Join us at the Marcus & Millichap / IPA Multifamily Forum: Northern California 2024 at the Crowne Plaza Foster City – San Mateo on September 26, 2024. First held in 2013, the conference consistently brings together 500+ multifamily executives from across California, as well as national multifamily owners, investors and developers active in California markets.
This year, we look at new challenges and opportunities in the regional apartment industry today. The conference addresses road blocks in the real estate capital markets today due to sustained higher interest rates, as well as issues with rent growth (and declines). We will also look at ongoing, chronic issues in new development, as well as the market for acquisitions and dispositions of existing apartment properties. Other topics addressed: multifamily asset & property management, new technology & AI, design changes, regulatory challenges and more.
Join hundreds of fellow owners, investors and developers on September 26 at the Crowne Plaza Foster City – San Mateo at the Northern California Multifamily Forum 2024 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 September 25.
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
2024 Select Speakers & Featured Participants:
Lauryn Ackley
Partner
Sequoia Equities
Barry Altshuler
EVP – Investments
Equity Residential
Zach Anderson
Development Partner
Hanover Company
Tom Bannon
Chief Executive Officer
California Apartment Association
Brooks Baskin
Founder & CEO
2B Living
Justin Bautista
President
Rutherford Investments
Assaf Benjamin
Principal
GRI Investments
Jeffrey Bosshard
President
Multifamily Operations
Woodmont Real Estate Services
Marshall Boyd
Co-President & CIO
Interstate Equities
Tim Bruss
Managing Director
Asset Management
Hamilton Zanze
Pat Calihan
Chief Investment Officer
Prometheus
Darren Carrington
Managing Director
Trinity
John Chang
SVP & National Director
Research Services
Marcus & Millichap
Todd Darling
Chief Operating Officer
Acacia Capital
Charlie Demmon
Partner
Demmon Partners
Marcus DuPlessis
Partner & COO
Seven Hills Properties
Humberto Escapini
Principal
EKHO Capital
Scott Eschelman
Managing Partner
BUILD
Bianca Fargnoli
Managing Director
Investments
Greystar
Thomas Fischer
Principal & Director
Capital Markets
JB Matteson
Danny Haber
Co-Founder & CEO
oWOW
Laura Hall
President & CEO
EAH Housing
Arden Hearing
Executive General Manager
Development
Lendlease
Jesse Herzog
Division President
Northern California
Quarterra
Kurt Houtkooper
Chief Executive Officer
Hamilton Zanze
Drew Hudacek
Chief Investment Officer
Development Properties
Sares Regis Group of Northern California
Forrest Jinks
Chief Executive Officer
Altus Equity Group
Ramon Kochavi
FVP & District Manager
Bay Area
Marcus & Millichap
Vincent Korta
Chief Operating Officer
2B Living
Jim Lapides
Vice President
National Multifamily Housing Council
Frank Liu
Managing Director
Canyon Partners
Real Estate
Mark MacDonald
Co-Founding Principal
DM Development
Luca Mangini
Co-CIO
Bridge Partners
John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corporation
Doug McDonald
President
SummerHill Apartment Communities
Kristine Miranda
Vice President
Capital Markets
Bridge Housing
Jasmine Nazari
Chief Operating Officer
Urban Green Investments
Charla Neta
Regional Vice President
MG Properties Group
Wes Nichols
Founder & CEO
Paramount Property Tax Appeal
Brian Pianca
Senior Vice President
Trammell Crow Company
John Protopappas
Chief Executive Officer
Madison Park Financial
Edward Ratinoff
Managing Partner
James Investment Partners
Brad Reisinger
Division President
West Coast
Quarterra
Scott Richter
Senior Vice President
Acquisitions & Asset Management
Related California
Page Roberson
Chief Operating Officer
PTLA Real Estate Group
Andrew Schurrs
General Manager
Russell Square Consulting
Smitha Seshadri
EVP – Development
Bridge Housing
Vanessa Siebern
Chief Operating Officer
FPI Management
Andrew Silverman
Chief Operating Officer
Mosser Companies
Shane Taugner
AVP – Investments
Cypress Equity Investments
Maya Theuer
Chief Executive Officer
Redwood Residential Development
Annette Thurman
Managing Director
Asset Management
Raintree Partners
Jackie Todesco
SVP – Asset Management
AvalonBay Communities
John Vignocchi
Managing Partner
Urban Capital
Peter Wilson
Chief Executive Officer
PTLA Real Estate Group
2024 Select Speakers & Featured Participants
- Lauryn Ackley, Partner, Sequoia Equities
- Barry Altshuler, EVP – Investments, Equity Residential
- Zach Anderson, Development Partner, Hanover Company
- Tom Bannon, Chief Executive Officer, California Apartment Association
- Brooks Baskin, Founder & CEO, 2B Living
- Justin Bautista, President, Rutherford Investments
- Assaf Benjamin, Principal, GRI Investments
- Jeffrey Bosshard, President – Multifamily Operations, Woodmont Real Estate Services
- Marshall Boyd, Co-President & CIO, Interstate Equities
- Tim Bruss, Managing Director – Asset Management, Hamilton Zanze
- Darren Carrington, Managing Director, Trinity
- John Chang, SVP & National Director, Marcus & Millichap
- Todd Darling, Chief Operating Officer, Acacia Capital
- Charlie Demmon, Partner, Demmon Partners
- Marcus DuPlessis, Partner & COO, Seven Hills Properties
- Humberto Escapini, Principal, EKHO Capital
- Scott Eschelman, Managing Partner, BUILD
- Bianca Fargnoli, Managing Director – Investments, Greystar
- Thomas Fischer, Principal & Director – Capital Markets, JB Matteson
- Danny Haber, Co-Founder & CEO, oWOW
- Laura Hall, President & CEO, EAH Housing
- Arden Hearing, Executive General Manager – Development, Lendlease
- Jesse Herzog, Division President – Northern California, Quarterra
- Kurt Houtkooper, Chief Executive Officer, Hamilton Zanze
- Drew Hudacek, Chief Investment Officer – Development Properties, Sares Regis Group of Northern California
- Forrest Jinks, Chief Executive Officer, Altus Equity Group
- Vincent Korta, Chief Operating Officer, 2B Living
- Ramon Kochavi, FVP & District Manager – Bay Area, Marcus & Millichap
- Jim Lapides, Vice President, National Multifamily Housing Council
- Frank Liu, Managing Director, Canyon Partners Real Estate
- Mark MacDonald, Co-Founding Principal, DM Development
- Luca Mangini, Co-CIO, Bridge Partners
- John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corporation
- Doug McDonald, President, SummerHill Apartment Communities
- Kristine Miranda, VP – Capital Markets, Bridge Housing
- Jasmine Nazari, Chief Operating Officer, Urban Green Investments
- Charla Neta, Regional Vice President, MG Properties Group
- Wes Nichols, Founder & CEO, Paramount Property Tax Appeal
- Brian Pianca, Senior Vice President, Trammell Crow Company
- John Protopappas, Chief Executive Officer, Madison Park Financial
- Edward Ratinoff, Managing Partner, James Investment Partners
- Brad Reisinger, Division President – West Coast, Quarterra
- Scott Richter, Senior Vice President – Acquisitions & Asset Management, Related California
- Page Roberson, Chief Operating Officer, PTLA Real Estate Group
- Andrew Schurrs, General Manager, Russell Square Consulting
- Smitha Seshadri, EVP – Development, Bridge Housing
- Vanessa Siebern, Chief Operating Officer, FPI Management
- Andrew Silverman, Chief Operating Officer, Mosser Companies
- Shane Taugner, AVP – Investments, Cypress Equity Investments
- Maya Theuer, Chief Executive Officer, Redwood Residential Development
- Annette Thurman, Managing Director – Asset Management, Raintree Partners
- Jackie Todesco, SVP – Asset Management, AvalonBay Communities
- John Vignocchi, Managing Partner, Urban Capital
- Peter Wilson, Chief Executive Officer, PTLA Real Estate Group
Featured Past Speakers:
Speakers at the Marcus & Millichap / IPA Multifamily Forum: Northern California 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:
Barry Altshuler
EVP – Investments
Equity Residential
Yat-Pang Au
Founder & CEO
Veritas Investments
Kim Bender
President
Property Management
Fairfield Residential
Adam Berry
Co-Chief Investment Officer
Essex
Angela Biggs
Managing Director
Investment
Grosvenor
Marshall Boyd
Co-President & CIO
Interstate Equities
Jerry Brand
Executive Director
Greystar
Elaine Breeze
SVP – Development
SummerHill Housing Group
Debra Carlton
EVP – Government Affairs
California Apartment Association
Greg Christopher
SVP – Development
Carmel Partners
Brian Chuck
Managing Principal
Calvera Partners
Ziv Cohen
Chief Investment Officer
Resmark
Joe Coleman
Chief Operating Officer
Decron Properties
Michael Covarrubias
Chairman & CEO
TMG Partners
Charmaine Curtis
Principal
Curtis Development
Todd Darling
Chief Operating Officer
Acacia Capital
Oz Erickson
Chairman
Emerald Fund
David Feinberg
Chief Investment Officer
Sack Properties
Robert Freed
President & CEO
SummerHill Housing Group
Dara Friedman
Managing Director
Portfolio Manager
BentallGreenOak
Jack Gardner
President & CEO
John Stewart Company
Michael Ghielmetti
President
Signature Development Group
Bob Hart
Chief Executive Officer
TruAmerica Multifamily
Drew Hudacek
Chief Investment Officer
Development Properties
Sares Regis Group
Dan Kaplan
Chief Investment Officer
FPA Multifamily
John Kennedy
Managing Director
Head of RE Asset Management
Barings
Frank Liu
Managing Director
Canyon Partners
Kenneth Lombard
Chief Executive Officer
Bridge Housing
Mark MacDonald
Co-Founding Principal
DM Development
Trisha Malone
President & CIO
Anton Development Partners
George M. Marcus
Chairman
Marcus & Millichap
Al Pace
Chief Executive Officer
Pacific Urban
John Protopappas
Chief Executive Officer
Madison Park Financial
Page Roberson
Chief Operating Officer
PTLA Real Estate Group
Rob Rosania
Founder
Maximus Real Estate Partners
Dan Safier
President & CEO
Prado Group
Jackie Safier
Chief Executive Officer
Prometheus Real Estate Group
Vanessa Siebern
Chief Operations Officer
FPI Management
Ann Silverberg
CEO – Affordable
Related California
Andrew Silverman
Chief Operating Officer
Mosser Companies
John A. Sobrato
Founder & Chairman
Sobrato Organization
Meg Spriggs
Managing Director
Development
Lendlease
Jackie Todesco
SVP – Asset Management
AvalonBay Communities
Percy Vaz
President
AMCAL Multi-Housing
Robert Wagner
Co-Founder & Managing Director
Sares Regis Group
of Northern California
Alex Waterbury
Managing Director
Head of Property Development
Starwood Capital Group
Julia Wilk
Managing Director
Wood Partners
Bill Witte
Chief Executive Officer
Related California
Featured Past Speakers
Speakers at the Marcus & Millichap / IPA Multifamily Forum: Northern California 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:
- Barry Altshuler, Executive Vice President – Investments, Equity Residential
- Yat-Pang Au, Founder, Veritas Investments
- Kim Bender, President – Property Management, Fairfield Residential
- Adam Berry, Co-Chief Investment Officer, Essex
- Angela Biggs, SVP – Investment, Grosvenor
- Marshall Boyd, Co-President & Chief Information Officer, Interstate Equities
- Jerry Brand, Executive Director, Greystar
- Elaine Breeze, SVP – Development, SummerHill Housing Group
- Debra Carlton, EVP – Government Affairs, California Apartment Association
- Greg Christopher, SVP – Development, Carmel Partners
- Brian Chuck, Managing Principal, Calvera Partners
- Ziv Cohen, Chief Investment Officer, Resmark
- Joe Coleman, Chief Operating Officer, Decron Properties Corp.
- Michael Covarrubias, Chairman & Chief Executive Officer, TMG Partners
- Charmaine Curtis, Principal, Curtis Development
- Todd Darling, Chief Operating Officer, Acacia Capital
- Oz Erickson, Chairman, Emerald Fund
- David Feinberg, Managing Partner & CIO, Sack Capital Partners
- Robert Freed, President & CEO, SummerHill Housing Group
- Dara Friedman, Managing Director, BentallGreenOak
- Jack Gardner, President & Chief Executive Officer, John Stewart Company
- Michael Ghielmetti, President, Signature Development Group
- Bob Hart, President and CEO, TruAmerica Multifamily
- Drew Hudacek, Chief Investment Officer – Development Properties, Sares Regis Group
- Dan Kaplan, Chief Investment Officer, FPA Multifamily
- John Kennedy, Managing Director & Head of Real Estate Asset Management, Barings
- Frank Liu, Managing Director, Canyon Partners
- Ken Lombard, Chief Executive Officer, Bridge Housing
- Mark MacDonald, Co-Founding Principal, DM Development
- Trisha Malone, President & CIO, Anton Development Partners
- George Marcus, Chairman, Marcus & Millichap
- Al Pace, Chief Executive Officer, Pacific Urban Investors
- John Protopappas, Chief Executive Officer & Co-Founder, Madison Park Financial
- Page Roberson, Chief Operating Officer, PTLA Real Estate Group
- Rob Rosania, Founder, Maximus Real Estate Partners
- Dan Safier, President & Chief Executive Officer, Prado Group
- Jackie Safier, Chief Executive Officer, Prometheus Real Estate Group
- Vanessa Siebern, Chief Operating Officer, FPI Management
- Ann Silverberg, Chief Executive Officer – NorCal NW Affordable, Related California
- Andrew Silverman, Chief Operating Officer, Mosser Companies
- John Sobrato, Founder & Chairman, Sobrato Organization
- Meg Spriggs, Managing Director – Development, Lendlease
- Jackie Todesco, Senior Vice President – Asset Management, AvalonBay Communities
- Percy Vaz, President, AMCAL Multi-Housing
- Rob Wagner, Co-Founder & Managing Director, Sares Regis Group of Northern California
- Alex Waterbury, Managing Director & Head of U.S. Development, Starwood Capital Group
- Julia Wilk, Managing Director, Wood Partners
- Bill Witte, Chairman & CEO, Related California
Agenda at a Glance:
Wednesday, September 25, 2024
5:30 pm – 8:00 pm
Welcome Reception (separate registration required)
Thursday, September 26, 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
Northern California Multifamily Market Outlook Presentation
9:40 am – 10:25 am
Multifamily Capital Markets: Sourcing Equity & Debt Today
10:30 am – 10:40 am
Morning Presentation
10:45 am – 11:30 am
New Development: Challenges & Opportunities in Creating New Units
11:30 am – 12:00 pm
Networking Break
12:00 pm – 12:45 pm
Apartment Operations: Emerging Trends & Technology Impacting Property Management
12:50 pm – 1:35 pm
Investments: Acquisitions, Dispositions & Updated Business Models to Create Successful Deals
1:35 pm – 2:05 pm
Networking Lunch
2:05 pm – 2:50 pm
Market Leaders: Major Trends Impacting Today’s Challenges & Tomorrow’s Opportunities
2:55 pm – 3:40 pm
Torches & Pitchforks: The Battle For and Against Rent Control
3:40 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 Foster City. The location is to be announced. The reception runs from 5:30 to 8:00 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
9:45 am – 11:15 am
Multifamily Investors Private Roundtable
11:45 am – 1:15 pm
Multifamily Developers Private Roundtable
11:45 am – 1:15 pm
Multifamily Capital Markets Private Roundtable
Attendee Stats:
Average Attendance
Attendee Ratio
Principal Ratio
Past Attending Organizations:
The Marcus & Millichap / IPA Multifamily Forum: Northern California 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 in California.
Past attending companies include:
- Acacia Capital
- AJ Craig Development
- Alliance Residential
- Altus Equity Group
- AMCAL Multi-Housing
- Anton Development Partners
- Ares Management
- Association of Bay Area Governments
- AvalonBay Communities
- Barings
- Baylands Development
- BentallGreenOak
- Berger Enterprises
- Bozzuto
- Braddock and Logan
- Bridge Housing
- Build Inc
- California Apartment Association
- California Tax Reform Association
- Calvera Partners
- Canyon Partners
- Carmel Partners
- Coastline Real Estate Advisors
- Core Companies
- Cumberland Holdings
- Curtis Development
- Decron Properties Corp.
- Demmon Partners
- DKD Property Management
- DM Development
- East Bay Asian Local Development
- Elevation Properties
- Emerald Fund
- Encore Capital Management
- Equity Residential
- Essex
- Fairfield Residential
- FivePoint
- Forge Development Partners
- FPA Multifamily
- FPI Management
- Freebird Development Company
- Gelt
- Greystar
- Grosvenor
- Grupe Management Company
- Housing Industry Foundation
- Hudson McDonald
- Interstate Equities
- JB Matteson
- John Stewart Company
- JTH Worldwide
- KB Home
- Kennedy Wilson
- Klingbeil Capital Management
- L37 Partners
- Lendlease
- MacFarlane Partners
- Madison Park Financial
- Maximus Real Estate Partners
- MG Properties Group
- Mitsui Fudosan America
- MJD Capital Partners
- MNM Partners
- Mosser Companies
- National Multifamily Housing Council
- Old Adobe Management
- Open Door Development
- Pacific Urban Investors
- Page Mill Realty
- Partners Capital Solutions
- Prado Group
- Prometheus Real Estate Group
- PTLA Real Estate Group
- Quarterra
- RAD Urban
- Raintree Partners
- Ratner Property Management
- Related California
- Resmark
- Sack Properties
- Sacramento Regional Builders Exchange
- Sares Regis Group of Northern California
- Security Properties
- Sequoia
- Sequoia Realty Services
- Seven Hills Properties
- Shea Properties
- Signature Development Group
- SKS
- Sobrato Organization
- Spieker Companies
- Sridhar Equities
- Starwood Capital Group
- State of California
- SummerHill Housing Group
- Tenderloin Neighborhood Development
- TMG Partners
- Trammell Crow Residential
- Tricon Capital Group
- TruAmerica Multifamily
- Veritas Investments
- Windy Hill Property Ventures
- WinnCompanies
- Wood Partners
- Worthing Capital
Hotel and Conference Venue:
Address: 1221 Chess Dr, Foster City, CA
Deadline to book: September 9
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.
Featured 2024 Conference Sponsors
Who Sponsors:
Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Northern California are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators. If you’d like to sponsorship information for the event, please contact Angela Bright at abright@greenpearlevents.com.
Past sponsors include:
Conference Organizer:
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