time Equities
  • Trilogy Real Estate Group
  • USAA Real Estate
  • VennPoint RE
  • Ventas
  • Vermilion Development
  • VisionaRE Partners
  • Waterton
  • Waypoint Residential
  • White Oak Realty Partners
  • Wicker Park Apartments
  • Willow Bridge Property Company
  • Wingspan Development
  • Wood Partners
  • WPD Management

Hotel and Conference Venue:

Hyatt Lodge Oak Brook

Address: 2815 Jorie Blvd, Oak Brook, IL

Rate: $164++ per night

Deadline to book: March 20, 2024

Hyatt Oak Brook

Conference Chairs:

Marcus & Millichap

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:

Banner Technologies
CLA
Engineered Tax Services
Kastle Systems
KTGY
McDermottBull
Path Construction
TPA

Who Sponsors:

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Chicago & the Midwest are typically industry vendors, professionals and service providers looking to secure new business from multifamily owners, investors and developers. If you’d like to sponsorship information for the event, please contact Angela Bright at abright@greenpearlevents.com.

Past sponsors include:

ADT Multifamily
Arqui300
Brilliant
CMC
Consumers Credit Union
CSSI
DMG
Engineered Tax Services
Fetch
Foxen
Kastle Systems
KTGY
Mary Cook
Nuveen
Path Construction
Seldin Company
Sema Connect
TPA
Torque
Xfinity

Conference Organizer:

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